Need help installing your new integration from the market place? Check out this article!
The Winbooks integration connects Tribe CRM with your financial administration to keep customer and invoice data synchronised. It reduces manual entry and supports consistent records across systems. This is useful when you manage relationships in Tribe and accounting in Winbooks. By following this guide, you will know how to activate and use the integration.
Table of Contents
What Does the Winbooks Integration Do?
How Do I Activate the Integration?
How Are Data Changes Managed?
Which Data Is Synchronised?
What Does the Winbooks Integration Do?
The integration supports relationship, invoice, and payment synchronisation.
Invoices with status Sent are synchronised as booked invoices.
How Do I Activate the Integration?
Step-by-step instructions:
Open Marketplace.
Select Financial and choose Winbooks.
Click Activate.
Enter your connection details.
Map VAT Groups.
Configure settings under Other Settings.
How Are Data Changes Managed?
Data deletions do not sync between systems. Deactivating a relationship in Winbooks also deactivates it in Tribe.
Which Data Is Synchronised?
Organisation, person, and invoice data are synchronised, including contact details and invoice lines.
Organisation (Customer/Supplier)
Winbooks | 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)
Winbooks | 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
Winbooks | Tribe |
Customer no. | Customer Number |
Currency | Currency |
Date | Invoice Date |
Invoice lines | Product Lines |
Quick Summary
The Winbooks integration keeps CRM and accounting data aligned. You can synchronise relationships and invoices automatically. This helps maintain accurate records across systems.