> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Tripletex Account

Follow the steps below to install the app, generate your Tripletex API token, and connect your account to Shopify.

***

## Installation

<Steps>
  <Step title="Install the App">
    Open **Shopify-Tripletex by Cloudify** from the Shopify App Store, select **Install**, and click **"Let's Get Started"** to authorize the installation.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/7S30LmIh9vm3Tz1s/images/Screenshot-2026-07-03-011409.jpeg?fit=max&auto=format&n=7S30LmIh9vm3Tz1s&q=85&s=ae966ed19d64227e242a31886a25a05a" alt="Screenshot 2026 07 03 011409" width="1696" height="628" data-path="images/Screenshot-2026-07-03-011409.jpeg" />
    </Frame>
  </Step>

  <Step title="Connect to Tripletex">
    Click **"Connect to Tripletex"**. You'll be prompted to enter your Tripletex API token.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/7S30LmIh9vm3Tz1s/images/Screenshot-2026-07-03-011645.jpeg?fit=max&auto=format&n=7S30LmIh9vm3Tz1s&q=85&s=ef4ee56019d5193ae36b79d1cb8e7e14" alt="Screenshot 2026 07 03 011645" width="1699" height="673" data-path="images/Screenshot-2026-07-03-011645.jpeg" />
    </Frame>

    Before generating a token, note the following:

    <Warning>
      The **integration module must be activated** in Tripletex before you can generate a token. Without that module, the connection process cannot continue.
    </Warning>

    **Need help?** Click **"[See how to generate your API token](https://youtu.be/2iaA38HOeBM)"** for a step-by-step walkthrough.

    **To generate your Tripletex API token:**

    1. **Log in to Tripletex** — If needed, switch to the correct company by clicking the company name in the header.
    2. **Open the employee record** — Go to **Company → Employees** in the left menu. Open the employee whose access rights will be used for this integration.
    3. **Open API access** — Inside the employee record, go to **API access** and click **New token**.
    4. **Configure the token** — Select **Adapted setup** and **All entitlements**. Enter the application name, then enter a token name and click **Create token**.
    5. **Copy the token** — Copy the generated token and click **OK**.

    <Warning>
      Store the token securely as soon as it is created. Tripletex will not show it again.
    </Warning>

    Once you have the token, paste it into the token field in the app and click **Connect**.

    <Note>
      Make sure you are connecting with the token from the correct Tripletex company account. Administrative privileges are required to complete this step.
    </Note>
  </Step>

  <Step title="You're All Set">
    Once the token connects successfully, you'll land on the final setup screen confirming everything is configured and ready.

    <Frame>
      <img src="https://mintcdn.com/cloudify-c7720744/nmQz1fodEsCQeJ80/images/Screenshot-2026-07-03-014818.jpeg?fit=max&auto=format&n=nmQz1fodEsCQeJ80&q=85&s=8de9ef46e8a8827f2e4fd1947fa768d5" alt="Screenshot 2026 07 03 014818" width="936" height="721" data-path="images/Screenshot-2026-07-03-014818.jpeg" />
    </Frame>

    From here you have two ways to start:

    * **Test with Sample Data** — Run a demo sync with sample data to see how a Shopify order flows into Tripletex before going live.
    * **Open Dashboard** — Go live with your real orders. Your first real sync activates automation, and every future order is handled automatically.

    ### Smart settings (auto-configured)

    The integration ships with sensible defaults so you can start syncing immediately. Change any of these by clicking **Customize**.

    | Setting                      | Default                                        |
    | ---------------------------- | ---------------------------------------------- |
    | When do I create an invoice? | When Created (order created in Shopify)        |
    | How do I find a customer?    | Match by Customer Name                         |
    | How do I find a product?     | Match by Title                                 |
    | How is tax handled?          | Automatically detected from your Shopify order |

    <Info>
      Want a guided setup or to see a sync run live? A free consultation is available after installation — click **Support** on the setup screen to book one.
    </Info>
  </Step>
</Steps>