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Etsy is a global marketplace for unique and creative goods, connecting customers directly to sellers. Integrate Etsy with Cin7 Core to sync inventory between the two systems and pull sales information from Etsy to Cin7 Core.


NOTE: When a refund is processed for an unfulfilled sale, this will cause an error with restocking the unfulfilled items. These will appear on the Log as Pending fulfillment. If you are experiencing this error, you will need to enable the Ignore restock for non-fulfilled sales setting. This setting is not enabled automatically in order to preserve system logic continuity for users.


Prerequisites

  • Familiarity with Processing a Sale (required)
  • Users will need the Integration: eCommerce - Etsy permission in order to use this feature. 


Table of Contents


Etsy Integration Setup

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The first step is to connect Cin7 Core to your Etsy store. Several Etsy stores can be linked to a single Cin7 Core account, with each linked store having its own independent catalog, logs and settings. External integrations must be purchased from the My Subscription page.  if they are not already included in your subscription plan.


Connect Etsy to Cin7 Core:

  1. Navigate to Integration → Etsy.
  2. Click + to connect a new store. 
  3. Enter your Etsy shop name and click Connect to Etsy.
  4. You will be redirected to the Etsy screen. Enter your details and continue. 
  5. You will be asked to confirm sharing data between Etsy and Cin7 Core. Click Agree to continue.
  6. You will be directed back to Cin7 Core to complete the setup. Repeat these steps to connect as many Etsy stores as you require.


Integration Settings

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Under the Setup tab, several integration settings can be customised.


Order Capture

This option specifies when an Etsy Order will be captured: when it is created, when it is shipped or when it is paid in Etsy. This setting is also taken into account when downloads of historical orders from Etsy are triggered.


Consolidate Sales

Cin7 Core - Etsy Integration allows two options for order consolidation:

  • No Consolidation

  • Daily Consolidation.


No Consolidation indicates that sales will be captured from Etsy as separate orders. Daily Consolidation will consolidate all orders from that day into a single order. When Daily Consolidation is chosen, an additional setting becomes available: Consolidation Time. This is your local time when all pending orders aggregated during the day will be processed. See the Pending Order Processing section below for more details.


Customer

For the pending order processing to be successful, an existing customer must be selected.


When the Consolidation Type is Daily Consolidation, this customer is used to create a new sales task which will combine all daily sales. A customer can be created just for this purpose.


When No Consolidation is selected, Cin7 Core uses the customer company name as the customer name, unless the company name was not specified. In this case, the customer contact name is used instead.

Store Language 

Select the language of your Etsy store here. 


Price Tier 

To map the Etsy listings (products) prices to Cin7 Core price tiers, please use the drop-down menu. See Managing Price Tiers for more information.


Link Etsy Sales to Cin7 Core Location  

Etsy does not allow the use of multiple warehouses. Each Etsy store can have a dedicated Location within Cin7 Core which can be selected from the drop-down menu. Selecting a particular warehouse will limit the availability of stock in Etsy to that location. The default option 'All Locations' will display consolidated stock quantities across all of your locations.


Pick, Pack and Ship Processing Mode 

When pending orders are processed by Cin7 Core, new sales tasks are created. This setting tells Cin7 Core if it should try to Auto Pick, Auto Pack and Auto Ship these tasks. If there is not enough stock on hand to pick the full quantity of products in an order, then Pick will remain in Draft state, and Pack and Ship won’t be completed.


Cin7 Core does not pick up shipment information from Etsy if Auto Ship is selected and will not create fulfillment in Etsy in this scenario (if Auto Ship is enabled).


Ignore Restock for non-fulfilled sales

When a refund is processed for an unfulfilled sale, this will cause an error with restocking the unfulfilled items. These will appear on the Log as Pending fulfillment. If you are experiencing this error, you will need to enable this setting. Restock/stock allocation quantities will be edited to match the fulfilled items of the sale.


Invoice Status 

You can control the Invoice Status for sales tasks created as a result of pending order processing. By default, the Invoice will not be authorized and will be in Draft state, adjustable and waiting for authorization. However, if this setting is changed to AUTHORIZED, the invoice will be automatically authorized, and pending sync will be created for it to sync with an accounting application of your choice.


Optional Revenue Account 

This setting determines the Revenue Account to be used for all sales downloaded from Etsy. This will override settings at the Product/Customer level and any other Account mapping. 


Sales Representative Name 

This option allows the shop name to be used as a Sales Representative. It is useful if you have several shops so as not to cause confusion. If this option is left blank, marketplace abbreviation will be used instead.


Match Product

This is the option to choose automatic mapping by SKU or manual mapping by the user when products are downloaded from Etsy (Load Products on the Catalog tab of the Etsy integration). When automatic mapping is selected, the existing product will be searched for automatically by SKU, and if a product is found with a matching SKU, then the mapping is done automatically. When manual mapping is selected, the user will have to manually select which Cin7 Core products to link to via the Catalog tab. Manual mapping can still be performed even if automatic mapping is enabled. See Catalog for more information.


Create a new product if not found by SKU 

This option is only available when Match product by SKU is enabled. With this option enabled, if there is a product (SKU) in the Sale channel that does not yet exist in Cin7 Core, then this product can be automatically built in Cin7 Core based on the data received about the product from a Sales channel. The possibility of a manual build is still always available through the Cin7 Core UI.


Use Etsy as Master Source for Cin7 Core Products 

If this option is enabled, and if a product has been changed or updated in Etsy, the linked product in Cin7 Core will be changed to match upon catalog download. Product changes in Cin7 Core can include changed price, name, weight, length, pictures and other data (except SKU) based on the product data downloaded from Etsy. Be aware! Turning on this feature can damage your product data in Cin7 Core.


Update Stock Levels in Etsy 

You may choose to disable automatic stock level updates in Etsy performed by Cin7 Core at the time the available product quantity changes in Cin7 Core. This may be useful if you are managing stock levels in Etsy manually and do not want Cin7 Core to change it. Please ensure you have the correct stock quantities entered in Cin7 Core before you turn on this option as these values will override the stock quantities in Etsy. 


Allow Cin7 Core to activate/deactivate Etsy listings 

You may allow Cin7 Core to automatically renew inactive (out of stock) listings in Etsy while listing products in Etsy. This may be useful if you are managing Listings availability in Etsy manually and do not want Cin7 Core to change it.


Process Auto-Assembly as

This dropdown field has two options:

  • For ordered quantity: Does not check stock quantity. An assembly order is created for the quantity specified in the sale order, regardless of stock availability. 
  • For minimum quantity required for picking:Assemble stock required to meet the quantity of specific sale order. 
    • If stock availability is negative, auto-assembly will produce a finished goods quantity which is more than the quantity ordered through sale order. 
    • If there is already stock available in inventory but not enough to fulfill the sale order quantity, auto-assembly will assemble the difference in quantity needed to meet the sale order requirement.
    • If stock availability exceeds sale order quantity, auto-assembly is not triggered. 

Stock availability is validated against the sale order location and does not take On Order quantity into account.


Tax Rule Mapping 

When a pending order is processed by Cin7 Core, a sales task is created. Each order and invoice line is assigned a tax rule. The tax rules specified in these settings will be used to create these lines. 


Cin7 Core does not apply the tax rule to recalculate tax and is simply using the actual tax amount from the Etsy order. This means that if certain products are not Taxable or with varying tax in Etsy, all data and totals in Cin7 Core will look identical to Etsy, but with Cin7 Core tax rule name selected in this setting.


The Tax Free tax rule mapping specified in this setting is used to create these lines for non-taxable products. This tax mapping could be useful for accounting.


In case of tax recalculation, the Tax amount will be overwritten with a value calculated by Cin7 Core tax rule.


IMPORTANT!  Orders will be skipped on download if tax mapping is not finished! 


NOTE:  For US Etsy stores, the provided Sales Tax is used instead of Tax Rule mapping.


Payment Account Mapping 

Cin7 Core can capture payments made against orders in Etsy and is able to automatically add payments to a created sales invoice. To do this, Payment Account Mapping must be completed on this integration settings screen. You must choose an account that is able to receive payments from the chart of accounts. 


This setting is not mandatory – if payment mapping is not completed, orders are still captured and downloaded from Etsy, but payments must be manually added to invoices in Cin7 Core. Some customers prefer to keep invoices open and then reconcile them with payouts from Etsy.


Disconnect from the Etsy store 

When you disconnect from the Etsy store, Cin7 Core removes all associations between Cin7 Core objects and Etsy, including Log and Product Catalog.


Catalog

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The Cin7 Core Etsy Catalog page allows the user to download products from Etsy, break the link between a Cin7 Core product and its Etsy listing and update quantities in Etsy according to Cin7 Core available stock.


Downloading Products

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Products can be loaded from Etsy to Cin7 Core. On the Catalog tab, click Load Products to download products from Etsy to Cin7 Core.


NOTE: All products in Etsy are mapped as a simple product in Cin7 Core. Etsy does have product variations, but it does not make quantity mandatory, which is required in Cin7 Core. If a customer has bought a particular product variation in Etsy, the option information will be provided in the Order and Invoice sections of the Sale Order in the comment field. 


Etsy has no SKU field for a product whereas in Cin7 Core it is mandatory. To resolve this, Cin7 Core uses Etsy’s unique listing ID as an SKU.


When a product is created or updated in Cin7 Core during the download process, a link is established between the unique Etsy listing ID for each product/product variant and Cin7 Core unique product ID. This link is used when products are matched against sales order lines in Etsy and when subsequent product downloads occur.


Etsy has a hierarchical categories structure, while Cin7 Core has one level of categories. Only the first (root) category in Etsy is linked to the Cin7 Core category. 


When downloading products, Cin7 Core first tries to match existing products to avoid creating duplicates. In Cin7 Core, it is mandatory to have a unique product name whilst this is not the case in Etsy. 


During product download, Cin7 Core automatically creates product categories for all product types in Etsy.


Data mapping for products between Cin7 Core and Etsy is as follows:


Cin7 Core Etsy
SKU_ListingID_
NameProduct Title
CategoryFirst (root) category from the hierarchy
DescriptionProduct Description
WeightWeight (Converted to KG on download)
WidthWidth
HeightHeight
LengthLength
TagsTags associated with the Etsy listing
Price Tier (default is Price Tier 1)Price
Images (only downloaded when no image is attached to the product in Cin7 Core). Existing images won't be deleted.Images
QuantityQuantity
Sale tax ruleDefault Tax class for all lines, except 'non-taxable' lines


Manage the Catalog

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There are three possible statuses for products in the Catalog: Not Listed, Listed and Cancelled. The Cancelled status appears for products that were removed from Etsy. By default, they are not visible in the catalog unless the Show only active checkbox is disabled.


There is also an option that allows you to switch the appearance of the catalog to Show variations separately. If checked off, all products without variations are displayed, and each product variation is shown as a separate product line. If this function is not enabled, products without variations are displayed as usual and product families are displayed as a single product line.


In addition to downloading products from Etsy and performing automatic product mapping, you can choose to manage your Etsy catalog from Cin7 Core. There is a column for manually linking and unlinking Cin7 Core and Etsy products. This is useful when the correct product has not been found.


There are three linking options:

  • Leave blank (do not tie to a product in Cin7 Core)
  • Link to an existing product
  • Create a new product in Cin7 Core (available if the product with the required SKU does not exist).


Catalog Modifications in Etsy 

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Consider a catalog that contains 3 products: A, B, C. Product C has been modified in the sale channel. Next time a Catalog Download is triggered, the products A, B, D will be visible with the following statuses:

Products A and B (the unchanged products) will remain in the catalog with a Listed status. Product D will now appear in the catalog with a Listed status, but product C’s status will change to Canceled.

Product mapping must be completed in order for sales to be successfully downloaded from your sales channels to Cin7 Core. When sales are loaded from a sale channel and a sale contains a product that is not mapped to any product in Cin7 Core, then this sale will be not be downloaded.

The user will be notified if a sale is skipped through internal messages such as notifications, recordings in operations log, or text message on the screen (depending on the situation).


Publishing

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There are three tabs in the publishing section of the Etsy integration:

  1. Not Listed
  2. Selected to be listed
  3. Failed.


The Not Listed tab displays a list of products in Cin7 Core that are not linked to any listing in the connected Etsy store. All simple products for which Quantity > 0, as well as all product families with at least one variation, where Quantity > 0, are available for selection.


The Selected to be Listed tab displays Cin7 Core products that have been selected in the first tab but have not yet been published to Etsy.

The Failed tab displays products that were to be published to Etsy but were unsuccessful.

Publication of the product takes place in three stages and can only be completed if all three stages have been satisfied with no errors. If at some stage an error occurs, the publishing process will be interrupted, the error will appear in the third tab (Failed), indicating the product and the error message.

It is also possible that a product with a Failed status is still created in Etsy but in an incomplete state without sending a notification to Cin7 Core – Cin7 Core is guided solely by the Etsy response.

 

To publish products to Etsy:

  1. On the Not Listed tab, select the product(s) you wish to publish. You can search the products by SKU / name/attributes/category/brand; there is also a button to Select All products visible on this page. Products can be manually selected by clicking on the desired row (it will change the status when selected).
  2. Once selected, products to be listed will appear in the second tab. At this stage, you can make the necessary changes to the price. 
    • Price is taken from the Price Tier selected on the Setup page for this product but can be overridden. Price can be applied in bulk to several products by clicking Bulk Apply To → Price.
  3. Select a Publishing Profile for each selected item. Publishing Profiles can be applied to groups of items by selecting Bulk Apply To Publishing Profile. See below for more information about Publishing Profiles.


Publishing Profiles

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Publishing Profiles are required to publish a product or product family to Etsy. 


To create a Publishing Profile in Etsy:

  1. Go to the Publishing Profiles tab in the Etsy integration and select Create New.
  2. Enter a Profile Name and select a category. Choose options from the drop-down menus for the publishing profile and Save the profile.


Orders and Sales

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Processing Pending Orders

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Whenever a sale is captured from Etsy it is first placed into Pending Orders. Etsy does not have the ability to send notifications to Cin7 Core, so Cin7 Core checks every hour if there are any new orders and imports them immediately as individual sales orders (if No Consolidation is selected in the Integration Settings) or once a day as a consolidated sales order (if Daily Consolidation is selected). 


If No Consolidation is selected, each Etsy sale is converted into an identical sale in Cin7 Core, keeping the same customer and shipping information. If Daily Consolidation is selected, the single daily sales task will use the customer selected in the integration settings, and customer, billing and shipping information imported from Etsy will be ignored. 


When processing orders, the logic is identical to that of the Cin7 Core UI. Dropshipping, Kitting and other important scenarios are implemented in the same way as through the Cin7 Core UI.


Pending Orders can be processed manually by clicking Process. They can then be viewed in the Log tab.


Downloading Customers

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Etsy doesn’t provide the ability to download customers separately from orders.


Downloading Orders and Payments

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New and updated orders are automatically downloaded every hour by default. Canceled orders are NOT automatically downloaded.


NOTE: Generally, you do not need to trigger manual order download. However, if an order was not captured by Cin7 Core or you want to load historical sales, you can use the manual Load Order option. Cin7 Core allows loading historical sales data a maximum of one year old.


Any imported order is saved to the Pending Orders section. It is a temporary storage of all sales and payments in Cin7 Core. If an order already has an entry in the Log (i.e. was imported previously) it will be skipped. This guarantees that no duplicate sales will be created by Cin7 Core.


While saving orders, Cin7 Core captures customer information, billing and shipping addresses. Customer information cannot be downloaded separately from the sale information. All line items are captured together with quantities, prices and totals. Total order discounts are applied, as are additional charges to the whole order, without distribution by lines to reduce the chance of a discrepancy.


Shipping and handling are also saved as additional charges in the Sale invoice under Shipping.


For each line in a Sale Order, Cin7 Core tries to locate the corresponding product by SKU (Etsy’s unique listingID). If no product is found, Cin7 Core attempts to download the product info from Etsy using the same logic as in the Download Products function. If the product info is not found, Cin7 Core marks this line as Service (Non-product). Next, the Sale line is saved to pending orders with all data from Etsy: Tax, Quantity and Total.


The final step in the order download is to trigger the update of stock levels in other Etsy stores and other connected eCommerce channels.


Order Tax Processing

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Due to some limitations caused by Etsy's API, Cin7 Core has to use the tax calculation strategy explained here.


Cin7 Core requires tax calculations to be returned for individual sale order lines, however, Etsy only returns the total tax cost. To make this value compliant with Cin7 Core, the following steps are taken:

  1. The order line is first filtered for non-taxable products.

  2. The tax amount per dollar is calculated (val1).

  3. With this, the tax amount per line is calculated (price * val1 * quantity).


NOTE: Shipping tax is complicated and Cin7 Core does not currently have the ability to calculate it correctly. To minimize errors, this value is always set to 0, and if the shipping is taxed, its tax cost will be spread to the order lines.


Refunds

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Cin7 Core captures refunds from Etsy. Cin7 Core will then capture the refund and return/restock and apply them to the associated sale task.


Please note that if the sale is unfulfilled, this will cause an error with restocking the unfulfilled items. These will appear on the Log as Pending fulfillment. If you are experiencing this error, you will need to enable the Ignore restock for non-fulfilled sales setting.


Submit returns request via B2B portal

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A customer returns submissions form can be added to your B2B portal if your organization subscription has this feature, allowing customers to submit their return requests, initiate the Cin7 Core RMA workflow, and view the status of their returns. This includes sales processed through connected eCommerce channels. 


Any Cin7 Core customer can submit a returns requests via the returns portal with an order number or invoice number and email address simply by accessing the relevant URL. We recommend adding the URL to the return portal to your default sale email template sent to customers. Please see detailed instructions at Receive sales returns requests through B2B portal.


Please note that refunds/restocked processed in this way will not be automatically exported to the eCommerce channel, and will have to be added manually updated within the channel. You may prefer to use the returns workflow offered by Etsy if you do not need the additional RMA workflow features in Core. 


Refunds for sales predating integration with Cin7 Core

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Merchants with eCommerce channels occasionally have to process returns or refunds for a sale that predates integration of the eCommerce channel with Cin7 Core. 


Sales and refund information is imported automatically from the eCommerce channel to Cin7 Core, but can also be manually imported via the Cin7 Core web portal. Historical refunds and returns are handled differently for each case. 


Automatic import: Cin7 Core checks the sale order date against the date of integration with the eCommerce channel. If the sale order date predates the date of integration, credit note and refund are imported without the corresponding historical sale task. 

  • A sale is created without order lines or invoice lines. 
  • Credit note tab shows refunded items and if a refund was processed in the eCommerce channel it will be captured on this tab. 
  • Restock tab is left empty and no stock adjustments are made. 


Manual import: Manually loading orders from Etsy functions in the same way whether the sale took place before or after integration with Cin7 Core. 

  • From the Pending Orders tab, click Load orders and select a date to load sales, including historical sales as Pending Orders. Process the sale associated with the refund. 
  • The sale order will have order, invoice, pick, pack, and ship lines. It will also have credit note and restock lines. 
  • User will have to perform a manual stock adjustment to correct any discrepancies from the refund. 


Updating Fulfillment in Etsy

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When Shipment is authorized in Cin7 Core and the carrier specified, Cin7 Core will try to create order shipment information in Etsy (if not already created). This will only work in the No Consolidation processing mode.


Logs

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Each captured Etsy order once saved to Pending Orders creates a Log entry to track the link between the Sale in Cin7 Core and in Etsy. This eliminates the possibility of creating duplicated orders when capturing the same order several times during manual order load. 


Each Log entry has a link to the sales task in Cin7 Core. Depending on the settings selected by the user in the Setup tab, this sales task could be draft or authorized, one or more of the Pick, Pack and Ship tabs could be authorized, and payment could have been applied to the invoice. 


Log entries allow you to see which sales task reflects a particular Etsy sale. You also have the option to delete a Log entry manually. This will allow reprocessing an order if required. Deleting a log entry will not void or delete its associated sales task.


Reloading Orders from Etsy

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If for any reason you need to reload an order from Etsy, this can be managed from Cin7 Core.


To reload an order from Etsy:

  1. Void the sales task. A record of this will be kept in Cin7 Core for reconciliation purposes but the transactional data will be deleted. 
  2. Return to the Etsy integration Log tab and delete the Log entry. This will allow the order to be recaptured from Etsy.
  3. Navigate to the Pending Orders tab and click Load Orders, making sure the date is set to before the order to reload was made. Cin7 Core allows loading historical sales data a maximum of one year old.


Canceling Orders 

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When an Etsy order is canceled, no information about it will be accessible in Etsy or synced to Cin7 Core. You will need to manually void sales orders in Cin7 Core once they have been canceled in Etsy. 


Operations Log

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Every time sales are downloaded in Cin7 Core, the action is reported in the operations log. It also contains information about downloading results, including the count of processed, skipped or canceled orders.

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