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The Sage 50 integration connects your accounting system with Tribe CRM to keep financial and relationship data consistent. It helps reduce duplicate work and ensures invoices and payments are recorded correctly. This is useful when you manage customer data in Tribe and accounting in Sage. By following this guide, you will know how to activate and manage the integration.
Table of Contents
What Does the Sage 50 Integration Do?
How Do I Activate the Integration?
How Are Data Changes Managed?
Which Data Is Synchronised?
What Does the Sage 50 Integration Do?
The integration supports:
Relationship synchronisation
Invoice synchronisation
Payment synchronisation
Invoices marked as Sent are synchronised as booked invoices in Sage 50.
Note: Exports from Tribe are instant. Imports from Sage 50 run once every 24 hours.
How Do I Activate the Integration?
Step-by-step instructions:
Open Marketplace.
Select Financial and choose Sage 50.
Click Activate.
Enter your connection details.
Map VAT Groups.
Configure settings under Other Settings.
Wait for the initial synchronisation to finish.
How Are Data Changes Managed?
Deleting records does not remove them from the connected system. Deactivating a relationship in Sage 50 also deactivates it in Tribe.
Which Data Is Synchronised?
The integration synchronises organisation, person, and invoice data including addresses, VAT numbers, and invoice lines.
The following fields are synchronised from Sage 50 to Tribe CRM.
Organisation (Customer/Supplier)
Sage 50 | Tribe |
Name | Organization Name |
Website | Website |
CustomerNumber | Debtor Number/Creditor Number |
Address | Invoice Address |
Email Address | |
Phone | Phone Number |
VatNumber | VAT Number |
Person (private customer)
Sage 50 | Tribe |
Name | First Name, Middle Name, Last Name |
Customer contact number | Debtor Number |
Telephone | Private Phone Number |
Mobile | Private Mobile Number |
Private Email Address |
Invoice
Sage 50 | Tribe |
Customer no. | Customer Number |
Currency | Currency |
Date | Invoice Date |
Invoice lines | Product Lines |
Quick Summary
The Sage 50 integration links Tribe CRM with your accounting data. You can synchronise relationships and invoices automatically. This ensures both systems stay aligned without manual updates.