Do you use Winbooks for your administration? The integration between Tribe CRM and Winbooks can save you a lot of time. Errors that may arise from manually entering relationships are a thing of the past. Moreover, invoices in Tribe CRM are also automatically created in Winbooks thanks to the comprehensive integration.
What functionalities does the integration with Winbooks have?
How do I activate the integration?
Deactivating and deleting data
What data is synchronized?
1. What functionalities does the integration with Winbooks have?
The Winbooks integration consists of three components:
Relationship synchronization
Invoice synchronization
Payments synchronization
Relationship Synchronization
When the integration is activated, during the initial synchronization, customers and suppliers from Winbooks are automatically loaded into Tribe CRM. A duplicates check is performed on the existing relationships in Tribe CRM. This check is based on a unique ID from Winbooks. If this is not found, an additional check is performed based on the debtor or creditor number.
After the initial synchronization, new relationships and changes in existing relationship data are automatically updated. This applies both from Tribe CRM to Winbooks and vice versa. The synchronization is based on the unique ID in Winbooks.
A new customer or supplier always receives a debtor or creditor number in Tribe. If Winbooks generates a debtor or creditor number, the number in Tribe is overwritten with the debtor or creditor number assigned by Winbooks.
Note! The export of data from Tribe to Winbooks will take place instantly. The import of data from Winbooks to Tribe will be performed once every 24 hours. This is an automated process which is executed during the night.
Invoice Synchronization
When an invoice status is changed to "Sent," it will automatically synchronize it as a booked invoice to Winbooks. We ensure that you have all the necessary information complete by adding all relevant information to the booked invoice, such as date, invoice and product lines.
2. How do I activate the integration?
Note! Are there already data in your financial administration and in your Tribe environment? First, make sure that the correct debtor and creditor numbers are entered for the customers and suppliers in Tribe CRM. This is to avoid duplicates due to the initial import.
Open the Marketplace in the upper right corner of your screen.
Go to the Financial tab and select Winbooks.
Activate the integration by clicking “Activate.”
You will automatically be redirected to the connection screen. Please enter the correct data. After successful connection you will be redirected back to Tribe.
Open the VAT Groups tab and link the correct VAT groups. (The VAT codes defined in Tribe CRM must be linked to the correct VAT codes in Winbooks. Which VAT codes need to be linked depends on the country of the visit address of your own organization.)
Open the Other settings tab:
Select how to import customers
As organization (customers will appear in Tribe as Organization->Customer)
As person (customers will appear in Tribe as Person -> Customer)
Select the default journal Tribe will use to send information to Winbooks
After activation, the initial synchronization from Winbooks to Tribe CRM will start immediately. Depending on the size of your administration, this may take some time.
3. Deactivating and deleting data
Over time, you may need to clean up your relationship or product data.
Deleting Data
If you delete data from Tribe, it’s important to know that the integration will never delete data from Winbooks. The same applies in the opposite direction. When you delete data from Winbooks, it will never be removed from Tribe CRM.
Deactivating Data
When you deactivate a relationship in Winbooks it will be deactivated in Tribe and vice versa.
4. What data is synchronized?
The following fields are synchronised from Winboooks to Tribe CRM.
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 |