Last updated 08/01/2021
Customer information from the Cin7 CRM can be imported into QuickBooks Online. New Customers will be added into QuickBooks Online and Customers that already exist in QuickBooks Online will be updated.
To import all contacts:
You may wish to only import a selection of Customers. To do this:
Imported contact information will now be available in QuickBooks Online.
This cannot be done directly, however it can be done by exporting your QuickBooks Online Customers to a spreadsheet and then importing it into Cin7.
No. In an effort to keep QuickBooks Online contacts clean, contacts are only imported from Cin7 once a transaction has been made against them.
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