HubSpot CRM and Cin7 Core: How to Easily Connect HubSpot with Dear Systems

Integrate Dear Systems aka Cin7 Core with HubSpot CRM

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

Yes, Cin7 Core (aka Dear Systems) integrates with HubSpot.

How to Connect Dear Systems to HubSpot CRM

Are you tired of manually transferring data between your Dear Systems and HubSpot CRM? You’re in luck, because in just a few simple steps you can easily connect the two systems and streamline your data flow. Let’s get started!

What is HubSpot CRM?

HubSpot CRM is a best-in-class customer relationship management tool that can help your business with marketing, sales, and service delivery, enabling your business to grow without compromise.

Connecting Dear Systems to HubSpot CRM

To begin the integration, log in to your Dear Systems account and go to the Integrations tab. Search for HubSpot CRM and click on Connect. Make sure to have your HubSpot account open and select the correct account if you have more than one.

Enable Synchronization

Once you have clicked on Connect, you will be prompted to enable synchronization. This will allow you to update sales, products, and customers between the two systems. You can specify the direction of the updates, whether you want to import from or export to HubSpot. You can also choose to force updates on HubSpot entities. However, it is recommended to disable the force DEAR entity update setting to prevent errors.

Custom Field Linking

Dear Systems and HubSpot CRM custom fields can be linked to streamline your data flow. This integration can be easily managed within the Dear Systems integration tab.

Error Management

If any errors occur, don’t worry. Simply go to the log tab where you can download an Excel file and investigate potential issues.

Marketing Campaigns

With this integration, your marketing team can create targeted campaigns in HubSpot CRM based on customer data from Dear Systems. This will help improve lead generation and customer engagement.

Connect Today!

Now that you know how to connect Dear Systems to HubSpot CRM, what are you waiting for? Take your business to the next level with this streamlined integration.

Support

If you run into any issues with the integration or have any questions, don’t hesitate to reach out to our support team here at Software4Business.

At Software4Business, we’re here to help you get the most out of your systems and optimize your business processes.

Subscribe to our Youtube channel for more tips and tutorials or sign up for our newsletter today or simple just contact Software4Business support.

Get Real Help with one of our Expert Consultants

Software4Business is a consulting firm specializing in Cin7 and Cloud CRM, two of the most powerful and flexible business management systems 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 business 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 Core and HubSpot CRM 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 20+ 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 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 Core work with Shopify?

How do I connect my Cin7 Core to Shopify?

How do I map a product on Cin7 Core Shopify?

You might also like:

 

https://software4business.com.au/11-little-known-dear-inventory-features-you-would-love/

 

DEAR Systems is now Cin7 Core: what changed and what didn’t

Cin7 Name Change

If you’re searching for “DEAR Systems,” “DEAR Inventory,” “Cin7 Core,” or “Cin7 Omni” and trying to work out what’s the same product and what isn’t — this is the page that sorts it out.

The short version

Cin7 acquired DEAR Systems and Orderhive in late 2021, then unified the brands. DEAR Inventory was renamed Cin7 Core. The product is the same software with the same database and the same login — just a new name and logo.

If you were on DEAR, you’re on Cin7 Core now. Same data, same workflows. Nothing was migrated. The URL just changed from inventory.dearsystems.com to inventory.cin7core.com.

The full Cin7 product family today

  • Cin7 Core — formerly DEAR. The cloud inventory + ops platform we implement most weeks. Suits SMEs through to mid-market wholesalers, manufacturers and ecommerce businesses.
  • Cin7 Omni — the original Cin7 product (different codebase). More retail/POS-heavy. Different software, different team, different price point.
  • Cin7 Orderhive — multichannel order management, primarily for ecommerce sellers running across many marketplaces.

If someone says “Cin7,” they could mean any of the three. Always ask which one. We work with Cin7 Core. The other two are different products and different conversations.

What changed when DEAR became Cin7 Core

  • Branding everywhere — UI, login screen, support portal, marketplace listings.
  • Documentation moved from support.dearsystems.com to Cin7-branded help.
  • Pricing tiers were renamed and partially restructured.
  • Some integrations were rebuilt or rebranded by the integration partners.

What didn’t change: the product itself, the database, the API, your data, your workflows, or how it integrates with Xero / QuickBooks Online / Shopify / WooCommerce.

Should you care about the rebrand?

Practically, no. If you’re a current DEAR / Cin7 Core user, you’re using the same software you always were. If you’re evaluating the platform, search for both “Cin7 Core” and “DEAR Inventory” when reading reviews — older reviews use the DEAR name and they’re still valid.

Implementing or moving to Cin7 Core?

We’re an Australian Cin7 Core specialist partner. Cin7 Core implementation, integration, and migration from DEAR, MYOB, Cin7 Omni, or Unleashed.

See what we do with Cin7 Core →

How to Easily Connect Shopify with Cin7 Core / Dear Systems

Cin7 Core inventory connects to Shopify

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

Yes, Cin7 Core (aka Dear Systems) connects to Shopify natively. We set the integration up for Australian businesses every month.

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.

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 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 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 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?

You might also like:

https://software4business.com.au/11-little-known-dear-inventory-features-you-would-love/

 

TradeGecko is dead. Announcing the sunset of QuickBooks Commerce.

TRADEGECKO - END OF LIFE - SUNSET - MIGRATE YOUR DATA WITH SOFTWARE4BUSINESS

WE WILL HELP YOU MOVE TO A SOLID LONG-TERM PLATFORM. FILL IN ANY FORM OR CONTACT US TODAY.

What to know:

  • June 9, 2021 – QuickBooks Commerce or TradeGecko announces the retirement of their product.
  • June 10, 2022 – The QuickBooks Commerce standalone product will completely retire.
  • Customer support will continue until June 10, 2022, but will then end, so you need to switch over to a new platform.
  • Software4Business can help you move to a new and more solid solution
TRADEGECKO - END OF LIFE - SUNSET - MIGRATE YOUR DATA WITH SOFTWARE4BUSINESS
TRADEGECKO – END OF LIFE – SUNSET – MIGRATE YOUR DATA WITH SOFTWARE4BUSINESS

Sunsetting of the QuickBooks Commerce standalone product (formerly TradeGecko)

QuickBooks will be sunsetting their newly acquired Quickbooks Commerce product, formerly known as TradeGecko. Quickbooks has given their clients an end of this service date of 10 July 2022 and will support the platform until then. The company encourages merchants who use QuickBooks Commerce to migrate away from them as soon as possible, or consider their bundling option within Quickbooks online self. Unfortunately the option is only available for clients within the US.

Today, Quickbooks announced the sunsetting of the QuickBooks Commerce standalone product previously known as TradeGecko. In 12 months, on June 10, 2022, they will formally retire this product. Existing customers will not be impacted by the retirement from now until June 2022, and customers will continue to receive product support in the form of maintenance and bug fixes until then.

Key Dates:

  • June 9, 2021. The TradeGecko (Quickbooks Commerce) product will no longer be available to new clients.
  • June 10, 2022: This product will be retired, and it will no longer be available to anyone.

Why are they ending TradeGecko?

After being acquired by Intuit last year, the company has been working on integrating Tradegecko and QuickBooks Online in the US. They are retiring Quickbooks Commerce (formerly known as TradeGecko) in order to focus on building a more durable, integrated product that will help their US customers grow their businesses.

Can Australian customers continue to use QuickBooks Commerce?

The answer is no. QuickBooks Commerce is no longer available for Australian customers. To continue using QuickBooks Commerce as a platform option, this option is currently available only to customers residing in the US as part of a bundle with QuickBooks Online. You can read the original article here. You will need to be in US to use this.

Since QuickBooks Commerce is no longer available for Australian customers, and some customers will have to move away from them and essentially migrate to another service, we want to help. Software4Business offer other similar products called CIN7 and Dear Systems which has the same and better features and benefits.

There are questions I have yet to be answered.

For your convenience, we have prepared this guide. Email us at info@software4business.com.au for further information. Despite the company’s apology, users may find this move to a new system very difficult. We will help you.

WE ARE HERE TO HELP MIGRATE AWAY FROM TRADEGECKO TO DEAR OR CIN7.

The Software4Business team. Complete this form below for us to contact you. T&C Applies.

Some background information

On 23 September 2020, Intuit purchased TradeGecko.

TradeGecko was renamed Quickbooks Commerce. It was an online inventory solution that helps small businesses to attract and sell to new customers across multiple channels and grow their business through automation.

TradeGecko was similar to Dear Systems and Cin7, and still, in their early growth stage. They allowed businesses to sell across multiple channels. It was, for example, possible to quickly set up a premium e-commerce website like WooCommerce or Shopify that fully integrates back into QuickBooks Commerce and QuickBooks Accounting. Quickbooks also quickly stopped the Xero integration to TradeGecko after they acquired the company.

It is a shame that TradeGecko can no longer provide users with an easy way to manage complexities in a single centralized interface because it was rather easy to use and a great alternative to its competitors. Cin7 and Dear can be used as an alternative. Software4Business is a partner for both those software and want to help you with your migration.

Cin7’s Accounting integration enhancement eliminates allocating payments manually

This Cin7 integration enhancement eliminates an unnecessary step for Xero and QuickBooks Online users.

Cin7 allows for partial payments on individual sales orders. To clarify, with this new Cin7 integration enhancement, they no longer require you to enter invoice payment details manually. The process eliminates manual steps and saves you even more time.

What do you need to do to be able to use this feature?

If you use the Accounting Dashboard, nothing. You’ll see all reconciled invoice payments in the “Payments” section of your sales order. On the other hand, if you’re not currently using the Accounting Dashboard, get it from Cin7 App Store. 

How does this update to Cin7 change the way you use it?

Until now, the payments from Xero or QuickBooks Online invoices would only appear in the main Sales Order section of the Sales module. As shown below.

Payment information from Xero or Quickbooks online
Payment information from Xero or Quickbooks online

Further, with this new Cin7 integration enhancement the payment details are automatically recorded under “Payment Type” in the corresponding order.

Information regarding payment from Xero or Quickbooks online
Information regarding payment from Xero or Quickbooks online

The Cin7 integration enhancement allocates payments to the sales orders. This eliminates the need for you to manually enter payment information in the Payments section of every order. We could all agree that Cin7 made a really good choice.

Please get in touch with us if you have any questions about Cin7, data migration, system implementation, expert consulting, operational support, design work, or integration with other add-ons.  

Originally published here.
Created by Simon Eskow and modified for S4B and XeroHero by Hanno Winterbach February 09, 2021