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Cin7 Core (Dear) integration overview

Get orders into Cin7, without having to manually enter them.

Caleb Allott avatar
Written by Caleb Allott
Updated over 2 months ago

Connecting your Cin7 Core account allows orders to flow from your customers in Upstock into Cin7 Core, saving you having to manually enter them.

It also lets you import your existing products and contacts, making it a breeze to get up and running on Upstock šŸƒšŸ½ā€ā™€ļø

Please note we can only support orders with the same currency as your default currency within Cin7 Core.

Connecting your Cin7 Core account

To connect your Cin7 Core account, go to Settings › Integrations.

You’ll need to get some details about your Cin7 Core account to connect. We’ve created a short guide to show you where to get this info.

Tip: If your business uses both Cin7 Core and Xero, just connect your Cin7 Core account to Upstock. Your Cin7 Core - Xero integration will continue to work as normal.

Importing contacts

Once your account is connected, your contacts will be imported. The team at Upstock will do this for you. To get started, please get in touch

Importing products

To import your Cin7 Core products, go to Products › Import products. Select the products you want to make available to customers on Upstock, then hit import.

Note that any services you’ve added to Cin7 Core will not be included.

For more information, check out this article.

Ordering workflow

Once your customers and products are added you can start taking orders.

Here’s how it works...

  1. Customers place orders using the free Upstock app, saving you having to manually enter them.

  2. You review orders in Upstock and make any changes needed, such as adjusting quantities or adding freight charges.

  3. When you approve an order in Upstock, a sale is automatically created in Cin7 Core.

  4. You can then fulfil the order in the normal way in Cin7 Core. When the order is shipped in Cin7 Core, it will also be marked as shipped in Upstock (this may take around 10 mins).

Tip: once an order has been approved in Upstock, no other changes to the items are synced between Upstock and Cin7.

Options for Cin7 Core sales

You have control over the status and type of sale that's created in Cin7 Core. To change these options, just chat with our team in the app.

Status

Sales can be created as a Draft (Ordering status) or Authorised (Ordered status). If you want to apply discounts within Cin7 Core, you’ll need to create them as a draft.

Advanced Sales

You can also choose the type of sale created. Cin7 Core offers Advanced Sales for orders that involve multiple invoices or fulfilments.

By default, Upstock will create a normal sale. You can convert these into an Advanced Sale in Cin7 Core as needed. Or, you can set Upstock to create Advance Sales for each order.

Order Creation Mode

Note: This mode only works for orders which are created with Sale Order Type = ā€œSimple Saleā€ and Default Order State = ā€œAUTHORISEDā€œ.

Options:

  • No Pick - Order Sale is created Authorised

  • Auto Pick - Order Sale is created Authorised, Pick step is authorised

  • Auto Pick + Pack - Order Sale is created Authorised, Pick, Pack steps are authorised

  • Auto Pick + Pack + Ship - Order Sale is created Authorised, Pick, Pack and Ship steps are authorised

Ship By/Required By Date Source

Upstock defaults to using our Delivery date for these fields. Suppliers use this field within Cin7 Core differently (some use as a ship date and some as a delivery date). Upstock can provide no date for this field but will list the customer's expected delivery date in the "shipping notes".

Prices

When you import your Cin7 Core products and customers, the prices associated with them will be imported as well šŸ™ŒšŸ½

Prices in Upstock are managed with our price lists feature. Upstock will automatically create price lists that reflect your Cin7 Core prices.

Cin7 Core has a number of different ways to set prices. Here’s what will be imported into Upstock…

Cin7 Core pricing

Supported by Upstock

Price tiers

āœ“

Customer specific prices

āœ“

Customer level discounts

āœ“

Product level discounts

Ā·

Volume discounts

Ā·

Deal coupons

Ā·

Tip: If you want to apply discounts within Cin7 Core, you can do this when sales are in the 'Draft' status. Chat with our team and we'll make sure Upstock creates sales in the correct status.

Addresses

If your customers in Cin7 Core have a shipping address or billing address, these will show on orders automatically.

If a customer has multiple addresses we can support this by adding a custom field in Upstock. This will ensure the correct address is used when creating an order. Talk to our team about setting this up.

Updating products, prices & customers

Upstock will automatically import changes to your products, prices and customers.

Changes are imported periodically. If you need them straight away, you can manually import changes by going to Price lists › Sync prices.

Sales representative

If a sales representative is set for the customer in Cin7 Core it will be honoured, otherwise orders are set to API Sales.

How Upstock fields map to Cin7 Core

Upstock

Cin7 Core

Notes

Reference

Reference

If no reference is supplied this will be set to the Upstock order number

Order comment

Shipping notes

Only the first comment is supplied to this field. Ensure you check Upstock for further comments.

Order date

Order date

Delivery date

Required date / ship by date

Or no date supplied as mentioned above

Tracking

Tracking URL or Tracking Number

We first look for a Tracking URL and use Tracking Number if no URL is present

Disconnecting

You can disconnect your Cin7 Core account at any time by going to Settings › Integrations, then clicking Disconnect.

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