ERP & Inventory
Connect Cin7
The B2B quoting layer for your Cin7 inventory.
Overview
Cin7 + TackQuote
TackQuote connects to Cin7 inventory management through its REST API so quotes are built from live products and multi-location stock, and accepted quotes are written back as Cin7 sales orders. Product, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, and sales orders are created the moment a quote is accepted.
TackQuote connects to Cin7 via its REST API using API credentials. Products and stock refresh every two hours; sales orders are pushed on acceptance.
Before you start
What you'll need
- Cin7 account with API access enabled
- Cin7 API credentials with product, contact, and order permissions
- TackQuote Starter plan or above
Setup
How to connect Cin7
Create Cin7 API credentials
In Cin7, generate API credentials (username and connection/API key) with product, contact, and sales order access.Connect in TackQuote
Enter your Cin7 API credentials in TackQuote Integrations → Cin7. TackQuote verifies access and begins the product sync.Map products and order defaults
Confirm price tier and branch mapping and set the sales order defaults used when quotes are accepted.Go live
Build quotes from live Cin7 products. Accepted quotes create sales orders and matched contacts automatically.
Capabilities
What you get
Product & Price Sync
TackQuote pulls Cin7 products, price tiers, and units into the quote builder on a scheduled cadence.
Sales Order Creation
Accepted quotes create Cin7 sales orders with products, quantities, customer, and branch mapped across.
Customer Sync
TackQuote matches buyers to Cin7 contacts and creates new records where needed.
Multi-Location Stock
Stock across Cin7 branches pulls into TackQuote so reps quote against real availability.
FAQ
Cin7 questions
Does this cover Cin7 Core and Omni?
TackQuote integrates via the Cin7 REST API. Object mapping is confirmed during setup to match your specific Cin7 product edition.
What do I need to connect TackQuote to Cin7?
A Cin7 account with API access enabled and API credentials with product, contact, and order permissions. TackQuote Starter plan or above is required.
How current is multi-location stock shown in quotes?
Products, price tiers, and branch-level stock refresh on a two-hour scheduled pull plus an on-demand refresh, while sales orders push to Cin7 immediately on acceptance.