Cin7 Omni connector

Use your Cin7 Omni data for reporting, automation and AI.

Data Panda brings your Cin7 Omni data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.

About Cin7 Omni

The mid-market sibling with EDI in the box.

Cin7 Omni is the advanced inventory and order platform in the Cin7 family, aimed at established multichannel retailers and wholesalers. It runs the warehouse, the orders, the B2B online stores and the EDI traffic with retail customers in one product, plug it into Shopify, Amazon, BigCommerce, a 3PL and an accounting tool, and you have a working back office for a brand selling DTC, B2B and into a big-box retailer at the same time.

This is the slot that separates Omni from Cin7 Core. Core is the SMB tier that grew out of DEAR Systems. Omni is the older mid-market product on custom pricing, with EDI as a native module instead of an add-on, deeper 3PL connectivity, an extensible B2B portal and the multichannel POS bundling that retailers running brick-and-mortar plus ecom plus wholesale need. Worth pulling out into a warehouse because once a retailer hits real EDI volume, the questions stop being about Omni alone. They are about EDI-message rejection rates per trading partner, channel-level stock allocation across DTC and wholesale, chargeback frequency by retail customer, and how Omni numbers reconcile to Xero or Exact Online on the books side.

What your Cin7 Omni data is for

What you get once Cin7 Omni is connected.

Channel and EDI reporting

Cin7 Omni stock, orders and EDI traffic next to Shopify, Amazon, the 3PL and accounting, all in the same view.

EDI message acceptance and rejection rate per trading partner
Stock allocation drift between DTC, wholesale and retail channels
Chargeback frequency and reason code per retail customer

External-system automation

Keep Cin7 Omni in sync with the channels, the 3PL and the books without a fragile per-pair connector.

Shopify and BigCommerce orders into Omni with channel-aware stock holds
3PL warehouse confirmations back to Omni shipment status
Omni invoices reconciled to Xero or Exact Online line by line

AI workflows

Use Omni history to spot the EDI partners, SKUs and channels eating margin before the next chargeback lands.

Demand forecasting per SKU, channel and warehouse
EDI rejection-pattern detection per trading partner and message type
Slow-mover detection on retail-buyer-driven SKUs that started returning

Custom apps on your data

Tools on top of Omni data for the people working with retail buyers and 3PL contacts every day.

B2B buyer portal showing live stock, ETA and account-level pricing
Retail-account scorecard with EDI compliance, chargebacks and on-time ship
Channel manager view of stock allocation and oversell risk per SKU

Use cases

Use cases we deliver with Cin7 Omni data.

A list of concrete reports, automations and AI features we have built on Cin7 Omni data. Pick the one that matches your situation.

EDI rejection rateFailed 850, 855, 856 and 810 messages per trading partner over time.

Chargeback patternsRetail-buyer chargebacks by reason code and customer.

Channel stock allocationReserved versus actual stock split across DTC, wholesale and retail.

B2B versus DTC marginMargin gap between wholesale price tiers and the DTC store.

On-time ship by partnerPromise-to-ship time per retail account and per 3PL.

Retail-buyer scorecardEDI compliance, fill rate and chargebacks per retail account.

Wholesale order patternsB2B reorder cadence, basket size and tier mix per buyer.

3PL reconciliationOmni shipment status against the 3PL's own confirmations.

Stock-out costLost-revenue estimate on stock-outs weighted by channel.

Omni to Xero or ExactOmni-posted invoices reconciled against accounting line by line.

Real business questions

Answers you will finally get.

Which retail customer's EDI traffic is quietly costing us money?

EDI 850, 855, 856 and 810 message acceptance, rejection and chargeback frequency per trading partner, with the dollar impact of each rejection class scored. The retail account that looks fine on the gross-revenue dashboard but burns margin in chargebacks shows up next to the accounts that pay clean.

Are we over-allocating stock to one channel and starving another?

Stock reservation by channel (DTC, wholesale, retail-buyer) against actual sell-through over the last eight weeks. Catches the moment a Shopify campaign or a single big-box PO ate the buffer the wholesale team was counting on, before the wholesale team finds out by oversell.

Does our B2B price tier still hold up against the DTC store?

Margin per SKU across DTC at list, B2B at tier price and retail at the agreed cost, with returns and chargebacks subtracted. Tells you which tier is being undercut by your own DTC store on discount weeks, and which retail account is genuinely worth the EDI overhead.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Margin per channel and per retail account after chargebacks, returns and EDI overhead, with a clean reconciliation of Omni invoices against Xero or Exact Online. Finance stops discovering at quarter-end that a hero retail account was a margin drain once chargebacks landed.

For sales leaders

B2B buyers and key-account managers see live stock, ETA and account-level pricing without an Omni seat. Reorder cadence, fill rate and tier mix per buyer become a workable account list, not a memory exercise tied up in saved searches.

For operations

Channel-aware stock allocation, EDI rejection patterns by trading partner and 3PL shipment confirmation reconciled against Omni status, in one view. Oversell risk and EDI compliance gaps show up before the chargeback notice does.

Ideas

What you can automate with Cin7 Omni.

Pair with Shopify

Flow Shopify orders into Cin7 Omni with channel-aware stock holds

Shopify orders land in Cin7 Omni as sales orders with items, pricing and tax handled, plus stock movements posted into the right warehouse and the right channel bucket. The DTC channel holds against the stock pool defined for it, so a viral Shopify weekend does not eat the buffer the wholesale team or a retail PO was counting on. Refunds post as credit notes and stock returns to the picked location.

Pair with Lobster Logistics Cloud

Reconcile Cin7 Omni shipments with the 3PL log in Lobster

For brands running their EDI mapping and 3PL traffic through Lobster Logistics Cloud, every Cin7 Omni shipment, ASN and EDI message is matched against the Lobster transaction log. EDI 856 traffic out, retailer acknowledgements back and 3PL warehouse confirmations land in one warehouse view, so a stuck shipment or a rejected ASN gets surfaced the same day rather than at the next chargeback statement.

Pair with Xero

Reconcile Cin7 Omni invoices with Xero down to the line

Cin7 Omni invoices, credit notes and stock-cost adjustments post to Xero with the right tax codes and tracking categories. The warehouse cross-checks every Omni document against the matching Xero entry, so the mid-market classic of a retail-customer chargeback that posted to one tool but not the other stops showing up only at the year-end audit.

Pair with Akeneo

Push Akeneo product master into Cin7 Omni and the channels

Akeneo as the source of truth for product attributes, copy and channel-specific media. Approved enrichments push into Cin7 Omni as item records with categories, units of measure and tier pricing already in place, and the same enriched payload feeds Shopify, Amazon and the B2B portal. New SKUs are sellable on day one and product copy stays consistent across the DTC store, the retail-customer EDI catalogue and the wholesale portal.

Data model

Tables we make available.

These are the 18 tables we currently pull from Cin7 Omni into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.

Adjustments
Bom Masters
Branch Transfers
Branches
Contacts
Credit Notes
Payments
Product Categories
Production Jobs
Products
Purchase Orders
Quotes
Sales Orders
Serial Numbers
Size Ranges
Stocks
Users
Vouchers

Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Cin7 Omni data lives.

Power BI Microsoft

Fabric Microsoft

Snowflake Data warehouse

BigQuery Google

Tableau Visualisation

Excel Sheets & pivots

Three steps

From Cin7 Omni to answers in three steps.

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

Cin7 Omni connector configured and running
Warehouse set up in your cloud account
Clean access for your Power BI, Fabric or Tableau team
Documentation on what's in the data model
Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

Everything in Self-serve
Dashboards built to the questions your team actually asks
Automations between your systems
AI workflows scoped to real tasks your team runs
Custom apps where a dashboard does not cut it
Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Is this for Cin7 Omni or Cin7 Core?

Cin7 Omni, the older mid-market product on custom pricing, with EDI as a built-in module, deeper 3PL connectivity and an extensible B2B portal. Cin7 Core is the SMB tier that grew out of DEAR Systems, on standard plans, with EDI handled via add-ons. The two share the Cin7 brand and a chunk of the channel integrations, but the data model, the EDI footprint and the typical buyer profile are different. Cin7 Core has its own connector page.

How does the sync handle EDI traffic and 3PL confirmations?

EDI message status from Omni's built-in module lands in the warehouse as first-class records: per trading partner, per message type (850, 855, 856, 810, 940, 945) and per outcome (acknowledged, rejected, chargeback). 3PL shipment confirmations come across the same way and are tied back to the Omni shipment they belong to. Reporting can stay at the message level, roll up to retail-account scorecards, or feed an AI workflow that flags unusual rejection patterns before the next chargeback statement arrives.

GDPR-compliant

Data stays in the EU

You own the warehouse

A first deliverable live in four to six weeks.

We review your Cin7 Omni setup and the systems around it. Together we pick the first thing worth building.

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