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Capsule CRM

Capsule CRM

Capsule is a web-based CRM tool you can use for your small business. Capsule keeps track of contacts and organisations you do business with, communication with them, sales opportunities, and what activities and tasks there are that need be done. Capsule <–> Cin7 Core integration allows you to download your contacts from Capsule as Suppliers and Customers in Cin7 Core.

Users will need the Integrations: CRM - Capsule href="User Permissions explained.htm">permission in order to use this feature.

Note: Capsule does not automatically sync with Cin7 Core. Manual loading (Contact tags, Address types, Contacts) is required to update.

Integration Setup

First you must connect Cin7 Core to your Capsule account/site.

It is possible to link several Capsule sites to a single Cin7 Core account. Each linked site has its own independent settings and contact list.

To connect Capsule to Cin7 Core:

  1. Navigate to Integration → Customer Relationship Management.

  2. Click + to connect a new store.

  3. Click Connect to Capsule. You will be prompted to enter your Capsule store name and, if you are not already logged into Capsule, your login details.

  4. Click Allow to give Cin7 Core permission to access your Capsule account.

  5. Repeat these steps to connect as many Capsule sites as you require.

Integration Settings

In the Setup tab, several integration settings can be customised.


Ignore contacts without organisations

The default value is Yes. Contacts in Capsule CRM can be independent persons or linked to an organisation. When this setting is enabled, only contacts that are assigned to an organisation will be downloaded to Cin7 Core. If the setting is disabled, both organisation contacts and independent contacts are downloaded.

Download only tagged contacts

Capsule allows you to tag contacts and organisations to categorise them (e.g. Customer, Lightspeed or, Lead, etc.). When enabled, Cin7 Core will only download Capsule contacts that have been tagged.

Default taxation rules

You may specify default taxation rules for Customers and Suppliers. These rules will be assigned to newly created (downloaded) Customers or Suppliers from Capsule CRM. Taxation rules must be valid.

Link Capsule and Cin7 Core address types

Capsule has three types of Addresses: Postal, Home, Office. In this grid you may map it to Cin7 Core Address type. This field defines how contact’s address will be processed: as Billing, Shipping or Business.


Link Capsule tags to Cin7 Core contact types

See Defining Contacts with Tags.

Disconnect from Capsule site

When you disconnect from the Capsule account (site), Cin7 Core removes all associations between Cin7 Core objects and Capsule. Note that customers and suppliers that were successfully downloaded will not be deleted.


Contacts are downloaded from Capsule to Cin7 Core. If a customer/supplier with the same name is found in Cin7 Core, the customer/supplier details will be updated. If not, Cin7 Core will attempt to create new customers and suppliers from the downloaded contacts.

Defining Contacts with Tags

Cin7 Core uses Capsule's tag system to simplify the contact download process. The Link Capsule tags to Cin7 Core contact types section appears on the Setup tab of Capsule integration. Click Load from Capsule to download any newly created contact tags to Cin7 Core.

There are three options in Cin7 Core:

  • Customer

  • Supplier

  • Ignore


Map Capsule Contact Types to these three options to make downloading contacts more efficient. For contacts with undefined tags or no tags, see Downloading Contacts.


Downloading Contacts

Contacts can be downloaded from Capsule from the Contacts tab. There is no automatic sync; download must be manually triggered by clicking Download Contacts. If a customer/supplier with the same name is found in Cin7 Core, the customer/supplier details will be updated. If not, Cin7 Core will attempt to create new customers and suppliers from the downloaded contacts. Refresh simply reloads the contact list, without downloading any new information from Capsule.

In general, all contact’s fields are equal in Capsule and in Cin7 Core. All Capsule contacts are saved in the temporary Cin7 Core storage and displayed in the contacts grid.


In most cases (if tags are specified and it matches with tag mapping), you do not need to select the Contact Type (the last column in the grid) as it will be automatically assigned. But in case if no tags are specified, or if there's any conflict between them, then a user action is required. You can manually choose a specific contact type. The contact (Customer/Supplier) will be processed accordingly after you change its contact type in the grid.

All Capsule contacts that are not converted to Customer or Supplier could be converted as Customer or Supplier in bulk using Save Not Defined as Customers and Save Not Defined as Suppliers. These actions will process all contacts with not defined type and set it to the chosen type. This might be useful if all contacts in Capsule are customers (or suppliers).

Contacts that are assigned to an organisation in Capsule will be downloaded to the Contacts tab of the Customer/Supplier in Cin7 Core.

Note: Compulsory fields for Cin7 Core Customers/Suppliers (Accounts, Currency, etc.) are not supplied by Capsule and will take default values. Check your contacts after download to make sure their details in Cin7 Core are correct.

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