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If you use SnelStart for your administration, connecting it with Tribe CRM saves time and prevents errors caused by manual data entry. This integration ensures that customers, suppliers, products, and invoices are synchronised automatically between the two systems. By following this guide, you will learn how to activate the SnelStart connection, manage sales orders and SEPA payments, and understand which data is synchronised. After completing these steps, your Tribe CRM environment and SnelStart administration will remain up to date and accurate.
Table of Contents
What Does the SnelStart Integration Do?
How Does Working With Sales Orders Affect the Integration?
How Does SEPA/Direct Debit Work With the Integration?
How Do I Activate the Integration?
How Do I Deactivate the Integration and Manage Data?
Which Data Is Synchronised?
What Does the SnelStart Integration Do?
The SnelStart integration includes three main functions:
Relationship synchronisation
Product synchronisation
Invoice synchronisation
Relationship Synchronisation
When activating the integration, the initial synchronisation loads customers and suppliers from SnelStart into Tribe CRM. A duplicate check is performed based on the unique SnelStart ID. If this ID is not found, the system checks the debtor or creditor number. If no match is found, it compares the organisation name, postcode, house number, and addition. Inactive relationships are not synchronised.
After the initial synchronisation, new relationships and updates to existing relationships are synchronised automatically in both directions between Tribe CRM and SnelStart, based on the unique SnelStart ID.
New customers or suppliers in Tribe CRM always receive a debtor or creditor number, which is overwritten by the number assigned by SnelStart when the integration is used.
Product Synchronisation
Products are synchronised in the same two-way manner. Duplicate checks are performed using the SnelStart product ID.
Invoice Synchronisation
Invoices marked as Sent are automatically synchronised to SnelStart as bookings. The invoice document is included with the booking to ensure complete and accurate information.
Note: The integration is compatible with the SnelStart packages InKaart, InBalans, InZicht, and InControle. It cannot be used with the InStap or Accountant packages.
How Does Working With Sales Orders Affect the Integration?
By default, Tribe CRM uses invoices. To synchronise with SnelStart sales orders, you must activate the Sales Order activity:
Open Configuration.
Navigate to Activities.
Deactivate Invoice by toggling the slider off.
Activate Sales Order by toggling the slider on.
Invoice buttons in the application are replaced with the Sales Order button. When a sales order in Tribe has the status Linked, it is synchronised to SnelStart as a sales order. The sales order document is also added to SnelStart.
How Does SEPA/Direct Debit Work With the Integration?
When activating the integration, indicate that you use direct debit. Tribe will check if the invoice is related to a subscription. If so, it will request the SEPA/collection data from SnelStart and return this along with the invoice. SnelStart can then generate a SEPA/direct debit file.
Note: Direct debit mandates must be created manually in SnelStart. Automation via the API is not possible.
How Do I Activate the Integration?
Before using the integration in practice, you can test it with a SnelStart test administration connected to a Tribe CRM test account.
If data already exists in both Tribe CRM and SnelStart, check that the correct debtor and creditor numbers are entered to avoid duplicates during the initial import.
Open Marketplace in the top right corner.
Go to the Financial tab and select SnelStart.
Click Activate.
Enter your SnelStart username and password.
Link the correct VAT groups to the corresponding Tribe CRM codes.
Link the correct general ledger accounts.
In the Debtors tab, select which relationships to export to SnelStart. Use the + button to include other relationship types.
In the Addresses tab, link the correct Tribe address type to synchronise addresses.
In Other Settings, link the correct SnelStart template if using sales orders.
Enable the SnelStart Direct Debit option if using SEPA/collection.
The initial synchronisation from SnelStart to Tribe CRM starts automatically after activation. Depending on the size of your administration, this may take some time.
How Do I Deactivate the Integration and Manage Data?
Deleting data in Tribe CRM does not remove it from SnelStart, and vice versa.
Deactivating a relationship in SnelStart does not change its status in Tribe CRM; it remains active. Deactivating a product in SnelStart updates its status to Inactive in Tribe CRM. This synchronisation occurs once per hour.
Which Data Is Synchronised?
Organisation:
Name
Street, house number, addition
Postcode, city
Country
Phone
Email
Website
Debtor number
Creditor number
Relationship type (Customer/Supplier)
ID
Products:
Name
Unit
Product group
Purchase price
Sales price
Code
General ledger account
Product settings (all configurable by default)
Contacts:
SnelStart does not have a separate contact entity. A contact name can be added on the relationship card, but no relationship is established between a contact and an organisation in Tribe CRM.
Quick Summary
The SnelStart integration synchronises customers, suppliers, products, and invoices between Tribe CRM and SnelStart. You now know how to activate the integration, manage sales orders, work with SEPA/direct debit, and control which data is synchronised. This ensures both systems remain accurate and up to date automatically.