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 Sales 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)
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