Last updated 14/03/2021
The Cin7 EDI/3PL Portal provides complete visibility and streamlined processes as a new integration is being set up in a Cin7 account. It allows users to monitor the set-up progress, submit required information, and perform compliance testing, right from a Cin7 account. This reduces reliance on email for users to communicate with Cin7 and can help accelerate the set-up process so the integration can be used sooner.
One EDI/3PL Portal is added to an account for each new integration. To access the portal:
Note: The portal can also be accessed at any time under “Integrations” in the Left Navigation Pane.
The EDI/3PL Portal includes pages used to monitor integration progress, submit information, perform testing, and learn about using an integration.
|Status||Track the progress of an integration as it is being set up.|
|Setup||Submit basic information to Cin7 required to proceed with setting up an integration. Read more.|
|Compliance||Conduct testing and ensure data is flowing correctly through the integration. Read more.|
|Resources||Watch help videos on how to use the specific integration after it goes live.|
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