Connecting your Cin7 Omni account allows orders to flow from your customers in Upstock into Cin7 Omni, 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 🏃🏽♀️
Connecting your Cin7 Omni account
To connect your Cin7 Omni account, go to Settings › Integrations & API within Cin7 Omni.
You’ll need to click Add New API Connection. Once you have created an API connection you'll have an API Username and a Connection key.
You need to assign permissions to your API Connection.
Select all READ options and select CREATE for Sales orders and Payments.
Jump into Upstock and you'll find the option to connect to Cin7 Omni in Settings - Integrations. Enter the API username and connection key from Cin7 and hit connect.
Tip: If your business uses both Cin7 Omni and Xero, just connect your Cin7 Omni account to Upstock. Your Cin7 Omni - 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 Omni products, go to Products › Import products. Select the products you want to make available to customers on Upstock, then hit import.
We import your 'product options' as separate product skus. Please ensure you import the product option you wish to offer on Upstock.
We import the product's name, product images and a base price.
By default, we use Cin7's 'Wholesale' price (the second price tier). We are able to use a different price tier if you supply us with the name of the tier.
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...
Orders are created in Upstock in various ways. These can be:
Customers place orders using the free Upstock app, saving you having to manually enter them.
Standing Orders feature generating orders
Orders created using our Email Orders feature
You review orders in Upstock and make any changes needed, such as adjusting quantities or adding freight charges.
When you approve an order in Upstock, a sale is automatically created in Cin7 Omni.
You can then fulfil the order in the normal way in Cin7 Omni.
When the order is Dispatched in Cin7 Omni, it will trigger Usptock to mark order as Shipped (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 Omni.
Order Status:
Sales will be created as a Open (Cin7 status) and New stage.
Product Prices
Product pricing is managed in Upstock using our Price Lists feature. It's super easy to create multiple lists to control customer-specific pricing and product visibility.
Custom Fields
Cin7 Omni offers custom fields. Often Cin7's CRM custom fields are applied to sales orders for use by a 3PL or freight company. Upstock can support these custom fields. please get in touch and we'll configure them for you.
Cin7 Omni Branches
Unfortunately, Cin7 doesn't allow us to see which customers are assigned to each branch. All orders will use your default branch as standard.
We can set up a custom field in Upstock against each customer. You can place a value in there that you want to appear in the Branch field within Cin7.
If you don't supply a value in this field it'll use your default warehouse.
Please contact us to set this up.
Disconnecting
You can disconnect your Cin7 Omni account at any time by going to Settings › Integrations, then clicking Disconnect.