Customer Onboarding via CSV - Required Information

When migrating data from a previous system to Cin7 Core, you will need to provide Cin7 Core with data files in CSV format. The following fields and information are mandatory, please ensure all of this data is provided within the CSV files for quick and efficient onboarding.

Customer

Field	Description
Customer Name	Customer Name
Currency	Customer currency. A 3-character currency code.
Payment Term	Customer payment term. Payment terms applied to all sales for this customer by default. (Eg: 30 days).
Account Receivable	The relevant 'AccountReceivable' account name that corresponds to the Customer. This account name or account code should be obtained from the XERO or QuickBooks Application end. Please get in touch with your bookkeeper/accountant if you are unsure of this field
Tax Rule	Specify an active Tax rule that will be applied for all sales for this customer by default. The product Sale Tax Rule will override this setting.
Sale Price Tier	Price tier name used for all sales to the customer by default. Price Tier names can be viewed/changed on the General Settings page.
Sale Account	The relevant 'Sale Account' account name that corresponds to the Customer. This account name or account code should be obtained from the XERO or QuickBooks Application end. Please get in touch with your bookkeeper/accountant if you are unsure of this field

Supplier

Field	Description
Supplier Name	Supplier Name
Payment Term	Supplier payment term. Payment terms applied for all purchases from this supplier by default (Eg: 30 days, Cash on Delivery).
Account Payable	The relevant 'AccountPayable' account name that corresponds to the Supplier. This account name or account code should be obtained from the XERO or QuickBooks Application end. Please get in touch with your bookkeeper/accountant if you are unsure of this field
Supplier taxation rule	Specify an active Tax rule that will be applied for all purchases from this supplier by default. Product Purchase Tax Rule will override this setting
Currency	Supplier currency. A 3-character currency code.

Inventory List

Field	Description
Product SKU	Each product must have a unique SKU.
Product Name	Product Name
Type	Product Type. You can create all products as 'Stock' type. Other available types are service, gift card, fixed asset, non-inventory.
Category	Provide a product category for each product.
Unit of Measure	A unit where you measure the product (Eg: Item, Kg, g, Litres etc.)
Costing Method	The costing method applied to the product. Valid values are FIFO, FIFO- Serial Number, FIFO – Batch, FEFO – Serial Number, FEFO – Batch, Special – Serial Number, Special – Batch. The meaning and the differences of each method are explained here.

Stock on Hand

Note: If there are 0 stock in the Stock on Hand File, please remove them as there will be no use of uploading zero stocks

Field	Description
Product SKU	Unique product code.
Average cost	Unit cost of a particular product batch in base currency. (If you don’t have an average cost for each product you can come up with an average cost for the products and specify it. This value can be changed later)
Location	Where the stock on hand is to be landed. (Eg: Main Warehouse)
Received Date (YYYYMMDD)	Date when this stock was received (If you do not have a specific date, you can use today’s date)

BOM (Bill of Materials)

Note: Refers to Assembly BOM.

Field	Description
Product SKU	Product SKU of the parent BOM product.
Component SKU	Component SKU identifying the product used as a component to manufacture the product specified in the ProductSKU field. Should be unique for the same ProductSKU value
Quantity	Quantity of the component in BOM