Difference between revisions of "Volusion"

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{{Plugin Install|Volusion|Integrations}}
 
{{Plugin Install|Volusion|Integrations}}
  
== Setup====
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== Setup==
  
 
In order to connect to Volusion, follow the instructions below to obtain the encrypted password for the [https://support.volusion.com/hc/en-us/articles/209263808-The-Volusion-API Volusion API].  
 
In order to connect to Volusion, follow the instructions below to obtain the encrypted password for the [https://support.volusion.com/hc/en-us/articles/209263808-The-Volusion-API Volusion API].  

Revision as of 20:59, 23 August 2018

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

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

  1. Log in to the Volusion store administration page.
  2. Click the Inventory menu at the top and then select Import/Export.
    Volusion Inventory Menu.png
  3. Click the Volusion API tab and then click Run button next to Generic\Orders.
    Volusion Run 1.png
  4. Click the Run button at the top of the page.
    Volusion Run 2.png
  5. Copy the values as shown in the following image.
    Volusion Encrypted Password.png
  6. Paste the Store Url, Username, and 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.

Template:MasterCartTabs

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

2018.8 – 8/23/2018 - Fishbowl 2018.8

Do not skip this version unless installing the plugin for the first time. If you’re planning to update to a later version of Fishbowl, install 18.8 first, update your plugins, and open them so the data migrator (described below) can run. Then update Fishbowl to the desired version.

  • Channel data, such as product IDs, variant IDs, etc. will no longer be stored in custom fields. New database tables will be created for this purpose. Data from your custom fields will be automatically migrated to the database the first time you open the plugin after updating. Data will still remain in the custom fields for reference. The custom fields can be deactivated.
  • New version number system to match Fishbowl.
  • Schedule task now gives a count of the items that were imported/exported. Error message will list items that failed.
  • Will now use the account specified on the payment type (instead of the default) during order import.
  • Fixed a bug regarding taxes in the Fishbowl Canada version.
  • Ability to select which date field the Last Sync Date references.
  • Shipping tax now accounted for in Fishbowl Australia version.
3.5 - 7/12/2018 - Fishbowl 2018.7
  • Bug Fixes
  • Updated for compatibility with Fishbowl version 2018.7
3.4 – 6/14/2018 - Fishbowl 2018.6
  • Product import tab redesign. Now includes an order sync for situations where all products exist in both Fishbowl and the webstore.
  • Product export tab redesign. Export and update have been separated. It’s now possible to update item fields in the webstore without doing a full product export.
  • Settings have been relocated. They are now in a new tab.
  • Added the ability to map a carrier service to an order priority in Fishbowl.
3.2.2 – 5/15/2018 - Fishbowl 2018.5
  • Fixed a bug that was causing settings to not save.
3.3 – 5/11/2018 - Fishbowl 2018.5
  • Volusion logo has been updated throughout the plugin.
  • Redesigned Customer section in Order Import tab. **Reconfiguration of the customer settings will be required when you update to this version or beyond.
3.2 - 4/12/2018 - Fishbowl 2018.4
  • Addition of a new order status mapping table. You can now import multiple statuses at the same time.
3.1 - 3/8/2018 - Fishbowl 2018.3
  • Changed background color on headers in the Order Import tab when using the dark theme for better visibility.
  • Payment import now pulls in currency rate if “Use Currency Conversion” is turned on in Fishbowl.
3.0 - 1/31/2018 - Fishbowl 2018.1
  • Reworked to have the same functionality as the other “mastered plugins”.
  • Added the ability to check if orders have been completed or cancelled before attempting to fulfill.
  • Payment is not imported to Fishbowl for $0 orders.
  • Payment terms are now pulled from the UI drop down instead of customer.
2.9 - 8/4/2017 - Fishbowl 2017.6
  • Fixed issue with syncing inventory quantities that aren't whole numbers
2.8 - 7/13/2017 - Fishbowl 2017.6
  • Compatibility fixes for 2017.6 version of Fishbowl
2.7 - 5/18/2017 - Fishbowl 2017.4
  • Fixed a bug when a product exists in both FB and Volusion when syncing the product id custom field in FB did not update correctly.
2.6 - 4/13/2017 - Fishbowl 2017.3
  • Fixed tax functionality for Australia and Canada versions of Fishbowl
2.5 - 3/9/2017 - Fishbowl 2017.2
  • 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
2.4 - 2/9/2017 - Fishbowl 2017.1
  • 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.