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      2. Credit Forms | Account Applications

      Resyncing Excluded Customers from Pencil to Cin7

      Scenario: A customer previously tagged as "Faire" has the tag removed and needs to be resynced/reimported into Pencil.

      Steps to Resync a Customer form Pencil to Cin7:

      1. Remove the "Faire" Tag:

        • Log in to Cin7 and locate the customer profile.

        • Remove the Faire tag and add the 'pencil' tag.

        • Ensure an email address is added for the customer under Contacts, as an email is required for syncing.

      2. Manually sync the customer in Pencil -> Go to Customers -> Click on the Sync button (on the upper right-hand corner of the screen) -> copy and paste the exact customer name you would like to sync and click the green "Sync" button.

        • After updating the customer details, you can resync. The resync ensures the customer profile is properly imported into Pencil.

      3. Verify the Customer in Pencil:

        • Once the resync is complete, confirm that the customer appears in Pencil by going to Customers and search for the customer.

      4. Send Application Form:

        • After confirming the customer is listed, email them the onboarding link to complete the application form.

      Troubleshooting

      • Customer Not Appearing: Ensure the customer has an email address in both Cin7 and/or Xero.

      • Sync Issues: If a customer does not appear after resyncing, double-check the tags and information or contact support to verify exclusions or sync issues.

      For further assistance, contact Pencil support for a manual check.