Real-time
Real-time sync
Changes in Cin7 or Tableau instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ Analytics
Cin7 to Tableau integration — real-time data sync
Keep Cin7 and Tableau in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Cin7 and Tableau
Put Cin7's records into Tableau as live data for reporting and dashboards, without nightly exports, and send the segments and metrics Tableau computes back where Cin7 can use them.
Tableau is a read-only source: Stacksync reads its data in real time and delivers it into Cin7, so Cin7 always reflects the current state of Tableau — without exports, scripts, or schedulers.
ERP data is some of the most requested data for analysis and some of the hardest to pull: the record types are many, the APIs are strict, and export jobs break on every upgrade. Whether Cin7 carries financials, operations, workforce data, or all three, those numbers belong in Tableau, next to the product, behavioral, and web data the team already measures.
Common use cases
- 01 Read Databases, Tables, and Fields from the Metadata API to populate a data catalog with Tableau lineage and column definitions.
- 02 Mirror the Projects and Workbooks content hierarchy into an internal catalog so teams discover dashboards from a central index.
- 03 Consolidate stock movements from multiple branches into one reporting database.
- 04 Publish Cin7 inventory levels to storefronts, marketplaces, and a CRM so every channel quotes real availability.
Common sync patterns
Where Cin7 runs order-to-cash: customer and account analytics
Orders, invoices, and account records from Cin7 join the behavioral and usage data Tableau already tracks, so customer analysis spans activity and dollars in one view.
Where Cin7 runs operations: inventory and fulfillment metrics
Operational records from Cin7 become measurable in Tableau, joinable with the rest of what the company tracks for supply and fulfillment reporting.
Where Cin7 is the HR system of record: workforce and cost analysis
Worker and organization data from Cin7 syncs into Tableau for headcount, cost, and utilization reporting alongside other company data.
What you can sync between Cin7 and Tableau
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Cin7 objects | Tableau objects | How this pairing syncs | |
|---|---|---|---|
| Sales orders Orders captured from all channels; the main object for fulfillment and revenue syncs. | Workbooks Workbook content and metadata read via the REST and Metadata APIs; create, update, and delete events fire webhooks for change detection. | Sales orders is specific to Cin7 and Workbooks to Tableau — each maps to any object or custom field on the other side. | |
| Purchase orders Supplier orders synced with procurement and accounting workflows. | Views Worksheets and dashboards inside workbooks; their data and crosstab export as CSV via the REST query-view-data endpoint. | Purchase orders is specific to Cin7 and Views to Tableau — each maps to any object or custom field on the other side. | |
| Contacts Customers and suppliers, matched to CRM records to keep account data consistent. | Projects Folders that organize content and set permissions; listed via REST to mirror the site's content hierarchy into a catalog. | Contacts is specific to Cin7 and Projects to Tableau — each maps to any object or custom field on the other side. | |
| Branches / locations Warehouse entities that scope every stock movement and order allocation. | Users Site users with site roles and group membership; read via REST for access reviews and to reconcile identities against an HR or IdP source. | Branches / locations is specific to Cin7 and Users to Tableau — each maps to any object or custom field on the other side. | |
| Stock adjustments and transfers Inventory movements read for audit and reconciliation reporting. | Databases and Tables External assets indexed by Tableau Catalog; queried via the Metadata API GraphQL endpoint for lineage and impact analysis. | Stock adjustments and transfers is specific to Cin7 and Databases and Tables to Tableau — each maps to any object or custom field on the other side. | |
| Credit notes / returns Return documents synced so finance and support see the same refund state. | Extract Refresh Tasks Scheduled extract refreshes; status and history read via REST, with DatasourceRefreshSucceeded and Failed events delivered by webhooks. | Credit notes / returns is specific to Cin7 and Extract Refresh Tasks to Tableau — each maps to any object or custom field on the other side. |
How changes propagate between Cin7 and Tableau
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Cin7 Tableau Sub-second propagation
DetectionCin7 notifies Stacksync of record changes through webhook events. Polling on modified-date filters.
DeliveryTableau does not accept inbound record writes, so this direction carries requests rather than records: Tableau's output flows back as field updates on the originating Cin7 records.
Tableau Cin7 Sub-second propagation
DetectionTableau notifies Stacksync of record changes through webhook events. Webhooks fire on workbook and data source create/update/delete and extract refresh events.
DeliveryEach detected change is written to Cin7 through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Cin7: Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core.
- Tableau: Tableau Cloud enforces per-site REST rate limits and returns HTTP 429; a PAT allows only one concurrent session and expires after 15 consecutive days of non-use.
What ships with Cin7 ⇄ Tableau
Connect Cin7 and Tableau for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Cin7–Tableau connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Cin7 or Tableau data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Cin7 or Tableau record.
Observability
Monitoring
Track your Cin7 ⇄ Tableau sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Cin7 and Tableau.
How the Cin7 and Tableau connectors work
Cin7
- Integration surface
- REST API; note that Cin7 Omni and Cin7 Core (formerly DEAR Systems) are separate products with separate APIs
- Authentication
- API key credentials (paired with a username or account ID, depending on the product)
- Change detection
- Polling on modified-date filters; webhook support exists on some editions for order and stock events
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-account API rate limits that differ between Cin7 Omni and Cin7 Core
Tableau
- Integration surface
- REST API, Metadata API (GraphQL), and VizQL Data Service
- Authentication
- Sign-in via Personal Access Token (PAT) or username/password returns a credentials token sent as the X-Tableau-Auth header; Connected Apps issue JWTs for OAuth-style access. One active session per PAT.
- Change detection
- Webhooks fire on workbook and data source create/update/delete and extract refresh events; otherwise content and metadata are polled via REST list endpoints (updatedAt) and the Metadata API.
- Capabilities
- read · webhooks
- Rate limits
- Tableau Cloud enforces per-site REST rate limits and returns HTTP 429; a PAT allows only one concurrent session and expires after 15 consecutive days of non-use.
How it works
How to connect Cin7 to Tableau — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Cin7 and Tableau with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Cin7
connected
Tableau
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Cin7 and Tableau objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Cin7 ⇄ TableauCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Cin7 TableauCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Cin7 and Tableau integration FAQ
-
Yes. Stacksync provides a managed, real-time integration between Cin7 and Tableau — Tableau is a read-only source, so data flows from it into the other system: authenticate both systems, choose the objects to sync, map fields visually, and changes propagate in milliseconds — no code required.
-
On the Tableau side: Workbooks, Views, Projects, Users, plus custom fields where Tableau exposes them. On the Cin7 side: Products, Inventory levels, Sales orders, Purchase orders. Stacksync auto-detects both schemas and converts types between the two systems.
-
Tableau is a read-only source, so this integration runs one-way: Stacksync reads from Tableau in real time and delivers into Cin7. Field mapping and monitoring work the same as for two-way pairs.
-
Common patterns for Cin7 and Tableau: Where Cin7 runs order-to-cash: customer and account analytics; Where Cin7 runs operations: inventory and fulfillment metrics; Where Cin7 is the HR system of record: workforce and cost analysis. Orders, invoices, and account records from Cin7 join the behavioral and usage data Tableau already tracks, so customer analysis spans activity and dollars in one view.
-
Cin7: REST API; note that Cin7 Omni and Cin7 Core (formerly DEAR Systems) are separate products with separate APIs. Authentication: API key credentials (paired with a username or account ID, depending on the product). Tableau: REST API, Metadata API (GraphQL), and VizQL Data Service. Authentication: Sign-in via Personal Access Token (PAT) or username/password returns a credentials token sent as the X-Tableau-Auth header; Connected Apps issue JWTs for OAuth-style access. One active session per PAT. Stacksync manages authentication, retries, and rate limits on both sides.
-
Tableau: REST API calls are versioned (e.g. 3.x) and tied to the Tableau Server or Cloud release; older servers cap the available API version and endpoints. Cin7: Cin7 is two distinct products under one brand: Cin7 Omni and Cin7 Core (the former DEAR Systems), each with its own API, credentials, and object shapes, so a connector must target the right one. Stacksync's field mapping accounts for these differences between Cin7 and Tableau without custom code.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 432 integrations available for Cin7 and Tableau.
Popular · 5 of 432
-
Cin7 ⇄ Mixpanel -
Cin7 ⇄ Microsoft Power Bi -
Cin7 ⇄ Adobeanalytics -
Cin7 ⇄ Pendo - Tableau ⇄ DEAR Inventory
No integrations match .
