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How Do I Set Up And Use The AdvocaatCentraal Integration?

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The AdvocaatCentraal integration connects your case management system with Tribe CRM, allowing relationship data to stay aligned across both platforms. This integration helps reduce manual work, prevents data entry errors, and keeps your relationship records up to date. You would use this integration when you want AdvocaatCentraal to remain the primary source for relationship data while Tribe supports your CRM workflows. By following this guide, you will be able to activate the integration, understand how synchronisation works, and manage synced data with confidence.

Table of Contents

  • What Does The AdvocaatCentraal Integration Do?

  • Why Or When Should You Use It?

  • Step By Step Instructions: Activating The Integration

  • How Does Synchronisation Work?

  • Deactivating The Integration And Managing Data

  • What Data Is Synchronised?

What Does The AdvocaatCentraal Integration Do?

The AdvocaatCentraal integration creates a two-way synchronisation between AdvocaatCentraal and Tribe CRM for relationships and addresses. AdvocaatCentraal acts as the primary source for creating new relationships, while Tribe CRM reflects and updates this information automatically. This ensures that both systems contain consistent and reliable relationship data without duplicate manual entry.

Only contact persons linked to organisations are synchronised. Contact persons linked solely to individuals are not transferred, as Tribe CRM only supports contact persons under organisations.

Why Or When Should You Use It?

You should use this integration if you manage cases in AdvocaatCentraal and want relationship data to remain accurate and consistent in Tribe CRM. It is especially useful when multiple users work with the same data across systems. The integration helps you save time, reduce errors, and maintain a single source of truth for relationship information.

Step By Step Instructions: Activating The Integration

  1. Open the Marketplace in Tribe CRM.

  2. Select the CRM tab.

  3. Open the AdvocaatCentraal Integration.

  4. Enter the AdvocaatCentraal administration number in the Office field.

  5. Enter the API Key, which you can generate and copy from AdvocaatCentraal under the Office tab by selecting New next to the API key.

  6. Link each AdvocaatCentraal relationship type to the appropriate Tribe CRM Relationship Type.

  7. Leave a relationship type empty if it should not be synchronised.

  8. Select Synchronise to start the data synchronisation process.

The initial synchronisation may take several minutes, depending on the volume of data.

Note: Only the relationship types you actively link will be synchronised to Tribe CRM.

How Does Synchronisation Work?

There are three synchronisation moments between AdvocaatCentraal and Tribe CRM.

Initial Synchronisation

After activation, all existing relationships from AdvocaatCentraal are synchronised to Tribe CRM. No duplicate check is performed during this first synchronisation. Relationships marked as deleted or archived in AdvocaatCentraal are not synchronised.

Periodic Synchronisation

After the initial sync, changes and new relationships in AdvocaatCentraal are synchronised to Tribe CRM every five minutes. Synchronisation and duplicate detection are based on a unique AdvocaatCentraal ID.

Direct Synchronisation From Tribe CRM

Changes made to existing relationships in Tribe CRM are immediately synchronised back to AdvocaatCentraal, using the same unique ID.

Note: New relationships must always be created in AdvocaatCentraal. Relationships created directly in Tribe CRM are not synchronised to AdvocaatCentraal.

Deactivating The Integration And Managing Data

Over time, relationship data may need to be cleaned or adjusted. Deleting data in Tribe CRM does not delete it in AdvocaatCentraal. The same applies in reverse. The integration never removes data from the other system automatically.

When a relationship is archived in AdvocaatCentraal, it remains active in Tribe CRM. The status is not currently updated to former or inactive.

What Data Is Synchronised?

The integration synchronises the following data automatically.

Organisations

  • Organisation name

  • Telephone number

  • Email address

  • Website

  • Chamber of Commerce number (only if the Chamber of Commerce integration is active in Tribe CRM)

Contact Persons Linked To Organisations

  • First name and initials

  • Last name and prefixes

  • Date of birth

  • Gender

  • Job title

  • Business telephone number

  • Mobile numbers (business and private)

  • Email addresses (business and private)

Individuals

  • Last name

  • Private email address

  • Private telephone number

Addresses

Addresses are synchronised based on type.

  • Organisation head office → Visiting address

  • Organisation postal address → Postal address

  • Private address → Private address

Note: Custom address types, such as invoice addresses, are not synchronised.

Quick Summary

The AdvocaatCentraal integration keeps relationship and address data aligned between AdvocaatCentraal and Tribe CRM. It uses AdvocaatCentraal as the starting point for new relationships and updates existing data automatically. This allows you to work with consistent and reliable relationship information across both systems.

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