This article supports you in configuring your Cin 7 Core (Dear) integration with Mintsoft.
Cin 7 Core (Dear) Integration Features
Order sync
Product sync
Despatch Updates (Status and Tracking info)
Prerequisite - Obtaining the API Key and Account ID
To set up the Dear integration with Mintsoft, you must create and get an account ID and key from Cin 7 Core (Dear), to do this please follow the steps below:
Log into Dear then click Integrations.
Click API then click the (+) button.
Enter an application name.
This can be anything if the client remembers what that connection is doing.
Once you have the API Key and Account ID please continue the set-up on Mintsoft.
Adding a Dear connection on Mintsoft
Once you have the API Key and Account ID from Cin 7 Core (Dear) please follow the steps below to add the connection on Mintsoft:
Click Connect then Order Integrations.
Next, click Dear then Add Account.
(3PL Only) Select the Client.
Select the Warehouse and Channel.
Enter the API Key and Account ID.
Next, enter the ImportInvoiceStatus, ImportOrderStatus, and ImportPickStatus, we suggest the following -
ImportInvoiceStatus = PAID.
ImportOrderStatus = AUTHORISED.
ImportPickStatus = AUTHORISED.
Order filtering using statuses is only supported on Simple order types on DEAR, Advanced order types are not supported using these filters.
Next, enter the ImportLocation.
This would be the location we take orders from on Dear.
Locations on Dear can be sites or warehouses.
Set to Active once ready.
(Optional) Enable Sync New Products? and set the Product Sync Frequency.
(Optional) Enable PurchaseOrder Import to ASNs and set the PurchaseOrder Status' To Import to ASNs.
This function imports purchase orders from Dear inventory, into Mintsoft as ASNs to be receipted in Mintsoft.
Only simple purchase orders are supported.
(Optional) Enable ASNs Imported as Awaiting Delivery (Rather than NEW).
(Optional) Enable Create Product from PO / StockTransfer if it doesn't exist.
(Optional) Enable Sync StockTransfers To ASNs / Orders.
When a warehouse stock transfer occurs on Dear it will create a new order on Mintsoft to pick and deduct the stock, then an ASN is made to receive the stock elsewhere.
If enabled also set the Status To Import StockTransfers To ASNs / Orders.
Finally, click Add.
Order imports and status updates
Cin 7 Core (Dear) doesn't provide a pick action via the API so for the order to import, you must mark the order as Picked first before Mintsoft can import it. Once the order has been imported successfully it marks the order as Packed in Dear. When the order is despatched, it's then marked as Shipped in Dear then courier and tracking numbers are fed back.
Courier name set up and despatch troubleshooting
When Mintsoft marks a Dear order as Shipped we also supply courier name. This courier name must be set up in Dear otherwise it gets rejected. To set up couriers in Dear please follow the steps below:
Within Dear click Settings then Reference Books.
Next, click Carriers.
Setup values of the couriers you use (DHL, DPD, UKMail, etc.) rather than the courier services.