Tripletex

ITX Integration with Tripletex

Description

With ITX’s Tripletex integration, you get a seamless connection between your customer service and your financial system. The solution provides two-way synchronization of customer data, contacts, and suppliers, ensuring that information is always up to date across all systems.

When a customer contacts you, you immediately get a complete overview: the customer’s name, most recent purchase, unpaid invoices, open cases, and history—all in one place. This leads to faster response times, better service, and more accurate decisions.

The integration also provides access to important financial information directly in the ITX Portal, including accounts receivable, invoices (with PDF viewing and downloading), and a KPI dashboard for orders and invoices. This makes it easy to follow up with customers and keep track of your finances—without switching systems.

API-based integration and support for webhooks ensure that customer data and contacts are continuously updated. In addition, all customer communication is stored in the customer’s profile, and the solution facilitates the measurement of customer satisfaction at all touchpoints.

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Benefits for the Business

With Multicase integrated into ITX, the company gains:

Faster customer service with all information in one place
Complete overview of customer history, orders, and finances
Reduced need for manual lookups across multiple systems
More efficient work processes for customer service and sales
A Better Customer Experience with Accurate and Prompt Responses

All communication is automatically stored in the customer’s file, so that the entire organization has access to the same history. The result is greater efficiency and higher quality in all customer interactions.

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What Does Integration Solve?

Without integration, employees often have to work in multiple systems at the same time. They have to look up customers, orders, and invoices manually, and important information can easily be overlooked.

Typical challenges include:

Customer data is spread across multiple systems
Lack of an overview of orders and delivery status
Time-consuming manual processes
Limited historical data available in customer conversations

The integration between ITX and Multicase solves this by consolidating all relevant information directly in ITX. When a customer contacts the company, employees have immediate access to everything they need. This makes it possible to provide quick, personalized responses without putting the customer on hold or switching systems.

How does the integration work?

When a customer contacts you by phone, email, or chat, relevant information automatically appears in ITX. The customer is identified immediately, allowing you to start the conversation on a personal note, for example: “Hi Per, this is Lise.”

Among other things, employees receive:

Customer data such as name, contact information, and address
Overview of orders, including status, items, and delivery information
Package Tracking and Estimated Delivery
Unpaid invoice with the option to send a copy
Promotions, Returns, and Credit Memos
Purchase History and Financial Summary

You can access all of this in a dedicated KPI dashboard in ITX.

In addition, employees can:

Open orders and invoices directly in ITX
Send a copy of an invoice with one click
Track returns and offers
View inventory status and backorders
Get support from GPT in ITX to respond to customer inquiries

All communication is logged under the customer’s account, so a complete history is always available.

Tripletex

Features

Category	What You Get
Customer Data	Complete overview of the customer, including contact information, history, and credit status
Order	View status, items, and tracking information while speaking with the customer
Invoice	Open, send, and follow up on invoices without switching systems
Logistics	Track shipments and view inventory status and backorders
Follow-up	Manage quotes, returns, and customer communication all in one place
Synchronization	Automatic synchronization between ITX and Multicase
Insight	Real-time KPIs provide an overview of customer activity

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Customer Cases

Tripletex

Type: Customer data
Synchronization: Two-way sync (Tripletex > ITX + ITX > Tripletex)
Data: Customers, contacts, ledger, invoice downloads, sending invoice copies

Advantages

When a customer contacts us, the system displays the customer’s name, most recent purchase, outstanding invoices, open cases related to the customer, who last spoke with the customer, and more.