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Setting up Capsule

Last updated 28/05/2019

This article outlines the steps required to set up your Capsule Integration.

Adding Capsule to your Cin7 account

Once you have retrieved this information, you will need to add the Capsule module to your Cin7 account.

To add the module:

  1. Whilst logged in as an Administrator, from the left navigation, click Integrations then App Store.
  2. From the left navigation, click App Store, select Sales & Marketing then click Capsule.
  3. Click Request App Installation.

Cin7 account managers will receive the request and will get in touch with you.

Connecting to Capsule

To connect to Capsule:

  1. From the left navigation, find Capsule.
  2. Click Connect.
    You will need to log in to Capsule at this stage if you have not done so already.
  3. You will be returned to Cin7 once connected.

The status of the connection is shown above, and the account that is connected will be shown. You can disconnect at any time by clicking Disconnect.

Setting Contact Type

There are two types of contacts used in Capsule: People and Organisations. People are identified by First Name and Last Name. Organisations are identified by their name. Cin7 can create and update either.

To select which to create:

  1. Click the Set Capsule Contact Type tab.
  2. Choose either People or Organisation from the drop-down menu.
  3. Click Set Contact Type.
  4. Click Refresh Data.

Set Contact Details Mapping

In the Set Contact Details Mapping You can alter the assignment of delivery and or billing addresses.

Set Default Opportunity Milestone

Opportunities in Capsule are created with specific Milestones. You can specify which Milestone to use when creating Opportunities from your Cin7 Quotes.

To select which to create:

  1. Click the Set Default Opportunity Milestone tab.
  2. Choose a milestone from the drop-down menu.
  3. Click Set Milestone.
  4. Click Refresh Data.

Match Existing Contacts

Before using the Capsule Integration it is a good idea to match contacts between Cin7 and Capsule. This will check Capsule for any matching Cin7 contacts. This will prevent you from unintentionally creating duplicate contacts.

To match contacts:

  1. Click on the Match Existing Contacts tab.
  2. Check the contacts that you'd like to match.
  3. At the bottom of the list, click Match Contacts.