Does Yes AI work with Cin7?

Yes. Cin7 is exactly the kind of platform we integrate and automate around every day. We connect it both ways to the systems it should already talk to (accounting, CRM, ecommerce, email and rostering), map the records that need to stay in step, and automate the repetitive workflows around it. At discovery we confirm which Cin7 product and edition you run and design the build to fit it.

What can actually be automated around Cin7?

The admin that eats your team's day: two-way syncing of orders, stock, invoices, products and customers; removing double entry so information is keyed once; automatic order confirmations, dispatch notices and supplier purchase orders; low-stock and reorder alerts; exception flags when something will not sync or match; live dashboards for stock, sales and margin; and overnight reconciliation and bulk update jobs. In short, the repetitive checking, re-typing and chasing that currently depends on someone remembering to do it.

How long does it take?

Most Cin7 integration and automation projects go live in 2 to 6 weeks. We phase it deliberately: discovery and mapping first, then design and sign-off, then a build in a sandbox, then a parallel run against your real process, then a controlled cutover. Simpler single-connection jobs land toward the shorter end; more channels, warehouses and custom rules take a little longer. You get a timeline with the fixed-scope specification.

Is our data safe, and does this meet the Privacy Act?

Yes. Your data moves between systems you already control over standard secure connections, on dedicated service credentials with least-privilege access, and we build against a sandbox before touching live records. Where personal information (customers, staff, suppliers) flows, we document which fields sync and align the design with the Australian Privacy Principles. The engagement is Australian-based and everything we build is documented in plain English rather than hidden in a black box.

Every Cin7 setup is different, so we scope it properly rather than quote a number blind. We start with a fixed-scope discovery and build. Our strategy and delivery engagements start at $1,000 for a focused BASIC scope, $3,000 for a STANDARD engagement, and $10,000 for a STRATEGIC one covering a broader, multi-system build. After discovery you get a fixed-scope specification and a clear price before any work starts, so there are no surprises.

Do we need in-house IT?

No. We own the whole build end to end: the mapping, the integrations, the automations, the testing, the cutover and the support afterwards. You do not need a developer or an IT department in-house. We just need access to the systems and time with the people who do the work, so we map your real process rather than an assumed one.

What if we also use Xero or MYOB?

That is one of the most common setups we handle. We build the two-way sync between Cin7 and Xero, MYOB or QuickBooks so orders, invoices and payments flow through with GST mapped correctly, which keeps your BAS figures reliable and stops your team re-keying invoices by hand. We agree which system owns which field so accounting and inventory reinforce one version of the truth rather than fighting over it.

For Australian SMEs running Cin7

Cin7 Integration and Automation (Stop Re-keying Between Your Systems)

Cin7 is a strong inventory and order platform, but it rarely lives alone. Most Australian businesses run it next to their accounting system, a CRM, an ecommerce store, a pile of spreadsheets and a rostering tool, and someone keys the same order, stock figure or customer into two or three of them by hand. The software is fine. The gap between the tools is where the hours and the errors come from.

We build the two-way integration between Cin7 and the systems it should already talk to, then automate the workflows around it: orders that flow through once, stock that stays consistent across every channel, invoices that reconcile with GST intact, low-stock and dispatch alerts that fire themselves, and dashboards that build without anyone exporting to a spreadsheet.

Book a Free Cin7 Integration Call (03) 9003 0111

Realistic ROI

Hours per week

Returned to your team

Typically in the order of several hours a week of manual re-keying and checking removed

Fewer errors

Records match across systems

One order entered once, not re-typed into two or three tools with mistakes each time

Faster

Orders and invoices flow through

Fulfilment and accounting keep up automatically instead of catching up at end of day

2 to 6 weeks

From kickoff to live

Phased: map and sync the core records first, then layer the automations

Why Automate Around Cin7 With Yes AI

Cin7 already holds your SKUs, stock on hand, sales orders and purchase orders, and it ships with native connectors to Xero and Shopify. The trouble starts at the edges: the marketplaces, the CRM, the 3PL and the spreadsheets those connectors never reach, and the tax and account mapping the native ones only get most of the way right. Four reasons our Cin7 builds hold up where a bare setup quietly leaks hours.

We start with deep discovery, not a template

Before a line is built we sit with the people who pick, invoice and reorder, and trace how a sales order really travels: quote to order, pick to dispatch, then out as an invoice, and which of Cin7 Core or Cin7 Omni you run, since the two behave differently underneath. We note what your native Xero and store connectors already cover and what they quietly leave to a person, then design around that gap instead of dropping another generic connector on top of it.

Tuned to how your business actually runs

Your GST tax rules, your price tiers and wholesale B2B pricing, your multi-location stock, your unit-of-measure quirks and any assemblies or kits are specific to you. We tune the field mapping and sync rules to match, so a bundle sold on Shopify decrements its component SKUs in Cin7 correctly, and a wholesale price list does not get flattened to retail somewhere on the way through.

Secure and Australian, aligned with the Privacy Act

Cin7 talks to your other systems through dedicated API credentials scoped to least privilege, over standard secure connections between platforms you already control. Where customer, staff and supplier records move, we document exactly which fields sync and align the handling with the Australian Privacy Principles. The engagement is Australian-based, so the people mapping your GST treatment and BAS figures actually understand them.

We own the whole build, end to end

One team stays accountable for the record mapping, the connections that reach past the native ones, the automation layer, the testing against a Cin7 trial or safe subset, the parallel run and the support afterwards. When you add a marketplace, change a tax code or restructure your price tiers, the same people who built it make the change, rather than leaving you to babysit a connector.

What We Wire Up Around Cin7

Six things we wire up so Cin7 becomes the stock and order hub the rest of your tools trust, rather than one more screen someone re-keys into.

Records in step

Two-way sync of the right records

We connect Cin7 both ways to the systems that matter: SKUs, stock on hand and available, sales orders, purchase orders, invoices, credit notes, customers and suppliers stay consistent between Cin7 and your accounting ledger, CRM, Shopify or WooCommerce store and any marketplaces. Change stock or a price in one place and the others follow, so there is one agreed figure instead of three that disagree.

Enter once

No more double entry

An order raised in Cin7, or dropped in from the store, flows through to accounting, the pick and pack step and reporting without anyone re-typing it. A new product, a new customer or a price change is entered once and propagates. The hours lost keying the same sales order into Cin7 and then into Xero, with a transposed quantity each time, stop.

Sends itself

Automated document and notification flows

Order confirmations, pick slips, dispatch and tracking notices, backorder notes and supplier purchase orders generate off Cin7 events and send themselves. A wholesale customer gets their acknowledgement and the warehouse gets its pick list without anyone chasing a template, in your wording rather than the stock default.

Always current

Dashboards and reporting

Stock on hand by location, sales by channel and customer, gross margin, ageing and slow-moving lines and open order status pull from Cin7 into dashboards that refresh themselves. Leadership opens a current picture instead of waiting for someone to export a Cin7 report and reshape it in a spreadsheet before the meeting.

Nothing slips

Exception alerts

The automation watches for what usually slips: negative or oversold stock, a sales order stuck unfulfilled, a failed sync to the accounting ledger, a Shopify SKU with no match in Cin7, or a tax code that will not map. It flags the case to the right person while it is still cheap to fix, not at month end or stocktake.

Runs overnight

Scheduled jobs and reconciliation

Recurring housekeeping runs to a schedule: overnight reconciliation between Cin7 and your accounting ledger, reorder-point and low-stock checks against supplier lead times, bulk price-list and product updates, and BAS preparation. The routine work that never quite gets done by hand happens quietly while the warehouse is shut.

What the Cin7 Integration and Automation Handles

Task	Traditional	With Yes AI	Notes
New online order lands	Someone re-keys it from the store into Cin7, then into accounting	Order flows straight from the store into Cin7 and accounting	Entered once. Fulfilment starts sooner and finance sees it immediately.
Stock levels across channels	Manual updates, oversells when a line sells out on one channel	On-hand stock syncs across Cin7, the store and marketplaces	Near real-time so you stop overselling and disappointing customers.
Supplier purchase order and receiving	PO typed up separately, receiving updated by hand later	POs generate from reorder points; receiving updates stock automatically	Reorder logic agreed with you. Fewer stockouts, less guesswork.
Customer or product exists in two systems	Duplicates and mismatched details between Cin7 and the CRM	Matched and kept in step, ambiguous cases queued for a person	One customer, one product record, agreed matching rules.
Invoice and accounting reconciliation	Manual re-entry into Xero or MYOB, GST fixed up by hand	Invoices and payments sync with GST mapped correctly	Two-way with Xero, MYOB or QuickBooks. BAS figures you can trust.
Stock runs low	Noticed too late, or only at stocktake	Low-stock and reorder alerts fire automatically	The line gets reordered before it sells out, not after.

The Honest Realities of a Cin7 Integration

API rate limits and throughput

Both Cin7 Core and Cin7 Omni cap how many API calls they accept in a window, and so do Xero and the marketplaces on the other side. A sync that fires too hard during a busy sale gets throttled and falls behind. We pace and batch the calls, queue work and sync on sensible triggers, so it keeps up on your heaviest trading days without tripping a limit or dropping records.

Field mapping and data hygiene

A Cin7 sync is only as clean as the codes underneath it. Duplicate or mismatched SKUs between the store and Cin7, tax codes that do not line up with your Xero tax rules, blank required fields and legacy product junk all cause silent failures. We map every field explicitly, reconcile SKUs and tax treatment, and clean the obvious problems before go-live, so the connection is built on solid data rather than spreading a mess faster.

One source of truth to avoid sync loops

When two systems both believe they own the same field they overwrite each other in a loop. Up front we agree the boundaries: Cin7 owns stock and the order, the accounting ledger owns the invoice and payment, the CRM owns the customer relationship. Each sync then reinforces one version, so Cin7 and Xero are not quietly fighting over who set the last price.

Australian Privacy Act and the APPs

Customer, staff and supplier records in Cin7 are personal information. Where those fields move between systems we write down exactly which ones sync, keep the API credentials least-privilege, and align retention and handling with the Australian Privacy Principles. Nothing personal travels that does not need to, and the design is documented rather than assumed.

Sandbox testing and a parallel run before cutover

We never build straight onto your live Cin7 and hope. The integration is built and proven against a Cin7 trial or a safe subset of your data, then run in parallel with your current process so both can be compared on real orders before anything switches over. You watch it post the right invoice and decrement the right stock before it takes the wheel.

Change management and staff training

The build is only half the job; the team that lives in Cin7 has to trust the new flow. We document what each automation does in plain English, train the pickers, buyers and finance people who touch it, and phase the rollout so nobody is left wondering why an order jumped a step. Your team owns the process, not a black box.

How Yes AI Delivers It

Cin7 audit and integration plan

We audit how Cin7 sits in your stack: what gets re-keyed, where records drift, which systems need to connect, and which workflows eat the most time. You get a prioritised plan and a fixed-scope specification before any build begins, so you know exactly what you are getting.

Build and connect

We build the two-way integrations between Cin7 and your accounting, CRM, ecommerce and other tools, and add the automation layer for documents, alerts, dashboards and scheduled jobs. Everything is built and proven against a sandbox or safe subset first.

Pilot and tune

We run the new flow in parallel on a subset (one channel, one warehouse or one product group) so mapping, matching and automation rules can be tuned against real behaviour. Edge cases surface and get handled before the whole business switches over.

Support and evolution

After go-live we monitor the syncs and automations and handle change: a new sales channel, a new integration, a pricing rule, a fresh report. Most adjustments are a configuration change, and your team keeps full visibility of every rule we run.

Our 5-Step Cin7 Rollout

Most Cin7 builds go live in 2 to 6 weeks, phased so the core records sync cleanly and the tax and account mapping is proven before any automation layers on top.

Discovery and mapping (week 1)

We sit with your team and trace how orders, stock, purchase orders and invoices really move today, where they get re-keyed, and whether you run Cin7 Core or Omni. We confirm the field and tax mapping and agree which system owns which record before a line is built.

Design (week 1 to 2)

We design the two-way sync and the automations against your actual process, lock down the reorder, SKU-matching, tax and notification rules, and hand you a fixed-scope specification to sign off. Nothing gets built until the mapping is agreed on paper.

Build in a sandbox (week 2 to 4)

We build the connections and automations against a Cin7 trial or a safe subset of your data, never straight onto live stock. Rate-limit pacing, error handling and the Cin7 to accounting reconciliation are built in from the first day, not bolted on later.

Test and parallel run (week 4 to 5)

We run the new flow beside your current process on real orders, compare what Cin7, accounting and the store each show, and tune the mapping and rules until they agree. You see it decrement stock and post invoices correctly before it takes over.

Go live and monitor

We switch over in a controlled cutover, then monitor the syncs and automations, catch any exception early, and handle change as you add channels, price tiers or products. Most adjustments are a configuration change your team can see.

FAQ

Stop Re-keying Around Cin7

Book a free 30-minute Cin7 integration call. We map where your team is re-keying data today, show you what the two-way sync and automation would remove, then give you a prioritised plan and a fixed-scope quote.