ℹ️ Learn how to import and link products from the CDMV catalogue into Digitail’s Product Directory to streamline your inventory management and keep COGS updated automatically.
The CDMV integration helps you save time and keep your inventory accurate by connecting your supplier directly to Digitail. Your product list, stock details, and COGS are always up to date, so you can place orders faster and with fewer clicks right from your Shopping List. No more manual product entry or double work — just accurate orders, complete product information, and better cost control.
Setup the CDMV Integration
To access the CDMV integration:
Go to Administration → Integrations
Locate the CDMV integration and click on the Connect button
Enter your CDMV account number and postal code
Review the Information Sharing Agreement and click Save to confirm
Once connected, you'll be able to start linking or importing products from CDMV into your Digitail inventory.
Sync your product Directory
Keeping your products in sync with CDMV ensures that your inventory is always accurate, up-to-date, and ready for ordering. There are two ways to do this:
Linking existing products in Digitail with their corresponding items in the CDMV catalogue – this option is ideal if your Product Directory is already set up and you want to maintain your current product list while benefiting from updated pricing and availability from CDMV.
Importing products directly from CDMV – this option is recommended for new clinics that don’t yet have products in Digitail. It allows you to bulk import items from the CDMV catalogue, which will automatically create the link between the two systems for seamless updates moving forward.
Link existing products to CDMV
In the Unlinked Products tab, you’ll see a list of products in your Digitail account that aren’t yet linked to a CDMV item.
Use the Link Product button to manually match your Digitail products with the corresponding CDMV catalogue entry.
At a glance, you’ll see the Product Name, Manufacturer, Category, Price, and CDMV status.
This helps ensure accurate pricing and consistent product data for ordering and reporting.
Import new products directly from CDMV
Click on Import CDMV Products to open a searchable list of available CDMV items that haven’t been added to your Digitail inventory yet.
Select the ones you need and click Import All Products to add them in bulk.
Once imported, the new products will appear under Linked Products (this means that these products will be automatically added to your Digitail Directory of products)
You can review product details including SKU, Category, and Manufacturer before importing.
If the manufacturer doesn’t already exist in your account, it will be created automatically. The product category will be matched to one of the existing categories in Digitail, based on our predefined mapping.
You can always update the manufacturer, category, name, or any other details at any time from the Product Directory page.
Using CDMV COGS in Digitail
When the CDMV integration is enabled, you can take advantage of enhanced cost tracking. The COGS displayed does not include Tax.
A new Current CDMV COGS column will be available in the Products Report, allowing you to easily compare and track your product costs from CDMV.
When creating a new Purchase Order, the COGS field will now be pre-filled with the Current CDMV COGS (instead of the last recorded COGS in Digitail).
FAQ
What if a product exists in both Digitail and CDMV, but isn’t linked?
You can manually link it using the Link Product button.
What happens if I import from CDMV a product that already exists in Digitail?
If the import process detects a matching CDMV product, it will be linked automatically during import. The system looks for a name or barcode match.
If no match is found, you can link it manually to an existing product in your directory.
Place Orders directly with CDMV via the Shopping List
You can automatically generate purchase orders by placing them directly from the Shopping List in Digitail. This way, you’ll receive the order in Digitail with all details pre-filled, and you’ll only need to mark it as Received once the products arrive. While product information is added automatically, we recommend reviewing it before confirming receipt.
Go to Inventory → Shopping List
Add the desired items and quantities as usual
Click Send Order to CDMV to transmit the request
Complete the checkout process on the CDMV portal
📌 You can only order Digitail products that are linked with a CDMV code. The products that are linked will display a text 'Linked to CDMV' under their name. You can unlink or link products from your Digitail directory to the CDMV catalogue from here at any point.
Once the order is finalized, the Purchase Order (PO) will be generated in Digitail automatically. You can find it in the Orders list, here.
Creating Purchase Orders manually
If you place orders directly in the CDMV portal, they will not sync back to Digitail at this time, and you'll need to manually create the Order.
When creating a new Purchase Order in Digitail, the COGS field will now be pre-filled with the Current CDMV COGS (instead of the last recorded COGS in Digitail).
