Onboarding with Cin7 Core
Welcome to onboarding with Cin7 Core. This guide explains what to expect during onboarding and how to prepare for a successful go-live.
You'll receive guidance, training, and resources throughout the onboarding process, whether you're joining a group program, working 1:1, or engaging a certified partner.
All onboarding sessions are delivered remotely via Zoom, giving your team the flexibility to participate from anywhere.
Before you start
Before your first onboarding session, make sure you:
Sign up for Cin7 Core.
Purchase an onboarding plan.
Confirm you can access your account.
Prepare your products, customers, and supplier data.
Consider your locations, workflows, and financial setup.
Ensure key team members are available to participate.
Review the available resources in Cin7 Academy and the Help Center.
Onboarding options
Choose the onboarding option that best suits your business. All the options are outlined on the Cin7 Core pricing page.
For specialized requirements, you have the flexibility to work with a Cin7 Core Partner. You can explore our partner network or request to be matched with a suitable partner during the sign-up process.
The table below gives you an overview of the onboarding options available:
| Onboarding option | What to expect | Typical duration |
|---|---|---|
| Group | Learn alongside other customers through live group sessions and self-paced training. | 4-6 weeks |
| 1:1 | Work directly with us for tailored guidance based on your business processes and goals. | 8-10 weeks |
| Partner-led | Onboard with a certified Cin7 partner. Recommended for specialized requirements such as advanced manufacturing, integrations, EDI, API, or 3PL requirements. | Varies |
| Accelerate Booster | Refresher training for new or existing staff. | Up to 4 hours |
| Additional Training | Additional support for specific workflows, advanced features, or onboarding needs. | Typically purchased in 1-hour session. Varies for Additional Integration sessions. |
Your commitment
Successful onboarding requires active participation throughout the project.
We want you to:
Attend all scheduled onboarding sessions (typically 1-2 hours each).
Spend approximately 4-6 hours per week completing onboarding tasks and self-paced training.
Complete recommended Academy courses.
Onboarding journey
The diagram below gives you an overview of the onboarding journey:
What success looks like
By the end of onboarding, you should be able to:
Manage products and inventory.
Process sales and purchasing transactions.
Complete your core business workflows.
Use connected integrations effectively.
Confidently operate Cin7 Core day to day.
Access support and training resources when needed.
Go-live readiness
Before going live, complete the Cin7 Core Go-Live Checklist to ensure your financial settings, data import, inventory and sales workflows, user training, and system readiness have been validated, and that all demo or test data has been removed.
Support after go-live
After go-live, you'll have access to a range of support and learning resources. Whether you're training new team members, looking up a process, or troubleshooting an issue, help is available when you need it.
| Resource | Use it for |
|---|---|
| Cin7 Academy | Self-paced training courses for new users, ongoing learning, and feature adoption. |
| Help Center | Step-by-step guides, setup instructions, and troubleshooting articles. |
| AMA (Ask me anything) | AI-powered conversational tool that lets you explore your business data and get help using Cin7 Core. |
| Create a request | If you can't resolve an issue using the Academy, Help Center, or AMA, submit a request with us for assistance. |