Integrations
ERPs & Operations

Cin7 Core

Document image


Requirements

  • Plan: Merchants must be signed up to the Professional or Enterprise plan
  • Platform: Merchants must be using Shopify

Introduction

Cin7 Core is a powerful inventory management system designed for retailers, wholesalers, and manufacturers. From inventory and stock control, to order management and fulfilment, Cin7 Core helps automate and streamline your eCommerce operations. You can learn more about Cin7 Core here.



How it works

The Cin7 Core integration for SparkLayer is available for all Shopify merchants that already use Cin7 Core and allows you to bring B2B pricing and B2B ordering into SparkLayer and your Shopify store.

The integration works in the following ways:

Item

Details

Customers

Cin7 becomes the 'master' of your B2B customer data, and any changes to customer records that have the assigned Customer Type will automatically be synchronised to Shopify and SparkLayer.

Orders

Orders placed via SparkLayer are synchronised from Shopify into Cin7 using your existing Cin7 integration. Prices that show on orders will be the special B2B pricing as set up in Cin7.

Pricing

Price lists and product prices are imported into SparkLayer via pricing rules you set up in Cin7

Sync

The automatic sync is carried out every 6 hours.

Please note We recommend also familiarising yourself with the "Known limitations" below



Configuring the integration

Before you begin You'll need to have an approved account with Cin7 Core - Please visit the Cin7 website to learn more.

To get started, the integration needs to be enable within the SparkLayer Dashboard Go to the Settings 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.

Document image


You'll then be prompted to enter the following details:

Document image


Item

Details

API ID

You can find this within your Unleashed admin under Integration, API

API Key

You can find this within your Unleashed admin under Integration, API

Customer Tags

The customer tag should match a customer group that exists in SparkLayer. This would be the customers within Cin7 that SparkLayer will synchronise to Shopify.

Please note: The tag must match the SparkLayer customer group exactly and be seperated by a comma with no space (e.g. GROUP1,GROUP2). For the purposes of testing, we recommend creating a new group and testing with a dummy customer first before using an existing group.

Tax-Exempt Codes

This is the code that you want to sync across the customer across as tax-exempt.



Configuring Customers

Broadly speaking, Cin7 Core is your central location for managing B2B customer data. When customers are configured in Cin7 as B2B customers, SparkLayer can automatically retrieve this data and then enable the B2B ordering experience on your Shopify site.



Configuring Pricing

In Cin7, you can utilise up to 10 price lists, allowing you to create multiple pricing tiers tailored to your various customer levels. On top of this limit, you have the flexibility to set customer-specific and product-specific discounts, providing even more granular control over your pricing strategy.



Data mapping

We've detailed how data is mapped between SparkLayer and Unleashed.

Item

Details

Creating Price Lists

SparkLayer generates several types of price lists based on the product prices available in Cin7.

Sell Price Tiers

If Cin7 has specific Sell Price Tiers set up (e.g., "Sell Price Tier 1", "Sell Price Tier 2", etc.), SparkLayer creates separate price lists for these tiers. Unleashed supports up to 10 Sell Price Tiers that you can assign to different groups of customers.

Customer-Specific Prices

If any customer has unique prices specified under the Customer/Product Price tab in Cin7, SparkLayer creates a Customer-Specific Price List for that customer. This ensures that individual customer agreements or special pricing arrangements are captured.

Handling Different Currencies

If a customer uses a currency other than the base currency, SparkLayer will automatically create Alternative Currency Price Lists based on the existing price lists.

Assigning Price Lists to Customers

When assigning prices to customers, SparkLayer follows this order of priority:

  • First, the Customer-Specific Price List (if available).
  • Then, a Sell Price Tier (if assigned in Cin7).

If a customer has multiple currencies or discounts, they will get additional price lists accordingly.

Why Prefixed Price Lists?

SparkLayer may apply generic "prefixed" price lists to every customer. This is to ensure that a basic Sell Price Tier is always in place, even if the customer’s Unleashed configuration doesn’t explicitly assign one.



Known limitations

The following limitations apply:

  • Internally SparkLayer will use the internal SellPriceTier naming for simplicity between mapping, not the custom naming that can be setup via the Unleashed Settings
  • Changing the customers email address, will create an additional customer in Shopify. The old account will need to be disabled manually.
  • Primary Customer Contacts will only be synced. If a new primary contact is selected, the existing Shopify customer on the store should be manually disabled.
  • A customer that is removed by removing the tag will not be disabled within Shopify.
  • Default addresses in Cin7 Core will be mapped to Shipping and Billing address in Shopify (Shopify doesn't support independent addresses).
  • 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.


Troubleshooting