Do you use Tripletex for your administration? The integration between Tribe CRM and Tripletex 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 Tripletex thanks to the comprehensive two-way integration.
What functionalities does the integration with Tripletex have?
How do I activate the integration?
Deactivating and deleting data
What data is synchronized?
1. What functionalities does the integration with Tripletex have?
The Tripletex integration consists of four components:
Relationship synchronization
Product synchronization
Invoice synchronization
Multi-currency
Relationship Synchronization
When the integration is activated, during the initial synchronization, customers and suppliers from Tripletex 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 Tripletex. 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 Tripletex and vice versa. The synchronization is based on the unique ID in Tripletex.
A new customer or supplier always receives a debtor or creditor number in Tribe. When you use the Tripletex integration, this number is overwritten with the debtor or creditor number assigned by Tripletex.
Note: The synchronization of relations between Tribe and Tripletex and vice versa, will take place immediately.
Product Synchronization
The integration also supports product synchronization. Similar to relationships, products are applied through a two-way synchronization. Duplicate checks are performed based on the ID from Tripletex.
Invoice Synchronization
When an invoice status is changed to Send in Tribe, it will automatically be synchronized as a (draft) invoice to Tripletex (is dependent on the integration settings). We ensure that you have all the necessary information complete by adding al relevant information to the booked invoice, such as date, invoice and product lines.
To maintain correct payment and linking logic we recommend to create Credit invoices in Tripletex. These will then sync back to Tribe, ensuring that all records remain consistent in both systems
Note: When configuring for an ERP Leading setup, we recommend enabling “Send invoices from external system” if you are syncing to draft. This ensures that invoice statuses and numbering remain consistent between systems.
Multi-Currency
The Tripletex integration supports multiple currencies. This means that if your products are available in more than one currency, this information can be synchronized between Tribe and Tripletex, for example, in invoices and product lines.
However, Tribe and Tripletex handle multi-currency differently:
In Tribe: You can add several currencies directly to a single product.
In Tripletex: Each product must be created separately for each currency.
Because of this difference, we recommend:
In Tribe: To avoid currency mix-ups when syncing between systems, create separate products in Tribe for each currency, the same way Tripletex requires. In other words, maintain one Tribe product per currency (e.g., “Blue Mug — EUR”, “Blue Mug — NOK”) so the product structure matches Tripletex and syncs cleanly.
In Tripletex: Always create a separate product for each currency, just as Tripletex requires.
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 Tripletex.
Activate the integration by clicking “Activate.”
Enter the secret key which you can find in Tripletex, and activate the integration.
When creating the API key in Tripletex please use adapted setup, allow all and add ApsisNorway_TribeCRM in application name field.
Activate the necessary settings in the general settings tab. Any activated items will be synchronized between the two systems.
If you are also syncing invoices there is an option to “Keep orders open”. This allows invoices to sync as drafts from Tribe to Tripletex, enabling edits in Tripletex before finalizing. When invoices are synced as drafts, they are frozen in Tribe and cannot be edited until finalized in Tripletex.
To sync finalized invoices from Tripletex to Tribe, turn on “Create from Tripletex”.
Turn on the switch for “Including order”, to sync draft invoices created in Tripletex back to Tribe as drafts.Open the Units tab and configure the mapping between Tribe units and Economic Units.
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 Tripletex. Which VAT codes need to be linked depends on the country of the visit address of your own organization.)
After activation, the initial synchronization from Tripletex 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 Tripletex. The same applies in the opposite direction. When you delete data from Tripletex, it will never be removed from Tribe CRM.
Deactivating Data
When deactivating a relation in Tribe, the relation won’t be deactivated in Tripletex. However, when deactivating a relation in Tripletex, the relation will be deactivated in Tribe.
4. What data is synchronized?
The following fields are synchronized from Tripletex to Tribe CRM.
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 |
* In multi-currency scenarios, if the currency in Tripletex is set to something other then the base currency, sales price is synced with a special currency price in Tribe. Sales price on the product itself is left empty (or ignored, if manually set). Prices in other currencies are also ignored.