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Sharing Contacts between Cin7 and Capsule

Last updated 18/12/2017

This article explains how Cin7's Capsule Integration keeps contacts in sync between the two apps.

Overview


Contacts can be created in either Capsule or Cin7; the Cin7 Capsule integration allows the new contacts to be imported into either software. The Capsule integration can do the following:

  • Search Contacts.
  • Create contacts in Cin7 from Capsule.
  • Update contacts in Cin7 from Capsule.
  • Create contacts in Capsule from Cin7.

Importing Contacts into Capsule from Cin7


To insert contacts into Capsule from Cin7:

  1. Find the Capsule integration from the left navigation.
  2. Click on the Contact Management tab.
  3. Click on the New Contacts In Cin7 tab.
  4. Select the contact(s) you'd like to import into Capsule.
  5. Scroll to the bottom of the list and click Create Contacts in Capsule.

Importing Contacts into Cin7 from Capsule


To insert contacts into Cin7 from Capsule:

  1. Find the Capsule integration from the left navigation.
  2. Click on the Contact Management tab.
  3. Click on the New Contacts in Capsule tab.
  4. Select the contact(s) you'd like to import into Capsule.
  5. Scroll to the bottom of the list and click Create Contacts in Cin7.

Updating Contacts in Cin7 from Capsule


To update contacts in Cin7 from Capsule:

  1. Find the Capsule integration from the left navigation.
  2. Click on the Contact Management tab.
  3. Click on the Recently Updated Contacts in Capsule tab.
  4. Click Refresh Data.
  5. Select the contact(s) you'd like to be updated.
  6. Scroll to the bottom of the list and click Update Contacts in Cin7.

FAQs

Can you update contacts from Cin7 to Capsule?

You are not able to update contacts from Cin7 to Capsule - we suggest using Capsule as your master CRM if you are using this integration.