Cin7 Core Registration

Tip:  Cin7 Core was formerly known as DEAR Inventory.

Register a customer with Thomax's Cin7 account, we must first be added as a partner account in order to source the needed information.

The user support@thomax.com must be registered as a user in Cin7. This should then trigger a process that adds our partner account to Cin7 Core to allow us access. This does not and should not consume a user license on the customer's account, as Thomax is a registered partner.

  1. Go to Cin7 Core.

  2. Use the credentials in 1Password's ERP Logins vault for Cin7 Core.

    The Cin7 Core main page displays.

  1. Once you have accessed Cin7 Core, click (Integrations tab) on the left navigation pane.

    The Cin7 Core integration options display.

  2. Click the CIN7 Core API option.

    The API screen displays the API Connection.

    Creating the Cin7 Core API connection.

  3. Click + on the top tab bar.

  4. Once the connection is created, save the details of the Account ID and Key.

    This is used later in ERPGate for the Cin7 username and password.

  5. Create the credentials in the Credentials table using the following format:

    Field

    Description

    CredentialName

    Enter a name for the credential.

    CredentialDriver

    Enter Dear Inventory.

    Username

    The Account ID from Cin7.

    Password

    The Key from Cin7.

To integrate with Cin7, notifications are used to alert our API whenever data needs to be pulled.

  1. Click (Settings tab) on the left navigation pane, then select Automation from the options.

  2. On the Automation page, select Notifications.

  3. On the Notifications page, select the valid notifications you wish to send to the API.

    The currently used notification are:

    Notification Name

    Function

    Product / Product has been updated

    Synchronising master data

    Purchase / Purchase order has been authorised

    Creating receipts

    Sale / Sale has been picked

    Synchronising orders

    Sale / Sale has been voided

    Cancelling orders

    Stock / Stock transfer order authorised

    Synchronising transfers as orders

  4. When creating a notification, you must create an External type action, then set it up to connect to the correct webhook endpoint.

    They will all point to one of the following addresses depending on the ERPGate cluster you are connecting to:

    https://erpgate1.dotwms.com/api/dear_webhook/

    https://erpgate2.dotwms.com/api/dear_webhook/

  5. When setting up, No Authorisation is required.

  6. Set the below Header values:

    CONNECTIONID - the connectionID field on the connection record in ERPGate.

    APIKEY - the PushAPIKey field on the connection record in ERPGate.