General

Topics

• Getting started
  • Getting Started Guide
  • Signing Up for Cin7 Core with Intuit and Xero
  • Welcome to the Cin7 Help Center
  • Onboarding Services
  • Whitelist IP addresses
  • Phone verification during the account registration process

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• Account settings
  • General settings
  • Organization settings
  • Security settings
  • Financial settings
  • Product and measurement settings
  • Production process customization settings

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• Users
  • Introduction to users
  • Invite users and advisers
  • Manage account ownership
  • Manage your profile
  • Lock and unlock users
  • Delete users
• Roles and permissions
  • Manage roles
  • Manage permissions
  • User permissions explained
• Login and security
  • Two-factor authentication (2FA)
  • Single sign-on (SSO)
  • I can’t log in to Cin7 Core
  • Reset password
  • Systems Auditing in Cin7 Core
• Subscription
  • Manage subscription
  • Trial Cin7 Core
  • Available add-ons
  • Premium Support
  • Referral Credit Program
• Documents and templates
  • Manage Document and Email Templates
  • Create barcodes in Word documents
  • What is "Error: Error! Unknown op code for Conditional" in a document?
  • Purchase Process MailMerge Fields for Cin7 Core Templates
  • Sale Process and Customer MailMerge Fields for Cin7 Core Templates
  • Production MailMerge Fields for Cin7 Core Templates

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• Emails
  • Email templates and emailing suppliers/customers
  • Stop emails being marked as spam
  • I requested a new password but I'm not receiving any emails from Cin7 Core
• Importing and exporting CSVs
  • Import data via CSV files
  • Customer Onboarding via CSV - Required Information
  • Unicode/UTF-8 characters (Chinese characters, Barcodes, etc.) and CSV files
  • Why aren't my leading zeroes exporting to CSV?
• Cin7 API
  • API V2 introduction
  • API V1 introduction
  • Connecting to the Cin7 Core API
  • Recent Changes to Cin7 Core API v2
  • User Questions: Cin7 Core API
  • List of Endpoints

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