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The Twinfield integration connects your financial administration with Tribe CRM, reducing manual work and preventing data inconsistencies. It synchronises relationships, products, and invoices so that both systems stay aligned automatically. You might use this integration if you want to save time, avoid duplicate data entry, and keep your financial records accurate. By following this guide, you will understand what the integration does, how to activate it, and how data is synchronised between Tribe and Twinfield.
Table of Contents
What Does The Twinfield Integration Do?
Why Or When Should You Use It?
How Does Relationship Synchronisation Work?
How Does Product Synchronisation Work?
How Does Invoice Synchronisation Work?
What If I Use Sales Orders In Twinfield?
How Do I Activate The Twinfield Integration?
Deactivating Or Removing Data
Which Data Is Synchronised?
What Does The Twinfield Integration Do?
The Twinfield integration consists of three main components: relationship synchronisation, product synchronisation, and invoice synchronisation. These components work together to keep data consistent between Tribe CRM and Twinfield. Synchronisation works in both directions, based on unique Twinfield identifiers.
Why Or When Should You Use It?
You should use this integration if you manage your accounting in Twinfield and your customer processes in Tribe CRM. It helps prevent errors caused by manual data entry and ensures invoices created in Tribe are available in Twinfield for financial processing. The integration is especially useful when accurate and up-to-date financial data is essential.
How Does Relationship Synchronisation Work?
When you activate the integration, an initial synchronisation imports customers and suppliers from Twinfield into Tribe CRM. During this process, Tribe checks for duplicates using the unique Twinfield ID. If no match is found, additional checks are performed using debtor or creditor numbers, followed by organisation name and address details.
Inactive relationships in Twinfield are not synchronised to Tribe CRM. After the initial synchronisation, new relationships and changes are updated automatically in both directions. Synchronisation is always based on the Twinfield unique ID.
When a new customer or supplier is created in Tribe CRM, a debtor or creditor number is assigned. If the Twinfield integration is active, this number is replaced with the number assigned by Twinfield.
Note: By default, only customers are synchronised between Tribe CRM and Twinfield. You can enable synchronisation for other relationship types during activation.
How Does Product Synchronisation Work?
Products are synchronised between Tribe CRM and Twinfield using two-way synchronisation. Duplicate checks are performed based on the Twinfield product ID. Any changes made in either system are automatically kept in sync.
How Does Invoice Synchronisation Work?
Invoices are assumed to be created and sent from Tribe CRM. When an invoice has the status Sent in Tribe CRM and does not yet have an external connector ID, it is automatically synchronised to Twinfield as a sales booking. This creates an open item in Twinfield awaiting payment.
After payment, the invoice status can be updated in either Tribe CRM or Twinfield. The updated status is then synchronised automatically to the other system.
What If I Use Sales Orders In Twinfield?
If you work with sales orders instead of invoices in Twinfield, you need to enable the Sales Order activity in Tribe CRM.
Open Configuration.
Navigate to Activities.
Deactivate the Invoice activity using the slider.
Activate the Sales Order activity using the slider.
After activation, invoice buttons in Tribe are replaced with sales order buttons. When a sales order in Tribe CRM has the status Linked, it is synchronised to Twinfield as a sales order. The sales order document is also added to Twinfield.
How Do I Activate The Twinfield Integration?
You can test the integration safely by creating a test administration in Twinfield and linking it to a Tribe CRM test environment.
Note: If data already exists in both Twinfield and Tribe CRM, check that debtor and creditor numbers are correct in Tribe before activation. This helps prevent duplicates during the initial synchronisation.
Open the Marketplace from the top-right of the screen.
Go to the Financial tab and select Twinfield.
Click Activate.
Enter the Username and Password of the Twinfield environment you want to connect.
Open the Relationships tab and review which relationship types are synchronised.
Click the Plus icon to include additional relationship types if needed.
Open the VAT Groups tab and link the correct VAT groups between Tribe and Twinfield.
Open the General Ledger Accounts tab and link the correct accounts.
Open the Other Settings tab and enable Synchronise suppliers if suppliers from Twinfield should be imported into Tribe.
Select which Invoice Email Address from Twinfield should be used as the financial email address in Tribe.
After activation, the initial synchronisation from Twinfield to Tribe CRM starts automatically. The duration depends on the size of your administration.
Note: The integration assumes that Twinfield uses dimension 1300 for the debtor account. This is required for correct operation.
Deactivating Or Removing Data
Deleting data in Tribe CRM does not remove it from Twinfield, and deleting data in Twinfield does not remove it from Tribe CRM.
When a relationship is deactivated in Twinfield, it is not yet marked as former in Tribe CRM and remains active. When a product is deactivated in Twinfield, it is marked as inactive in Tribe CRM, and this change is updated almost immediately.
Which Data Is Synchronised?
For organisations, visit, postal, and invoice addresses are synchronised one-to-one. Additional details such as phone number, email address, VAT number, and Chamber of Commerce number are synchronised only from the default address in Twinfield.
For persons, only the invoice address from Twinfield is synchronised to the private address in Tribe CRM.
Products are synchronised based on code, name, VAT rate, and price excluding VAT.
Quick Summary
You can connect Twinfield with Tribe CRM to synchronise relationships, products, and financial documents. The integration supports two-way updates and reduces manual administration work. By activating and configuring the integration correctly, your financial and CRM data stay consistent across both systems.