Do you use MyUnisoft for your administration? The integration between Tribe CRM and MyUnisoft 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 MyUnisoft thanks to the comprehensive two-way integration.
Table of Contents
What functionalities does the integration with MyUnisoft have?
Prerequisites MyUnisoft
How do I activate MyUnisoft?
Deactivating and deleting data
What data is synchronized?
What functionalities does the integration with MyUnisoft have?
The MyUnisoft integration consists of two components:
Relationship synchronization
Invoice synchronization
Relationship Synchronization
When the integration is activated, during the initial synchronization, customers and suppliers from MyUnisoft 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 MyUnisoft. 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 MyUnisoft and vice versa. The synchronization is based on the unique ID in MyUnisoft.
A new customer or supplier always receives a debtor or creditor number in Tribe. If MyUnisoft generates a debtor or creditor number, the number in Tribe is overwritten with the debtor or creditor number assigned by MyUnisoft.
Invoice Synchronization
When an invoice status is changed to "Sent", it will automatically synchronize it as a booked invoice to MyUnisoft. 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 MyUnisoft
User must be Admin in Tribe and in MyUnisoft.
Make sure you are already logged into your MyUnisoft account, before going through the activation steps below.
Since the MyUnisoft 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 MyUnisoft?
Activate the integration by clicking “Activate.”
Click on “Log in to MyUnisoft”.
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 MyUnisoft 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 MyUnisoft. The same applies in the opposite direction. When you delete data from MyUnisoft, it will never be removed from Tribe CRM.
Deactivating Data
When you deactivate a relationship in MyUnisoft, it is not processed with the status "former" in Tribe CRM. The relationship remains active.
When you deactivate a relation in MyUnisoft, it is processed in Tribe CRM with the status "former."