Cin7 Omnis Integration


Overview

We offer the following type of integration with Cin7 Omnis:

  • Order Syncing - the automated pushing of orders from Cin7 Omnis into MachShip.

Note: This integration is specifically for Cin7 Omnis, not Cin7 Core (formerly DEAR), which is a separate product.

Integration Demo

In this video we cover an end to end demo of our Order Syncing integration for Cin7 Omnis.

Order Syncing Integration

Order Syncing Workflow

  1. We check Cin7 for orders in the status of 'Approved' and stage 'Release To Pick' or 'Release to Warehouse'
    • The stage and filters can be customized to suit your workflow
    • Can exclude orders with certain shipping methods (e.g., 'pick up')
  2. We create a pending consignment in MachShip with:
    • Warehouse and customer details
    • Order number as reference
    • Optional product details:
      • SKUs as line items
      • Product dimensions from Cin7
  3. Order is picked and packed by warehouse
  4. Warehouse opens MachShip and searches for the order using order number
  5. Warehouse team confirms or inputs packages
  6. Pickers/Packers select a carrier service, or simply use cheapest
  7. Once consignment manifested, we update Cin7 with:
    • Selected carrier as logistics carrier
    • Tracking code as carrier consignment number
    • Stage as dispatched
    • DispatchedDate
    • Estimated Delivery Date

Order Syncing FAQs

Q: How are packages and dimensions handled?

A: You have two options:

  1. Warehouse team manually inputs packages (most common)
  2. Pre-fill using product dimensions from Cin7

Q: Can you customize the order filters?

A: Yes, we can customize which orders sync based on status, stage, shipping method, and other criteria to match your workflow.

Q: Can you write shipping costs back to Cin7?

A: Yes, while we can't provide live quotes in Cin7, we can write back the actual shipping cost to a field after the order has been shipped. This is normally a custom field on the order.

Important Info

  • Sync timing:
    • Orders sync from Cin7 to MachShip every 5 minutes
    • Shipping updates sync back to Cin7 every 5 minutes
  • The integration can be customized to match your workflow, including:
    • Order filters and stages
    • Field mappings
    • Status updates
  • Live shipping quotes are not available within Cin7 - quoting must occur in MachShip

Cin7 Omnis FAQs

Q: How quickly are changes synchronized?

A: We sync in both directions every 5 minutes:

  • New orders sync from Cin7 to MachShip
  • Shipping updates sync from MachShip back to Cin7

Q: Can the integration be customized for our specific needs?

A: Yes, we have extensive customization capabilities including status filters, field mappings, and workflow adjustments. Contact our integrations team with your requirements.

Q: Can we use different workflows for different types of orders?

A: Yes, we can configure different workflows based on order status, stage, shipping method, or other criteria to match your shipping requirements.

Integration Setup Process

All integrations are completed by our in-house integrations team that specializes in setting up integrations with Cin7 Omnis.

The process for getting your integration setup is:

  1. Scoping - Reach out to our integrations team at clientintegrations@machship.com - note, if you're using MachShip via a broker, please include the account manager in CC.

Our specialist integrations team will work with you to confirm the scope of your integration and ensure it will perform how you expect.

  1. Approval - From there, you will be provided with a quote for any associated integration implementation costs for approval.

  2. Implementation - Once approved, implementation will begin. We will need:

    • Cin7 Omnis API Username and API Key
    • Details on your preferred workflow and any customizations
  3. Handover & Testing - Once completed, we will let you know and you can conduct your own testing to confirm everything is working as expected.

Setup FAQs

Q: How long does it take to setup my integration?

Most Cin7 Omnis integrations can be setup inside of 2-3 business days from when we receive API access.

Q: Am I able to setup the integration myself?

We do not currently offer self-setup for our integrations due to the amount of customisation and testing required when linking your integration to your MachShip account.

Q: My requirements differ from what you've laid out, can you customise the integration?

We do have the ability to customise our integrations for each client to a large degree.

Simply reach out to our integrations team at clientintegrations@machship.com with your requirements and we will let you know what we can do.

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