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Integrating Tripletex with Tribe CRM helps you keep your financial administration and CRM data aligned. The integration reduces manual data entry, prevents duplication, and ensures invoices, products, and relationships stay consistent across both systems. This is useful when you want reliable financial data without maintaining it in two places. By following this guide, you will understand what the integration does, how to activate it, and how data is synchronised.
Table of Contents
What Does The Tripletex Integration Do?
Why Or When Should You Use This Integration?
How Do I Activate The Tripletex Integration?
How Does Data Synchronisation Work?
How Are Relationships Synchronised?
How Are Products Synchronised?
How Are Invoices Synchronised?
How Does Multi-Currency Work?
Deactivating Or Deleting Data
What Data Is Synchronised?
What Does The Tripletex Integration Do?
The Tripletex integration creates a two-way connection between Tribe CRM and Tripletex. It synchronises relationships, products, and invoices so changes in one system are reflected in the other. This ensures accurate records and reduces the risk of errors caused by manual updates.
Why Or When Should You Use This Integration?
You should use this integration if Tripletex is your financial system and Tribe CRM is used for managing relationships and sales. It is especially helpful when you work with invoices, products, or customers across both systems. Using the integration saves time and keeps financial and CRM data consistent.
How Do I Activate The Tripletex Integration?
Open the Marketplace from the top right of Tribe CRM.
Go to the Financial tab and select Tripletex.
Click Activate.
Enter the Secret Key from Tripletex and confirm activation.
When creating the API key in Tripletex, select Adapted Setup, allow all permissions, and enter ApsisNorway_TribeCRM as the application name.
Open the General Settings tab and enable the items you want to synchronise.
If you sync invoices, configure options such as Keep Orders Open and Create From Tripletex based on your workflow.
Open the Units tab and map Tribe units to Tripletex units.
Open the VAT Groups tab and link Tribe VAT codes to the correct Tripletex VAT codes.
After activation, the initial synchronisation from Tripletex to Tribe starts immediately. The duration depends on the size of your administration.
Note: If you already have data in both systems, ensure debtor and creditor numbers in Tribe are correct before activating the integration to avoid duplicates.
How Does Data Synchronisation Work?
The integration uses a two-way synchronisation model. Updates made in Tribe or Tripletex are synchronised using unique IDs from Tripletex. This applies to relationships, products, and invoices, depending on your settings.
How Are Relationships Synchronised?
During the initial synchronisation, customers and suppliers from Tripletex are imported into Tribe. Duplicate checks are performed using the Tripletex unique ID, followed by debtor or creditor numbers if needed.
After this, new relationships and updates are synchronised automatically in both directions. Debtor and creditor numbers in Tribe are overwritten with the numbers assigned by Tripletex.
Did you know?
Relationship synchronisation happens immediately after changes are made in either system.
How Are Products Synchronised?
Products are synchronised two ways between Tribe and Tripletex. Duplicate checks are based on the Tripletex product ID. Changes made to products in either system are kept aligned through the integration.
How Are Invoices Synchronised?
When an invoice status in Tribe is set to Send, it is synchronised to Tripletex as a draft or final invoice, depending on your settings. All required invoice details, such as dates and product lines, are included.
To keep payment logic consistent, credit invoices should be created in Tripletex. These are then synchronised back to Tribe.
Note: For an ERP-leading setup, enable Send Invoices From External System when syncing invoices as drafts.
How Does Multi-Currency Work?
The integration supports multiple currencies, but Tribe and Tripletex handle currencies differently.
In Tribe, a single product can contain multiple currencies. In Tripletex, each currency requires a separate product. To avoid issues, we recommend creating one product per currency in Tribe, matching the structure used in Tripletex. This ensures clean synchronisation of products, invoices, and prices.
Deactivating Or Deleting Data
Deleting data in one system does not delete it in the other. If data is deleted in Tribe, it remains in Tripletex, and vice versa.
When a relationship is deactivated in Tribe, it remains active in Tripletex. When a relationship is deactivated in Tripletex, it is also deactivated in Tribe.
What Data Is Synchronised?
The integration synchronises data for organisations, persons, contacts, invoices, and products. This includes names, contact details, addresses, debtor and creditor numbers, invoice data, VAT groups, prices, units, and attached invoice documents.
Organization (Customer/Supplier)
Tripletex | Tribe |
Name | Name (required) |
emailAddress | |
Website | Website |
Phone Number | PhoneNumber |
Language * | Language |
Organisation Number | VatNumber |
Invoice Email | FinancialEmailAddress |
Customer Number | DebtorNumber |
Supplier Number | CreditorNumber |
Address line 1 (split) | Street |
Address line 1 (split) | HouseNumber |
Address line 1 (split) | HouseNumberSuffix |
Postal Code | PostalCode |
City | City |
Country | Country |
Inactive | IsFormer |
Invoice due in (if days) | PaymentTermInDays |
Only English or Norwegian. Other values are ignored
Person (individual customer)
Tripletex | Tribe |
Name (split) | Firstname |
Name (split) | Middelname |
Name (split) | Lastname (required) |
emailAddress | |
Phone Number | phoneNumber |
Phone Number Mobile | mobilePhoneNumber |
Language * | Language |
CustomerNumber | Debtornumber |
Address line 1 (split) | Street |
Address line 1 (split) | HouseNumber |
Address line 1 (split) | HouseNumberSuffix |
Postal Code | PostalCode |
City | City |
Country | Country |
Inactive | IsFormer |
Invoice due in (if days) | PaymentTermInDays |
* Only English or Norwegian. Other values are ignored
Contact
Tripletex | Tribe |
First Name | Firstname |
Last Name | Lastname (required) |
emailAddress | |
Work phone | phoneNumber |
Mobile phone + country code * | mobilePhoneNumber |
Inactive | IsFormer |
Invoice
Tripletex | Tribe |
Customer | Relationship |
Order number (out / tribe leading) Invoice number (in / erp leading) | Number |
Reference | Reference |
Invoice comment | Subject |
Order date (out), Delivery date (out), Invoice date | Date |
InvoiceDueIn | PaymentTermInDays |
PrioritizeAmountsIncludingVat (true/false) | IsVatIncluded |
Merged with discount of each line | DiscountPercentage |
Currency | Currency |
OrderLines\ Description | Description |
OrderLines \ Count | Quantity |
OrderLines \ Product | Product.[ExternalID] |
OrderLines \ UnitPrice(Including|Excluding)Vat | Product.SalesPrice |
OrderLines \ UnitCost | Product.PurchasePrice |
OrderLines \ VatType | VatGroup.[ExternalID] |
Discount | Discount |
Invoice PDF | DocumentAttachment |
Product
Tripletex | Tribe |
Inactive | IsInactive |
Name | Name |
Number | Code |
Order line description (plain text) | Description |
Sales Price (inc/exc VAT depending on VAT switch)* | SalesPrice |
Purchase Price | PurchasePrice |
VatType | VatGroup |
Unit | Unit |
“true” | IsPriceEditable |
“true” | IsVatEditable |
Auto-created Product group “Tripletex” | ProductGroup |
Quick Summary
The Tripletex integration connects Tribe CRM with your financial administration through two-way synchronisation. It keeps relationships, products, invoices, and currencies aligned between both systems. Using the integration reduces manual work and helps maintain accurate, consistent data across your organisation.