When the integration is activated, during the initial synchronization, customers and suppliers from Tripletex 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 Tripletex. 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 Tripletex and vice versa. The synchronization is based on the unique ID in Tripletex.
A new customer or supplier always receives a debtor or creditor number in Tribe. When you use the Tripletex integration, this nmber is overwritten with the debtor or creditor number assigned by Tripletex.
Product Synchronization
The integration also supports product synchronization. Similar to relationships, products are applied through a two-way synchronization. Duplicate checks are performed based on the ID from Tripletex.
Invoice Synchronization
When an invoice status is changed to Send in Tribe, it will automatically be synchronized as a (draft) invoice to Tripletex (is dependant on the integration settings). We ensure that you have all the necessary information complete by adding al relevant information to the booked invoice, such as date, invoice and productlines.
