Automatically create sales orders in Cin7 — no manual data entry, no mistakes. Save yourself hours of admin spent manually entering orders 🙌🏽.
Getting set up
Connect your Cin7 account
You’ll need to set up a new API connection in Cin7 and enter the Username and Key into Upstock.
In Cin7, go to Settings › Integrations & API › API v1 › Add New API Connection.
Next, assign permissions to your API Connection. Under the Create column, select Sales orders and Payments. Under the Read column, select all of the options.
In Upstock, go to Settings › Integrations › Cin7 Omni › Connect. Copy and paste the API Username and Key fields when prompted.
Import customers & products
Each customer and product in Upstock has a matching item in Cin7. This ensures sales orders are created for the right customer and your inventory is correct.
To get started, go to the customers and products sections and hit the Import button.
If you have Product options set up in Cin7, these will be imported as separate products.
Your Wholesale prices will be imported (the second price tier). If you'd like to import prices from a different tier, just let us know.
If your products have images these will be imported as well. Customers will see these in your store on Upstock.
Ordering workflow
Once your customers and products are added you can start taking orders.
Here’s how it works...
You’ll receive orders in Upstock without having to manually enter them. These can come from a few different sources, e.g. the Upstock buyer app or your supermarket integrations.
You can then make any changes to orders that are needed, e.g. adjusting quantities or adding freight.
When you approve an order in Upstock, a sales order is automatically created in Cin7 in the Open status and New stage.
You can then fulfil the order in the normal way in Cin7. When the order is dispatched in Cin7, it will be marked as shipped in Upstock (this may take around 10 mins).
Note that once an order has been approved in Upstock, no other changes to the item or status are synced between Upstock and Cin7.
Product prices
The prices shown on sales orders are set using price lists in Upstock. Price lists allow you to set different prices for different groups of customers.
Customers will not see any discounts you set on price lists, just the final sale price.
Custom fields
If you use custom fields in Cin7 for 3PL or freight, Upstock can support these. Chat with our team and we'll help you get this set up.
Branches
If you use branches in Cin7, Upstock can support these. Chat with our team and we'll help you get this set up.
Integration settings
Here are the settings available for you to fine tune the integration. Get in touch with our support team to change any of these settings.
Default price tier
The name of the price tier in Cin7 to use for prices in Upstock. If not provided, ‘Wholesale’ will be used.
Contact group filter
A list of groups to include when searching customers from Cin7.
Custom field mapping
This allows you to map custom fields set against customers in Cin7.
Turn off sales orders for customers
You can turn off automated sales orders for specific customers.
Common questions
What prices are used on sales orders?
What prices are used on sales orders?
When Upstock automatically creates a sales order it uses your price lists in Upstock.
Price lists make it easy to manage custom pricing. You can create as many lists as you like, adjust the prices, then assign them to different customers.
Are discounts shown to customers?
Are discounts shown to customers?
No, discount amounts are not shown in Upstock, just the final sale price. Only connected customers can see your pricing.
Why do I need to import my customers?
Why do I need to import my customers?
Customers in Upstock are linked to their corresponding contact in Cin7. This ensures sales orders are created for the correct customer.
Importing your customers is also a great way to onboard them to Upstock. When customers place their own orders in Upstock, it saves you time, reduces mistakes and helps you sell more.
When a sales order is created in Cin7, what status will it have?
When a sales order is created in Cin7, what status will it have?
Sales will be created with the Open status and New stage.
If I update an order in Cin7, will the changes show in Upstock?
If I update an order in Cin7, will the changes show in Upstock?
When an order is dispatched in Cin7, it will also be marked as shipped in Upstock (this may take around 10 mins). Changes to line items are not synced to Upstock.
Are custom fields supported?
Are custom fields supported?
Yes, Upstock can support custom fields set in Cin7’s CRM. Please get in touch to get this set up.
Are branches supported?
Are branches supported?
Yes, Upstock can support the branches set in Cin7. Please get in touch to get this set up.
Unfortunately, the Cin7 API doesn't allow Upstock to see which customers are assigned to each branch. When you first connect all orders will use your default branch.
We can set up a custom field in Upstock to set the Branch field within Cin7. If you don't supply a value in this field it'll use your default warehouse.