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ERP ⇄ Business productivity

Cin7 to Customer.io integration — real-time, two-way sync

Keep Cin7 and Customer.io in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Cin7 and Customer.io

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Customer.io and Cin7.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Customer.io is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Events, Segments, Campaigns, Broadcasts in Customer.io with Credit notes / returns, Products, Inventory levels, Sales orders in Cin7 bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Sync product usage and billing attributes from Postgres onto Customer.io people so lifecycle campaigns trigger on real product behavior.
  • Push CRM segments and lead status into Customer.io so messaging respects sales stage.
  • Keep customer records aligned between Cin7 and the CRM to remove duplicate account entry.
  • Write purchase orders created in a planning tool back into Cin7 for receiving.

Master data corrections travel

A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.

Where Customer.io faces customers and Cin7 carries account records

Order, invoice, or account status from Cin7 appears alongside the customer in Customer.io, so front-line teams answer from live data.

Where Customer.io collects payments: transactions post through

Payment events sync into Cin7 as they occur, keeping the enterprise records current without manual entry.

What you can sync between Cin7 and Customer.io

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Cin7 objects Customer.io objects
Branches / locations Warehouse entities that scope every stock movement and order allocation. Deliveries / Messages Per-recipient message records whose lifecycle events flow out through reporting webhooks.
Stock adjustments and transfers Inventory movements read for audit and reconciliation reporting. Newsletters Recurring email sends with performance metrics available for reporting syncs.
Credit notes / returns Return documents synced so finance and support see the same refund state. People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs.
Products SKU records with options and pricing, synced with storefront and marketplace catalogs. Objects Non-person entities such as accounts or companies, related to people for account-level messaging.
Inventory levels Stock on hand by branch or location, published outward for availability. Events Behavioral events sent via the Track API that trigger campaigns.
Sales orders Orders captured from all channels; the main object for fulfillment and revenue syncs. Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate.
What ships with Cin7 ⇄ Customer.io

Connect Cin7 and Customer.io for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Cin7–Customer.io connection.

Real-time

Two-way sync

Changes in Cin7 or Customer.io instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cin7 or Customer.io data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Cin7 or Customer.io record.

Observability

Monitoring

Track your Cin7 ⇄ Customer.io sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Cin7 and Customer.io.

How the Cin7 and Customer.io connectors work

Cin7

Integration surface
REST API; note that Cin7 Omni and Cin7 Core (formerly DEAR Systems) are separate products with separate APIs
Authentication
API key credentials (paired with a username or account ID, depending on the product)
Change detection
Polling on modified-date filters; webhook support exists on some editions for order and stock events
Capabilities
read · write · webhooks
Rate limits
Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core

Customer.io

Integration surface
REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages
Authentication
Basic auth with site ID and API key for the Track API; bearer token for the App API
Change detection
Reporting webhooks push message and delivery events; person attribute changes are not streamed and require source-side detection
Capabilities
read · write · webhooks
Rate limits
Subject to per-API rate limits documented by Customer.io
How it works

How to connect Cin7 to Customer.io — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Cin7 and Customer.io with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Cin7 connected
    Customer.io connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Cin7 and Customer.io objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Cin7 ⇄ Customer.io
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Cin7 Customer.io
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Cin7 and Customer.io integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Cin7 and Customer.io.

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