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Connect Cin7 Omni to Marsello

Step-by-step guide to connect Marsello and Cin7 Omni

Updated over 3 weeks ago

For Cin7 Omni merchants
(Formerly known as Cin7 POS)

By integrating your loyalty program with the Cin7 Omni Point of Sale platform, you can capture data on customer purchases, preferences, and behavior. This empowers you to nurture customer relationships and identify valuable opportunities for targeted marketing to drive sales growth.


Before you get started

Here are some key details to note about connecting Cin7 Omni's API to Marsello:

  • For optimal performance, Marsello requires an exclusive API Connection.

    • This is to ensure that your customers, orders, and products are processed in real-time as much as possible.

  • If you have another App using your API key, please reach out to Cin7 Omni to ask for another API Connection for Marsello.

  • Cin7 Omni API has an interaction limit, so if you have more than one 3rd party app using the same API connection this may cause data syncing delays.


Connect Cin7 Omni to Marsello

You can connect Cin7 Omni to Marsello during the sign-up process or from the POS & eCommerce page within the Marsello admin.

During Signup process

1. Click on Cin7 Omni and click Connect

You can connect Cin7 Omni to Marsello either during the sign-up process or later from the POS & eCommerce page in the Marsello admin. During sign-up, click on Cin7 Omni and then click Connect to link the accounts.

From the POS & integrations page

1 Click Connect sales platform

On the POS & Integrations page in Marsello, click the Connect sales platform button to link a new sales platform.

2. Next to Cin7 Omni, click Connect

Next to Cin7 Omni, click the Connect button to link the platform with Marsello.

After clicking connect, you will be prompted to enter a few more details to complete your Cin7 Omni connection. You will need to add:

  • Your Cin7 Omni API Username

  • Your Cin7 Omni API Key

  • Your Cin7 Omni 'Marsello Discount' product URL

After clicking Connect, you will be prompted to enter additional details to complete your Cin7 Omni connection. These include your Cin7 Omni API Username, API Key, and the Cin7 Omni ‘Marsello Discount’ product URL.

How to find your Cin7 Omni API details

1. In your Cin7 Omni admin, go to the Settings section


2. Under Settings, click Integrations & API

In your Cin7 Omni admin, navigate to the Settings section. Then, under Settings, click on Integrations & API.

3. Under Configure your integrations, click API v1


4. Next to API Username, copy your API Username

Under Configure your integrations, click API v1. Then, next to API Username, copy your API Username.

5. In the Marsello pop-up, next to API username, paste your Cin7 Omni API Username.

In the Marsello pop-up window, paste your Cin7 Omni API Username into the field labeled API username.

6. In Cin7 Omni, add an API Connection to access your new API Key or if you are repurposing an API connection, you'll need to regenerate your API Key.

📝Note: For more information on API connections please see Cin7 Omni's API V1 help center article or contact their Support team for more details about API connections. Before repurposing a current API key, please ensure that you are happy to disconnect the 3rd party that may be currently using this API connection.

7. Copy your Cin7 Omni API Key

Copy your Cin7 Omni API Key from the integrations settings.

8. In the Marsello pop-up, next to API Key, paste your Cin7 Omni API Key

In the Marsello pop-up, paste your Cin7 Omni API Key into the field labeled API Key.

Update your Cin7 Omni API Key permissions

9. In Cin7 Omni, next to your API connection, click Permissions

In Cin7 Omni, locate your API connection and click the Permissions button next to it.

10. Please check/update your API key permissions to match the permissions selected below:

Please check or update your API key permissions to ensure they match the required permissions shown below.

11. Click Save

NEW-Marsello-Help-Center-Divider__2_.png

How to create a 'Marsello Discount' Product in Cin7 Omni

1. In your Cin7 Omni admin, go to Products


2. Click Create New Product

In your Cin7 Omni admin, navigate to the Products section. Then, click Create New Product to add a new product.

3. Next to Product Name, please enter 'Marsello Discount'

Next to Product Name, enter Marsello Discount to name the new product.

4. Next to Stock Control, please select Non-Stock

Next to Stock Control, select the Non-Stock option for the product. Click save and continue.

5. Click Save & Continue


6. In the URL bar, please copy your entire Product URL

In the browser’s URL bar, copy the entire product URL for the item.

7. In your Marsello admin, in the Complete your Cin7 Omni connection pop-up enter your entire Product URL.

In your Marsello admin, within the Complete your Cin7 Omni connection pop-up, paste your entire product URL into the designated field.

8. Click Authenticate

When you click Authenticate, Marsello will start the initial customer sync and link your Cin7 Omni 'Marsello Discount' product to your Marsello account.

  • Initial customer sync: Marsello will use your API to sync all of your customers in your Cin7 Omni database into your Marsello database. Please note: This can take 1-3 days depending on the size of your database.

  • Link your Cin7 Omni 'Marsello Discount' product: You'll now be able to create loyalty rewards and email discounts that your staff will be able to redeem for customers at Cin7 Omni POS

9. Cin7 Omni will now display in your Marsello app admin under the Integrations page.

Cin7 Omni is now shown as a connected integration in your Marsello app admin on the Integrations page.

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