Cin7 Core
Google Sheets + Cin7 Core Integration
Query from Cin7 Core into Google SheetsÂ
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.Â
Installation:
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
What is Cin7 Core?
Cin7 Core, formally known as DEAR, is an app that makes enterprise-level inventory management, manufacturing, sales integration, reporting, and automation accessible to all businesses.Â
Cin7 Core and Google Sheets: Use Cases
> Query: Pull data from Cin7 Core and present on Google Sheets
Cin7 Core
Sheet Director
Google Sheets
Setting up Cin7 Core in Sheet Director
Choose App and Service:
Select Cin7 Core 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 Core to connect with Sheet Director.
How to get API Key
Click on this link: https://inventory.dearsystems.com/externalapi/v2/meÂ
Create new API or use existing one.
After creating an API you will be able the see the Account ID and Key.
Use these credentials to connect to Cin7 Core.
Query from Cin7 Core 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 Core
Choose App and Service:
Select Cin7 Core 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 valueÂ
(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 mappingÂ
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* fieldsÂ
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 Core
Sample data & Output
It will show the count of number of records posted successfully and failed to post.
Google Sheet to Cin7 Core - Sync
Select service as Synchronize Cin7 Core.
Select the Max results required.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Cin7 Core.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Cin7 Core.
Cin7 Core Wins
Google Sheet Wins
Cin7 Core Wins: Latest data from Cin7 Core will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in Cin7 Core.
Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.
Cin7 Core Wins
Select Cin7 Core.
The latest updated data from Cin7 Core will be updated in Google Sheets.
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Cin7 Core will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
Cin7 Core Wins
Select Google Sheet Wins.
The latest updated data from Google Sheets will be updated into Cin7 Core.
Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
Click Save to save.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Cin7 Core will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
