Customer and supplier sync

Customer and supplier sync - how two-way synchronisation works

Understand how customers and suppliers are kept synchronised between Telaris and Tripletex.

TABLE OF CONTENTS

• Introduction
• Overview of synchronisation
  • Changes from Telaris
  • Changes from Tripletex
  • Which fields are synchronised
• Common synchronisation errors

Introduction

Customers and suppliers are synchronised between Telaris and Tripletex to ensure that both systems use the same data.

The synchronisation is two-way, but behaves differently depending on where the change occurs.

Tip: Think of synchronisation as “changes flow from where they happen”.

Overview of synchronisation

The synchronisation works differently depending on direction.

Changes from Telaris

When a customer or supplier is updated in Telaris:

• Only changed fields are sent to Tripletex
• Existing records are updated

For suppliers:

• Created automatically in Tripletex if they do not exist

For customers:

• Created in Tripletex on invoice export

Customers are not created automatically in Tripletex when saved in Telaris, only when an invoice is transferred. Existing customers and suppliers have changes applied in Telaris <-> Tripletex.

Changes from Tripletex

Tripletex sends a webhook on changes:

• Customers are only updated if they are already linked
• Suppliers are updated and imported automatically

Result:

• New suppliers → created in Telaris
• New customers → not imported automatically

NOTE: Customers do not flow in automatically from Tripletex. Telaris is the master of customer data.

Which fields are synchronised

The following fields are synchronised both ways:

• Name
• Customer number / supplier number
• Organisation number
• Email and invoice email
• Phone
• Address
• Currency
• Language
  
  

Only changes are sent, not the whole record.

Common synchronisation errors

If synchronisation does not work, check:

• Link missing (no integration reference)
• Customer number does not match
• Webhook does not work
• The initial initialisation has mis-linked customers or suppliers

NOTE: A missing link with a reference from Tripletex in Telaris is the most common reason data is not updated.