This guide provides instructions on how to connect Ordermentum to Cin7 Omni and walks through the setup steps required to get orders syncing correctly.
The integration between Ordermentum and Cin7 Omni streamlines order management by syncing orders, freight, tax, and per-line data from Ordermentum to Cin7 Omni when orders are created and updated.
Setup Your Integration with Cin7 Omni
Log in to Cin7: Go to the Admin section and open the Settings Panel.
Access API Settings: Click on Integrations and API > API v1.
Create API Connection: Click Add New API Connection.
Name the Connection: Enter a name for the connection. We recommend naming it "Ordermentum API," but any name is acceptable.
Save API Key: After saving, you'll receive a Unique API Key. Copy this key and store it securely.
Set Permissions: Click on permissions and configure them as shown below:
Ensure all necessary permissions are enabled according to your integration needs.
Save Permissions: Click Save to confirm the settings.
Connect in Ordermentum: Log in to Ordermentum and navigate to Settings > Integrations > Cin7 Omni.
Enter Credentials: Input your Cin7 username and the API Key from step 5, then click Connect.
Link Each Customer
Each Ordermentum customer needs to be linked to their matching Cin7 Omni customer record. To set up the link:
In Cin7 Omni, export the customer list to get Contact IDs. Go to CRM → Contacts → Export. The downloaded file includes a Contact ID column alongside name, email, and other fields to help match each Cin7 customer to their Ordermentum counterpart.
In Ordermentum, set the cin7_id property on the customer record to that Contact ID.
If the cin7_id property does not yet exist in your Ordermentum account, follow our guide to creating custom properties to set it up. Make sure to configure it against both customer records and order records.
Verify Products and Tax
For each product that should sync:
Confirm a matching product exists in Cin7 with the same product code as the Ordermentum SKU. Matching is case-sensitive.
Make sure the product's Sales GL account in Cin7 has the right tax rule attached (GST or GST Free), and that this matches the product's tax treatment in Ordermentum. The two systems need to agree for totals to match.
How It Works
When you create or update an order in Ordermentum, the integration syncs it to Cin7 Omni as a sales order. Subsequent updates to the same order apply to the existing Cin7 sales order.
Customers are matched by their cin7_id property. If a customer does not have one set, the integration falls back to matching by email or creating a new Cin7 customer.
Tax is calculated by Cin7. Ordermentum sends prices ex-GST; Cin7 adds GST based on each product's Sales GL account.
Orders arrive in Cin7 as drafts. You will need to approve them in Cin7 before stock is reserved and the order can be dispatched.
This is a one-way integration. Changes in Cin7 do not flow back to Ordermentum.
FAQ
What syncs?
Order number, customer PO number, delivery date, order comments, freight, and line items (product, quantity, price, line comments).
What doesn't sync?
Invoices, credit notes, delivery instructions, surcharges, promotional discounts, and stock. Customer details (name, address, phone, email) are pulled from the Cin7 customer record, not from Ordermentum.
A customer detail looks wrong on the Cin7 order. Where do I fix it?
Update the Cin7 customer record directly. Customer details on the Cin7 sales order come from Cin7, not Ordermentum.
A SKU doesn't match a Cin7 product. What happens?
The order still syncs, but the line in Cin7 appears as a description-only entry without an inventory link. The product's tax rule will not apply. Create or correct the product in Cin7 with a matching code, then re-sync.
Error: "Cin7 customer ID not found in Cin7"
The cin7_id is set on the Ordermentum customer, but no customer with that ID exists in Cin7. Verify the ID against the Cin7 customer record and correct it in Ordermentum.
Error: "The MemberEmail field is not a valid e-mail address"
The customer has no cin7_id set and no email in Ordermentum. Either set cin7_id (recommended) or add a billing email to the customer.
Order totals do not match between Ordermentum and Cin7
Tax setup is misaligned. Check each product's GST treatment matches between Ordermentum and Cin7, then re-sync.
Syncs are failing with rate limit errors
Cin7 limits API calls to 60 per minute. Check status.cin7.com if this persists. Re-syncing the order may resolve the issue.
Contact Support
If you need further help with the Cin7 Omni integration, please reach out to our support team.