Connect Cin7 Core to Connect3PL Modified on Wed, 29 Nov, 2023 at 3:26 AM
Cin7 Core is a versatile ERP (Enterprise Resource Planning) solution tailored for small to medium-sized enterprises, encompassing a variety of financial and inventory/order management capabilities. Connect3PL facilitates several key interactions with Cin7 Core, such as:
- - Retrieving or dispatching orders to/from Cin7 Core
- - Sending shipment details to Cin7 Core
- - Managing inventory levels by either pulling from or pushing to Cin7 Core
- - Transmitting fulfillment data to Cin7 Core
- - Acquiring location information from Cin7 Core
This article outlines:
- - How to integrate Cin7 Core with Connect3PL
- - Understanding the order processing flow
- - Setting up an Ingestion Date
Integrating Cin7 Core with Connect3PL
To begin, ensure you have administrative privileges in your Cin7 Core account, which includes the ability to create and manage API keys.
- - Log into your Cin7 Core account.
- - Navigate to the specified URL to access Cin7 Core's External API management area.
- - Use the '+' icon to initiate a new API integration.
- - Name this integration "Connect3PL" and click 'Create'.
- - Cin7 Core will then generate a unique Account ID and corresponding Key. Keep this page accessible and switch to the Connect3PL seller portal.
In Connect3PL
Now, integrate your Cin7 Core account with Connect3PL:
- - Select 'Integrations' from the menu.
- - Choose 'Add Integration'.
- - Find and select 'Cin7 Core', then click 'Connect'.
- - Return to the 'Integrations' tab and select the Cin7 Core icon.
- - Go to the 'Connection' tab.
- - Enter the Account ID and Key from Cin7 Core into the appropriate fields.
- - Click 'Save'.
Configuring Order Flow
Once connected, configure your order flow in the 'Settings' tab based on your operational needs:
- - For pulling orders from or pushing orders to Cin7 Core, choose either pull or push. 'Pull' imports your product catalog into Connect3PL, while 'Push' updates Cin7 Core with changes from Connect3PL.
- - Activating the shipment information flow updates Cin7 Core with shipment details from your 3PL warehouse fulfillment provider.
- - Manage your inventory by selecting either pull or push, which reflects in your inventory totals or updates Cin7 Core respectively.
- - Enable fulfillment information flow to send data, including tracking details, from your provider to Cin7 Core.
- - Activate the location pull feature to import location data from Cin7 Core into Connect3PL.
Adding a synchronization date for historical orders
Connect3PL, by default, does not import orders made prior to establishing a connection with Cin7 Core. To ensure seamless order importation:
- - Visit the 'Integrations' tab.
- - Access the Cin7 Core connector.
- - Locate 'Integration Specific Settings'.
- - In 'Orders', set a date/time that aligns with your Cin7 Core<>Connect3PL connection or your preferred starting point for order importation.
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