Map products to Square
Overview
Find out how to map, unmap, and remap Square and Cin7 Omni products.
A mapping links a product in Square to a product in Cin7 Omni.
Mappings ensure your products’ sales, stock levels, and other descriptive details stay in sync. They reduce the need for manual data entry, improve the customer experience, and ultimately underpin a centralized inventory.
When you download a new product from Square, a mapping is automatically created between the product’s Omni and Square versions. But you can create mappings for products that already exist in both Square and Omni too, and delete mappings that are obsolete.
You can create mappings between:
A Square product to an Omni product
A Square product to an Omni product option
A Square product to an Omni size option
A Square variation to an Omni product
A Square variation to an Omni product option
A Square variation to an Omni size option
To create a mapping, the products must be mappable. That means the SKU of the Square product or variation must match the Code of the Omni product, product option, or size option.
The products must be completely unmapped, too. For Omni products, that means neither the product nor any of its options or size options have mappings to Square. And, for Square products, it means neither the product nor any of its variations have mappings to Omni.
To create new mappings for partially mapped products, you must entirely unmap the products and create new mappings (find out how to remap products below).
Keep in mind that Cin7 products always have at least one option. So when you create a mapping from an Omni product, you’re really creating a mapping to the product’s default option.
Create mappings
To create mappings, you must have turned on Products in your Square integration settings. Then:
Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your Square integration.
On the Product Status tile, select Download Products.
Open the Download Products tab.
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Select either:
Import Products Created Since Last Import to only create mappings for unmapped, mappable Square products created since you last downloaded products, or
Import All Products to create mappings for all unmapped, mappable Square products.
You’ll be given the total number of unmapped Square products. Some of these products may be unmappable and won’t have mappings created – you can download these products instead, or create custom mappings (below). Select Next to create your mappings.
You'll be given a summary. The total number of Existing Price Options Linked and Existing Size Options Linked is the number of mappings that were created.
You’ve created your mappings. Now select Back to Dashboard, where you can view your mappings (see below).
Create custom mappings
A custom mapping links unmapped, unmappable products.
Like a regular mapping, a custom mapping links Square and Omni products. The difference is that the SKU of the Square product (or variation) doesn’t need to match the Code of the Omni product.
To create a custom mapping, follow the steps above to create regular mappings. Then:
Select Next. You’ll be taken to the Custom Mappings tab.
Select Download Products to Apply Custom Mappings. A spreadsheet will download.
Open the spreadsheet. Each row is an unmapped, unmappable Square product or variation. You can create custom mappings for any of these products or variations.
For each product or variation you want to create a custom mapping for, enter the Code of the Omni product, product option, or size option that you want to map it to into the column “Cin7 Code.”
Save the spreadsheet.
In Cin7 Omni, select Choose File and upload the edited spreadsheet.
Select Next. You’ll be given a summary. The number of Product Options Mapped is the number of custom mappings that were created.
You've created your custom mappings. Now select Back to Dashboard, where you can view your mappings (see below).
View and delete mappings
Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your Square integration.
On the Product Status tile, select View Mapped Products.
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Either:
To delete a single mapping, select Delete next to it, or
To delete all mappings, select Delete All – this cannot be undone.
Remapping
In order to create a new mapping between an Omni and Square product, the product must both be entirely unmapped – for example, you can’t create a mapping between a new Omni product option and its matching Square variation if existing options or variations of those products are already mapped.
So, if you create new Omni products, product options, or size options to map to Square – or, conversely, if you create new Square products or variations to map to Omni – and either the Omni or Square product is already partially mapped, you must completely remap the product:
Delete the mappings (see above) connected to the Omni product (including options, and size options) and the Square product (including options) for which you want to create an additional mapping.
Create new mappings (see above).