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The Moneybird integration links your financial administration directly with Tribe CRM, helping you work faster and with fewer errors. It keeps customers, products, and invoices aligned between both systems, so you do not need to enter the same data twice. You might use this integration if you manage invoicing in Tribe and accounting in Moneybird. By following this guide, you will understand how the integration works, how to activate it, and what data is synchronised.
Table of Contents
What Does The Moneybird Integration Do?
Why Or When Should You Use It?
How Does Relationship Synchronisation Work?
How Does Product Synchronisation Work?
How Does Invoice Synchronisation Work?
How Do I Activate The Moneybird Integration?
Deactivating Or Removing Data
Which Data Is Synchronised?
What Does The Moneybird Integration Do?
The Moneybird integration consists of three parts: relationship synchronisation, product synchronisation, and invoice synchronisation. These ensure that key financial and customer data stays consistent between Tribe CRM and Moneybird. Synchronisation works in both directions and is based on unique Moneybird identifiers.
Why Or When Should You Use It?
You should use this integration if you use Moneybird for your administration and Tribe CRM for managing customers and invoicing. It helps prevent duplicate data entry and reduces the risk of errors. The integration is useful when accurate customer and invoice data is essential for your daily workflow.
How Does Relationship Synchronisation Work?
When you activate the integration, customers from Moneybird are imported into Tribe CRM during the initial synchronisation. Tribe checks for duplicates using the unique Moneybird ID. If no match is found, a check is performed using the debtor number.
Inactive relationships in Moneybird are not synchronised to Tribe CRM. After the initial synchronisation, new customers and changes to existing customer data are updated automatically in both directions. Synchronisation is always based on the Moneybird unique ID.
New customers created in Tribe CRM automatically receive a debtor number. When the Moneybird integration is active, this number is replaced with the customer number assigned by Moneybird.
Note: The Moneybird API does not support suppliers. Organisations from Moneybird are therefore synchronised to Tribe CRM only as customers, not as suppliers.
How Does Product Synchronisation Work?
Products are synchronised between Tribe CRM and Moneybird using two-way synchronisation. Duplicate checks are performed based on the unique product ID and product reference from Moneybird.
Note: The product reference in Moneybird must be unique. If products in Tribe CRM use the same product code, the synchronisation will be rejected due to duplicate values.
How Does Invoice Synchronisation Work?
When an invoice in Tribe CRM receives the status Sent, it is automatically synchronised to Moneybird as an external invoice. This creates an open item in Moneybird awaiting payment.
After payment, the invoice status can be updated in either Tribe CRM or Moneybird. The updated status is then synchronised automatically to the other system.
Note: A small delay of up to one minute can occur during synchronisation between Tribe CRM and Moneybird.
How Do I Activate The Moneybird Integration?
You can test the integration by creating a test administration in Moneybird and linking it to a Tribe CRM test environment.
Note: If data already exists in both Moneybird and Tribe CRM, check that the correct debtor numbers are entered for customers in Tribe. This helps prevent duplicates during the initial import.
Open the Marketplace from the top-right of the screen.
Go to the Financial tab and select Moneybird.
Click Activate.
Enter the Username and Password of the Moneybird environment and select the correct administration if needed.
Link the correct General Ledger Accounts and VAT Groups.
Select the correct Address Line from Moneybird to synchronise, as only one address line can be used.
After activation, the initial synchronisation from Moneybird to Tribe CRM starts automatically. The duration depends on the size of your administration.
Deactivating Or Removing Data
Deleting data in Tribe CRM does not remove it from Moneybird. Deleting data in Moneybird does not remove it from Tribe CRM.
When a relationship is deactivated in Moneybird, it is marked as Former in Tribe CRM but remains active. When a relationship is deactivated in Tribe CRM, this change is not synchronised to Moneybird.
Which Data Is Synchronised?
For organisations, fields such as organisation name, invoice address, phone number, email address, debtor number, Chamber of Commerce number, IBAN, and VAT number are synchronised.
For persons, name details, private address, contact details, debtor number, and IBAN are synchronised.
For contacts, name, phone number, email address, and department are synchronised.
For products, name, description, sales price, code, and VAT rate are synchronised.
Quick Summary
You can connect Moneybird with Tribe CRM to synchronise customers, products, and invoices automatically. The integration supports two-way updates and reduces manual administration work. By activating and configuring the integration correctly, your CRM and financial data stay aligned.