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Easy Insight and Cin7 Documentation


Once you have an Easy Insight account, you can create a connection to Cin7 through the Connections page. First, you'll need to create an API key in Cin7. You'll need to set up an API connection for Easy Insight through Settings, Integrations & API, API v1. Click on Add New API Connection, then add permissions for all Read operations. If you're using a two way connection, add permissions for Create/Update/Delete as necessary as well. Once you've set up thie API key, return to Easy Insight. Click on the Cin7 connection. Enter your API User and API key. Customer app link ID is an optional field to help create URL links back to your customer records from your Easy Insight reports. If you're migrating data from LOCATE into Cin7, make sure to check the 'Are you migrating data off of LOCATE?' checkbox before creating the connection.

When you first install your connection to Cin7 in Easy Insight, you'll get a prebuilt dashboard with a variety of reports to help you get started. You can customize any of these reports or replace them with your own.

Prebuilt Dashboard

Cin7 Dashboard Overview

The overview provides you with a summary view across your system, covering sales, purchases, invoices, and shipments.

Trends help you understand historical performance of your sales and invoices.

Cin7 Dashboard Overview

The Sales tab gives you reports on sales amounts by rep and month and sales by source and month, as well as a searchable table of sales by a variety of filters.

Cin7 Dashboard Overview

The Product Analysis tab shows you quantities and sale amount of each SKU sold in the specified time period. It also shows you the quantity and sale amount for all products that use that SKU in their bill of materials, helping you to identify critical SKUs in the production process. You can see quantity on hand, daily demand, and days of stock. You can also see an ABC analysis of the sale amount, where A contains the SKUs contributing 80% of your business, B contains SKUs contributing the next 15%, and C contains the remaining SKUs. You can click on a SKU to dive into more detail about the product:

Cin7 Dashboard Overview

By clicking on a SKU from Product Analysis, a drillthrough dashboard shows you sales of the SKU over time, purchase order price of the SKU over time (if applicable) per supplier, a visualization of the products used to assemble the chosen SKU, and tables of what's used to build and what's built off of the selected SKU.

Cin7 Dashboard Overview
Cin7 Dashboard Overview

The Mappings tab shows where your orders are shipping, both by country and by local state or province.

The Customers tab shows you customers with lifetime customer value (LCV) and year over year change in order amounts.

Cin7 Dashboard Overview

The Purchase Orders tab show you purchases by supplier over time, as well as detailed searchable information around your purchase orders.

Cin7 Dashboard Overview

Custom Reports

When you click on Choose Field in the report editor, you'll see the various fields available to you from your Cin7 data. These fields include everything from Sales, Contacts, Products, Product Options, Production Jobs, Bills of Material, Branches, and more.

You can add these different fields to build a report. For example, changing the report type to Column, then adding Salesperson Name as the X Axis and Total as the measure, gives you a simple column chart.

For more information on building reports, please see Creating Reports.

More Features

Want to receive a list of open, overdue invoices across your team every Monday? You can set up reports and dashboards as emails on a schedule. For more information on scheduling, see Scheduling Reports as Emails.

You can also combine your Cin7 data with other connections, building reports and dashboards that combine your ERP data with your support, CRM, or financial services. To learn how to combine data sources, see Combining Data Sources.

Make sure your users or clients can only see the information you want them to see, without creating numerous copies of reports. Learn how to set up data level security at https://www.easy-insight.com/docs/account/data-level-security.html.


How often does the connection pull over data?

Your connection is refreshed on a nightly basis. You can control when the refresh happens through the Scheduling page. You can also set up near real time reports at a 5 minute interval.

What tier of Easy Insight is required for Cin7?

You'll need to have an account of at least the Professional level ($149 / mo).