> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/apps/business-systems/cin7-core/configuration.md).

# Configuration

Connect the Cin7 Core app to your Cin7 account, choose its OrderEazi defaults, and switch each sync on or off.

If the Cin7 Core app has the wrong account or defaults, every sync that follows brings the wrong data into OrderEazi. On the app's **Configuration** tab you connect it to Cin7, choose your OrderEazi defaults, and decide what moves between the two systems. In the app's labels, OE is short for OrderEazi.

### Before you start

You'll need:

* **Your Cin7 credentials:** Your Cin7 Core Account ID, and an Application Key from **Integrations** > **API** in Cin7 Core. The API is the connection other systems use to exchange data with Cin7.
* **Permissions:** You need **View Installed Apps** and **Configure and Open Installed Apps**, in the **App Gallery** permission group. See [App Gallery](/central/apps/app-gallery.md).
* **A setup plan:** Follow the setup order on [Cin7 Core](/central/apps/business-systems/cin7-core.md), so nothing syncs before your defaults are in place.

### How to connect your Cin7 account

1. In the main menu, select **Apps**.
2. On **Installed Apps**, select **Open** on **Cin7 Integration**.
3. On the **Configuration** tab, under **Cin7 Connection**, enter your **Cin7 Account ID**.
4. Enter your **Cin7 Application Key**.
5. Select **Save**.
6. Select **Test Connection**.

You see "Settings saved.", then "Connected to Cin7 account '\[company]'.", with your Cin7 company name in place of \[company]. **Test Connection** checks the saved credentials, not what's typed, so always save first.

Saving also works out your main OrderEazi warehouse, where Cin7 stock goes. It's the warehouse whose code or name is "Main", or else your first warehouse that isn't for goods in transit. Until you've saved once, no stock or locations can come across.

If you see a message starting "This Cin7 account is already connected to another OrderEazi site", disconnect the account from the other site first. Each Cin7 account can be connected once.

### How to choose your OrderEazi defaults

1. On the **Configuration** tab, under **OrderEazi Defaults**, choose a **Sales Channel**.
2. Choose a **Default supplier (stock items)**.
3. Select **Save**.

* **Sales Channel:** OrderEazi gives this sales channel to orders that start in Cin7. If you leave it blank, those orders aren't created. See [Sales Channels](/central/order-management/integrations/sales-channels.md).
* **Default supplier (stock items):** This supplier is linked to every Cin7 product whose type is Stock, at the product's Cin7 average cost. Other suppliers on a product are left alone.

On each Items sync, the default supplier's link is overwritten. Its supplier product code becomes the Cin7 SKU (the product code), and only the cost for a quantity of 1 remains. Each sync also clears the link's default-supplier flag, so you can't keep this supplier as a product's default. See [Product suppliers and cost tiers](/central/order-management/products/product-management/product-suppliers-and-cost-tiers.md).

### How to choose what syncs

Under **Sync Settings**, each direction has a master switch, with its processes under it. The master switch overrides its processes. Every switch is on by default, except **Product images → OE**.

> **Warning:** **Documents → OE** is on by default. Once you choose a **Sales Channel**, every Cin7 sale that didn't come from OrderEazi is created as a new OrderEazi order, whatever its status in Cin7. The first check can include older sales. Clear **Documents → OE**, or leave **Sales Channel** blank, until you want this. Clearing it also stops Tax Invoices coming from Cin7 invoices.

1. On the **Configuration** tab, go to **Sync Settings**.
2. Tick or clear each switch.
3. Select **Save**.

**OrderEazi → Cin7 (push):**

* **Sales documents:** Sends Sales Orders to Cin7. The rules engine also needs it on.

**Cin7 → OrderEazi (pull-back):**

* **Stock levels:** Brings Cin7 stock into your main warehouse.
* **Shipment status**, **Invoice status**, and **Payment status:** Each notes the Cin7 sale's status on the linked project. With any of them on, one combined note is posted.
* **Items → OE (incl. pricing):** Creates and updates products and their tier prices.
* **Clients → OE:** Adds new Cin7 customers as clients.
* **Suppliers → OE:** Adds new Cin7 suppliers.
* **Documents → OE (orders/invoices):** Creates Tax Invoices from Cin7 invoices, and orders from sales that started in Cin7.
* **Product images → OE:** Brings product images across, replacing each product's main image, including one you added. Each product uses one of your Cin7 API calls, so it's off by default.

Saving also renews the link that tells the app about new Sales Orders. After reinstalling the app, open it and select **Save** once.

### How to exclude price tiers

Some Cin7 customers, such as retail or staff accounts, may not belong in OrderEazi. A price tier is a Cin7 price level, such as Wholesale or Retail. The tiers appear once a reference sync has run. See [Master data sync](/central/apps/business-systems/cin7-core/master-data-sync.md).

1. Under **Sync Settings** > **Clients → OE**, go to **Excluded price tiers**.
2. Tick each tier to leave out.
3. Select **Save**.

Customers on an excluded tier aren't added as clients, and documents for them aren't sent to Cin7.

**Example:** Your Cin7 account has a "Retail" tier for walk-in customers, and you exclude it. A Sales Order for a client on the "Retail" pricelist isn't sent. The Sale Log shows "Client '\[name]' is on the excluded Cin7 price tier 'Retail'; document not pushed to Cin7.", with the client's name in place of \[name].

### How to send decoration and freight as charges

With the rules engine on, Quotes, Sales Orders, and Tax Invoices can send your decoration and freight lines to Cin7 as charges. Each line of the charge map is `OE code | charge or stock | Cin7 code | account`, where the OE code is the OrderEazi product code and the account is your Cin7 account code.

1. Under **Rules Engine**, enter one line for each code in **Decoration and freight charges**.
2. Select **Save**.

* **A charge:** `FREIGHT | charge | FRT | 4100` sends OrderEazi's FREIGHT line as a Cin7 charge, against account 4100.
* **A stock line:** `LOGO-PRINT | stock | PRINT01` sends it as a normal sale line for Cin7 product PRINT01, with no account.

Lines starting with `#` are ignored. If a line is wrong, nothing is saved, and the message starts "Charge map:" and names the line. See [Rules](/central/apps/business-systems/cin7-core/rules.md).

### Related pages

* [Sync schedule](/central/apps/business-systems/cin7-core/sync-schedule.md): choose how often each sync runs
* [Stock and locations](/central/apps/business-systems/cin7-core/stock-and-locations.md): where Cin7 stock goes in OrderEazi
* [Mappings](/central/apps/business-systems/cin7-core/mappings.md): link Cin7 values to OrderEazi