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If you use eAccounting for your administration, connecting it with Tribe CRM saves time and prevents errors caused by manual entry of customers, suppliers, and invoices. This integration ensures that data is synchronised automatically, so your Tribe CRM and eAccounting environments remain accurate. By following this guide, you will learn how to activate the eAccounting connection, manage sales orders, control which data is synchronised, and understand how updates are processed. After completing these steps, your invoices, products, and relationships are automatically kept up to date.
Table of Contents
What Does the eAccounting Integration Do?
How Does Working With Sales Orders Affect the Integration?
How Do I Activate the Integration?
How Do I Deactivate the Integration and Manage Data?
Which Data Is Synchronised?
What Does the eAccounting Integration Do?
The eAccounting integration includes three main functions:
Relationship synchronisation
Product synchronisation
Invoice synchronisation
Relationship Synchronisation
When activating the integration, the initial synchronisation imports customers and suppliers from eAccounting into Tribe CRM. A duplicate check is performed based on the unique eAccounting ID. If this ID is not found, an additional check is performed using the debtor or creditor number. Inactive relationships are not synchronised.
After the initial synchronisation, new relationships and updates to existing relationships are automatically synchronised in both directions, based on the eAccounting ID.
New customers or suppliers in Tribe CRM always receive a debtor or creditor number, which is overwritten with the number assigned by eAccounting when the integration is used.
Product Synchronisation
Products are synchronised using a two-way method, with duplicates checked against the eAccounting product ID.
Invoice Synchronisation
Once an invoice or credit note is marked as Sent, it is automatically synchronised to eAccounting as a booking. The invoice document is included to ensure complete and accurate information.
Payments recorded in eAccounting are updated in Tribe CRM once per day in the morning. Changes in Tribe CRM are synchronised immediately to eAccounting, while changes in eAccounting are synchronised to Tribe CRM every five minutes.
How Does Working With Sales Orders Affect the Integration?
Tribe CRM uses invoices by default. To synchronise with eAccounting 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 eAccounting as a sales order.
How Do I Activate the Integration?
Before using the integration in practice, you can test it with a test administration in eAccounting connected to a Tribe CRM test account.
Note: If data already exists in both eAccounting and Tribe CRM, 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 eAccounting.
Click Activate.
Enter your eAccounting username and password.
Select all options and click Allow.
Link the correct general ledger accounts and VAT groups. Tribe CRM VAT codes must match the codes in eAccounting. Which VAT codes are required depends on your organisation’s country.
Link the correct units for products to match eAccounting and Tribe CRM.
After activation, the initial synchronisation from eAccounting to Tribe CRM starts automatically. Depending on the size of your administration, this may take some time.
How Do I Deactivate the Integration and Manage Data?
Removing Data
Deleting data in Tribe CRM does not remove it from eAccounting, and deleting data in eAccounting does not remove it from Tribe CRM.
Deactivating Data
Deactivating a relationship in eAccounting does not change its status in Tribe CRM; it remains active.
Deactivating a product in eAccounting updates its status to Inactive in Tribe CRM.
Which Data Is Synchronised?
Customer / Supplier:
Debtor/creditor in eAccounting (company or individual)
ID
Contact Person:
eAccounting does not have a separate contact entity. Names can be added to the relationship card, but no relationship is created between a contact and an organisation in Tribe CRM.
Invoice:
Invoices marked as Sent are synchronised as bookings.
The Tribe CRM invoice number is visible in eAccounting if it is numeric. Non-numeric invoice numbers in Tribe CRM will not be synchronised.
Note: Fields marked with * are mandatory in eAccounting. New records in Tribe CRM must include these fields to trigger synchronisation.
Quick Summary
The eAccounting integration synchronises customers, suppliers, products, and invoices between Tribe CRM and eAccounting. You now know how to activate the integration, manage sales orders, and control which data is synchronised. This ensures that both systems remain accurate and up to date automatically.