Sync customers with JOOR
Overview
Cin7 Omni can upload customers to JOOR, and then if any changes are made to the customer, update JOOR with those changes. If you have pre-existing customers in both systems, they can be matched using the matching function.
Set up customer upload
Whilst logged in as an Administrator select your username, top right, then select Settings.
From the Integrations menu, select JOOR.
Scroll down and select the Customers section.
Select Enabled against Upload Customers to JOOR, and if required select the same under Update Customers to JOOR.
Select Save Settings at the bottom of the page to complete setup.
Upload customers to JOOR
The integration can upload Customers from Cin7 Omni's CRM as 'connections' in JOOR. To upload customers to JOOR:
From the JOOR dashboard, find the Customers tile, and select Upload Customers.
You will be presented with a list of all customers that have not yet been uploaded to JOOR and whose status is 'Active'. You can filter the list by searching for a specific name.
If you wish to download this list into a spreadsheet select Download Customers top right.
Finally, select Upload Customers.
To avoid duplicating customers in JOOR please see Matching Cin7 Omni Customers to JOOR Customers below.
Update customers to JOOR
If a contact changes, the changes can be updated to Joor. To do this:
From the JOOR dashboard, find the Customers tile, and select Update Customers.
You will be presented with a list of all customers that have been previously matched or uploaded to JOOR, and have been updated. You can filter the list by searching for a specific name.
If you wish to download this list into a spreadsheet, select Download Customers top right.
Finally, select Update Customers.
Match Cin7 Omni customers to JOOR customers
Cin7 Omni can create a mapping between existing customers in Cin7 Omni and existing customers in JOOR. This means that uploading a contact will not create a duplicate in JOOR, and also means that any updates to Cin7 Omni will update correctly to the JOOR contact.
To match customers:
From the JOOR dashboard, find the Customers tile, and select Match Customers.
You will be taken to a new screen where you can 'Download Contacts' from JOOR - this will temporarily store the JOOR contacts for mapping purposes, but will not download them into your CRM.
Once downloaded, select Match customers to create a map from the record in Cin7 Omni and the record in JOOR.
Finally, select Done.