Cin7 Core
Requirements
- Plan: Merchants must be signed up to the Professional or Enterprise plan
- Platform: Merchants must be using Shopify
Cin7 Core (formerly DEAR systems) is a leading ERP system that’s designed for manufacturers, wholesalers and distributors. From inventory and stock, order management, right through to fulfilment, Cin7 Core lets you automate all your eCommerce operations. You can learn more about Cin7 Core here.
The Cin7 Core integration for SparkLayer is available for all Shopify merchants that already use Cin7 Core and allows you to bring B2B Customers and B2B pricing to your Shopify store. The integration works in the following ways ways:
Item | Details |
Customers | Cin7 Core becomes the 'master' of your B2B customer data, and any changes to tagged customer records will automatically be synchronised to Shopify and SparkLayer. |
Orders | Orders placed via SparkLayer are synchronised from Shopify into Cin7 Core using your existing Cin7 Core integration (). Prices that show on orders will be the special B2B pricing as set up in Cin7 Core. |
Product Pricing | Price lists and product prices are imported into SparkLayer via pricing rules you set up in Cin7 Core. |
Creating an API Key
To get started using Cin7 Core on SparkLayer, you'll first need to create an API key within Cin7 Core:
- When prompted, create a new application called "SparkLayer"
- This will then generate an Account ID and Key which will be used within SparkLayer (see below)
Activating within SparkLayer
Within the SparkLayer Dashboard, go to the Configuration section, click Integrations, and then click the Partner integrations tab. Under Multi-channel management, click the toggle on the right to activate the Cin7 Core integration.
You'll then be prompted to enter your Cin7 Core Account ID and Key (as created above). In addition to this, you can also specify:
- Which customer types pull through to SparkLayer; this works by specifying 'tags'. In most cases, this will simple be your B2B customers who are likely tagged already withb2b
- Which tax codes in Cin7 Core will set the customers in Shopify as tax exempt (if you require this)
SparkLayer is configured to synchronise customer data every 4 hours from Cin7 Core to Shopify and only customers that are specified in the step above (i.e with a specific tag) will be synchronised.
In addition to this, you can also configure customers within Cin7 Core to automatically map Customer Groups within SparkLayer. This works by using the Name set within SparkLayer and adding this to the Tags section within the customer record in Cin7 Core.In our example below, we've created a new customer group called VIP and simply added a tag of VIP to Cin7 Core.
When this customer signs in to the Shopify store, they'll then inherit rules such as minimum order amounts and payment methods.
Customer mapping
Customers are mapped between the systems based on the default contact email set within Cin7 Core. Once this is mapped, SparkLayer will then synchronise the following data into Shopify.
Cin7 Core | Shopify / Spark Layer |
Address | Shows against customer record in Shopify |
Primary Telephone | Shows against customer record in Shopify |
First / Last Name | Shows against customer record in Shopify |
Company Name | Shown via metafields in Shopify |
Customer Group | Shown via metafields in Shopify (see above) |
Credit Limit / On hold | Shown via metafields in Shopify |
Tax Codes (using the mapping in config) | Shows against customer record in Shopify |
Cin7 Core Price List Tier / Customer specific prices | Shown via metafields in Shopify to show the correct pricing for the customer |
Please note, all customer data is managed via Cin7 Core and any changes made directly in Shopify will not synchronise back to Cin7 Core.
Adding new B2B customers
Any new customers created in Cin7 Core that are tagged correctly will automatically be imported into Shopify. When new customer records are added in this way into Shopify, they will by default be added as Pending customer accounts and receive an automatic email to enable their account by setting a password. This uses the Customer account invite notification email which can be edited in the Notifications section within Shopify.
When performing your initial setup, we recommend tagging at least one example customer to test with before proceeding to enable all other customers.
SparkLayer is configured to synchronise product pricing every 4 hours from Cin7 Core and this will update pricing within SparkLayer (which subsequently will show on your Shopify store). This includes up to 10 pricing tiers within Cin7 Core as well as any customer-specific pricing you may have set up.
Please note the following:
- Default addresses in Cin7 Core will be mapped to Shipping and Billing address in Shopify (Shopify doesn't support independent addresses).
- A customer that is removed by removing the tag will not be disabled within Shopify.
- Addresses are a 1-way sync from Cin7 Core into Shopify. It's recommended to not allow address editing in SparkLayer otherwise new addresses added won't appear in Cin7 Core and will be replaced on next integration run.
- The integration only supports the use of a base currency of the store, not additional currencies Only the default contact is pulled across per customer, there is no "sub-account" support currently.