Sales operations · Browser-local Cin7 Core preflight
Cin7 Core Sale Task CSV Preflight
Compile and preflight Cin7 Core Sale Task CSVs locally with task grouping, cross-row rules, tenant-reference checks, 100-task batching, and explicit unsupported-operation reporting.
Source files, the current Cin7 template, and reference exports stay in this browser. UsefulBox does not upload rows or connect to Cin7.
Preflight only: no login, API, import, customer mutation, accounting choice, or tax recommendation.
1. Add the source sales file
Use a CSV/XLSX that already resembles Sale Tasks, or map a generic invoice export into the current template.
No source file selected.
2. Add the current Cin7 Sale Tasks CSV template
The template header is the schema anchor. The first three columns must remain RecordType, CustomerName, InvoiceNumber.
No template selected.
3. Map source columns
The tool first matches deterministic headers from your file. You only need to handle missing fields or open the matched/optional sections when you want to override them.
Add a source file first. Mapping controls appear only after its columns are known.
4. Confirm the Cin7 import options
Cin7 skips credit/refund/restock steps when this option is enabled; the preflight blocks that conflicting combination.
5. Add local Cin7 reference exports where available
Product and customer exports use named columns for extra constraints. Other reference packs use their first column. Missing tenant references become UNRESOLVED_REFERENCE, never a false PASS.