Last updated 18/02/2021
One way to easily and reliably bring Contacts into Cin7 is via a spreadsheet. Once you've created your import spreadsheet (recommended to use the CRM Import Template), a wizard will guide you through each stage of the import process.
An important part of this process is having a clean and organized spreadsheet. If you have questions or concerns on your import spreadsheet, please contact your Cin7 Onboarding specialist or Cin7 Support.
It is recommended that Alternative GL Accounts, Tax Rates, and Payment Terms are created before importing contacts. This will make it much easier when it comes to matching your data with fields in Cin7.
Please note that some of the steps detailed below may not apply to you, especially if you do not have the information available to fill out certain columns in the spreadsheet. You can complete the import process using the information that's applicable to you.
Download the CRM Import Template to map all fields automatically.
On the left-hand side of this screen, you will see the headers from your spreadsheet. On the right are the corresponding fields in Cin7.
The Sample Data column shows the content of the first row from your Excel data, for your reference.
If you used our template it will map all fields automatically, however the Cin7 field column will be highlighted red if a match hasn't been found.
In the next screen, match your data to existing settings in Cin7.
A summary screen that allows to conduct a final review prior to importing. To complete the import, select Import New Contacts.
You will be taken to an import confirmation screen where you have the ability to delete the contacts imported if required. If you have allocated secondary contacts or billing contacts, select Next Step.
If you have entered a primary company for a contact, they will be listed below.
The primary company needs to exist in Cin7. If the primary company has not mapped correctly, you can type into the box to search for the contact in Cin7.
See the Secondary Contacts and Central Billing Help article for more information on how secondary contacts work in Cin7.
If you have entered a billing company for a contact, they will be listed below.
The billing company needs to exist in Cin7. If the billing company name has not found a matching contact in Cin7, you can type into the box under the Billing Company column to search for a contact in Cin7.
See the Secondary Contacts and Central Billing Help article for more information on how central billing works in Cin7.
There is currently no way to automatically import contact (export) files generated by an Accounting System. However, most accounting systems can export information to a .csv file which can help create the required Cin7 import file. Please contact your Cin7 Onboarding specialist or Cin7 Support to review your Accounting System export file and to receive next-step suggestions.
For reference of import fields available, see the CRM Import Template Help article.