Do you use Sage GE for your administration? The integration between Tribe CRM and Sage GE can save you a lot of time. Errors that may arise from manually entering relationships are a thing of the past. Moreover, invoices in Tribe CRM are also automatically created in Sage GE thanks to the comprehensive two-way integration.
Table of Contents
What functionalities does the integration with Sage GE have?
Prerequisites Sage GE
How do I activate Sage GE?
Deactivating and deleting data
What data is synchronized?
What functionalities does the integration with Sage GE have?
The Sage GE integration consists of two components:
Relationship synchronization
Invoice synchronization
Relationship Synchronization
When the integration is activated, during the initial synchronization, customers and suppliers from Sage GE are automatically loaded into Tribe CRM. A duplicates check is performed on the existing relationships in Tribe CRM. This check is based on a unique ID from Sage GE. If this is not found, an additional check is performed based on the debtor or creditor number.
After the initial synchronization, new relationships and changes in existing relationship data are automatically updated. This applies both from Tribe CRM to Sage GE and vice versa. The synchronization is based on the unique ID in Sage GE.
A new customer or supplier always receives a debtor or creditor number in Tribe. If Sage GE generates a debtor or creditor number, the number in Tribe is overwritten with the debtor or creditor number assigned by Sage GE.
Invoice Synchronization
When an invoice status is changed to "Sent", it will automatically synchronize it as a booked invoice to Sage GE. We ensure that you have all the necessary information complete by adding all relevant information to the booked invoice, such as date, invoice and product lines.
Prerequisites Sage GE
User must be Admin in Tribe and in Sage GE.
Make sure you are already logged into your Sage GE account, before going through the activation steps below.
Since the Sage GE integration is created via Chift API, you need the Chift extension enabled to set up the connection. You can find more info on the extension here.
How do I activate Sage GE?
Activate the integration by clicking “Activate.”
Click on “Log in to Sage GE”.
Set up the configuration. Make sure there is a name of the connection. Decide whether you want to retrieve and generate analytical accounting data.
Click on “Authorise”. This connects your Sage GE account to Tribe to integrate the two systems.
Select the VAT group(s) and General ledger accounts.
Select the entities that need to be synced in Other settings.
Deactivating and deleting data
Over time, you may need to clean up your relationship or product data.
Deleting Data
If you delete data from Tribe, it’s important to know that the integration will never delete data from Sage GE. The same applies in the opposite direction. When you delete data from Sage GE, it will never be removed from Tribe CRM.
Deactivating Data
When you deactivate a relationship in Sage GE, it is not processed with the status "former" in Tribe CRM. The relationship remains active.
When you deactivate a relation in Sage GE, it is processed in Tribe CRM with the status "former."