You'll need a DEAR Inventory (becoming Cin7 Core) account and log in credentials
You'll also need a Prospect CRM Free Trial - if you don't already have one go ahead and register at signup.prospect365.com
Step 1: Connect to DEAR Inventory/Cin7 Core
In the Welcome page within your Free Trial account, the first section involves setting up your integration.
If the Welcome page isn't already open, then go to Settings, then click 'Continue Setup'. Alternatively, go directly to crm.prospect365.com/welcome.
To get up, select the 'Connect' button, and choose 'DEAR Inventory' from the drop-down list.
Step 2: Find your DEAR Inventory API keys
Now, copy and paste your Account ID and Key from DEAR Inventory (becoming Cin7 Core) into the fields. These can be found in your DEAR Inventory (becoming Cin7 Core) system as shown in the video and screenshots below.
You'll need to create a new API Integration, then your Account ID & Key will be displayed for you to copy and paste into Prospect CRM.
If you require any assistance with this, please don't hesitate to get in contact with us.
Once you've pasted the ID and Key into the fields in the CRM, press the blue 'Next' button.
Step 3: Sit Back & Relax!
Once connected, you'll then see a message saying that your data is being processed. Depending on how much data you have to import this process can take a short while to complete e.g. if you have lots of customers, products and sales history, it'll take a little longer.
Checking the Status of your Integration
There's nothing more you need to do. Your data will be available shortly, and when it is, we'll add a few more links to your Welcome page to get you started.
But, if you need to come back and check the status of your integration later on, our short guide here will show you how, and explains what each status means.
Should you experience any issues when setting up the integration, remember that our Customer Success team are on hand to help out, so don't hesitate to get in contact with us here or start a chat conversation with us from the help icon in the app, or the chat link on our website.