Cin7 Core Configuration Reference - How to Use Owlery

This reference summarizes the controls available for Cin7 Core. Owlery reviews your account, recommends the relevant settings, and maintains the configuration.

You do not need to configure these settings yourself. Your team confirms Owlery’s recommendation.

Area	Available controls
Order scope	Enable or disable sales, purchase, and transfer synchronization independently
Sales source channels	Synchronize all sales or allow only configured `SourceChannel` values
Customer-name filtering	Exclude sales whose customer name begins with a configured prefix
Customer identity filtering	Exclude records associated with selected customer source IDs
Fulfillment splitting	Split a sale into linked orders by pick location, or keep it whole
Status handling	Map sale, purchase, and transfer lifecycles to Owlery states
Units and packaging	Interpret product units, weights, and dimensions for freight planning
Exact lookup	Find and synchronize a specific sale, purchase, or transfer reference
Date write-back	Update sales `ShipBy`, purchase `RequiredBy`, and transfer departure or completion dates

Source-channel filtering

A source-channel allowlist applies only to sales. Matching is case-insensitive. Sales without a source channel are excluded when an allowlist is active. Purchases and stock transfers are unaffected.

Fulfillment-location splitting

Owlery can keep each sale as one order or split it by the fulfillment pick location. The integration reconciles changed assignments across later syncs so removed, added, and restored location splits do not create uncontrolled duplicates.

Authentication details

Owlery needs a Cin7 Core API account ID and application key. Credentials must allow the selected sales, advanced-purchase, stock-transfer, product, location, customer, supplier, and optional write operations.