How to Easily Connect Shopify with Cin7 Core / Dear Systems

It is common for us to be asked this question: “Does Cin7 work with Shopify?”  

Yes, Cin7 Core (aka Dear Systems), Cin7 Omni, and Cin7 Orderhive work with Shopify.

Cin7 is an all-in-one inventory management platform that integrates with Shopify to provide a seamless and streamlined experience for online retailers.

Cin7 Core is the backbone of the Cin7 products, providing a centralized platform to manage inventory, purchase orders, sales, and shipping across multiple channels. Cin7 is simply, really good.

Cin7 Omni expands on the core functionality by adding support for omnichannel sales, allowing retailers to manage sales across multiple sales channels from one central platform.

Cin7 Orderhive, on the other hand, is a standalone app that integrates with Shopify to manage order fulfillment. With Cin7 Orderhive, retailers can automate order processing, manage inventory levels, and monitor shipping information in real-time. This integration allows retailers to manage their entire order process from a single platform, reducing manual work and minimizing errors.

Key Benefits for connecting with Shopify are:

One of the key benefits of integrating Cin7 with Shopify is the ability to keep inventory levels up-to-date across all sales channels in real-time. This helps to ensure that retailers never oversell products, and can reduce the risk of stockouts. Additionally, the integration allows you as a retailers to automate order processing, saving time and reducing manual work.

Another benefit of Cin7 is its robust reporting and analytics capabilities. Retailers can use the platform to gain insights into sales trends, inventory levels, and shipping information, helping you to make informed business decisions. With Cin7, retailers can also create custom reports, allowing you to track the metrics that matter most to your business.

In conclusion, all these products are powerful business software that can help online retailers using e-commerce platforms to streamline your operations and grow your business. With its integration with Shopify, Cin7 provides a seamless and centralized platform to manage inventory, sales, and shipping, saving time, reducing manual work, and minimizing errors. And that is worth a lot in todays online business environment.

How to Connect with Shopify

Connecting the two systems can either be done through Dear or Shopify. The settings configuration is done in DEAR.

Following this easy step-by-step guide below to help you set up this integration:

  1. Set up your Account: Create an account on Dear Systems, please click here to get a month free trial, if you do not have an Account Setup already. 

  2. Shopify login: Log in to your online store account and go to the app store. Search for the “Dear Inventory” app and install it.
    In the future (after June 2023 -Search for Cin7 Core if Dear Inventory is not showing anything anymore)

    Shopify App Store Link to Cin7

  3. Install the Cin7 Core (Or Dear Inventory) app in Shopify

  4. After installation, you will be directed to the Cin7 Integrations Shopify dashboard. From there, you will need to configure the new connection.

    Dear Shopify Integration General settings in DEAR

  5. Shopify settings Cin7. Change as follow:

    1. General Setup

      1. Customer

      2. Price Tiers

      3. Pick, Pack and Ship modes etc

    2. Account and Cash

      1. Invoice status

      2. Poduct Listing

      3. Stock level update status

      4. Sales Rep

      5. Discounts etc.

    3. Tax Rules

    4. Locations

    5. Payment methods 

  6. Once your setup is done, sync the items from Dear to Shopify or from Shopify into Dear.

  7. To download products from Shopify into DEAR simply click the “Catalog” button and click on the “Download” button.

  8. Alternatively, to download products from Dear to Shopify (our recommended method) click on Bulk listing

    Dear Shopify Integration settings in DEAR
    1. Here you can use filters to list items. Be careful because whatever is listed in the grid can or will upload with the List Button.
    2. Products can also be uploaded individually via the Products -> Specific Product -> Channels option (this is much slower as you only work with 1 item at a time)
    3. The best way to upload products from Dear to Shopify is in the bulk listing screen as we just mentioned.
      1. The bulk listing feature will also let you know if the products meet the minimum required standards for it to be listed in Shopify.

  9. Once products have been created, synced and listed, you can start importing new orders from Shopify into Cin7 Core.
  10. To import products, go to “Pending Order” in the Shopify Dear Integration interface and click on > “Load orders”. New orders will now be listed in the pending order grid.
  11. To process the orders into your sales process flow, click on the Process button. 
  12. To see import orders, you can view them in the go to “Sales” > “Search sales”. The new sales will be the latest orders added.
  13. To keep your product and order information up-to-date, the order import process is automated. No manual intervention is required.
  14. If you want to integrate your shipping, we suggest you set up shipping rates in Shopify. Go to “Settings” > “Shipping and delivery” in the Shopify Admin to set up your shipping rates.
  15. Finally, to take advantage of the full range of features offered by the Cin7 products, you may want to set up custom integrations with other platforms and services. For more information on custom integrations, consult the Cin7 Core documentation or contact Software4Business support.

Get Real Help with one of our Expert Consultants

Software4Business is a consulting firm specializing in Cin7 Omni and Core, two of the most powerful and flexible inventory management system available. With extensive experience and expertise in both systems, the team at Software4Business can help businesses of all sizes streamline their operations and improve your bottom line.

Whether you are looking to implement a new inventory management system, integrate with other platforms, or simply need assistance with a specific feature, Software4Business has the expertise to help you succeed. Their team of experienced consultants can help you navigate the complex world of inventory management and provide tailored solutions that meet your specific needs.

If you are interested in learning more about how Cin7 Omni and Core can help you grow your business, or if you need assistance with implementation or integration, don’t hesitate to reach out to Software4Business. With our years of experience and commitment to customer success, we are the perfect partner to help you take your business to the next level.

So if you’re looking for a reliable, experienced consulting firm to help you get the most out of your investment in Cin7 Omni or Core, look no further than Software4Business.

Contact us today to learn more about how they can help you achieve your goals.

 

Related questions:

Does Cin7 work with Shopify?

How do I connect my Cin7 to Shopify?

How do I map a product on Cin7 Shopify?

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