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Switch in from Cin7
Eight CSV exports, including price tiers, which become price lists.
In the demo
Built, using CSV files. Lockstock has no live connection to Cin7.
Which files to bring
Export each of these from Cin7 as a CSV. You do not need all of them. A file you leave out is simply not moved, and the dry run shows it as "not in file".
| File | Becomes | Columns the sample uses |
|---|---|---|
| Cin7-Products.csv | Items (a Stock On Hand column becomes opening stock) | Product Code, Product Name, UOM, Product Type, Cost Price, Retail Price, Stock On Hand, Reorder Level, Barcode |
| Cin7-Suppliers.csv | Vendors | Supplier Name, Email, Phone, Payment Terms |
| Cin7-Customers.csv | Customers | Customer Name, Email, Phone |
| Cin7-BOM.csv | Bills of materials, with waste | Parent Product, Component Product, Quantity, UOM, Waste % |
| Cin7-Purchase-orders.csv | Open purchase orders | PO Number, Supplier, Product Code, Qty Ordered, Unit Price, Due Date, Qty Received |
| Cin7-Sales-orders.csv | Open sales orders | Order Number, Customer, Product Code, Qty Ordered, Unit Price, Due Date, Delivery Address |
| Cin7-Branches.csv | Locations and bins | Warehouse, Bin Code, Bin Name, Bin Type |
| Cin7-Price-tiers.csv | Price lists, with quantity breaks | Price List, Product Code, Price, Min Qty |
Download all 8 samples as one zip from Switch in (pick Cin7, then Sample exports) or one by one from /api/switch-in/samples/cin7/<file name>. Add all.zip as the file name for the zip.
Good to know
- A price tier row is one price for one product at one minimum quantity. The dry run shows each as list, item and quantity break, with the current price and the incoming price.
- A negative price, or a price for an item that is in neither the file nor Lockstock, is a conflict and stays out of the import.
Steps
- Sign in as the owner and open Switch in. Only the owner can switch a shop in.
- Pick Cin7 at the top.
- Drop your CSV files in the box. Up to 4 MB together; split a bigger shop into two runs.
- Check the column matches. Each pair shows a sample value and how sure the match is. Change any pair you do not agree with, and pick a file type if Lockstock could not tell.
- Press Build dry run. Nothing is written yet.
- Read the totals, then the changes by record type. Approve and import when it looks right.
The dry run and approval are explained in How a switch-in works.
Related guides
- How a switch-in worksUpload, match columns, read the dry run, approve. Nothing is written until you approve.
- Switch in from FishbowlTen CSV exports cover parts, stock by bin and lot, bills of materials, orders and serial numbers.
- Export everythingOne click gives you a zip of your whole workspace. Any day, no fee.