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Self-Managed Cin7 Core Integration

Table of Contents


Overview

Self-Managed Integrations allow you to create and manage integrations directly within your CartonCloud account.

The Cin7 Core Integration connects CartonCloud with your Cin7 Core account to automatically create Sale Orders and sync fulfilment and tracking information back to Cin7 (if fulfilment is enabled). When a sale is authorised in Cin7 Core, the integration automatically creates the corresponding sale order in CartonCloud.

You can configure the integration yourself or you can have your customer set the integration up from their CartonCloud login. See How to enable Customers to create their own Self-Managed Integrations. 

Prerequisites

  • You have an active Cin7 Core account.
  • You have created a Cin7 API Client in Cin7 via External API setup. These can be created on the API setup page inside the Cin7 Core application: https://inventory.dearsystems.com/ExternalAPI.
  • You have the following Cin7 Core API credentials:
    • Account ID
    • Application Key
  • The Product SKUs in Cin7 Core match the product codes in CartonCloud.
  • The Customer in CartonCloud has access to the Warehouse used in the integration.
  • You have permission to create Self-Managed Integrations in CartonCloud.

Cost 

We offer volume-based discounts—reach out to our support team here to discuss pricing options.

Key Considerations

  • Cin7 requires a Carrier to be supplied when creating a shipment. If the carrier does not already exist in Cin7, it will be created automatically when the fulfilment is created or updated. Tracking numbers and tracking URLs are sent from the CartonCloud consignment when available. If tracking details are not available, the carrier will be set to Undefined in Cin7.

How to create a Self-Managed Cin7 Core Integration 

  • Navigate to the Integrations page by typing in Integrations in the Search for Anything bar or More>Self-Managed Integrations.
  • If an Admin user, select the customer you wish to create the integration for.
  • Select Cin7 Core from the Self-Managed Integrations menu selection.

  • Click Configure.
  • The configuration box will now appear, follow the below steps to configure the integration.

(1) Initial Configuration

  • Fill in the Name field. 
  • Click Next.


(2) Authentication

  • You will now need to connect CartonCloud to Cin7 Core.
  • Enter the Account ID and the Application Key from Cin7 Core. These can be created on the API setup page inside the Cin7 Core application: https://inventory.dearsystems.com/ExternalAPI.   

  • Click Next.

(3) Order Creation

  • Here you will need to map which Cin7 Core orders will go to which CartonCloud warehouse.

  • The below describes the different options you have to map the Cin7 Core orders to CartonCloud:
    • Default Warehouse: Select a CartonCloud warehouse to use for Cin7 Core orders that doesn't have a matching Location to Warehouse Mapping.

      If you choose to set a default warehouse, all orders will go to this warehouse unless you add Location to Warehouse Mapping. You can also choose to ignore the default warehouse and only apply the warehouse mappings. This means only orders with specific references specified in the warehouse mapping will come across to CartonCloud.

    • Location to Warehouse Mapping: You can configure Location to Warehouse Mapping to control where orders should be routed to.

      For each Location, select which CartonCloud warehouse Sale Orders should be created in, or leave blank to use the selected default.

Only top-level locations are displayed. Bin and sublocations will not appear.

 

  •  Click Next.

(3) Fulfillment

  • Complete Fulfilment through CartonCloud: When enabled Cin7 Core Orders will be marked as complete when the Sale Order is dispatched in CartonCloud.
  • Tracking Information:  Tracking information will be sent to Cin7 Core when the order is dispatched, and will be updated when tracking details change. 

  • Click Finish.

Disconnecting an existing Self-Managed Cin7 Core Integration 

If you need to cancel and disconnect the integration you will need to:

  • Navigate to the Integrations page.
  • Select the relevant Customer. 
  • Click Cin7 Core.
  • Select the three-dot configuration icon and select Delete Integration.
  • This will remove the integration and stop the billing of the integration to your account. 

Editing an existing Self-Managed Cin7 Core Integration 

To edit an existing Self-Managed Cin7 Core Integration:

  • Navigate to the Integrations page.
  • Select the relevant Customer.
  • Click Cin7 Core.
  • Select Reconfigure.

Managing Self-Managed Integrations

Because Self-Managed Integrations are a paid feature, it is important you are able to manage and keep track of the number of active integrations your customers have. This is useful if you wish to pass on the cost to your customer and reconcile your invoices. 

If a Customer has a live integration they will have a green dot icon against their name. It will also display the number of active integrations for that customer below their name.