Cin7
Google Sheets + Cin7 Integration
Query from Cin7 into Google Sheets and post data from Google Sheets into Cin7
What is Sheet Director?
Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, Zendesk, Twitter, etc.
Installation:
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.
What is Cin7?
Cin7 is a fully integrated, cloud-based inventory management software and POS system that streamlines stock management across multiple channels.
Cin7 and Google Sheets: Use Cases
> Query: Pull data from Cin7 and present on Google Sheets
> Bulk Post: Post data from Google Sheets into Cin7.
Cin7
Sheet Director
Google Sheets
Setting up Cin7 in Sheet Director
Choose App and Service:
Select Cin7 from the list of applications.
Select service as Query.
Authorize Sheet Director to access your account.
Mention your User Name.
Mention the API Key.
Click on Connect to CIN7 to connect with Sheet Director.
How to get API Key
Go to Your Cin7 Account → Settings
From the Settings, choose “ Integrations” and then click on “ API v1 “
From the screen appearing, you will be able the see the API Username.
Then click Add API Connection
Give an APP name.
After save, you will get to see the API key.
Query from Cin7 and present on Google Sheets
Select the required entity.
Select the fields that are required.
Select the Max Results required.
Destination Settings:
Configure the destination settings to save the executed data.
Scheduler Settings:
Switch on Run automatically to execute services automatically in background.
Notification Settings:
Configure the Notification settings to setup the email templates and add attachments.
Click Execute to execute the services.
Click Save to save the services.
Click Back to exit.
Sample Output
Bulk post data from Google Sheet into Cin7
Choose App and Service:
Select Cin7 from the list of applications.
Select service as Post.
Select the workspaces that you need to post to
Select the required entity
Select Apply Template or Setup Mapping
Select Apply Template to add a default template.
Select Setup Manually to select manually.
Source Sheet
Choose the sheet that contains post records.
Enter the Start at cell value
(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)
Select the Status column
If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)
Select the Result column
If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)
Mapping
After selecting the entity it will ask for intelligent mapping
If you need to do intelligent mapping click on yes
Intelligent mapping will map the matching fields automatically
You can do manual mapping by selecting Column drop down
You can delete the field by click on delete icon on top of each filed map
You can't delete mandatory* fields
Click on execute will ask for confirmation
Click save to save the service
It will show the number of records ready to post.
Click post now to post the records on Cin7.
Sample data & Output
It will show the count of number of records posted successfully and failed to post.
