Are you getting a new Cin7 Core implementation up and going? You can use Easy Insight to help! You can upload your existing CSVs of data into Easy Insight and generate templates for mapping the CSV data into your new Cin7 Core system for customers, products, suppliers, BOMs, and more. You can also upload your sales history into Easy Insight and create reports combining your sales history with ongoing Cin7 Core sales data once you're up and running. You can use these reports to help with replenishment planning or for looking at the history of a customer across different systems. You can even populate your CRM with links directly back to Easy Insight reports showing that combined history to help enable your sales team to accurately pull up everything tied to one of their customers.
Cin7 Core has a number of CSV templates you can use to import initial data from customers, suppliers, products, BOMs, and more. You can use Easy Insight to help map your existing data into these templates. The supported templates include the following:
First, you'll need to create the connection to your Cin7 Core account through the Connections page in Easy Insight. When creating your connection to Cin7 Core, make sure to check the 'Are you migrating data off of another platform onto Cin7 Core?' option:
You'll also want to create the 'Inventory Import' connection through the Connections page:
After you have that connection created, you'll want to go to the Excel/CSV connection and upload your existing CSV file. If you have the connections to Cin7 Core and the Inventory Import connection created, it will give you the option of 'Does this upload contain data that you're going to be mapping to the CSV migration templates?':
Go ahead and select this option, then look through the list of fields in the upload to make sure they have the right type selected. If the field is any sort of text field, you'll want to make sure it's a Grouping. For example, double check that phone numbers, zip codes, order numbers, and SKUs are all coming through appropriately as Groupings, not Measures. Once you're verified everything, click Create Data Source.
After Easy Insight finishes processing your data, the CSV or Excel data source you just created will automatically be added to your Inventory Import data source and you'll be redirected to the Integrations page in Easy Insight. If nothing shows up in the list, click on 'Generate Integration Templates' to create the template mappings for the import files:
Once you have your integration templates, you can go into each and map the fields accordingly. For example, for the product integration, you would map the SKU, name, description, price, and anything else that you have in your CSV data. Depending on the integration, it will either directly push the data into Cin7 Core via the API or generate a CSV file that you can import into Cin7 Core.
If the CSV file is larger than the Cin7 Core import limit, the generated file will instead be a ZIP file containing multiple CSVs that you can then import into Cin7 Core.
Once you complete importing a particular step of data into Cin7 Core, you can check the integration off as Completed through the interface in Easy Insight to help track what you've done.
Given the difficulty of importing sales history into Cin7 Core, you can use Easy Insight as a repository for your historical sales data, then create reports that combine that historical sales data with your ongoing Cin7 Core data.
First, you'll need to have your connection to Cin7 Core created. Next, go to the Excel/CSV Connection. If you have the connection to Cin7 Core installed, you'll be given a prompt with the option of 'Does this upload contain historical sales data that you want to pull into your existing Cin7 Core Systems connection?':
Go ahead and select this option, then look through the list of fields in the upload to make sure they have the right type selected. If the field is any sort of text field, you'll want to make sure it's a Grouping. For example, double check that phone numbers, zip codes, order numbers, and SKUs are all coming through appropriately as Groupings, not Measures. Once you're verified everything, click Create Data Source.
After Easy Insight finishes processing your data, you'll be redirected to the Historical Data Setup page for your Cin7 Core systems data source. Go through and choose the mapping of fields from your Excel/CSV data. For historical sales data, the followings mapping exists:
You only have to map the fields that exist in your data. For example, if you have only have an Order Number and not an Invoice Number, Easy Insight will automatically default to using Order Number.
Once you've finished mapping fields, go ahead and save. It'll take a couple of minutes for Easy Insight to internally update caches. Once caches are updated, you can view your prebuilt dashboard or other reports again. In particular, the Product Analysis report for inventory forecasting will be updated to include the history from the sales side so that your replenishment planning can have an accurate view on daily or monthly demand and remaining days of stock. The Customer reports are updated to have accurate lifetime customer value and to list all orders for the customer across historical and Cin7 Core data. If you're using dashboard links, the dashboard link showing that customer's data will automatically updated so that your sales team can click from their CRM into the full list of orders.
If you need to make advanced tweaks to the data, you can edit the Historical Invoices report under Calculation Reports to add any additional appropriate handling to the data.
