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.

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) 9999 7398

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 is the engine, but the admin lives in the gaps between it and your other tools. Four reasons a properly connected, automated Cin7 stays useful where a stock setup quietly leaks hours and mistakes.

We start with deep discovery, not a template

Before we build anything we sit with the people who actually do the work and map how an order really moves through your business: where it starts, who touches it, which systems it lands in, and where it gets re-keyed today. Every Cin7 setup is different (different channels, different accounting rules, different products), so we design the integration around your process rather than forcing a generic connector on you.

Tuned to how your business actually runs

Your GST handling, your product and price structure, your customer and supplier records, your fulfilment steps and your reporting are specific to you. We tune the field mapping, the sync rules and the automations to match, so the integration reflects the way your team works instead of a lowest-common-denominator default that everyone then works around.

Secure and Australian, aligned with the Privacy Act

Your data moves between systems you control over standard secure connections, on dedicated service credentials with least-privilege access. 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, so you are talking to people who understand GST, BAS and local SME reality.

We own the whole build, end to end

You get one team accountable for the mapping, the build, the testing, the cutover and the support afterwards, not a connector you have to babysit yourself. We build it, we test it against a sandbox, we run it in parallel before switching over, and we stay on to handle changes as your channels, products and rules evolve.

What We Wire Up Around Cin7

Six concrete capabilities we build so Cin7 stops being an island and the admin around it disappears.

Records in step

Two-way sync of the right records

We connect Cin7 bidirectionally to the systems that matter: orders, stock levels, invoices, products, customers and suppliers stay consistent between Cin7, your accounting system, CRM and ecommerce store. A change in one place updates the others, so there is a single agreed version of every record.

Enter once

No more double entry

An order placed online or in Cin7 flows through to accounting, fulfilment and reporting without anyone re-typing it. New customers, new products and price changes propagate once. The hours spent keying the same information into two or three systems, and the errors that come with it, simply stop.

Sends itself

Automated document and notification flows

Order confirmations, dispatch and tracking notices, backorder notes, supplier purchase orders and internal handoffs generate and send themselves off Cin7 events. The right person or customer gets the right message at the right moment without someone remembering to do it.

Always current

Dashboards and reporting

Stock on hand, sales by channel, margin, ageing inventory and order status pull from Cin7 into live dashboards. Leadership opens a current view instead of waiting for someone to export, clean and reformat a spreadsheet before the meeting.

Nothing slips

Exception alerts

The automation watches for the things that fall through the cracks: stock discrepancies, orders stuck unfulfilled, failed syncs, negative stock, or a customer or product that will not match cleanly. It flags them to the right person so they are handled early, not discovered at stocktake.

Runs overnight

Scheduled jobs and reconciliation

Recurring housekeeping runs on a schedule: overnight reconciliation between Cin7 and accounting, reorder-point checks, bulk price and product updates, and tidy-ups. The routine work that never quite gets done by hand happens quietly while the shop is closed.

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

Cin7 and the systems it connects to enforce API rate limits, so a naive integration that fires too fast gets throttled and falls behind. We design the sync to pace its calls, batch sensibly and queue work, so it keeps up during your busiest trading periods without hitting ceilings or dropping records.

Field mapping and data hygiene

An integration is only as good as the data underneath it. Mismatched product codes, inconsistent customer names, blank required fields and legacy junk cause sync failures. We map every field explicitly, standardise where needed, 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 think they own the same field, they can fight and loop, each overwriting the other. At design time we agree which system owns which record and which field (for example accounting owns the invoice, Cin7 owns stock), so the sync reinforces one truth instead of creating a tug of war.

Australian Privacy Act and the APPs

Customer, staff and supplier records are personal information. Where that data moves between systems we document which fields sync, keep access least-privilege, and align retention and handling with the Australian Privacy Principles. Nothing personal moves that does not need to, and the design is written down rather than assumed.

Sandbox testing and a parallel run before cutover

We never build straight onto your live data and hope. The integration is built and tested against a sandbox or a safe subset, then run in parallel with your current process so the two can be compared before anything is switched over. You see it working correctly on real cases before it takes over.

Change management and staff training

The technology is only half the job; people have to trust the new flow. We document what each automation does in plain English, train the team that lives in Cin7 every day, and phase the rollout so nobody is left guessing why an order moved. The 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 integration and automation projects go live in 2 to 6 weeks, phased so the core records sync cleanly before the automations layer on top.

Discovery and mapping (week 1)

We sit with your team and map how orders, stock, invoices and customers really move today, where they get re-keyed, and which systems must connect. We agree the field mapping and which system owns which record.

Design (week 1 to 2)

We design the two-way sync and the workflow automations against your process, confirm the reorder, matching and notification rules, and hand you a fixed-scope specification to sign off before we build.

Build in a sandbox (week 2 to 4)

We build the integrations and automations against a sandbox or a safe subset of your data, never straight onto live records. Rate limiting, error handling and reconciliation are built in from the start.

Test and parallel run (week 4 to 5)

We run the new flow alongside your current process on real cases, compare the results, and tune the mapping and rules until they match reality. You watch it working correctly before it takes over.

Go live and monitor

We switch over in a controlled cutover, then monitor the syncs and automations, catch any exceptions early, and handle changes as your channels, products and rules evolve. Most are a config change.

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.