Many B2B and wholesale businesses choose Fishbowl because it offers powerful features for inventory management, manufacturing, and order processing. Fishbowl fills a crucial gap for companies that use QuickBooks, NetSuite, or other ERP platforms but need more robust inventory tools. At the same time, these companies often struggle to modernize their sales workflows, which still rely heavily on phone, email, PDF catalogs, and manual order entry. That’s where Zoey comes in. Zoey is a SaaS-based B2B platform built for businesses that sell finished goods to other businesses. With features like a mobile sales app for reps, a self-service customer portal, advanced pricing and account rules, and integrated invoicing and payments, Zoey makes it easy for B2B companies to bring their offline sales processes online — saving time and reducing errors. But for many companies, the missing piece has been connecting these modern sales tools to their existing back-office systems — like Fishbowl. Now, with this new integration, that connection is built-in.
Benefits of Fishbowl's Integration with Zoey
The Zoey + Fishbowl Advanced integration is designed to be fast, reliable, and easy to manage. It leverages Fishbowl’s native Scheduler functionality to exchange data between systems using FTP or Dropbox, and it comes with prebuilt templates for the most critical data syncs.
Core Capabilities:
Import Sales Orders from Zoey into Fishbowl
When sales orders are placed in Zoey — whether by a customer through the online portal or by a sales rep using the mobile app — they get automatically imported into Fishbowl for fulfillment. This ensures all orders, regardless of where they originated, flow into your core system for processing, inventory allocation, and shipment.
Sync Inventory from Fishbowl to Zoey
Your inventory levels in Zoey can reflect the real-time data in Fishbowl. This helps prevent overselling and ensures both customers and sales reps have up-to-date visibility into product availability. You can also manage visibility rules to only show certain products or stock levels based on customer group, location, or other criteria.
Send Shipping and Tracking Data from Fishbowl to Zoey
Once an order is fulfilled in Fishbowl, the shipping and tracking details can be sent back to Zoey. Customers and sales reps can view this information directly in their portal or app, reducing support inquiries and keeping everyone on the same page.
Generate Invoices in Zoey Based on Shipments
Zoey can generate invoices automatically based on the shipment data sent from Fishbowl. This enables your team to run automated Accounts Receivable processes in Zoey, which email and provide a customer portal for invoice access, online payments, account balance tracking, and automated payment reminders.
Optional Syncs Like Group and Customer Pricing
The integration also supports syncing group pricing from Fishbowl, ensuring your customers always see the correct price — whether online or through a sales rep. Additional customization options are available based on your business needs.
All of these syncs are supported through pre-built templates, which are easy to configure and map to your business rules using Zoey’s built-in Data Mapper.
- Connect Fishbowl to Zoey
- Configure your sync settings—choose what data flows between the platforms and how often.
- Import your product catalog from Fishbowl to Zoey, including images, descriptions, and SKUs.
- Launch your B2B portal on Zoey so customers can place orders, see pricing, and track shipments.
- Fulfill orders through Fishbowl, automatically updating Zoey with shipping and tracking info.
The integration is flexible, scalable, and built to grow with your business.
Fishbowl Integrates with Zoey FAQs
Yes. Fishbowl’s pricing rules and tiers can be mapped to customer groups in Zoey so each buyer sees the correct pricing when logged in.
Sync frequency can be customized, but most businesses choose real-time or scheduled intervals (e.g. every 15 minutes).
Absolutely. New B2B orders placed through Zoey are automatically imported into Fishbowl for picking, packing, and shipping.
Not necessarily. The integration is designed to be user-friendly, but Fishbowl and Zoey’s technical support are happy to assist with setup.
Yes. Fishbowl’s support for kits and assemblies carries over to your Zoey storefront for a unified experience.
