Cin7 implementation done right—
the first time.
Certum Solutions provides expert Cin7 Core and Cin7 Omni implementation, data migration, integrations, and team training for manufacturers, distributors, wholesalers, and eCommerce brands across the United States. We fix what DIY setups and inexperienced partners leave broken.
15+
Years Implementing
Inventory Systems
700+
Cin7 Platform
Integrations Available
Both
Cin7 Core & Omni
Certified
U.S.-Wide
Remote & On-Site
Implementation
✔️ Certified Cin7 Partner
✔️ Accountants Who Speak Tech
✔️ Migration Specialists
✔️ Rescue & Remediation
The Reality of DIY Cin7
Cin7 is not plug-and-play. Most businesses learn that the hard way.
The platform is powerful — but power requires proper configuration. Here's what we hear from businesses that tried to go it alone or used an under-qualified partner.
❌ Inventory data migrated incorrectly; inaccurate opening balances and SKU mismatches from day one
❌ Integrations set up wrong; Shopify, QuickBooks, or Amazon syncing to the wrong branch or not syncing at all
❌ Team never properly trained, staff working around the system instead of inside it
❌ Support drops off after go-live; Cin7's own post-launch support has a steep learning curve of its own
❌ Months of bad data in the system; costing time and money to unwind
❌ Paying for modules and features nobody knows how to use
The Certum Difference
Implementation built on accounting expertise, not just software knowledge.
We're accountants first. That means every Cin7 setup we deliver is grounded in financial accuracy, clean data, and real operational logic; not just checked boxes.
✓ Clean data migration; validated by our accounting team before a single record goes live
✓ Integrations tested end-to-end; Shopify, QuickBooks, Xero, Amazon, ShipStation, and more
✓ Role-specific team training; your staff knows exactly what to do in their workflows
✓ Ongoing partner after go-live; troubleshooting, optimization, and support as you grow
✓ Working with a certified partner exempts you from Cin7's mandatory paid onboarding fee
✓ Rescue services available. we take over projects others couldn't finish
Our Cin7 Services
Every service your Cin7 implementation needs
From initial setup to long-term optimization, Certum Solutions covers the full implementation lifecycle — and stays involved after go-live.
New System Implementation
Full Cin7 Core setup configured around your exact workflows, sales channels, warehouse structure, and reporting needs. We don't use templates; we design your system tailored to your needs.
Data Migration
We migrate your product catalog, inventory data, vendor and customer records, purchase order history, and opening balances from QuickBooks, spreadsheets, DEAR Systems, or other legacy platforms; cleaned and validated before import.
Integration Setup & Testing
We connect and test all your integrations; Shopify, Amazon, WooCommerce, QuickBooks Online, Xero, ShipStation, Gusto, 3PLs, EDI, and more. Every connection is validated end-to-end before go-live.
System Selection Consulting
Not sure if Cin7 is right for you; or whether you need Core or Omni? We assess your operations, volume, channels, and budget and give you an honest recommendation, even if it points elsewhere.
Team Training
Role-specific, hands-on training, virtual or on-site; for purchasing, sales, warehouse, and accounting teams. We train your people to use the system, not just log in. Ongoing refresher sessions available.
Rescue & Remediation
Already live on Cin7 but something's wrong? Integrations broken, data is messy, nobody knows how to use it properly? We audit your current setup, identify every problem, & rebuild it correctly. One of our most requested services.
Reporting & Automation
Custom dashboards, inventory forecasting reports, profit-by-channel analysis, and automated workflows tailored to how your business actually runs. We build the visibility your leadership team needs to make faster decisions.
Ongoing Support & Optimization
Post-go-live support, system health checks, workflow improvements, new integration additions, and continued training as your team and business evolve. We stay in your corner long after launch day.
Our Implementation Process
How Certum delivers a Cin7 implementation that actually works
Every engagement follows a structured process designed to eliminate surprises and protect your data, your team, and your go-live date.
Discovery & Operations Audit
We map your current workflows, inventory structure, sales channels, integrations, and reporting needs before touching anything. This is where we catch the gaps that cause problems downstream — and plan for a setup that actually fits your business.
Platform Selection & Project Scoping
We confirm whether Cin7 Core or Omni is the right fit, outline your full implementation scope, timeline, and integration plan. You get a clear picture of exactly what we're building and when you'll be live — before any work begins.
Data Cleaning & Migration
We extract, clean, and validate your existing data — products, inventory levels, vendors, customers, historical orders, and accounting records. Nothing moves into Cin7 until it's been reviewed for accuracy by our team.
System Configuration & Integration
We configure Cin7 to your exact workflows — warehouse zones, reorder rules, pricing structures, purchase order logic, production workflows, and all integrations. Every integration is tested end-to-end before user acceptance testing begins.
Testing & User Acceptance
We run full scenario testing across every workflow — receiving, fulfillment, production, invoicing, and reporting. Your team tests real transactions in a controlled environment so issues are caught before go-live, not after.
Team Training & Go-Live
Role-specific training for every team member who touches the system. We stay available during your go-live week to handle any real-world issues as they surface. You launch with confidence, not a prayer.
Ongoing Support & Optimization
We don't disappear after launch. Certum remains your Cin7 partner for troubleshooting, system improvements, new integrations, and training as your team grows. The relationship continues as long as you need us.
1
2
3
4
5
6
7
Platform Comparison
Cin7 Core vs. Cin7 Omni — which is right for your business?
Both platforms share Cin7's inventory engine, but they're built for different operational profiles. Certum implements and will tell you honestly which fits your needs.
Best for: Manufacturers & Warehouse-Heavy Operations
Cin7 Core
Formerly DEAR Systems — optimized for manufacturing and warehouse complexity
✓ Advanced manufacturing — production planning, scheduling & shop floor control
✓ Materials Requirements Planning (MRP) for demand-driven inventory
✓ Warehouse Management System — directed picking, zone management, real-time stock
✓ Native mobile apps for POS, WMS, and MES integration
✓ RMA management — automated returns, inspections & restocking
✓ Strong inventory costing and financial reporting
✓ Ideal for made-to-order manufacturers, finance-focused leaders, and eCommerce with inventory complexity
Best for: eCommerce Brands & Multi- Channel Sellers
Cin7 Omni
Built for omni-channel brands, retailers, and multi-channel distributors
✓ eCommerce & marketplace integrations — Shopify, Amazon, WooCommerce & more
✓ Automated order routing across B2B and D2C sales channels
✓ Flexible workflow configuration without expensive custom development
✓ Built-in EDI and 3PL integration for complex fulfillment
✓ Multi-entity oversight — centralized visibility and purchasing across entities
✓ Contract manufacturing support for external production partners
✓ Ideal for growing eCommerce brands, wholesalers, and operations consolidating multiple platforms
💡 Not sure which platform fits? Book a free assessment and we'll tell you honestly →
Industries We Serve
Built for product-based businesses ready to scale their operations
Cin7 fits a specific kind of business — one managing real inventory, real channels, and real complexity. Here's who we implement it for.
Manufacturers
BOMs, production orders, shop floor control, MRP, and raw material tracking. Cin7 Core is purpose-built for your complexity.
Wholesale & Distribution
Multi-location inventory, purchase order automation, B2B portals, and real-time stock visibility across every warehouse.
eCommerce Brands
Shopify, Amazon, WooCommerce — all synced to one inventory hub. Eliminate overselling and manual channel management.
Omni-Channel Retailers
Connect physical stores, online channels, and wholesale accounts into one unified inventory and order management system.
Apparel & Consumer Goods
Style, color, and size variants, seasonal buying, multi-channel D2C and wholesale — Cin7 handles the complexity cleanly.
Food, Beverage & CPG
Lot tracking, expiry management, supplier costing, and multi-warehouse stock — with full accounting integration built in.
Industrial & Hardware
High-SKU catalogs, complex pricing structures, and purchase order automation for businesses with large supplier networks.
Construction & Trades
Materials tracking, job costing, and vendor management — integrated with your accounting platform for full project visibility.
Already on Cin7 but something's not right?
Broken integrations, messy data, a team that avoids the system, or a previous implementation that was never finished — Certum Solutions specializes in Cin7 rescue and remediation projects. We audit what's there and rebuild it correctly.
Why Use Certum vs. Going Direct
Certum-led implementation vs. Cin7's own onboarding
Cin7 offers its own paid onboarding packages. Here's how a Certum-led implementation compares — and why most businesses get better outcomes working with a certified partner.
Ready to get Cin7 working the way it was supposed to?
Whether you're starting fresh, migrating from another system, or trying to fix a setup that went sideways — Certum Solutions knows Cin7 inside and out. Tell us where things stand and we'll map out exactly what it takes to get you where you need to be.
Prefer to reach out directly? (980) 210-6946 · help@certumsolutions.com
FAQ
-
Cin7 is a cloud-based inventory and order management platform trusted by more than 130,000 businesses worldwide. It connects real-time inventory tracking, purchasing, production, sales channels, and accounting into a single system — eliminating the spreadsheets, disconnected tools, and manual data entry that slow growing product businesses down. It comes in two versions: Cin7 Core (best for manufacturers and warehouse-complex operations) and Cin7 Omni (built for omni-channel brands with multi-platform eCommerce, EDI, and 3PL requirements).
-
Pricing depends on your plan and integrations. Certum can help you evaluate the right package and maximize your ROI.
-
A certified Cin7 implementation partner manages the full deployment on your behalf — system configuration, data migration, integration setup and testing, team training, go-live support, and ongoing optimization. Critically, working with a certified partner like Certum Solutions also exempts you from Cin7's mandatory paid onboarding fee, and gives you a dedicated expert who knows your business — not a rotating support queue.
-
Cin7 Core (formerly DEAR Systems) is built for manufacturers and businesses with complex warehouse operations — including advanced manufacturing (BOMs, production scheduling, MRP, shop floor control), directed picking WMS, and strong inventory costing. Cin7 Omni is designed for omni-channel brands and distributors — excelling at eCommerce and marketplace automation, built-in EDI and 3PL integration, and multi-entity management. Certum implements both and will tell you honestly which is the right fit for your operations before any work begins.
-
Yes. Migration from QuickBooks Desktop, QuickBooks Online, spreadsheets, or other legacy inventory systems is one of our core services. We handle your full product catalog, historical data, vendor and customer records, open purchase orders, inventory opening balances, and accounting integration — cleaned and validated by our accounting team before a single record enters Cin7.
-
Yes — rescue and remediation is one of our most requested services. If your integrations are broken, data is messy, your team avoids the system, or a previous partner left the project unfinished, we can step in. We audit your current setup from top to bottom, identify every issue, and rebuild it correctly. Many clients come to us after a failed DIY setup or an implementation partner who lacked the accounting expertise to configure things properly.
-
Timelines vary by complexity. A straightforward Cin7 Core setup for a small business typically runs 4–8 weeks. Implementations involving multiple locations, manufacturing modules, EDI, 3PL integrations, or significant data migration usually require 8–16 weeks. We provide a detailed project timeline estimate during your initial discovery call so you know exactly what to expect before work begins.
-
Yes. Every Certum implementation includes options for role-specific team training — purchasing, sales, warehouse, and accounting staff each get training tailored to their workflows, not a generic walkthrough. Sessions are available virtually or on-site. We also offer standalone training engagements for teams that went live on Cin7 without proper training, and ongoing refresher sessions as your team grows or changes.
-
Cin7 is best for product-based businesses — manufacturers, distributors, wholesalers, and eCommerce brands — that need real-time inventory visibility across multiple locations or channels, and want to eliminate manual data entry and disconnected systems. It's an excellent upgrade from QuickBooks or spreadsheets for businesses in the $1M–$50M revenue range. It is not ideal for complex process manufacturers (food & beverage with strict traceability), rental businesses, or service-only companies without physical inventory. If you're unsure, book a free assessment — we'll tell you honestly whether Cin7 is the right fit or point you elsewhere.
-
Yes. We offer flexible ongoing support after implementation — including troubleshooting, workflow optimization, new integration setup, custom report building, and additional training as your team evolves. Unlike Cin7's direct support, which routes through a ticket queue, Certum provides a dedicated partner who knows your specific setup and can resolve issues quickly. Long-term partnerships are available on a monthly retainer or project basis.
More From Certum Solutions
Cin7 works best as part of a connected business system
Inventory is one piece of the puzzle. Certum connects your operations, accounting, and financial strategy into a single, seamless system.
All platform implementation services
Monthly accounting managed by Certum
Technology Selection Assistance
Assess needs and systems that work
Let's get your inventory working for you — not against you.
Book a free Cin7 system assessment with Certum Solutions. We'll evaluate your current setup, clarify which platform and version fits your needs, and map out a clear path to implementation — no pressure, no obligation.
