Cin7 Integration
The B2B quoting layer for your Cin7 inventory.
Product and inventory sync from Cin7, with sales order creation on acceptance.
Connector Technical Specs
Integration Overview
How TackQuote connects with Cin7
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
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.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and Cin7 to maintain complete system alignment.
Master Price Book Sync
Sync contract pricing matrices, volume discount tiers, and customer-specific price books from Cin7.
Sales Order & Invoice Post
Post accepted quotes directly as sales orders or accounts receivable invoices into Cin7 GL accounts.
Net Terms & Credit Limit Check
Validate buyer credit balances and payment terms in Cin7 before enabling Net-30 quote checkout.
Tax Code & AR Ledger Mapping
Align tax jurisdiction codes and line-item revenue accounts across Cin7 and TackQuote.
Capabilities
What's included in the Cin7 connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
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.
Setup Guide
4 steps to connect Cin7
TackQuote connects to Cin7 via its REST API using API credentials. Products and stock refresh every two hours; sales orders are pushed on acceptance.
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.
Requirements
What you need to get started
Prerequisites for authenticating Cin7 with your TackQuote tenant.
- Cin7 account with API access enabled
- Cin7 API credentials with product, contact, and order permissions
- TackQuote Starter plan or above
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect Cin7 and all 63+ connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about Cin7
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.
Workflow Ecosystem
Works seamlessly alongside Cin7
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect Cin7?
Start your free 14-day TackQuote trial. Connect Cin7 in under 5 minutes with zero credit card required.