Salesmatrix only reads
It never creates, changes or deletes anything in Cin7 Omni. Your orders, stock and invoices stay exactly as they are.
For Cin7 Omni users
Cin7 Omni dashboards and sales intelligence
Cin7 Omni runs your orders, stock and invoicing. Salesmatrix turns those sales into a Cin7 Omni dashboard: a daily view of who is growing, who is slipping and what to offer next. Connect with an API username and key in about 10 minutes, with nothing to install.
On Cin7 Core (formerly DEAR)? See Salesmatrix for Cin7 Core
Cin7 Omni at a glance
- Connects with
- The Cin7 Omni API, cloud to cloud
- Install
- Nothing. No software, no server
- Access
- An API connection you create, and can delete at any time
- Set-up
- About 10 minutes
- First data
- The next morning, with your last three financial years of sales
Three steps, one morning
Salesmatrix reads Cin7 Omni over its own API, so there is nothing to install and no IT project.
01
Create an API connection
In Cin7 Omni, open Settings, then Integrations & API, then API v1, and add a connection called Salesmatrix with read access to Contacts, Products, Sales Orders and Users. Cin7 Omni shows an API Username and an API Key.
02
Register and test
Register on dashboard.salesmatrix.com, choose Cin7 Omni as your system, paste in the two values and click Test Connection.
03
Open your dashboard
Your last three financial years of sales import overnight. Next morning your customers, products and sales are in Salesmatrix, and each night after that only new invoices are read.
Safe by design
What happens to your Cin7 Omni data, in plain terms.
Your key, your switch
The connection is the API connection you created. Delete it in Cin7 Omni and Salesmatrix stops reading straight away.
New invoices every night
Each night reads the invoices and credit notes dated since the last import. If an older one is edited, refresh that period from the Utilities page of your dashboard and it is read again.
Quiet during the day
Imports run once a night, outside Australian and New Zealand business hours, and read only the new invoices since the last one.
What Salesmatrix reads from Cin7 Omni
- Customers, with group, sub-group, sales rep, postcode and city as categories, and their main contact
- Products, with category, brand, supplier, product type and cost
- Invoiced sales orders, line by line, with quantity, value and cost
- Approved credit notes, as negative sales on the credit note date
- Sales reps, from your Cin7 Omni users
What it leaves alone
- Purchase orders and suppliers
- Stock levels, transfers and stocktakes
- Payments and bank details
- Quotes and sales orders that have not been invoiced
Cin7 Omni sales reports: what your data becomes
Cin7 Omni tells you what you sold. Salesmatrix tells you who to call about it, filled with your own history from day one.
Lapsed and slipping customers
Who has stopped buying, who is buying less of what, and what that is worth.
Sales by brand and category
Slice by the brands, categories, product types and customer groups you already keep in Cin7 Omni, without building a report.
Budgets by rep
Set a sales budget from last year's sales and track every rep against it, month by month.
What to offer next
Products similar customers buy that this one does not, ready for the next call.
Questions about Cin7 reporting
Is this Cin7 Omni or Cin7 Core?
This page is for Cin7 Omni, the original Cin7. When you register, choose Cin7 Omni. Using Cin7 Core, formerly DEAR Inventory? See Salesmatrix for Cin7 Core.
Who can set it up?
Anyone with a Cin7 Omni login that can open Integrations & API (usually an administrator), plus an email address that becomes the first administrator of your Salesmatrix dashboard. No IT person is needed.
How much history comes across?
Your last three financial years. The first import can take a few hours. After that, each night reads only new invoices.
Why might the figures differ from Cin7 Omni's reports?
Salesmatrix reports invoiced sales by invoice date, with credit notes deducted on the date they were raised. Compare with a Cin7 Omni sales report built the same way.
Where is our data kept?
On servers at AccuWebHosting.com in Sydney, Australia and Denver, US. Each business has its own private dashboard.
Can we stop it later?
Yes, at any time. Click Disconnect on the Connection page of your dashboard and choose whether to keep the data already imported. Or delete the Salesmatrix API connection in Cin7 Omni.
Connect Cin7 Omni tonight. See your sales tomorrow morning.
50 free user-days, counted from your first import. No credit card.