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The Sage 100 integration connects Tribe CRM with your financial system to reduce manual data entry. It ensures relationships and invoices stay synchronised between both platforms. This is useful when you manage CRM 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 100 Integration Do?
How Do I Activate the Integration?
How Are Data Changes Managed?
Which Data Is Synchronised?
What Does the Sage 100 Integration Do?
The integration supports relationship, invoice, and payment synchronisation.
Invoices marked as Sent are synchronised as booked invoices.
How Do I Activate the Integration?
Step-by-step instructions:
Open Marketplace.
Select Financial and choose Sage 100.
Click Activate.
Enter the connection details.
Map VAT Groups.
Configure settings under Other Settings.
How Are Data Changes Managed?
Deleting records does not remove them from the other system. Deactivated relationships are synchronised both ways.
Which Data Is Synchronised?
Organisation, person, and invoice data are synchronised, including VAT and invoice lines.
Organisation (Customer/Supplier)
Sage 100 | 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 100 | 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 100 | Tribe |
Customer no. | Customer Number |
Currency | Currency |
Date | Invoice Date |
Invoice lines | Product Lines |
Quick Summary
The Sage 100 integration links Tribe CRM with your accounting data. You can synchronise relationships and invoices automatically. This keeps both systems accurate and aligned.