How Do I Set Up the PowerOffice Integration With Tribe CRM?

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The PowerOffice integration connects your financial administration with Tribe CRM so that key data stays aligned automatically. It reduces manual work, prevents duplicate records, and ensures invoices created in Tribe are synchronised correctly. This integration is useful when you manage relationships in Tribe and accounting in PowerOffice. By following this guide, you will be able to activate the integration and understand how data is synchronised between both systems.

What Does The PowerOffice Integration Do?
How Do I Activate The Integration?
How Are Data Changes Managed?
Which Data Is Synchronised?

What Does The PowerOffice Integration Do?

The PowerOffice integration supports three types of synchronisation:

Relationship synchronisation
Product synchronisation
Invoice synchronisation

When you activate the integration, an initial synchronisation imports customers and suppliers from PowerOffice into Tribe. Tribe checks for duplicates using the unique PowerOffice ID and, if needed, the debtor or creditor number.

After this initial synchronisation, new relationships and updates are synchronised automatically in both directions. The PowerOffice ID remains the leading identifier. If PowerOffice assigns a debtor or creditor number, this number replaces the number in Tribe.

It is important to note that changes from Tribe to PowerOffice are synchronised immediately. Updates from PowerOffice to Tribe run every 15 minutes, and payment data is synchronised every four hours. Products are synchronised in both directions using the PowerOffice product ID to prevent duplicates.

When an invoice in Tribe is marked as Sent, it is synchronised to PowerOffice as a draft or booked invoice, depending on your settings. All relevant invoice details, including dates and product lines, are included.

How Do I Activate The Integration?

Before activating the integration, check that existing customers and suppliers in Tribe have the correct debtor and creditor numbers to avoid duplicates.

Step-by-step instructions:

Click Marketplace in the top right corner of Tribe.
Select the Financial tab.
Click PowerOffice.
Click Activate.
Enter the Secret Key from PowerOffice and confirm activation.
Open General Settings and enable the items you want to synchronise.
Select the Default Ledger Account.
Open Units and map Tribe units to PowerOffice units.
Open VAT Groups and link Tribe VAT codes to PowerOffice VAT groups.
Wait for the initial synchronisation to complete.

How Are Data Changes Managed?

Deleting data in one system never deletes it in the other system. This applies to both Tribe and PowerOffice.

If you deactivate a relationship in PowerOffice, it remains active in Tribe.

If you deactivate a product in PowerOffice, it is marked as Inactive in Tribe.

Which Data Is Synchronised?

The following fields are synchronised from PowerOffice to Tribe CRM.

Organisation (Customer/Supplier)

PowerOffice	Tribe
Name	Organization Name
Website	Website
CustomerNumber	Debtor Number
Address	Invoice Address
Email	Email Address
Phone	Phone Number
Organisation Number	VAT number
SupplierNumber	Debtor Number

Contact

PowerOffice	Tribe
Name	First Name, Middle Name, Last Name
Telephone	Phone Number
E-mail	Email Address

Person (individual customer)

PowerOffice	Tribe
Name	First Name, Middle Name, Last Name
Customer contact number	Debtor Number
Telephone	Private Phone Number
E-mail	Private Email Address

Products

PowerOffice	Tribe
No.	Code
Name	Name
Product group	VAT
Unit price	Sales Price
Description	Description
Unit cost price	Purchase price
VAT group	Product group
Unit	Unit

Invoice

PowerOffice	Tribe
Contact Number	Number
Payment terms	Payment Terms in days
Delivery date	Invoice Date
Invoice lines	Product Lines

Quick Summary

The PowerOffice integration keeps your CRM and accounting data aligned automatically. You can synchronise relationships, products, and invoices with minimal manual effort. This helps reduce errors and keeps both systems consistent and up to date.