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The Pennylane integration connects Tribe CRM with your financial administration to keep customers, products, and invoices synchronised between both systems. Pennylane is one of the leading financial platforms in France, making this integration particularly relevant for companies operating in the French market. This is useful when you want to reduce manual data entry and keep your CRM and accounting tools aligned. By following this guide, you will be able to activate the connector, configure the required mappings, and understand how data is synchronised between Tribe and Pennylane.
Table of Contents
What Does the Pennylane Integration Do?
How Do I Activate the Pennylane Connector?
How Are Data Changes Managed?
Which Data Is Synchronised?
What Does the Pennylane Integration Do?
The Pennylane integration is a bidirectional connector between Tribe CRM and Pennylane. Once activated, it automatically keeps customer records, products, and invoices in sync between both platforms.
Relationship Synchronisation
When the integration is activated, customers from Pennylane are automatically loaded into Tribe CRM during the initial synchronisation. A duplicate check is performed based on the unique Pennylane ID. If no match is found, an additional check is performed based on email address for private customers, or VAT number and registration number for organisation customers.
After the initial synchronisation, new customers and changes to existing customer records are automatically updated in both directions.
Product Synchronisation
The integration supports two-way product synchronisation. Duplicate checks are performed based on the Pennylane product ID and by product code or reference.
Invoice Synchronisation
Invoices and their lines are synchronised in both directions. When an invoice is created or updated in Tribe, it is sent to Pennylane in real time. Invoice payment status changes made in Pennylane are pulled back into Tribe automatically.
Credit notes created in Pennylane are synced into Tribe as negative invoices and linked to the original invoice. The original invoice is marked as credited in Tribe.
Did you know? Credit notes can only flow from Pennylane into Tribe. To maintain correct payment and linking logic, we recommend creating credit notes in Pennylane. These will then sync back to Tribe, ensuring records remain consistent in both systems.
How Do I Activate the Pennylane Integration?
Before activating, make sure your VAT groups are configured in both Tribe and Pennylane, and that any units you use are set up in both systems.
Step-by-step instructions:
Install the Pennylane Integration.
Click Pennylane.
Click Activate.
Click Log In To Pennylane.
Enter your Pennylane credentials and click Continue.
Click Grant Access to authorise Tribe to connect to your Pennylane account.
Map your VAT Groups by selecting each relevant country and matching the Pennylane VAT rate to the corresponding Tribe VAT group.
Review and confirm the Units mappings. Common units are suggested automatically; adjust or add any custom unit mappings as needed.
Click Start Initial Sync.
Note: VAT group mismatches and unmapped units are the most common causes of sync failures. Completing both mappings carefully before running the initial sync will prevent most errors.
How Are Data Changes Managed?
Changes made in Tribe are sent to Pennylane in real time. Changes made in Pennylane are pulled into Tribe every 15 minutes via a scheduled sync.
Deleting data in one system never deletes it in the other.
When you deactivate a relationship in Business Central, it remains active in Tribe.
When a relationship is marked as former in Business Central, it is also marked as former in Tribe.
Which Data Is Synchronised?
Person (individual customer)
Pennylane | Tribe |
first_name | Firstname |
last_name | Lastname (required) |
emailAddress | |
phone | phoneNumber |
mobile | mobilePhoneNumber |
address (split) | Street |
address (split) | HouseNumber |
address (split) | HouseNumberSuffix |
zip_code | PostalCode |
city | City |
country_alpha2 | Country |
Organization (customer)
Pennylane | Tribe |
name | Name (required) |
emailAddress | |
website | Website |
phone | PhoneNumber |
vat_number | VatNumber |
address (split) | Street |
address (split) | HouseNumber |
address (split) | HouseNumberSuffix |
zip_code | PostalCode |
city | City |
country_alpha2 | Country |
billing_address (split) | Street |
billing_address (split) | HouseNumber |
billing_address (split) | HouseNumberSuffix |
billing_zip_code | PostalCode |
billing_city | City |
billing_country_alpha2 | Country |
Product
Pennylane | Tribe |
label | Name |
reference | Code |
description | Description |
price_before_tax | SalesPrice |
purchase_price_before_tax | PurchasePrice |
vat_rate | VatGroup |
unit | Unit |
currency | Currency |
Invoice
Pennylane | Tribe |
customer | Relationship |
invoice_number | Number |
external_reference | Reference |
label | Subject |
date | Date |
deadline | ExpirationDate |
discount | DiscountPercentage |
currency | Currency |
status | Status |
paid | Paid |
draft | Draft |
Product lines
Pennylane | Tribe |
label | Description |
description | Extra Description |
quantity | Quantity |
product_id | Product.[ExternalID] |
unit_price | Price |
discount | DiscountPercentage |
vat_rate | VatGroup |
Credit note
Pennylane | Tribe | Direction |
customer | Relationship | In |
invoice_number | Number | In |
external_reference | Reference | In |
label | Subject | In |
date | Date | In |
deadline | ExpirationDate | In |
discount | DiscountPercentage | In |
currency | Currency | In |
credited_invoice | CreditedInvoice | In |
Quick Summary
The Pennylane integration connects Tribe CRM with your financial administration, keeping customers, products, and invoices aligned between both systems. Changes made in Tribe are sent to Pennylane in real time, while changes made in Pennylane are pulled into Tribe every 15 minutes. Completing the VAT group and unit mappings before the initial sync is the most important step to ensure a smooth setup.