Do you use Odoo for your administration? The integration between Tribe CRM and Odoo 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 Odoo thanks to the comprehensive integration.
What functionalities does the integration with Odoo have?
How do I activate the integration?
Deactivating and deleting data
What data is synchronized?
What functionalities does the integration with Odoo have?
The Odoo integration consists of three components:
Relationship synchronization
Invoice synchronization
Payments synchronization
Multiple legal entities supported
Relationship Synchronization
When the integration is activated, during the initial synchronization, customers and suppliers from Odoo 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 Odoo. 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 Odoo and vice versa. The synchronization is based on the unique ID in Odoo.
A new customer or supplier always receives a debtor or creditor number in Tribe. If Odoo generates a debtor or creditor number, the number in Tribe is overwritten with the debtor or creditor number assigned by Odoo.
Note! The export of data from Tribe to Odoo will take place instantly. The import of data from Odoo 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 posted invoice to Odoo. We ensure that you have all the necessary information complete by adding all relevant information to the posted invoice, such as date, invoice and product lines.
Multiple legal entities supported
The integration supports multiple legal entities, allowing you to select the appropriate entity for each invoice. During the setup process, you can also define a default legal entity to be used automatically if that better fits your workflow. More on these settings can be found in the next section of this article.
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 Odoo.
Activate the integration by clicking Activate.
Fill in your Odoo credentials and click on Sign in to Odoo in the bottom right corner.
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 Odoo. Which VAT codes need to be linked depends on the country of the visit address of your own organization.)
Open General ledger accounts tab and link the correct VAT groups to the correct General ledger account.
After activation, the initial synchronization from Odoo to Tribe CRM will start immediately. Depending on the size of your administration, this may take some time.
Multiple legal entities:
Are there multiple legal entities registered in Odoo, and do all of these need to be synced to Tribe CRM? No worries, simply turn on the functionality Use multiple legal entities in the General settings tab.
A standard Legal entity needs to be set. When you create a new invoice, this legal entity will be automatically selected by default. If needed, you can change it in the Invoice details section.
A few extra steps are necessary to make sure the synchronization is complete.
Open the VAT Groups tab and link the correct VAT groups for all the different Multiple legal entities.
Open the General ledger accounts tab and again, link the correct VAT groups to the General ledger accounts for all the different legal entities.
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 Odoo. The same applies in the opposite direction. When you delete data from Odoo, it will never be removed from Tribe CRM.
Deactivating Data
When you deactivate a relationship in Odoo it will be deactivated in Tribe and vice versa.
What data is synchronized?
The following fields are synchronized from Sage Odoo to Tribe CRM.
Organization (Customer/Supplier)
Odoo | 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)
Odoo | 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
Odoo | Tribe |
Customer no. | Customer Number |
Currency | Currency |
Date | Invoice Date |
Invoice lines | Product Lines |