Cin7

Integrate Cin7 with Google Sheets

Query from Cin7 into Google Sheets and post data from Google Sheets into Cin7 using Sheet Director.

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.