Sync contacts with Capsule

Sync contacts with Capsule

Overview

Contacts can be created in either Capsule or Cin7 Omni; the Cin7 Omni 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 Omni from Capsule

  • Update contacts in Cin7 Omni from Capsule

  • Create contacts in Capsule from Cin7 Omni

Import contacts into Capsule from Cin7 Omni

  1. Find the Capsule integration from the left navigation

  2. Select the Contact Management tab

  3. Select 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 select Create Contacts in Capsule.

Import contacts into Cin7 Omni from Capsule

  1. Find the Capsule integration from the left navigation

  2. Select the Contact Management tab

  3. Select 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 Select Create Contacts in Cin7

Update contacts in Cin7 Omni from Capsule

  1. Find the Capsule integration from the left navigation

  2. Select the Contact Management tab

  3. Select the Recently Updated Contacts in Capsule tab

  4. Select Refresh Data

  5. Select the contact(s) you'd like to be updated

  6. Scroll to the bottom of the list and select Update Contacts in Cin7

FAQs

Can you update contacts from Cin7 Omni to Capsule?

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

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