Product synchronisation

Product synchronisation - how products are created and used in Tripletex

Understand how products from Telaris are used in Tripletex and what happens on invoice export.

TABLE OF CONTENTS

• Product sync - how products are created and used in Tripletex
• Introduction to product sync
• Overview of product sync
  • When products are created
  • How products are identified
  • Which fields are sent
• Common product sync errors

Introduction

Product sync ensures that products from Telaris exist in Tripletex when they are used in invoices.

Products are created automatically in Tripletex when needed. There is no separate manual sync.

Tip: Do not create products in Tripletex manually. This happens automatically. Telaris holds the master data for products, not Tripletex.

Overview of product synchronisation

Products are synchronised as part of the invoice export.

When products are created

A product is created in Tripletex when:

• It is used in an invoice
• It does not already exist in Tripletex
  
  

If the product already exists, the existing link is used.

NOTE: Products are not created when saving/changing products in Telaris, only on invoice export.

How products are identified

Products are identified in Tripletex based on:

• Product number
• Account
• Department (if used)
  
  

This means the same product can exist several times in Tripletex with different accounts.

Which fields are sent

The following information is sent from Telaris:

• Product number
• Name
• Description
• Price (excl. VAT)
• VAT type
• Unit

Common product synchronisation errors

If products do not work correctly in Tripletex:

• Product number is missing or wrong
• Account or VAT type is set incorrectly
• Product is used with different account allocation
• Product name on the product card is missing in Telaris

NOTE: Errors at the product level are a common cause of errors in invoice export.