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ERP ⇄ CRM

Cin7 to Streak CRM integration — real-time, two-way sync

Keep Cin7 and Streak CRM 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 Streak CRM

Close the gap between front office and back office: Streak CRM and Cin7 share customers and status in real time, in both directions.

Streak CRM holds the customer relationship; Cin7 runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Organizations, Tasks, Email threads, Custom fields in Streak CRM with Purchase orders, Contacts, Branches / locations, Stock adjustments and transfers in Cin7 field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • Hand off closed-won boxes to billing or fulfillment systems and sync status back into the pipeline
  • Keep contacts aligned between Streak and email marketing or enrichment tools
  • Consolidate stock movements from multiple branches into one reporting database.
  • Publish Cin7 inventory levels to storefronts, marketplaces, and a CRM so every channel quotes real availability.

Where Cin7 is the finance system of record: money status on the account

Invoice and payment state from Cin7 shows on the account in Streak CRM, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Cin7 manages people and org data: keep Streak CRM aligned

Owners, territories, and org structure informed by Cin7 stay current in Streak CRM.

What you can sync between Cin7 and Streak CRM

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 Streak CRM objects
Stock adjustments and transfers Inventory movements read for audit and reconciliation reporting. Contacts People linked to boxes, synced with marketing and support tools.
Credit notes / returns Return documents synced so finance and support see the same refund state. Organizations Company records associated with contacts and boxes.
Products SKU records with options and pricing, synced with storefront and marketplace catalogs. Tasks To-dos attached to boxes for follow-up tracking.
Inventory levels Stock on hand by branch or location, published outward for availability. Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox.
Sales orders Orders captured from all channels; the main object for fulfillment and revenue syncs. Custom fields Per-pipeline field definitions that determine what data a box can hold.
Purchase orders Supplier orders synced with procurement and accounting workflows. Pipelines Define the process and the custom field schema that boxes in them carry.
What ships with Cin7 ⇄ Streak CRM

Connect Cin7 and Streak CRM for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Cin7 or Streak CRM 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 Streak CRM record.

Observability

Monitoring

Track your Cin7 ⇄ Streak CRM 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 Streak CRM.

How the Cin7 and Streak CRM 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

Streak CRM

Integration surface
REST API
Authentication
API key issued per user
Change detection
Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits; quotas are not prominently published
How it works

How to connect Cin7 to Streak CRM — 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 Streak CRM 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
    Streak CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Cin7 and Streak CRM 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 ⇄ Streak CRM
    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 Streak CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Cin7 and Streak CRM 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 Streak CRM.

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