Difference between revisions of "Volusion"

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(Version 2.5)
(Version 2.4)
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==Version 2.4==
 
==Version 2.4==
'''Released on 2/9/2017'''
+
* Released on February 09, 2017
 +
* Compatible with Fishbowl version 2017.1 and higher
 +
'''Features and Fixes'''
 
* Issue: Order export does not add store group number to query causing orders to fail when pushed to Fishbowl.
 
* Issue: Order export does not add store group number to query causing orders to fail when pushed to Fishbowl.
 
::* Resolution: Store group number is now included and order sync is working properly.
 
::* Resolution: Store group number is now included and order sync is working properly.

Revision as of 15:13, 14 April 2017

Icon.Volusion.png The Volusion module, located in the Integrations group, is an add-on module that can be installed from the Small.Plugin.png Plugin module. After installing the plugin, a new module is added that integrates with one or more Volusion shopping carts.

Volusion.png

The documentation on this page is for the most recent version of the Small.Volusion.png Volusion plugin. To get the most recent version, Update Fishbowl.

Install

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.Volusion.png Volusion plugin and click Install.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Small.Volusion.png Volusion module from any Fishbowl Client by opening the Integrations group.
  6. To grant access to additional users, assign the Volusion-View access right to the appropriate groups in the Small.User Group.png User Group module

Setup Template:Top

In order to connect to Volusion, follow the instructions below to obtain the encrypted password for the Volusion API.

  1. Log in to the store administration page. Alternatively, log in at www.volusion.com and click the Manage Store button.
    File:Volusion Manage Store.png
  2. Click the Inventory menu at the top and then select Import/Export.
    Volusion Inventory Menu.png
  3. Click the Volusion API tab. Then click Get Help at the top right and select Get help with this page.
    File:Volusion Help With This Page.png
  4. Click the Volusion API Integration Help link.
    File:Volusion Help Link.png
  5. In the dropdown, select the desired admin user and then click to expand the URL with Query String area. Copy the values as shown in the following image.
    Volusion Encrypted Password.png
  6. Paste the Store Url, Login, and Encrypted Password into the Small.Volusion.png Volusion module.
    Volusion Store Settings.png
  7. Click the Test Connection button in the Small.Volusion.png Volusion module to verify that the connection is valid and then click Save.

Multiple Volusion carts can be configured by clicking the New Button.png New button, which will add another Volusion tab.

Mapping Template:Top

The table below shows some of the data that transfers between Volusion and Fishbowl.

Volusion Fishbowl
Product
Product
Unshipped order
Sales order
Shipped order
Fulfilled sales order
Stock
Available for sale inventory (only inventory that has changed since the last export will be updated)
Product name
Product & part number
Product description
Product & part description
Product code
Product SKU
Volusion order number
Sales order custom field, Customer PO field, sales order number (optional)
Order date
Fulfillment date
Customer name & billing address
Bill To
Customer name & shipping address
Ship To
Customer
Creates a new customer or uses the generic customer specified on the Schedule Import Order tab.
Taxes
All taxes are combined into the tax item specified on the Schedule Import Order tab.
Email
Email field of the Details tab of the Small.Sales Order.png Sales Order module
Phone
Phone field of the Details tab of the Small.Sales Order.png Sales Order module
Company Not imported

TABS

Settings

  • Email - The email address to notify regarding integration information. Failed schedules will send an email to this address. Email can be configured on the Email tab of the Small.Company.png Company module.


Schedule Import Order

Orders will only be imported from Volusion if they haven't been shipped.

  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Schedule Button.png Schedule button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Salesperson - Sales orders will be created using this salesperson. This field is required.
  • Carrier - Sales orders will be created using this carrier.
  • Payment Terms - When selected, sales orders will be created using this payment term.
  • Payment Method - Sales orders will be created using this payment method. This field is required.
  • Shipping Terms - When selected, sales orders will be created using these shipping terms.
  • Location Group - Sales orders will be created using this location group. This field is required.

Template:Cart Customer

  • SO Status - Orders can be imported as an estimate or issued status.
  • Tax Item - Tax rate item for the total tax amount from Volusion. Can only specify a flat rate tax. If the list is empty, create a flat rate tax to be used with Volusion. The flat rate amount can be set to $0 in the Small.Tax Rate.png Tax Rate module, and then the correct total tax amount will be set when the order is imported from Volusion.
  • Class - When selected, sales orders will be created using this class as the sales order class.
  • Shipping Item - Sales orders will be created using this product as the default shipping item.
  • Use store order number as SO Number - When selected, sales orders will be created using the Volusion order number as the Fishbowl sales order number.


Schedule Export Order

After an order has been fulfilled in Fishbowl, the order will be marked as Completed in Volusion on the next export. The shipment tracking number will also be exported from Fishbowl to Volusion.

  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Schedule Button.png Schedule button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.


Schedule Products

When pulling products to Fishbowl, the product sync should usually be scheduled to run before the order import. This will avoid any errors caused by new products that need to be imported before the order can be created in Fishbowl.

  • Schedule - Select the Checked.png Active checkbox to sync products on a set schedule. Click the Schedule Button.png Schedule button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Fail when missing SKU - When selected, the sync will log products with missing SKUs as errors.
  • Weight UOM - The UOM for weight on products. This should match the UOM set in store settings on your Volusion shopping cart.
  • Pull products to Fishbowl - When selected, products created in Volusion will be created in Fishbowl.
  • Push products to store - When selected, products created in Fishbowl will be created in Volusion.
  • Product tree filter - When left blank, all products will be pushed to Volusion. To limit the products that are pushed to Volusion, click the File:Product Tree Icon Button.png Product Tree button. The selected category and all of its sub-categories will then be included in the sync.


Schedule Inventory

  • Schedule - Select the Checked.png Active checkbox to sync inventory on a set schedule. Click the Schedule Button.png Schedule button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Location Group - When selected, the Available For Sale inventory quantity will be used from this location group only. If left blank, the quantity from all location groups will be used.

Troubleshooting

  • Only new orders are imported. Orders are not updated once they have been imported. Returns and refunds are not imported.
  • The attributes and IDs for orders and products can viewed or modified by clicking the Small.Shopify.png Shopify button at the top of the Small.Sales Order.png Sales Order module and the Small.Product.png Product module.
  • To view the scheduled tasks for the Small.Shopify.png Shopify module, open the Small.Schedule.png Schedule module.
  • A scheduled task can be run manually by double-clicking the task.
  • Enter an email address in the Small.Schedule.png Schedule module to receive error notifications.
  • To view the history of a scheduled task, including the result/error, click the History Icon Button.png History button in the Small.Schedule.png Schedule module.
  • More details about recent errors can be viewed by opening the Small.Data.png Data module and clicking the Server Log Button.png Server Log button.
  • Check for multiple versions of the Shopify.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Shopify versions, exit the Fishbowl Server and remove the older version on all client and server computers.
  • If a Volusion export fails, it may be necessary to reset the export to be able to successfully import orders/products. To reset an export, click the Volusion API tab mentioned in step 3 of the setup. Click Run next to the generic export that needs to be reset. Select the date of the export that failed, and then click Reset export.

Release Notes

Version 2.6

  • Released on April 13, 2017
  • Compatible with Fishbowl version 2017.3 and higher

Features and Fixes

  • Compatibility fixes for 2017.3 version of Fishbowl
  • Fixed tax functionality for Australia and Canada versions of Fishbowl

Released on 3/15/2017 - For Fishbowl version 2017.2 and higher

  • Compatibility fixes for 2017.2 version of Fishbowl

Version 2.5

  • Released on March 09, 2017
  • Compatible with Fishbowl Version 2017.2 and higher

Features and Fixes

  • Issue: Product sync only allowed 100 items to sync at a time.
  • Resolution: All products now sync correctly
  • Issue: Cancelled orders import into FB.
  • Resolution: Cancelled orders are no longer imported into FB.
  • Issue: Sync failed if only one product is synced
  • Resolution: Single products now sync
  • Issue: Syncing product from FB to Volusion didn't return the product id to FB
  • Resolution: Product ID is now stored in the product id custom field in FB
  • Issue: Discount items not importing correctly
  • Resolution: Discount items now import correctly on FB SO

Version 2.4

  • Released on February 09, 2017
  • Compatible with Fishbowl version 2017.1 and higher

Features and Fixes

  • Issue: Order export does not add store group number to query causing orders to fail when pushed to Fishbowl.
  • Resolution: Store group number is now included and order sync is working properly.