The orders export report is an easy way to periodically export your orders to Cin7, saving you having to manually enter them 🙌🏽. Here's how it works...
1. In Upstock, to go Reports › Orders export report and click Export full data. This will download a file of your orders.
2. In Cin7, go to Sales Orders and click Actions › Import Sales Orders
3. Select Import from file upload, choose the file you exported from Upstock, then go to the next step
4. Match the fields from Upstock with Cin7, then go to the next step and click Import New Sales Orders
Fields to match
Here are the fields to match when importing. You’ll only need to do this once, Cin7 will remember them for next time.
Upstock | Cin7 |
Customer | Company |
Order Number | Order Ref |
Created Date | Created Date |
Reference | Customer PO No |
Product Name | Item Name |
Product Code | Item Code |
Quantity | Item Qty |
Unit Amount | Item Price |
Prices
If you’re using price lists in Upstock, or exporting Foodstuffs orders, prices will be included for each line item.
Alternatively, go to the sales order in Cin7, then click Actions › Refresh Pricing and Product Information. Prices will be added based on the price tiers you've set in Cin7.
Matching customers
We recommend updating your customer names in Cin7 to match those in Upstock. This will mean customers are automatically matched when you import. If not, Cin7 will ask you to choose a matching customer.
Alternatively, you can add a custom field to your customers in Upstock. If you'd like to do this, contact support and we'll get you set up.
We’re here to help
If you have any questions, please email support or chat with us in the app.