CRM Field (Friendly Name)

Cin7 Omni Source

Description

Customer Account ID

Contacts.id

Uniquely identifies the customer account in the accounts system

Accounts System ID

Contacts.id

Links the CRM record back to the Cin7 source record

Company Name

Contacts.company (falls back to first + last name)

Primary name for the customer account

Display Description

Contacts.accountNumber (falls back to company/name)

Human-readable summary shown in lists and lookups

Price List

Contacts.priceColumn

Determines which price tier applies to this customer

Balance

Contacts.balanceOwing (×100)

Tracks outstanding balance owed by the customer

Credit Limit

Contacts.creditLimit

Enforces maximum credit for the customer

Email

Contacts.email

Primary contact email for the account

Fax

Contacts.fax

Fax number for the account

Telephone

Contacts.phone

Primary phone number for the account

Closed

Contacts.isActive (inverted)

Indicates whether the customer account is closed

On Stop

Contacts.onHold

Flags accounts that are on hold/stop

VAT Registration Number

Contacts.taxNumber

Required for tax compliance and invoicing

Website

Contacts.website

Customer's website URL for reference

Address Line 1

Contacts.address1

Primary address for the customer

Address Line 2

Contacts.address2

Secondary address line

City

Contacts.city

City portion of the address

County/State

Contacts.state

State or county portion of the address

Postcode

Contacts.postCode

Postal/ZIP code

Country

Contacts.country (matched to country list)

Country name, resolved via country lookup

Country Code

Derived from country name match

ISO country code for standardised reporting

Currency Code

Derived from Contacts.priceColumn or home currency

Determines the trading currency for the customer

Sales Person

Contacts.salesPersonId

Links the customer to an assigned account manager

Secondary Accounts ID (Xero)

Contacts.accountingIntegrationId.xero

Stores the Xero accounting ID for cross-system reference

Customer Type

Contacts.group (matched to ledger types)

Classifies the customer into a type/group

B2C Flag

Computed from group, price tier, company name, and regex rules

Distinguishes B2C from B2B customers for segmentation

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Supplier Account ID

Contacts.id (Type=Supplier)

Uniquely identifies the supplier in the accounts system

Supplier Name

Contacts.company

Primary name for the supplier account

Display Description

Contacts.accountNumber or billingCompany

Human-readable summary for lists and lookups

Balance

Contacts.balanceOwing (×100)

Tracks outstanding balance with the supplier

Email

Contacts.email

Primary email for the supplier

Fax

Contacts.fax

Fax number for the supplier

Telephone

Contacts.phone

Primary phone number for the supplier

Closed

Contacts.isActive (inverted)

Indicates whether the supplier account is closed

Website

Contacts.website

Supplier's website URL

Address Line 1

Contacts.address1

Primary address for the supplier

Address Line 2

Contacts.address2

Secondary address line

City

Contacts.city

City portion of the address

County/State

Contacts.state

State or county portion of the address

Postcode

Contacts.postCode

Postal/ZIP code

Country

Contacts.country

Country name

CRM Field (Friendly Name)

Cin7 Omni Source

Description

First Name

Contacts.firstName

Person's given name

Surname

Contacts.lastName (defaults to "?")

Person's family name

Email

Contacts.email

Contact email address

Role Code

System configuration (contactRoleCode)

Assigns a default role to newly created contacts

Job Title

Contacts.jobTitle

Professional title of the contact

Phone Number

Contacts.phone

Direct phone number

Mobile Phone Number

Contacts.mobile

Mobile phone number

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Accounts ID

Users.id

Links the CRM user to the Cin7 user record

Email Address

Users.email

User's email address

User Name

Users.firstName + Users.lastName

Display name for the user

Obsolete

Users.isActive (inverted)

Identifies inactive users (only active users are imported)

Account Manager

Hardcoded to 1

Flags all imported users as account managers

CRM Field (Friendly Name)

Cin7 Omni Source

Why

Code

Branches.id

Unique warehouse identifier

Description

Branches.company

Warehouse name/description

Obsolete

Branches.isActive (inverted)

Indicates whether the warehouse is no longer in use

Address Line 1

Branches.address1

Warehouse address

Address Line 2

Branches.address2

Secondary address line

City

Branches.city

City portion of the address

County/State

Branches.state

State or county

Postcode

Branches.postCode

Postal/ZIP code

Country Code

Branches.country (resolved to code)

ISO country code for the warehouse location

Import Stock Levels

Branches.isActive

Controls whether stock levels are imported for this warehouse

Catalogue Code

Hardcoded to "SYSTEM"

System catalogue reference

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Category ID

ProductCategories.id

Unique identifier for the category

Description

ProductCategories.name

Category name displayed to users

Extended Description

ProductCategories.description

Detailed description of the category

Parent Category

ProductCategories.parentId

Establishes the category hierarchy

Obsolete

ProductCategories.isActive (inverted)

Indicates discontinued/inactive categories

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Family ID

Products.id

Unique product family identifier

SKU

Products.name

Product family code/name

Description

Products.name

Display name for the product family

Extended Description

Products.description

Detailed product family description

Option Label 1

Products.optionLabel1

Label for the first product option (e.g. "Colour")

Option Label 2

Products.optionLabel2

Label for the second product option (e.g. "Size")

Option Label 3

Products.optionLabel3

Label for the third product option

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Product Item ID

ProductOptions.id (with size suffix if applicable)

Unique identifier for the product variant

Description

Products.name + option values concatenated

Full description including variant options

Extended Description / Internal Notes / Specification

Products.description (field is configurable)

Detailed product information; target field set via system option

Category ID

Products.categoryIdArray[0] or "UNASSIGNED"

Assigns the product to a category

Selling Price

ProductOptions.retailPrice

Retail selling price

Cost Price

Derived from ProductOptions.priceColumns (cost column)

Cost of the product for margin calculations

Stocked

Products.stockControl (≥1 = stocked)

Whether this item is stock-controlled

Alternate Reference 1

Products.styleCode

Style code for the product

Alternate Reference 2

Products.channels

Sales channels the product is listed on

Alternate Reference 4

ProductOptions.supplierCode

Supplier's reference code for this variant

Unit Weight

ProductOptions.optionWeight

Weight per unit for shipping/logistics

Unit Volume

Products.volume

Volume per unit for shipping/logistics

Barcode

ProductOptions.barcode

Barcode for scanning and identification

Purchase Currency

Derived from cost price column name

Currency the product is purchased in

Purchase Cost Price

From ProductOptions.priceColumns (cost column)

Purchase cost in the buying currency

Product Family ID

Products.id

Links the variant back to its parent product family

Accounts ID

Same as Product Item ID

Cross-reference to the accounts system

Width

Products.weight

Product width dimension

Height

Products.height

Product height dimension

Depth

Products.length

Product depth/length dimension

SKU

ProductOptions.code

Stock-keeping unit code

Option Value 1

ProductOptions.option1

Value for the first variant option

Option Value 2

ProductOptions.option2

Value for the second variant option

Option Value 3

ProductOptions.size

Value for the third variant option (size)

Obsolete

Products.status ("Inactive") or ProductOptions.status ("Disabled")

Marks discontinued products

Type

Products.orderType

Order type (e.g. standard, kit)

Is Sized Product

Whether ProductOptions.size is present

Flags products that use size grids

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Product Item ID

ProductOptions.id (with size suffix)

Links the price to the correct product variant

Price List Name

Derived from priceColumns key name

Identifies which price tier this price belongs to

Currency Code

Derived from priceColumns key name

Currency for this price

Value

ProductOptions.priceColumns[column]

The actual price value

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Product Item ID

ProductOptions.id (with size suffix)

Links the supplier info to the product variant

Supplier Account

Products.supplierId

Identifies the supplier for this product

Supplier Reference

ProductOptions.supplierCode

Supplier's own reference code for the product

Catalogue Code

Hardcoded to "SYSTEM"

Default catalogue assignment

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Product Item ID

ProductOptions.id (with size suffix)

Links the image to the product variant

Description

Hardcoded to "Product Image"

Label for the image

Accounts ID (Image URL)

ProductOptions.image.link or Products.images[0].link

URL to the product image for display in the CRM

Image Number

Hardcoded to 1

Ordering index for the image

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Order Number

SalesOrders.reference

The order reference number

Base Gross Value

SalesOrders.total

Total order value in base currency including tax

Base Net Value

Calculated from total, taxStatus, taxRate

Order value excluding tax in base currency

Base Tax Value

Calculated from total, taxStatus, taxRate

Tax portion of the order in base currency

Customer Account ID

SalesOrders.memberId

Links the order to the customer account

Gross Value

total × currencyRate

Total value in transaction currency including tax

Net Value

Calculated with currencyRate

Order value excluding tax in transaction currency

Order Date

SalesOrders.createdDate

Date the order was placed

Tax Value

Calculated with currencyRate

Tax portion in transaction currency

Accounts ID

SalesOrders.id

Links back to the Cin7 order record

Currency Code

SalesOrders.currencyCode (fallback: home currency)

Transaction currency

Platform

Hardcoded to "CIN7"

Identifies the source platform

Shipped Date

SalesOrders.dispatchedDate

Date the order was dispatched

Status Flag

Derived from stage and status

Active (A) or Deleted (D) status

Order Status

SalesOrders.stage

Workflow stage of the order (e.g. New, Packed)

Alternate Reference

SalesOrders.projectName

Project name associated with the order

Analysis

SalesOrders.costCenter

Cost centre for reporting

Source

SalesOrders.source

Sales channel or source of the order

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Document ID

SalesOrders.id

Links the line to its parent order

Line Number

Sequential row counter

Maintains line ordering

Order Number

SalesOrders.reference

Cross-reference to the order

Product Item ID

LineItems.productOptionId (with size suffix)

Identifies the product sold

Product Description

LineItems.code + option values

Human-readable product description

Invoice Date

SalesOrders.invoiceDate

Date the order was invoiced

Invoice Number

SalesOrders.invoiceNumber

Invoice reference number

Due Date

SalesOrders.estimatedDeliveryDate

Expected delivery date

Account

SalesOrders.memberId

Customer account reference

Transaction Type

Derived from dispatch/invoice status (I/O/D)

Classifies as Invoice, Order, or Delivery

Price

LineItems.unitPrice × currency rate

Selling price per unit

Cost Price

LineItems.unitCost

Cost price per unit

Cost Value

unitCost × quantity

Total cost value for the line

Gross Value

Calculated from price, qty, discount, tax

Total line value including tax

Line Value

Calculated from price, qty, discount, tax

Net line value

Currency Code

SalesOrders.currencyCode (fallback: home currency)

Transaction currency

Quantity Delivered

Dispatched quantity

Units shipped

Order Quantity

LineItems.qty (or sized breakdown)

Units ordered

Invoice Quantity

Quantity if invoiced, else 0

Units invoiced

Order Date

SalesOrders.createdDate

Date the order was placed

Status Flag

Derived from order stage/status/dispatch

Active or Deleted indicator

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Document ID

PurchaseOrders.id

Links the line to its parent purchase order

Line Number

Sequential row counter

Maintains line ordering

Order Number

PurchaseOrders.reference

Purchase order reference

Due Date

PurchaseOrders.estimatedDeliveryDate

Expected delivery date from supplier

Product Item ID

PurchaseLineItems.productOptionId (with size suffix)

Identifies the product being purchased

Order Quantity

PurchaseLineItems.qty (or sized breakdown)

Units ordered

Product Description

PurchaseLineItems.code + option values

Human-readable description

Supplier Account

PurchaseOrders.memberId

Supplier account reference

Obsolete

PurchaseOrders.status (Draft/Void → 1)

Flags cancelled or draft orders

Order Completed

PurchaseOrders.fullyReceivedDate present?

Whether the order has been fully received

Invoice Quantity

Quantity if invoiced, else 0

Units invoiced against this line

Line Value

Calculated from price, qty, discount, tax, rate

Net line value in transaction currency

Invoice Date

PurchaseOrders.invoiceDate

Date the PO was invoiced

Gross Value

Calculated from price, qty, discount, tax, rate

Total value including tax

Price

PurchaseLineItems.unitPrice × currency rate

Price per unit

Transaction Type

"P" if fully received, else "O"

Purchase receipt or outstanding order

Warehouse Code

PurchaseOrders.branchId

Receiving warehouse

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Product Item ID

Stock.productOptionId (with size suffix)

Identifies the product variant

Warehouse Code

Stock.branchId

Identifies which warehouse holds the stock

Free Stock (Available)

Stock.available (×10000)

Quantity available to sell

On Order

Stock.incoming (×10000)

Quantity on purchase order, not yet received

Physical Stock (On Hand)

Stock.stockOnHand (×10000)

Total physical quantity in the warehouse

Allocated (Sales Orders)

Stock.openSales (×10000)

Quantity allocated to open sales orders

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Currency Code

Cin7Currencies[country].Code

ISO currency code

Description

ISO currency lookup or code

Human-readable currency name

Home Currency

Matched against the operating company's home currency

Flags which currency is the base/home currency

Currency Rate

Calculated from exchange rates (1/rate × 10000)

Exchange rate relative to home currency

CRM Field (Friendly Name)

Cin7 Omni Source

Description

Product Item ID

BomMasters.product.productOptionId

The finished/assembled product

Component Product Item ID

BomMasters.product.components[].productOptionId

An ingredient/component of the assembly

Component Quantity

component.qty / product.qty

How many units of the component are needed per finished item