Cin7

Cin7 is a cloud-based inventory management and point-of-sale platform that helps product businesses manage stock, orders, suppliers, and sales across multiple channels. It combines inventory control, order management, and financial tracking in one place. Connecting Cin7 to Coupler.io lets you pull that data into your reporting and analytics tools automatically.

Why connect Cin7 to Coupler.io?

• Sync sales, purchases, inventory, and customer data into Google Sheets, BigQuery, Excel, or Looker Studio without manual exports

• Combine Cin7 entities — for example, join Sales with Products to analyze revenue by SKU, or Append purchase records across multiple accounts

• Send Cin7 data to AI destinations like ChatGPT, Claude, or Gemini for demand forecasting, supplier analysis, or sales commentary

• Keep dashboards and reports up to date on a schedule without touching Cin7

Prerequisites

Before connecting, make sure you have:

• A Cin7 account with API access enabled (available on most paid plans)

• Your Cin7 API Username and API Key — find these in Cin7 under Settings > Integrations > API

• Sufficient permissions to access the entities you want to export (e.g., sales, purchases, inventory)

Quick start

If you want a broad view of your inventory and sales performance, start by adding the Sales, Products, and Product availabilities entities in a single data flow. Use the Join transformation to combine them by product ID.

How to connect

1

Create a new data flow in Coupler.io. Log in to your Coupler.io account, go to Data flows, and click Add data flow. Search for Cin7 and select it as your source.

2

Enter your Cin7 API credentials. In the source settings, paste your API Username and API Key. You can find these in Cin7 under Settings > Integrations > API. Click Save.

3

Select the entity you want to import. Choose from the list of available entities — such as Sales, Products, Customers, or Purchase lists. Each entity is a separate source block; add more source blocks to the same data flow if you need multiple entities.

4

Choose your destination. Select where you want your data to land — Google Sheets, BigQuery, Excel, Looker Studio, or an AI destination like ChatGPT or Claude. Configure the destination settings.

5

Run your data flow. Click Run to execute a manual sync and verify the data looks correct before setting up a schedule.

Cin7 data overview

Cin7 exposes a wide range of operational and financial data through Coupler.io. You can pull everything from live stock levels and product catalogs to sales transactions, purchase history, supplier details, and your chart of accounts.

Available entities

Entity	What it contains
Accounts	Chart of accounts, account types, and financial codes
Bank accounts	Bank account names, numbers, and currency details
Attribute sets	Product attribute group names and configurations
Brands	Brand names, codes, and identifiers
Carriers	Carrier names, tracking methods, and service types
Customers	Names, contact details, billing/shipping addresses, and account status
Deals	Deal names, values, associated contacts, and stage
Leads	Lead source, contact info, status, and assigned owner
Locations	Warehouse names, addresses, and location codes
Opportunities	Pipeline stage, estimated value, close date, and linked account
Product availabilities	Stock on hand, available quantity, and location breakdown
Product categories	Category names, parent categories, and hierarchy
Product families	Family names and linked product groupings
Products	SKUs, barcodes, descriptions, pricing, cost, and inventory levels
Purchase lists	PO numbers, supplier, line items, quantities, and status
Purchases	Purchase dates, supplier, amounts paid, and payment status
Sale lists	Order numbers, customer, line items, quantities, and order status
Sales	Sale dates, customer, revenue, cost, and margin data
Suppliers	Supplier names, contact details, payment terms, and lead times
Taxes	Tax code names, rates, and applicability

Metrics and dimensions

Sales and revenue

Field	Description
Sale date	Date the transaction was recorded
Total amount	Total sale value including tax
Sub-total	Revenue before tax
Tax amount	Tax charged on the sale
Cost of goods	Total COGS for the sale
Margin	Gross profit on the transaction
Payment status	Whether the invoice is paid, unpaid, or partial
Order status	Current status of the sale order
Customer	Customer linked to the transaction
Channel	Sales channel (e.g., B2B, POS, e-commerce)

Inventory and products

Field	Description
SKU	Stock keeping unit identifier
Barcode	Product barcode
Product name	Full product description
Buy price	Cost price of the product
Retail price	Listed retail price
Quantity on hand	Current stock level
Available quantity	Stock available to sell (excluding reserved)
Location	Warehouse or bin location
Category	Product category classification
Brand	Brand associated with the product

Purchases and suppliers

Field	Description
PO number	Purchase order identifier
Supplier	Vendor name
Order date	Date the PO was raised
Expected date	Expected delivery date
Total cost	Total purchase value
Payment terms	Agreed payment terms with supplier
PO status	Draft, approved, received, etc.

CRM (Leads, Deals, Opportunities)

Field	Description
Lead source	How the lead was acquired
Status	Current lead or deal status
Estimated value	Projected deal or opportunity value
Close date	Expected or actual close date
Assigned to	Sales rep or owner
Contact details	Email, phone, and company

Common metric combinations

• Sales + Products (joined on SKU) — analyze revenue, margin, and COGS by product

• Product availabilities + Locations (joined on location ID) — see stock levels per warehouse

• Purchases + Suppliers (joined on supplier ID) — track spend and lead times by vendor

• Sale lists + Customers (joined on customer ID) — build a customer order history report

• Leads + Opportunities (appended or joined) — create a full CRM pipeline view

Use cases by role

Finance teams

• Export Sales and Accounts into BigQuery or Google Sheets to reconcile revenue against your chart of accounts

• Pull Purchases and Suppliers to track outstanding payables and supplier spend trends

• Use Taxes data to verify tax codes applied across transactions

• Send financial summaries to ChatGPT or Claude for automated commentary on monthly P&L

Inventory managers

• Sync Product availabilities on a frequent schedule to keep stock level dashboards current in Looker Studio

• Join Products with Product availabilities to flag low-stock SKUs by location

• Pull Purchase lists to monitor open POs and expected stock arrivals

• Use Product categories and Product families to group stock reports by segment

Sales teams

• Export Sales and Sale lists to track order volume, revenue, and fulfilment status

• Use Leads, Deals, and Opportunities together (Append or Join) to build a unified CRM pipeline report

• Join Customers with Sales to identify top buyers and repeat purchase rates

• Send pipeline data to Gemini or Perplexity for AI-assisted forecasting

Operations

• Pull Locations and Carriers to monitor fulfilment routes and warehouse activity

• Join Sale lists with Products to identify which SKUs are moving fastest per channel

• Use Suppliers data to maintain an up-to-date vendor directory in Google Sheets

Platform-specific notes

• Cin7 API access is typically available on Business and Enterprise plans — check your subscription if the connection fails

• The Product availabilities entity reflects real-time stock levels; for point-in-time snapshots, set up scheduled refreshes and store historical runs

• Sale lists and Sales are separate entities — Sale lists contain order line-item detail, while Sales contains the transaction-level summary

• Purchase lists and Purchases follow the same pattern — use both if you need line-item and transaction-level purchase data

• CRM entities (Leads, Deals, Opportunities) are only populated if you use Cin7's built-in CRM module

Cin7 common issues

Connection issues

My API credentials are rejected during setup

Double-check that you're using the API Username and API Key from Cin7, not your regular login email and password. Find them in Cin7 under Settings > Integrations > API. Make sure there are no extra spaces when copying the key.

Some Cin7 plans restrict API access. If the API section isn't visible in your settings, contact Cin7 support to confirm your plan includes API access.

The connection was working but has suddenly stopped

Cin7 API keys can be regenerated or deactivated. Log in to Cin7, go to Settings > Integrations > API, and check whether your key is still active. If it was regenerated, update the credentials in your Coupler.io data flow source settings.

Missing data

Some products or orders are missing from the export

Cin7 may filter records based on status. Archived products, voided orders, or draft records may not be returned by the API. Check the record status in Cin7 directly to confirm whether they should appear.

CRM entities (Leads, Deals, Opportunities) return no data

These entities are only populated if your Cin7 account has the CRM module enabled and records have been created. If you don't use Cin7's CRM features, these entities will return empty.

Product availabilities show incorrect or stale stock levels

The Product availabilities entity reflects the current state at the time of sync. If stock appears outdated, increase your refresh frequency in Coupler.io. If numbers still look wrong, verify the figures directly in Cin7 to rule out a sync lag on Cin7's side.

Permission errors

I get a permissions error for specific entities

The Cin7 API user associated with your key may not have access to all modules. In Cin7, check the user role assigned to the API credentials under Settings > Users. Make sure the role has read access to the modules you're trying to export (e.g., Purchases, Sales, CRM).

Data discrepancies

Totals in my export don't match what I see in Cin7 reports

Cin7's built-in reports sometimes apply additional filters (date ranges, status, location) that aren't reflected in a raw API export. Make sure you're comparing the same subset of records. If you need filtered data, use Coupler.io's filter or transformation features to match the Cin7 report logic.

Sale lists and Sales show different amounts for the same period

Sale lists contain line-item detail (individual products on each order), while Sales contains transaction-level summaries. The totals may differ because of rounding, adjustments, or how tax is attributed at each level. Use Sales for revenue totals and Sale lists for product-level breakdowns.

Rate limits

My data flow fails with a rate limit or timeout error

Cin7's API has rate limits that vary by plan. If you're syncing many entities at once or have a large dataset, try splitting entities across separate data flows and staggering their schedules. Reducing sync frequency can also help avoid hitting limits.

Cin7 FAQ

What authentication method does Cin7 use with Coupler.io?

Cin7 uses API key authentication. You'll need your API Username and API Key from Cin7, which you can find under Settings > Integrations > API in your Cin7 account. There's no OAuth flow — just copy and paste the credentials into Coupler.io.

Can I connect multiple Cin7 accounts in the same data flow?

Yes. Add each Cin7 account as a separate source block within the same data flow, then use the Append transformation to combine the records. This is useful if you run separate Cin7 accounts by region, brand, or warehouse.

What's the difference between Sale lists and Sales?

Sales contains one row per transaction with summary-level data like total revenue, COGS, and margin. Sale lists contains one row per line item within each order, so you can see exactly which products were sold. Use Sales for revenue reporting and Sale lists for product-level analysis.

What's the difference between Purchase lists and Purchases?

Same pattern as sales — Purchases is the transaction-level summary (total cost, supplier, payment status), while Purchase lists is the line-item detail (which products, quantities, and unit costs were on each PO). Use both if you need a complete picture of procurement.

Can I get historical stock level data from Cin7?

Cin7's API returns current stock levels, not a historical log. To build a stock history, configure your Coupler.io data flow to append data on each run rather than overwrite it. Each sync will add a new snapshot with a timestamp, giving you a time series over time.

Why are my CRM entities (Leads, Deals, Opportunities) empty?

These entities only contain data if you actively use Cin7's built-in CRM module. If your team uses a separate CRM tool, these entities won't have records. Check in Cin7 whether the CRM module is enabled and whether records exist.

Can I send Cin7 data to an AI tool like ChatGPT or Claude?

Yes. Coupler.io supports AI destinations including ChatGPT, Claude, Gemini, Cursor, Perplexity, and OpenClaw. You can route any Cin7 entity — for example, Sales or Opportunities — directly to an AI destination for analysis, forecasting, or automated reporting.

How do I analyze revenue by product using Cin7 data?

Add both the Sales and Products entities as source blocks in the same data flow, then use Coupler.io's Join transformation to link them on the shared product or SKU identifier. This gives you a combined dataset with transaction revenue alongside product details like cost price, category, and brand.

Is Cin7 API access available on all plans?

No — API access is typically available on Cin7's Business and Enterprise plans. If you can't find the API section under Settings > Integrations, contact Cin7 support to confirm whether your plan includes it.

For a full breakdown of what each Cin7 entity contains and how to combine them, see Data Overview. If you're running into connection or data problems, check Common Issues.