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IntegrationsERPs and operations

Cin7 Core

Applies toShopify

Steps for

What it does

Cin7 Core (opens in a new tab) is an inventory management system for retailers, wholesalers and manufacturers, covering inventory, stock control, order management and fulfilment.

SparkLayer has a direct integration with Cin7 Core. You manage your B2B customers and prices in Cin7 Core, and SparkLayer brings them into Shopify and SparkLayer, with a price list for each price tier.

How data flows between Cin7 Core, SparkLayer and Shopify

Cin7 Core

Customers with your sync tags, their contacts, sell price tiers and customer prices
(this flows forward)

SparkLayer

Imports them every hour and creates price lists
(this flows forward)

Shopify

A customer account per contact, with SparkLayer metafields
(this flows forward)

Cin7 Core

Orders arrive through your existing Cin7 integration

Read the limitations before you start.

What syncs and in which direction

Customers and prices sync one way, from Cin7 Core. Orders go back to Cin7 Core through your own Cin7 integration, not through SparkLayer.

DataDirectionDetails
CustomersCin7 Core to Shopify and SparkLayerCin7 Core is the master of your B2B customer data. Changes to customers with your sync tags reach Shopify and SparkLayer automatically. SparkLayer creates a Shopify customer for every contact of each customer it syncs: the customer's Default contact becomes the main account, and its other contacts become company users under it.
PricesCin7 Core to SparkLayerPrice lists and product prices come from the pricing you set up in Cin7 Core.
OrdersShopify to Cin7 CoreOrders placed through SparkLayer reach Cin7 Core through your existing Cin7 integration (opens in a new tab), with your B2B prices.

Customer data

Customers are matched between Cin7 Core and Shopify by the contact email in Cin7 Core. SparkLayer syncs this data into Shopify. Some details are stored in Shopify metafields: extra fields on the Shopify customer record that SparkLayer reads. The integration fills them in for you.

Cin7 CoreShopify and SparkLayer
First and last nameCustomer record in Shopify
Email and phone numberCustomer record in Shopify
AddressesCustomer record in Shopify
Tax rule (using Tax-Exempt Codes)Tax exemption on the customer record in Shopify
TagsSparkLayer customer group, in a Shopify metafield called "Group". Only Additional Customer Tags appear as tags on the Shopify customer.
Company nameShopify metafield called "Company"
DiscountShopify metafield called "Discount Percentage"
Credit limit and on holdShopify metafield called "Payment On Account"
Sale price tier and customer-specific pricesShopify metafield, so the customer sees the right prices (see Price lists)

All customer data is managed in Cin7 Core. Changes made directly in Shopify don't sync back, and are overwritten at the next sync.

Price lists

SparkLayer creates several kinds of price list from your Cin7 Core prices. They appear in SparkLayer Wholesale,Pricing,Price lists (in your Shopify admin) as Integration price lists.

Price listWhen it's created
Sell price tierOne for each sell price tier you use.
Customer-specificOne for each customer with prices on their Product prices tab.
Alternative currencyWhen a customer uses a currency other than your base currency. For example, if your store is in GBP and you assign a customer USD, SparkLayer creates a USD copy of the tier ("Dear Tier Price 1 USD"), converting the GBP prices at the live exchange rate.
PrefixedGeneric price lists applied to every customer, so a basic sell price tier is always in place even if the customer's Cin7 Core setup doesn't assign one.

When a customer views a product, SparkLayer checks their Cin7 Core price lists in this order and uses the first price it finds:

  1. The customer-specific price list, if there is one.
  2. The customer's sell price tier.

Customers with other currencies or discounts get extra price lists. As with any price lists, the first one with the product's SKU wins: see Price list order.

Where the price list order is stored, for your developer

Each customer's price lists are listed in order in a Shopify customer metafield called Price List - Cin7, for example ["dear-cust-…", "dear-tier-1-eur"]. See Metafields for how the price list metafield works.

Invite new customers

New customers created in Cin7 Core are added to Shopify automatically, as Pending accounts. If Send customers an invite email when activated in Cin7 Core is ticked, Shopify sends them an Activate your account email so they can set a password.

This email is Shopify's Customer account invite notification. You can edit it in Settings,Notifications (opens in your Shopify admin in a new tab) in the Shopify admin. To stop sending it, untick the setting in SparkLayer Wholesale,Integrations,Partners (in your Shopify admin) (click Modify next to Cin7 Core).

Set up Cin7 Core

Check the requirements, connect Cin7 Core, then set up your customers and price tiers in Cin7 Core.

Requirements

Connect Cin7 Core

  1. In SparkLayer Wholesale,Customers,Customer groups (in your Shopify admin), create the customer groups you want to use. To test, start with a new group and a dummy customer.
  2. In the SparkLayer Dashboard, go to SparkLayer Wholesale,Integrations,Partners (in your Shopify admin).
  3. Under Multi-channel management, turn on the switch next to Cin7 Core.
  4. Fill in the settings below, then click Save.

To change the settings later, open Cin7 Core at SparkLayer Wholesale,Integrations,Partners (in your Shopify admin).

SettingWhat it does
Account IDThe unique identifier for your Cin7 Core account. You'll find it in Cin7 Core under Integration > API.
API KeyYour Cin7 Core API key: a code from Cin7 Core that lets SparkLayer read your data. Find it under Integration > API. It isn't shown again after saving.
Customer Sync TagsOnly Cin7 Core customers with one of these tags are imported to Shopify. Each tag must match a SparkLayer customer group exactly. Separate tags with a comma and no spaces, for example base,gold.
Additional Customer TagsIf an imported customer has any of these tags in Cin7 Core, they get the same tags in Shopify, prefixed with spark-. They must be valid Shopify tags and mustn't clash with your SparkLayer customer groups. Shopify only: ignored on other platforms.
Tax-Exempt CodesCin7 Core tax rules that should make a customer tax exempt in Shopify, for example TAXFREE.
Send customers an invite email when activated in Cin7 CoreSends new customers Shopify's account invite email, asking them to confirm their account. See Invite new customers.
Ignore Non-Default ContactsWhen ticked, only each customer's Default contact syncs to SparkLayer.

Set up customers in Cin7 Core

  1. In Cin7 Core, go to Sale > Customer and open or create the customer.
  2. On the General tab, fill in:
    • Name (first and last name are required)
    • Currency
    • Sale price tier
    • Tax rule. To make the customer tax exempt in Shopify, choose a rule you've listed in Tax-Exempt Codes.
    • Tags: add the tag for the customer's SparkLayer customer group, for example base or gold.
  3. On the Addresses tab, add a full address.
  4. On the Contacts tab, add each contact with a first and last name and a valid email address. Tick Default for the main contact.
  5. Check the tag is listed in Customer Sync Tags in SparkLayer.

The customer is imported at the next sync. You don't need to tag the customer with the customer group in Shopify: SparkLayer adds the group as a metafield. If a customer has several contacts, the Default contact becomes the main account and the others become company users under it.

Set up B2B prices in Cin7 Core

Cin7 Core has up to 10 price tiers, so you can give different customer levels different prices. You can also set customer-specific prices on top.

  1. To rename the tiers, go to Settings > General Settings > Sell Price Tier Names in Cin7 Core. SparkLayer doesn't use the custom names: tiers always appear in SparkLayer as "Sell Price Tier 1" to "Sell Price Tier 10".
  2. Open a product and go to the Prices tab. Enter the price for each tier you use.
  3. Open the customer and choose their Sale price tier on the General tab. This is the price list they see when they sign in.

Set customer-specific prices

  1. In Cin7 Core, open the customer and go to Product prices.
  2. Search for a product and enter a fixed Custom price.

SparkLayer creates a customer-specific price list for these prices in SparkLayer Wholesale,Pricing,Price lists (in your Shopify admin).

Limitations

  • SparkLayer uses the internal sell price tier names, not the custom names you can set in Cin7 Core settings.
  • Changing a customer's email address creates another customer in Shopify. Disable the old account manually.
  • If you change a customer's Default contact in Cin7 Core, manually disable the Shopify account for the old default contact.
  • Removing the tag from a customer doesn't disable them in Shopify.
  • Shopify doesn't support separate addresses, so the default address in Cin7 Core is used as both the shipping and billing address in Shopify.
  • Addresses sync one way, from Cin7 Core into Shopify. Don't let customers edit addresses in SparkLayer: new addresses won't reach Cin7 Core and are replaced at the next sync.

Troubleshooting

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