Cin7 Integration
Order Desk can import orders from your shopping cart(s), apply custom information and then submit them to Cin7 for fulfillment. When orders are shipped, the tracking details will be sent back to Order Desk and back to your shopping cart(s) if your store is set up for it.
IN THIS GUIDE
Setup
To connect to Cin7, click on the Manage Integrations link in the left sidebar and under the Fulfillment tab find and enable the Cin7 integration.
Alternatively, search for Cin7 from the available integration search.
Once enabled, enter your Cin7 credentials (Username and Password), then click Connect:
NOTE
Order Desk isn't able to help find or reset your credentials, as they can only be provided by Cin7.
Integration Settings
Cin7 Help
Click Need Help Getting Started? to access helpful resources for using Cin7:
After you have connected the integration, you can apply any necessary details or preferences to the settings.
Default Mail Class
Choose the shipping class you want Cin7 to use for your orders by default. If you need to apply specific methods for certain orders, you can set this on an order-by-order basis as well. Learn more about this here.
After Import, Move To
Select the folder you want orders to be moved into after they are successfully sent to Cin7.
You can use one of the default folders already in your store or create your own. Read the Working with Folders guide for more information.
After Shipment, Move To
Select the folder you want orders to be moved into as Cin7 sends shipment details back to Order Desk.
If Canceled, Move To
Select the folder you want orders to be moved into if they are canceled at Cin7.
Inventory Management Settings
Sync Inventory
Enable if you want your inventory stock counts to be pulled in from Cin7. For more information about managing stock counts, see the How to Work with Inventory Counts guide.
Sync Update Interval
If Sync Inventory is enabled, you can choose how often you want Order Desk to check Cin7 for inventory updates.
Branch Filter
Use this dropdown to select which branches Order Desk should pull inventory counts from in Cin7. Only the branches you select will update inventory in Order Desk. Any branches not selected will be ignored.
Sync Incoming Stock
If enabled, Order Desk will include Incoming Stock from Cin7 in the stock counts. This means your available stock in Order Desk will be calculated as:
Available Stock in Cin7 + Incoming Stock in Cin7
Sync Holding Stock
If enabled, Order Desk will subtract Holding Stock from the stock counts pulled from Cin7. This means your available stock in Order Desk will be calculated as:
Available Stock in Cin7 – Holding Stock in Cin7
Product Settings
For more information on what these product settings in the Cin7 integration are for and how to use them, read the Fulfillment Integration Product Settings guide.
Notes and Limitations
- We check for shipments in bulk from Cin7 every 3 hours. If you'd like to pull any shipments ahead of schedule, a manual shipment check button can be found on the order page:
Order Level Details
The following fields can be added as checkout data or order metadata to be passed through to Cin7 on an order by order basis.
If you are unfamiliar with checkout data, see the How to Work with Checkout Data guide.
| Field Name | Field Description |
|---|---|
| ShipMethod or cin7_ship_method | Either option will override the shipping method passed to Cin7. This will be used in place of the Default Mail Class in the integration settings. |
| Stage | Sets the order stage. |
| CustomerOrderNo | Sets the customer order number. |
| BranchId | Sets the branch ID for the order. You can find the available branch IDs on the integration page by clicking on View Branch Listing under the Need Help Getting Started dropdown. |
| DispatchedDate | Sets the preferred dispatched date. |
| AccountingImportStatus | Sets the accounting import status. |
| CustomFieldNameX | Used with CustomFieldValueX to pass the name of the custom fields, where X can be a number from 1 through 4. |
| CustomFieldValueX | Used with CustomFieldNameX to pass value of the custom fields, where X can be number from 1 through 4. |
Cin7 Rules Reference
In addition to the general set of rule events and actions in Order Desk, Cin7 includes a number of rule events and actions that are specific to the integration. These aren’t found directly on the integration page. Instead, you’ll need to use the Rule Builder to access them.
If you’re new to using rules in Order Desk, we recommend starting with our How to Work With Rules guide.
Rule Events
In addition to the general rule events available for all orders, the following events are specific to Cin7. To find them, type cin7 in the Event dropdown menu in the Rule Builder:
| Event | Description |
|---|---|
| Order Scheduled to Cin7 | Triggered when an order is scheduled to be sent from Order Desk to Cin7. This triggers immediately after the order is scheduled to be sent, so it can be used when you want to take immediate action on the order at that point. |
| Before Order Submitted to Cin7 | Triggered just before an order is sent from Order Desk to Cin7. This is useful in cases where you want to make last-minute updates before an order is sent. |
| After Order Submitted to Cin7 | Triggers after an order has been successfully submitted to Cin7. |
| Order Not Submitted to Cin7 Because of General Error | Triggers when a general error prevents the order from being submitted to Cin7. |
| Order Not Submitted to Cin7 Because of Invalid SKU | Triggers when an order submission fails because one or more SKUs aren’t valid in Cin7. |
| Order Not Submitted to Cin7 Because No Products Available | Triggers when an order submission fails because no valid products were found for submission. |
Rule Actions
Cin7 also supports specific rule actions that you can apply to your orders. These can be found in the Actions dropdown by searching for Cin7:
| Action | Description |
|---|---|
| Submit Order to Cin7 | Sends an order from Order Desk to Cin7. |