Difference between revisions of "Magento"

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{{Module Introduction|Magento|Integrations}} is an add-on module that can be installed from the {{Module|Plugin}}. After installing the plugin, a new module is added that integrates with one or more Magento shopping carts. This plugin is specifically designed to integrate with Magento 2.1 or higher. For older versions of Magento, use the {{Module|Magento Cart}}.
+
{{Module Introduction|Magento|Integrations|Plugins}} is an add-on module that can be installed from the {{Module|Plugin}}. After installing the plugin, a new module is added that integrates with [https://magento.com/ Magento]. {{Carts}}
  
 
{{IntroImage}}
 
{{IntroImage}}
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==Setup==
 
==Setup==
{{Setup|{{PAGENAME}}}}
+
{{Plugin Setup|{{PAGENAME}}}} If Magento 1.9 is being used, click [[#Magento_1.9|here]] for additional setup steps.
  
 
# Find the '''Store URL''', for example '''<nowiki>https://magento2.mycompany.com</nowiki>'''
 
# Find the '''Store URL''', for example '''<nowiki>https://magento2.mycompany.com</nowiki>'''
# Copy the '''Username''' and '''Password''' of a Magento user.
+
# Click the {{Button|Settings}} on the module toolbar of the {{Module|{{PAGENAME}}|}}.
 +
# Paste the '''Store Url''' and enter the '''Username''', and '''Password'''.<br>[[File:{{PAGENAME}}_Store_Settings.png]]
 +
# Click the {{Button|Connect|Test Connection}} and verify that the connection to the {{PAGENAME}} website is working.
 +
# Click the '''Save''' button at the bottom of the window to save the {{PAGENAME}} settings.
  
 
=TABS=
 
=TABS=
 
{{TABS|{{PAGENAME}}}}
 
{{TABS|{{PAGENAME}}}}
 
==Store Settings==
 
{{Store Settings|{{PAGENAME}}}}
 
  
 
==Order Import==
 
==Order Import==
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:{{Notes|{{PAGENAME}}}}
 
:{{Notes|{{PAGENAME}}}}
 
{{Discounts|{{PAGENAME}}}}
 
{{Discounts|{{PAGENAME}}}}
:* '''Remove '#' prefix from Magento Cart order numbers''' - When selected, Magento Cart order numbers will not have a '#' prefix when imported into Fishbowl.
+
:* '''Remove Magento Order Number Prefix '#'''' - When selected, Magento order numbers will not have a '#' prefix when imported into Fishbowl.
 +
 
 +
===Order Item Settings===
 +
{{Order Item Settings|{{PAGENAME}}}}
 +
 
 +
===Order Status Settings===
 +
{{Order Status Mapping|{{PAGENAME}}}}
  
 
===Location Group Settings===
 
===Location Group Settings===
 
{{Location Group|{{PAGENAME}}}}
 
{{Location Group|{{PAGENAME}}}}
 
===Order Status Mapping===
 
{{Order Status Mapping|{{PAGENAME}}}}
 
  
 
===Customer Settings===
 
===Customer Settings===
 
{{Customer|{{PAGENAME}}}}
 
{{Customer|{{PAGENAME}}}}
 +
 +
===Address Settings===
 +
{{Address|{{PAGENAME}}}}
  
 
===Carrier Settings===
 
===Carrier Settings===
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::# Click the '''Save''' to close the dialog, and then click the {{Button|Save}} on the module toolbar.<br>[[File:Product Tax Class Mapping 3.png]]
 
::# Click the '''Save''' to close the dialog, and then click the {{Button|Save}} on the module toolbar.<br>[[File:Product Tax Class Mapping 3.png]]
  
===Order Item Settings===
+
==Fulfillment Export==
{{Order Item Settings|{{PAGENAME}}}}
 
 
 
==Order Fulfillment==
 
 
{{Order Fulfillment|{{PAGENAME}}}}
 
{{Order Fulfillment|{{PAGENAME}}}}
 
{{Notes|{{PAGENAME}}}}
 
{{Notes|{{PAGENAME}}}}
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==Inventory Update==
 
==Inventory Update==
 
{{Inventory Update|{{PAGENAME}}}}
 
{{Inventory Update|{{PAGENAME}}}}
{{Notes|{{PAGENAME}}}}
 
*{{SKU Mapping|{{PAGENAME}}}}
 
  
 
=Troubleshooting=
 
=Troubleshooting=
 +
{{Partial}}
 
{{Troubleshooting|{{PAGENAME}}}}
 
{{Troubleshooting|{{PAGENAME}}}}
 
* Inventory sync uses the Magento 2 SKU instead of product id  
 
* Inventory sync uses the Magento 2 SKU instead of product id  
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=Release Notes=
 
=Release Notes=
 +
{{MasterPlugin}}
 +
 +
{{HideH2|2019.7.0X – 8-23-2019 - Fishbowl 2019.7}}
 +
* Improved error messaging
 +
* Fixed bug with the combine all discounts option not saving the setting correctly in the UI
 +
* Separated order notes and order item notes into separate corresponding fields when orders are imported into FB
 +
* General UI fixes
 +
* Fixed product export tab issue for Canadian users of the plugin
 +
* Fixed bug for kit inventory updates for kits with optional items
 +
* Fixed index 0 size o error on fulfillment export task.  This error occurred when a SO has a linked PO with no dropship type SO items
 +
* Fixed bug using the check order status option on the order fulfillment task with completed orders still sending up tracking from FB
 +
{{HideH2|2019.7.0X – 7-23-2019 - Fishbowl 2019.7}}
 +
* Added ability for users to select which payment method types to create payments in Fishbowl
 +
* Fixed fulfillment bug for orders with only drop-ship items not sending tracking and fulfilling correctly in the channel
 +
* Fixed pricing bug to use the discounted price on order import
 +
* Fixed issue where taxes were removed from the payment amount incorrectly
 
{{HideH2|2019.6.0X – 6-18-2019 - Fishbowl 2019.6}}
 
{{HideH2|2019.6.0X – 6-18-2019 - Fishbowl 2019.6}}
 
'''**This update will require the user to configure additional settings and mapping tables in the plugin. Contact Fishbowl Plugin Support for assistance'''**
 
'''**This update will require the user to configure additional settings and mapping tables in the plugin. Contact Fishbowl Plugin Support for assistance'''**
 +
* General UI enhancements
 +
* Fixed bug on fulfillment for orders with kits
 +
* Fixed bug where Magento Order Import was missing customer name
 
* This update will cause the scheduled tasks to give an error when first loading Fishbowl after updating.  Users will need to go into the plugin interface and configure the additional mappings and save settings in order for the scheduled tasks to run properly
 
* This update will cause the scheduled tasks to give an error when first loading Fishbowl after updating.  Users will need to go into the plugin interface and configure the additional mappings and save settings in order for the scheduled tasks to run properly
 
* Added ability to link products on order import.  Products that were not previously linked using the product import/export tasks can now be linked during the order import task
 
* Added ability to link products on order import.  Products that were not previously linked using the product import/export tasks can now be linked during the order import task
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* Added enhancement where order import carrier mapping now has a priority option for "All" that doesn't exist in Fishbowl and causes an error when used for an order
 
* Added enhancement where order import carrier mapping now has a priority option for "All" that doesn't exist in Fishbowl and causes an error when used for an order
 
* Added enhancement on order settings and on order items field mapping table including custom fields
 
* Added enhancement on order settings and on order items field mapping table including custom fields
 
 
{{HideH2|2019.5.0X – 5-10-2019 - Fishbowl 2019.5}}
 
{{HideH2|2019.5.0X – 5-10-2019 - Fishbowl 2019.5}}
 
* Fixed Typo in the payment panel
 
* Fixed Typo in the payment panel
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* Fixed advanced options error for order fulfillment task'
 
* Fixed advanced options error for order fulfillment task'
 
* Fixed data mapping error with many to one field mappings on product export
 
* Fixed data mapping error with many to one field mappings on product export
 
 
{{HideH2|2019.4.0X – 4-18-2019 - Fishbowl 2019.4}}
 
{{HideH2|2019.4.0X – 4-18-2019 - Fishbowl 2019.4}}
 
* Changed error message on order import when products are not linked and the order import failed
 
* Changed error message on order import when products are not linked and the order import failed
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* Fixed bug where the fulfillment task wasn't sending up the shipment tracking
 
* Fixed bug where the fulfillment task wasn't sending up the shipment tracking
 
* Various AU version fixes
 
* Various AU version fixes
 
 
{{HideH2|2019.3.0x – 3-14-2019 - Fishbowl 2019.3}}
 
{{HideH2|2019.3.0x – 3-14-2019 - Fishbowl 2019.3}}
 
* Added enhancement option to always record payments on incoming orders even when there is no payment data from the Channel
 
* Added enhancement option to always record payments on incoming orders even when there is no payment data from the Channel
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* Fixed bug where UI issue did not allow some order import setting panels to be seen
 
* Fixed bug where UI issue did not allow some order import setting panels to be seen
 
* Fixed bug where panels were not sizing properly on small screens
 
* Fixed bug where panels were not sizing properly on small screens
 
 
{{HideH2|2019.1.01 – 1-31-2019 - Fishbowl 2019.1}}
 
{{HideH2|2019.1.01 – 1-31-2019 - Fishbowl 2019.1}}
 
'''**Please note, this update will require you to re-enter the [https://www.fishbowlinventory.com/wiki/Magento#Order_Status_Mapping order status mapping] table data when first loading the plugin**'''
 
'''**Please note, this update will require you to re-enter the [https://www.fishbowlinventory.com/wiki/Magento#Order_Status_Mapping order status mapping] table data when first loading the plugin**'''
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* Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table
 
* Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table
 
* Fixed bug where lines could be added to order status mapping without data
 
* Fixed bug where lines could be added to order status mapping without data
 
+
{{HideH2|2018.10.06 – 11/12/2018 - Fishbowl 2018.10}}
 +
'''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 18.10 first, update your plugins, and open them so the data migrator (described below) can run. Then update Fishbowl to the desired version.'''
 +
* Fixed bug on Order Import in the  Carrier Mapping settings where editing the existing mappings, the Magento Carrier field comes up as "0"
 +
* Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB
 
{{HideH2|2018.12.02 – 12-20-2018 - Fishbowl 2018.12}}
 
{{HideH2|2018.12.02 – 12-20-2018 - Fishbowl 2018.12}}
 
* Added ability to map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import task
 
* Added ability to map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import task
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::* When one of the LG's has more inventory allocated than inventory available for all LG's combined
 
::* When one of the LG's has more inventory allocated than inventory available for all LG's combined
 
* Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table
 
* Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table
 
{{HideH2|2018.10.06 – 11/12/2018 - Fishbowl 2018.10}}
 
'''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 18.10 first, update your plugins, and open them so the data migrator (described below) can run. Then update Fishbowl to the desired version.'''
 
* Fixed bug on Order Import in the  Carrier Mapping settings where editing the existing mappings, the Magento Carrier field comes up as "0"
 
* Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB
 
 
 
{{HideH2|2018.8 – 8/23/2018 - Fishbowl 2018.8}}
 
{{HideH2|2018.8 – 8/23/2018 - Fishbowl 2018.8}}
 
* 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.
 
* 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.
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* Ability to select which date field the Last Sync Date references.
 
* Ability to select which date field the Last Sync Date references.
 
* Shipping tax now accounted for in Fishbowl Australia version.
 
* Shipping tax now accounted for in Fishbowl Australia version.
 
{{HideH2|2.20 - 7/12/2018 - Fishbowl 2018.7}}
 
* Bug Fixes
 
* Updated for compatibility with Fishbowl version 2018.7
 
 
 
{{HideH2|2.19 – 6/14/2018 - Fishbowl 2018.6}}
 
{{HideH2|2.19 – 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 import tab redesign. Now includes an order sync for situations where all products exist in both Fishbowl and the webstore.
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* Settings have been relocated. They are now in a new tab.
 
* 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.
 
* Added the ability to map a carrier service to an order priority in Fishbowl.
 
+
{{HideH2|2.20 - 7/12/2018 - Fishbowl 2018.7}}
 +
* Bug Fixes
 +
* Updated for compatibility with Fishbowl version 2018.7
 
{{HideH2|2.18.2 – 5/15/2018 - Fishbowl 2018.5}}
 
{{HideH2|2.18.2 – 5/15/2018 - Fishbowl 2018.5}}
 
* Fixed a bug that was causing settings to not save.
 
* Fixed a bug that was causing settings to not save.
 
 
{{HideH2|2.18 – 5/11/2018 - Fishbowl 2018.5}}
 
{{HideH2|2.18 – 5/11/2018 - Fishbowl 2018.5}}
 
* Redesigned Customer section in Order Import tab. **Reconfiguration of the customer settings will be required when you update to this version or beyond.
 
* Redesigned Customer section in Order Import tab. **Reconfiguration of the customer settings will be required when you update to this version or beyond.
 
 
{{HideH2|2.17 - 4/12/2018 - Fishbowl 2018.4}}
 
{{HideH2|2.17 - 4/12/2018 - Fishbowl 2018.4}}
 
* Addition of a new order status mapping table. You can now import multiple statuses at the same time.
 
* Addition of a new order status mapping table. You can now import multiple statuses at the same time.
 
 
{{HideH2|2.16 - 3/8/2018 - Fishbowl 2018.3}}
 
{{HideH2|2.16 - 3/8/2018 - Fishbowl 2018.3}}
 
* Changed background color on headers in the Order Import tab when using the dark theme for better visibility.
 
* 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.
 
* Payment import now pulls in currency rate if “Use Currency Conversion” is turned on in Fishbowl.
 
 
{{HideH2|2.15 - 1/31/2018 - Fishbowl 2018.1}}
 
{{HideH2|2.15 - 1/31/2018 - Fishbowl 2018.1}}
 
* No longer updating product catalog visibility during product export.
 
* No longer updating product catalog visibility during product export.
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* Payment is not imported to Fishbowl for $0 orders.
 
* Payment is not imported to Fishbowl for $0 orders.
 
* Payment terms are now pulled from the UI drop down instead of customer.
 
* Payment terms are now pulled from the UI drop down instead of customer.
 
 
{{HideH2|2.12 - 1/12/2018 - Fishbowl 2017.13}}
 
{{HideH2|2.12 - 1/12/2018 - Fishbowl 2017.13}}
 
* Enhancement to the Order Import. If the carrier is empty on the data coming from the shopping cart, it will be defaulted to "Will Call" in Fishbowl.
 
* Enhancement to the Order Import. If the carrier is empty on the data coming from the shopping cart, it will be defaulted to "Will Call" in Fishbowl.
 
* Enhancement to the Order Import. The customer phone number and email will attempt to be pulled from the shopping cart customer data. If that data isn't available on the customer, then it will attempt to be pulled from the billing address on the order. If that data isn't available in the billing address, then it will be pulled from the shipping address.
 
* Enhancement to the Order Import. The customer phone number and email will attempt to be pulled from the shopping cart customer data. If that data isn't available on the customer, then it will attempt to be pulled from the billing address on the order. If that data isn't available in the billing address, then it will be pulled from the shipping address.
 
* Enhancement to Canada version of Fishbowl. Added an option in the Order Import panel to allow for prioritizing which tax is used on orders. If check box is checked, product tax will be used first. If no product tax has been assigned, then province tax will be used.
 
* Enhancement to Canada version of Fishbowl. Added an option in the Order Import panel to allow for prioritizing which tax is used on orders. If check box is checked, product tax will be used first. If no product tax has been assigned, then province tax will be used.
 
 
{{HideH2|2.11 - 12/8/2017 - Fishbowl 2017.11}}
 
{{HideH2|2.11 - 12/8/2017 - Fishbowl 2017.11}}
 
* Enhancement to allow payments to be applied to Sales Orders in an "Estimate" status when orders are imported.
 
* Enhancement to allow payments to be applied to Sales Orders in an "Estimate" status when orders are imported.
 
* Added a checkbox option to either include or exclude the "#" prefix from Sales Order numbers.
 
* Added a checkbox option to either include or exclude the "#" prefix from Sales Order numbers.
 
* Updated our API call for Order Fulfillment to match the changes in Magento's documentation.
 
* Updated our API call for Order Fulfillment to match the changes in Magento's documentation.
 
 
{{HideH2|2.10 - 11/21/2017 - Fishbowl 2017.11}}
 
{{HideH2|2.10 - 11/21/2017 - Fishbowl 2017.11}}
 
* Enhancement so "Miscellaneous Fees" come in on orders.
 
* Enhancement so "Miscellaneous Fees" come in on orders.
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* Fixed a bug where Carrier information was importing into Fishbowl, but not the Carrier Service.
 
* Fixed a bug where Carrier information was importing into Fishbowl, but not the Carrier Service.
 
* Fixed a bug where the Customer name from the Ship To address wasn't being put in the "Name" field on the address.
 
* Fixed a bug where the Customer name from the Ship To address wasn't being put in the "Name" field on the address.
 
 
{{HideH2|2.9 - 11/16/2017 - Fishbowl 2017.11}}
 
{{HideH2|2.9 - 11/16/2017 - Fishbowl 2017.11}}
 
* Improved the way Fishbowl looks at Class on orders.
 
* Improved the way Fishbowl looks at Class on orders.
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* Fixed a bug where discounts were being duplicated on orders
 
* Fixed a bug where discounts were being duplicated on orders
 
* Fixed a bug where incorrect address were being applied to orders for Default customers
 
* Fixed a bug where incorrect address were being applied to orders for Default customers
 
 
{{HideH2|2.8 - 10/30/2017 - Fishbowl 2017.10}}
 
{{HideH2|2.8 - 10/30/2017 - Fishbowl 2017.10}}
 
* Improved the process for customer creation in Fishbowl. Fishbowl now looks at the Last Name, Zip Code, and Email Address from the Billing Address on orders when creating customers. If all fields match, the order is applied to that customer in Fishbowl. If they don't match, a new customer is created.
 
* Improved the process for customer creation in Fishbowl. Fishbowl now looks at the Last Name, Zip Code, and Email Address from the Billing Address on orders when creating customers. If all fields match, the order is applied to that customer in Fishbowl. If they don't match, a new customer is created.
 
*Fixed a bug with the way flat rate discounts were being added to orders
 
*Fixed a bug with the way flat rate discounts were being added to orders
 
 
{{HideH2|2.7 - 10/9/2017 - Fishbowl 2017.9}}
 
{{HideH2|2.7 - 10/9/2017 - Fishbowl 2017.9}}
 
* Fixed a bug with tracking numbers being sent to incorrect orders in shopping cart.
 
* Fixed a bug with tracking numbers being sent to incorrect orders in shopping cart.
 
* Fixed a bug with order import not calculating line item percentage-based discounts correctly.
 
* Fixed a bug with order import not calculating line item percentage-based discounts correctly.
 
* Product Import and Product Export required field mappings are not editable.
 
* Product Import and Product Export required field mappings are not editable.
 
 
{{HideH2|2.6 - 9/12/2017 - Fishbowl 2017.7}}
 
{{HideH2|2.6 - 9/12/2017 - Fishbowl 2017.7}}
 
* Fixed a bug with the refresh button.
 
* Fixed a bug with the refresh button.
 
* Fixed a bug with sales order line item type associated with kits.
 
* Fixed a bug with sales order line item type associated with kits.
 
* Fixed a bug in the Canada version where non-inventory items weren't being taxed by province.
 
* Fixed a bug in the Canada version where non-inventory items weren't being taxed by province.
 
 
{{HideH2|2.5 - 9/7/2017 - Fishbowl 2017.7}}
 
{{HideH2|2.5 - 9/7/2017 - Fishbowl 2017.7}}
 
* Fixed issue with customers getting a "number format exception" error.
 
* Fixed issue with customers getting a "number format exception" error.
 
 
{{HideH2|2.4 - 9/6/2017 - Fishbowl 2017.7}}
 
{{HideH2|2.4 - 9/6/2017 - Fishbowl 2017.7}}
 
* Fixed issue with order import where discounts weren't being applied correctly in Fishbowl.
 
* Fixed issue with order import where discounts weren't being applied correctly in Fishbowl.
 
 
{{HideH2|2.3 - 8/31/2017 - Fishbowl 2017.7}}
 
{{HideH2|2.3 - 8/31/2017 - Fishbowl 2017.7}}
 
* Interim Release
 
* Interim Release
 
+
* Updated label in connection settings from "API Key" to "Password" to add clarity
 
{{HideH2|1.2 - 8/9/2017 - Fishbowl 2017.6}}
 
{{HideH2|1.2 - 8/9/2017 - Fishbowl 2017.6}}
 
* Fixed authentication issue for customers using SSL
 
* Fixed authentication issue for customers using SSL
 
 
{{HideH2|1.1 - 7/26/2017 - Fishbowl 2017.6}}
 
{{HideH2|1.1 - 7/26/2017 - Fishbowl 2017.6}}
 
* Fixed bug when validating carts purchased
 
* Fixed bug when validating carts purchased
* Updated label in connection settings from "API Key" to "Password" to add clarity
 
 
 
{{HideH2|1.0 - 7/13/2017 - Fishbowl 2017.6}}
 
{{HideH2|1.0 - 7/13/2017 - Fishbowl 2017.6}}
 
* Compatible with Magento version 2.1.6
 
* Compatible with Magento version 2.1.6
 +
 +
{{HideH2|Magento 1.9}}
 +
Complete the steps below to create a user and role for the Magento 1.9 integration. These steps are not necessary for [[#Setup|Magento 2.X]]
 +
 +
'''Create a role'''
 +
# Log into the Magento admin dashboard and navigate to '''System''' > '''Web Services''' > '''SOAP/XML-RPC - Roles'''.<br>[[File:Magento Roles.png]]
 +
# Click the [[File:Add New Role.png|alt=Add New Role|bottom]] button.<br>[[File:Magento New Role1.png]]
 +
#* Enter a '''Name''', such as '''Fishbowl''', and then enter the '''Current Admin Password''' so that the role can be saved when completed.
 +
# Click '''Role Resources''' on the left and select '''All''' from the '''Resource Access''' drop down.<br>[[File:Magento New Role2.png]]
 +
# Click the [[File:Save Role.png|alt=Save Role|bottom]] button.
 +
 +
'''Create a user'''
 +
# Navigate to '''System''' > '''Web Services''' > '''SOAP/XML-RPC - Users'''.<br>[[File:Magento Users.png]]
 +
# Click the [[File:Add New User.png|alt=Add New User|bottom]] button.<br>[[File:Fishbowl Integration Magento 4.png]]
 +
#* Enter a '''User Name''', such as '''Fishbowl'''.
 +
#* Fill out the '''First Name''', '''Last Name''', and '''Email''' for the user being created.
 +
#* Enter the '''Current Admin Password''' so that the user can be saved when completed.
 +
#* Create an '''API Key''' for the user. This is essentially a password. Confirm the password in the '''API Key Confirmation''' field.
 +
# Click '''User Role''' on the left and select the role created above.<br>[[File:Fishbowl Integration Magento 5.png]]
 +
# Click the [[File:Save User.png|alt=Save User|bottom]] button.

Latest revision as of 22:14, 9 July 2020

Icon.Magento.png The Magento 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 Magento. Additional connections can also be purchased to connect to multiple Magento accounts.
Magento.png

Install

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

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.Magento.png Magento 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.Magento.png Magento module from any Fishbowl Client by opening the Integrations group.
  6. To grant access to additional users, assign the Magento-View access right to the appropriate groups in the Small.User Group.png User Group module

Setup

Complete the steps below to configure the Magento integration. If Magento 1.9 is being used, click here for additional setup steps.

  1. Find the Store URL, for example https://magento2.mycompany.com
  2. Click the Settings Button.png Settings button on the module toolbar of the Small.Magento.png Magento module.
  3. Paste the Store Url and enter the Username, and Password.
    Magento Store Settings.png
  4. Click the Connect Button.png Test Connection button and verify that the connection to the Magento website is working.
  5. Click the Save button at the bottom of the window to save the Magento settings.

TABS

Several plugins in Fishbowl have a standardized layout. Some of the images below show the options that are most common between all plugins. Any additional Small.Magento.png Magento options or notes are included at the bottom of each section. System properties also allow advanced options to be enabled for the Small.Magento.png Magento plugin.

Order Import

Cart Order Import.png
  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Run task Button.png Run task 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.

Order Settings

Cart Order.png

Additional order data will be imported and displayed on the Details tab of the Small.Sales Order.png Sales Order module.

  • Order field mapping - Use the mapping table to map Magento order fields to Fishbowl order fields. If no field is mapped to the Fishbowl Order Number, then it will be generated by Fishbowl. If no date field is mapped to the Fishbowl Date Scheduled, then it will be set to the date of import.
  • Default Salesperson - Sales orders will be created using this salesperson.
  • Default Class - If there is no class mapped from Magento, sales orders will be created using this class as the sales order class.
  • Default Payment Terms - If there are no payment terms mapped from Magento, sales orders will be created using this payment term.
  • Default Shipping Terms - If there are no shipping terms mapped from Magento, sales orders will be created using these shipping terms.
  • Discount item - Select the flat rate discount type that will be added as a line item to imported orders. The flat rate discount can be set to $0 in the Small.Discount.png Discount module and then the correct discount amount will be set when the order is imported from Magento.
  • Order number prefix - An order number prefix can be defined which will be applied to order numbers mapped from Magento.
  • Use currency conversion - Enabling this option will convert order currencies from the Fishbowl customer's default currency to your Fishbowl home currency, using the rates defined in the Small.Currency.png Currency module. When currency conversion is enabled, some additional fields will be available, including a currency/customer mapping table when Use a Default customer is selected.
Small.Magento.png Additional Magento information
  • Combine all discounts - Enabling this option will sum up all of the line item discounts and apply them as one order discount.
  • Add Discount Code to Line Item Notes - Enabling this option will add the discount code to the line item notes.
  • Remove Magento Order Number Prefix '#' - When selected, Magento order numbers will not have a '#' prefix when imported into Fishbowl.

Order Item Settings

Cart Order Item Settings.png
  • Item field mapping - Use the mapping table to map Magento order item fields to Fishbowl order item fields. If the Fishbowl price is not mapped, then the price from the Fishbowl product will be used and any applicable pricing rules applied. If the Fishbowl description is not mapped, then the description from the Fishbowl product will be used.
  • Shipping item - Select the shipping type product that will be added as a line item to orders when applicable. It will contain the shipping price to be paid by the customer.
  • Ignore miscellaneous items - If this option is selected, Magento order items that are not related to an actual Magento product record will be ignored and no Fishbowl line item will be created.
  • Enable order import product linking - Magento order items will be matched to Fishbowl products based on the defined field mapping. If the Magento product has been linked by ID to a Fishbowl product, that will take precedence.
  • Product field - The Fishbowl product field that will match the selected Magento item field.
  • Magento item field - The Magento order item field that will match the selected Fishbowl product field.

Order Status Settings

Cart Order Status Mapping.png
Use the table to assign Magento order statuses to Fishbowl order statuses. The Order Import task will only import orders from Magento that are in a status assigned to a Fishbowl order status. At least one active status mapping is required to use the Order Import task.

Location Group Settings

Cart Location Group.png
  • Use a default location group - Select a default location group for imported orders.
  • Use location group mapping - This option is disabled in the Magento plugin.

Customer Settings

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Use Default customer - This option will associate all imported sales orders with the customer selected in the Customer field. This could be used with a generic Fishbowl customer such as Magento Customer.
  • Use the Magento Billing Address - Use the billing address from the Magento order instead of the address for the default customer.
  • Use the Magento Shipping Address - Use the shipping address from the Magento order instead of the address for the default customer.
  • Use the Magento Customer and Addresses - This option will import the addresses and customer from the Magento order instead of using a generic customer.
  • Name - Select the Magento field that contains the customer name that should be imported into Fishbowl.
  • Alternate Name - An alternate field mapping when the primary mapping does not contain data.

Address Settings

Cart Address Settings.png
  • Ship to address mapping - Use the table to choose which Magento fields are imported into the Fishbowl Ship To Name and Street Line fields.
  • Bill to address mapping - Use the table to choose which Magento fields are imported into the Fishbowl Bill To Name and Street Line fields.
  • Coalesce addresses - If one address is missing, use the existing address for both the shipping and billing address.
  • Create missing states - Automatically create missing states.

Carrier Settings

Cart Carrier Mapping.png
  • Use default carrier/service - When selected, all orders imported from Magento will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and Magento. Each mapping will also set the Sales Order Priority so that Fishbowl users can identify orders with express shipping that need to be picked and shipped quickly.
  • Use carrier mapping - When selected, the table can be used to map carriers between Magento and Fishbowl.
Small.Magento.png Additional Magento information
Click here to see which carriers Magento supports.
Follow the instructions below to map carriers between Magento and Fishbowl.
  1. Log into Magento.
  2. Click the Stores menu on the left and then select Configuration.
  3. In the Sales section on the left, click Shipping Methods.
  4. Expand the desired shipping method and copy the Title and Method.
    Magento 2 flat rate.png

    Magento 2 UPS.png
  5. Open the Carrier Mapping section on the Order Import tab and then click the New Icon Button.png New button.
    Magento carrier mapping done.png
  6. Enter the exact Title and Method into Fishbowl with the following format Title - Method. Below are several examples.
    Magento carrier mapping.png
    • Flat Rate - Fixed
    • Free Shipping - Free
    • United Parcel Service - Next Day Air
    • United Parcel Service - Ground
  7. Select the corresponding Fishbowl Carrier Service and then click the Save button.

Payment Settings

Cart Payment Mapping.png
  • Create payments in Fishbowl - When selected, payments from the Magento transaction will be shown in the Small.Payment Viewer.png Payment Viewer module.
  • Use a default payment method - When selected, all orders imported from Magento will use the selected payment method.
  • Use Payment method mapping - When selected, the table can be used to map payment methods between Magento and Fishbowl.
  • Always create payments - If no payment data exists for the order from Magento, this option will always create a payment in Fishbowl equaling the order total. If payment mapping is enabled, orders without payment data will show "None" as the payment method type.
  • Remove taxes from payment - When selected, the tax amount will be deducted from the payment total.
  • Ignore international payments - Payments will not be created for orders placed outside the United States. This setting is only available if Use Currency Conversion is enabled in the Small.Currency.png Currency module.
  • Currency - Select the currency type you accept in Magento. This is a required setting if Use Currency Conversion is enabled in the Small.Currency.png Currency module.
Small.Magento.png Additional Magento information
Follow the instructions below to map payment methods between Magento and Fishbowl.
  1. Log into Magento using Google Chrome.
  2. Click the Stores menu and then select Configuration.
  3. In the Sales section on the left, click Payment Methods.
  4. Right-click the header of the desired payment method and select Inspect.
    Magento 2 payment method inspect.png
  5. In the section highlighted by Chrome, copy the text between "payment_us_ and -head".
  6. Open the Payment Mapping section on the Order Import tab and then click the New Icon Button.png New button.
    Magento payment mapping done.png
  7. Enter the Magento payment ID into Fishbowl. Below are several examples.
    Magento payment mapping.png
    • checkmo
    • cashondelivery
    • authorizenet
    • banktransfer
  8. Select the corresponding Fishbowl Payment Method and then click the Save button.

Tax Settings

Cart Taxes.png
  • Import Taxes - When selected, the tax amount from the Magento order will appear on the Fishbowl sales order as a flat rate line item. 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 Magento. If taxes are not imported, the Fishbowl payment will equal the order total before tax.
  • Use Default Tax Item - With this option selected, the same tax item will be used for all orders.
  • Use State Tax Mapping - This option allows different tax items to be used based on the Ship To state/province. If this option is enabled, the plugin will give an error when trying to import an order with a state that has not been mapped.
Small.Magento.png Additional Magento information
Fishbowl Australia
Taxes are set for each product using the Tax Code field in the Small.Product.png Product module.
AU NZ Taxes.png


Fishbowl Canada
When using the Magento plugin with Fishbowl Canada, some additional tax options are available in the Taxes section of the Order Import tab.
Magento Tax Province.png
  • Use Customer Tax Code - When selected, orders imported from Magento with tax will use the customer assigned tax code in Fishbowl. The tax amount on the Fishbowl sales order will be calculated using the tax code assigned in Fishbowl. If no tax code is assigned to the customer, the order will fail to import. New customers created will use the default tax code assigned in Fishbowl.
  • Use Customer Tax Code - When selected, orders imported from Magento with tax will use the associated product tax codes in Fishbowl.
  • Use Tax By Province - When selected, orders imported from Magento with tax will use orders ship to province to determine the orders tax in Fishbowl.
Tax rates can also be mapped using by the Magento product tax class ID as explained below. Magento 2 does not have its own module to manage tax classes, which makes it a little more difficult to find the ID.
  1. Open the Magento Admin Dashboard in Google Chrome.
  2. Click the Products menu on the left.
  3. Click Catalog and then click a product name.
  4. Right-click the Tax Class name and select Inspect. Then click the highlighted drop-down arrow to the left of the first highlighted line.
    Inspect Tax Class.png
  5. Some additional lines will appear at the bottom. Copy the value after the tax class name.
    Tax Class Id.png
  6. Click the Product Import tab of the Small.Magento.png Magento module and select Use product tax class mapping.
    Product Tax Class Mapping.png
  7. Click the Add Icon Button.png Add button, enter the id copied from Magento, and select the Fishbowl tax rate.
    Product Tax Class Mapping 2.png
  8. Click the Save to close the dialog, and then click the Save Button.png Save button on the module toolbar.
    Product Tax Class Mapping 3.png

Fulfillment Export

Cart Order Fulfillment.png
  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Run task Button.png Run task 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.
  • Update order status - When selected, Magento orders will be updated after the product(s) on the order have been shipped in Fishbowl. Shipment tracking information will also be sent from Fishbowl to Magento.
  • Check order status - When selected, the Magento order status will be checked prior to attempting to send fulfillment information. If the Magento order status has changed, no fulfillment information will be sent. This will increase the time required to complete the order fulfillment task.

Small.Magento.png Additional Magento information

  • If a carrier on an order is not an approved carrier by Magento it will be set to Custom Value.
  • For a list of accepted carriers please see Carriers.

Product Import

Cart Product Import.png
  • Schedule - Select the Checked.png Active checkbox to import products on a set schedule. Click the Run task Button.png Run task 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.
NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that all of the products on your website will be imported.

The product import task imports products into Fishbowl from Magento. A product link is created by storing the Magento product ID in Fishbowl. Select ONE of the following options:

  1. Link existing products - This option will match existing products in Fishbowl and Magento where data matches in the selected fields.
  2. Import products - This option will import products from Magento into Fishbowl, creating them based on the field mapping and selected settings. If the weight or size UOM isn't set in Magento, the default UOMs listed here will be used.

Product Export

Cart Product Export.png
  • Schedule - Select the Checked.png Active checkbox to export products on a set schedule. Click the Run task Button.png Run task 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.
  • Product Create Settings - Enable Export new products and then map the fields that should be exported from Fishbowl to Magento. A default weight UOM and size UOM can also be specified. The selected product trees will be included, or all product trees will be included if the field is left blank. Selecting the Export all products option will ignore the last sync date and attempt to push all of the Fishbowl products to Magento. The product tree filter will still apply.
  • Product Update Settings - Enable Update linked products and then map the fields that should be exported from Fishbowl to Magento. This section has the same options as the Product Create Settings section above. After the initial product export, only the selected fields will be updated.
Small.Magento.png Additional Magento information
  • Export images - When selected, the Fishbowl product image will be exported to Magento.

Inventory Update

Cart Inventory Update.png
  • Schedule - Select the Checked.png Active checkbox to export inventory levels to Magento on a set schedule. Click the Run task Button.png Run task 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.
NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that it includes all of your products (or any applicable product tree filter) when updating inventory levels.
  • Export company wide inventory - Include inventory quantities from all location groups in the inventory sync. If this option is unchecked, selected location groups can be added by clicking the Add Icon Button.png Add button.
  • Inventory Type - Select the inventory quantity that should be used during the update: Available, Inventory On Hand, or Available To Pick.
  • Product Tree filter - The export can be limited to certain product tree categories. If this field is left blank, all products will be included in the export.
  • Specify Min/Max Inventory Quantity - With this option enabled, the maximum inventory quantity sent to Magento can be limited. For example, if there is an available quantity of 4000 in Fishbowl, the quantity in Magento could be set to 999. If there is an available quantity of 3 in Fishbowl, the minimum quantity field could be used to send a quantity of 10 to Magento.
  • Include Quantities Available To Build - When enabled, this option calculates and includes available to build quantities from applicable bills of material in the inventory push. When a product is sold individually but also used as an input for a bill of material, both quantities are pushed to the channel when applicable. Please note, this could lead to overselling in the scenario described..

Troubleshooting

  • When more than one shipment exists for an order (partial fulfillment), the applicable tracking numbers are synced to Magento, however this feature does not work for orders with kits.
  • 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.Magento.png Magento 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.Magento.png Magento 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 Magento.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Magento versions, exit the Fishbowl Server and remove the older version on all client and server computers.
  • Inventory sync uses the Magento 2 SKU instead of product id
  • When syncing inventory the Magento 2 Product Name will update if changed in FB
  • Product updates pushed from FB to Magento 2 update in the Magento database but don't necessarily display in the user interface correctly
  • If updating products in FB, when you udpate the SKU and other fields in FB, only the SKU field with be updated in Magento 2
  • If you are getting a Failed to run scheduled task error, it is likely due to upgrading from Magento 3.x to 4.x because of the layout change within the plugin. The following fix re-installs the plugin, which will require you to re-enter your store login information and import/export settings. Make sure to write that information down before proceeding with the following steps.
  1. Open the Small.Plugin.png Plugin module and click the Uninstall button.
  2. Restart the Fishbowl server.
  3. Open the Small.Plugin.png Plugin module, click the Install button, and then restart the Fishbowl server again.
  4. Enter the store login information and the import/export settings and then click the Save button.

Release Notes

2020.7.X – 07-09-2020 - Fishbowl 2020.7
  • Fishbowl compatibility release (7/9)
  • Clarified tool tip for "Export all Products" option in product export to specify product tree filtering will still apply with this option selected (7/9)
  • Added option on order import to flag all ship to addresses as residential
  • Fixed bug in Big Commerce where the categories field didn't return all BC categories on product export task (7/9)
  • Fixed ShipStation bug with duplicate state names for different countries in the tax mapping table causing errors (7/9)
  • Fixed ShipStation bug not sending up the correct shipment weight and sending the product weight instead (7/9)
  • Fixed Ebay product export price mapping bug "Unable to update item null" error (7/9)
  • Fixed ShipStation duplicate order number and order key bug (7/9)
  • Added option in ShipStation to drop the "S" ship number prefix (7/9)
2020.6.X – 06-11-2020 - Fishbowl 2020.6
  • Fishbowl compatibility release (6/11)
  • Fixed duplicating order bug in ShipStation shipment export (6/16)
  • Fixed Shopify order import trying to import POS orders (6/16)
2020.5.X – 05-21-2020 - Fishbowl 2020.5

Enhancements

  • Orders with confidential address data from Amazon FBA orders are imported into Fishbowl with "Confidential" in the address block in Fishbowl (5/21)
  • Added an all new address panel to the order import task and added updated bill to and ship to address panels. The Shipment export task now has the updated tables as well. (5/21)
  • Updated error messaging for ShipStation for fulfillment import task (5/28)

Bug Fixes

  • Fixed ShipStation bug for Transfer Orders on Shipment Export not sending up the products to the order in ShipStation (5/21)
  • Fixed Salesforce Bug where the product export task didn't update other fields in SF unless the price field was mapped (5/21)
  • Fixed bug in ShipStation when the blank ship quote fields due to no product weight assigned (5/21)
  • Fixed bug in Shopify where non-POS orders were importing on the POS import task (5/21)
  • Fixed bug where linking products manually in Fishbowl wouldn't allow duplicate product id's from different stores for the same channel (5/21)
  • Fixed bug where the ignore line item logic was not working correctly on order import(5/21)
  • Fixed Amazon FBA Order import product linking not saving the product id's after importing (5/21)
  • Fixed order import error when set to use the FB address data and getting an error saying addresses weren't available from Amazon(5/21)
  • Fixed bug with partial fulfillment of orders containing kits (5/21)
  • Fixed bug with partial fulfillment of items using lot tracking (5/21)
  • Fixed ShipStation bug when adding a new store removes current store settings (5/26)
  • Fixed ShipStation bug when switching between multiple instances of the plugin and changes aren't saved when switching (5/26)
  • Fixed product export bug in WooCommerce where the product name field was cleared out if not mapped (5/28)
  • Fixed bug when deleting one product ID in Fishbowl removes the lining from all stores in the product module (5/28)
  • Fixed shipping email changing to shipping phone mapping bug in the order import mapping (5/28)
  • Fixed bug with drop ship orders repeatedly sending the tracking number up to the channel but never fulfilling the order (5/28)
  • Fixed bug when saving the product id as the variant id in Fishbowl (5/28)
  • Fixed bug with product linking when attempting to use the FB SKU or UPC fields (5/28)
  • Fixed order import null when using the object address mapping (5/28)
  • Fixed bug where return label is generated in ShipStation and the fulfillment imports the wrong tracking number (5/28)
  • Fixed bug for wrong items (or none at all) sent to ShipStation on Shipment export for transfer and purchase orders (5/28)
  • Fixed Zoho password changing or expiring bug giving null errors (5/28)
  • Removed ability to map Salesforce product custom fields from mapping tables (6/8)
  • Fixed Shopify order status mapping issue with "Unfulfilled" status (6/8)
  • Fixed tax mapping null error on international orders (6/8)
  • General slowness fix for FB version 20.5 by updating queries (6/8)
  • Fixed order import bug for partially shipped Amazon orders (6/8)
2020.3.X – 03-12-2020 - Fishbowl 2020.3
  • Added ability to specify hourly increments to the scheduled tasks in addition to minute, week, month, and annual increments
  • Fixed inventory update in 3D Cart which reduces the time the sync takes to complete
  • Fixed bug in Web Shop Manager plugin when trying to manually link a product and the ok button in the second window didn't work causing the change to go unsaved
  • Fixed bug mapping date/quantity/money fields to Fishbowl text fields on import to Fishbowl
  • Fixed bug in ShipStation plugin with the Shipment export when only a carrier is specified with no service causing the order to fail to send up to ShipStation
  • Fixed bug in Ebay order import using the date last modified causing an error
  • Fixed currency mapping bug with using the currency functionality in the plugin
  • Fixed product linking task bug on product import when the sku is missing - providing a better error in this scenario
  • Added option to auto-create states/provinces in Fishbowl on order import
  • Fixed bug for Zoho and Salesforce mapping to Fishbowl custom fields and the data format from Salesforce wasn't recognized
  • Added option to remove tax amount from payment amount
  • Fixed user cannot be cast error on order import from mapping salesperson name field
  • When creating payments on order import, the correct deposit method for the payment type is now set on the payment
  • Minor UI changes and enhancements
  • AU Only - added option on product export to designate if the price is inclusive or exclusive of GST
  • Fixed order import linking bug linking all ebay variants to a single FB product
  • Fixed ebay product linking bug false error saying products are note linking even though they are linking correctly
  • Fixed Salesforce settings button not working
  • Fixed carrier priority showing the id instead of the numeric value
  • Fixed unable to setup communication with server in Magento 1.9X
  • Fixed invalid priority id error on order import task
  • Fixed order import status mapping and date filtering bugs
  • Fixed Magento 2 product export not updating product fields as expected (4/2)
  • Fixed Salesforce custom field mappings to recognize field data type (4/3)
  • Fixed tax rate 'none' error on order import for FB AU (4/28)
  • Added additional tax functionality for WooCommerce AU Customers (4/24)
  • Fixed inventory sku bug in 3D Cart plugin (4/30)
  • Fixed so the "On Sale" flag is not changed when inventory sync runs in 3D Cart Plugin (5/5)
  • Removed the "Check Order Status" option in the Ebay plugin. This option was causing all orders to remain unfulfilled in Fishbowl (5/5)
  • Fixed bug with Coalesce Address option not working (5/5)
  • Enhanced Big Commerce plugin to accept Gift Card payments as a payment method when importing payments to FB (5/5)
  • Added ability to set a minimum (min) inventory quantity on inventory sync (5/5)
  • Fixed bug with Advanced Options property (5/5)
  • Added ability for the plugin to handle multiple (partial) shipments. Now, when more than one shipment exists for any given order, the applicable tracking numbers are synced to the channel. This enhancement applies to 3dcart, Amazon, BigCommerce, Magento, Shopify, and WooCommerce plugins. NOTE: This feature does not work for orders with kits. (5/5)
  • Added "Restocked" as an available order status mapping for Shopify (5/5)
  • Fixed bug with running a scheduled task in the plugin via the run button unexpectedlyjumps back to the order import tab (5/5)
  • Added address mapping panel for Bill to and Ship to Addresses for ecommerce and crm plugins (5/5)
  • Moved the create state option to the address panel for ecommerce and crm plugins (5/5)
  • Fixed Web Shop Manager product export bug removing teh option to map to the dealer and supplier # fields (5/5)
  • Fixed coalesce address bug for Shopify and Amazon (5/8)
  • Fixed null error bug with orders including kits on fulfillment (5/8)

ShipStation Plugin Only

  • Enhanced rate quote functionality including ability to specify weight and dimensions. New, updated look for rates returned from ShipStation
  • Fixed carrier mapping functionality in the tables and removed ability to copy mappings from one table to another
  • Added option to markup cost of label when using the quoting feature
  • Added option to not fulfill order in Fishbowl on the fulfillment import task. When selected the tracking and costs are updated in FB but the order remains unfulfilled
  • Fixed bug getting rates back from UPS in quote feature with an international address
  • Fixed button in the sales order module not displaying the SS order id
  • Fixed bug with fulfillment import task unable to save without updating first updating the Carrier setting (4/22)
  • Fixed bug with fulfillment export task and Carrier settings are required when Update Carrier is unchecked (4/22)
  • Fixed shipment export bug not sending shipments to ShipStation (4/16)
  • Fixed UI bug with text getting cut off in the Shipment Export task(4/22)
  • Added a mapping table to filter orders by store and source on order import (5/5)
  • Added ability to map to the billing address for shipment export task (5/5)


2020.2.X – 02-20-2020 - Fishbowl 2020.2
  • Fixed null error when not using the tax mapping table with an unknown state/province in FB
  • When adding an additional cart instance you can change the name of the instance again
  • Enhanced the error logging to provide the channel order number instead of the order id when the order fails to import
  • Fixed bug on order import with the customer settings option if one address is missing, use the existing address for both. This option now works as intended


3DCart Only

  • Fixed mapping doesn't exist error when using the state tax mapping table
  • Changed product export task to create only. There is no longer an option to update product fields via Fishbowl. Note - inventory update still works this only relates to product information fields
  • Fixed issue with cancelled orders in 3DCart still sending fulfillment data up

Amazon Only

  • Fixed FBA order import with gift wrap importing without price and quantity

BigCommerce Only

  • Image upload is now available via the product export task
  • Fixed bug with the inventory update requiring a Location Group

Magento Only

  • Fixed bug with shipping name or billing name mapped to a Fishbowl order field and the first name is imported twice rather than First and Last Names

ShipStation Only

  • Location Group mapping table now filters unmapped LG's. If unmapped, they do not sync
  • Removed the residential shipping flags in the settings panel and in the shipment export panel of the plugin. The residential flag on the shipping address in Fishbowl is now used exclusively to determine when it should be set in ShipStation
  • Fixed product linking on import task
  • Fixed ShipStation quote no weight error when there is no weight on an order trying to get a quote from SS
  • Fixed bug where requiring a weight for service type items using the ship quoting feature

SPS Plugin Only

  • Fixed fulfilled quantity and picked quantity header name in the purchase order feed
  • Fixed null value for order level OrderScheduledDate in purchase order file

Shopify Only

  • Plugin now uses Shopify's latest API version
  • Fixed order fulfillment issue with the same product on the order multiple times. The fulfillment was failing and is now fixed
  • Added support for electronic gift cards line items already fulfilled in Shopify. When the order fulfillment task runs these line items are not updated since they are already listed as fulfilled in Shopify'
  • Order import no longer imports the discount reason by default to the line item note field
  • Subscription payments from Shopify are now supported
  • Fixed order import bug when setting the sync date back receiving a "financial_status cannot be passed when page_info is present error
  • Fixed bug with the order import task importing POS orders

WebShop Manager Only

  • Updated with all of the latest fixes and enhancements of the master plugin
  • Fixed issue with plugin loading blank

WooCommerce Only

  • Fixed failed to import null error on order import. This was caused by using location meta data without pulling the meta data beforehand from Woo.

Zoho Only

  • Fixed Last Sync setting to only allow the date last modified option
  • Fixed order number mapping to subject on order import
2019.11.0X – 11-21-2019 - Fishbowl 2019.11
  • Fixed "Product linking type 1,002 not found" error
  • Fixed "No products Available to Update" error when running inventory with the advanced options by date range.
  • Fixed alternate name field mapping bug - the setting was not working
  • Fixed default location group bug in Salesforce and Zoho not setting correctly on order import
  • Fixed bug with custom field mappings on order import. Date fields were not converting correctly
  • Fixed fulfillment export failing with drop ship products on the order
  • Fixed bug when mapping the salesperson username it was using the first name, last name instead of the username
  • Fixed bug where wrong QB Class being set on order import
  • Added option to calculate available to build quantities on inventory export
  • Added option to use one address from the channel for both addresses in Fishbowl when only one address is available
  • Settings tab removed and moved to a button on the toolbar
  • Fixed bug where Fishbowl custom fields were not mapping correctly on import
  • Fixed bug where the wrong location group was being set on orders imported
  • Fixed bug mapping the SO contact name on order import
  • Fixed bug where discounts weren't applied on orders imported into Fishbowl
  • Fixed tax rate Null errors for Canada databases


3D Cart Only

  • Fixed slow sync issue caused by how 3D Cart handles paging through the API
  • Fixed 3D Cart fulfillment export error


Advanced ShipStation only

  • Fixed default location group bug not setting the location group correctly on order import
  • Fixed ShipStation bug where shipment export wouldn't send up multiple shipments from the same (split) order
  • Fixed bug where mapping to ShipStation source field wouldn't save
  • Fixed bug where duplicate orders were importing from ShipStation
  • Fixed bug where the scheduled task doesn't return a last run result
  • Changed the "Name" label to "Ship to Name" in the Fishbowl Address Line drop down box
  • Removed Street Line 4 from the address mapping
  • When using the quote feature, the shipping product added to the SO now also uses the class from the shipping product when available
  • Fixed bug with multiple fulfillments for a single order
  • Added advanced property to change timeout and batch size options
  • Settings tab removed and moved to a button on the toolbar
  • Added option to automatically create state/province in Fishbowl when selected on order import
  • Fixed bug restricting ability to add a quote to an order in Fishbowl
  • Fixed address mapping errors in the table

Amazon only

  • Fixed null error on fulfillment of drop ship orders
  • Fixed bug on FBA import "Money cannot be cast" error

eBay Only

  • Fixed order import bug using the item linking on import

SPS Only

  • Added option to send all inventory or only changed inventory since last sync
  • Inventory feed now calculates and includes available to kit quantities
  • Fixed bug where toolbar wouldn't load
  • Removed file name field from Receive Data import. This task now looks for files in the FTP directory that start with the letters "SH"
Once the receive data files are successfully imported they are deleted from the FTP site

WooCommerce Only

  • Fixed null error on order import caused by misc fees from the order in Woo


2019.10.0X – 10-23-2019 - Fishbowl 2019.10

All Plugins

  • Changed the inventory sync to push up the qty using the product uom and converting qty as needed
  • Fixed bugs with kit items when inventory spanned multiple location groups in Fishbowl
  • Fixed product linking by UPC
  • Fixed Location Group table settings in the order import tabs showing and allowing to map to inactive LG's
  • Fixed issue saving the default location group would save the wrong LG
  • Changed system property to ignore existing product linking when the property is enabled and the order import product linking is enabled
  • Fixed bug where plugin data wasn't saving to the FB data tables

Advanced ShipStation only

  • Fixed Shipment Export null error
  • Changed batch size to 25 shipments per API call to avoid SS timeout errors
  • Fixed bug where shipping charge from FB was being pushed up as a line item and to the ShipStation shipping charge field
  • Added multiple fields for mapping on the shipment export task

Amazon only

  • Fixed UI issue by adding a scrollbar when currency conversion option is enabled and the rest of the panel wasn't viewable
  • Fixed Amazon FBA classnot found order import error when orders contained unrecognized emoji's

Big Commerce only

  • Fixed csv null error on order import

eBay only

  • Fixed FB UPC to eBay SKU product mapping bug

Salesforce only

  • Fixed address and order item linking errors when advanced object linking enabled in the settings panel
  • Fixed bug where the default location group was not saving correctly

Shopify only

  • Fixed inventory sync bug pushing up zero quantity instead of the actual inventory quantity
  • Fixed issue on product export update where weights and weight UOM were not set correctly
  • Fixed Product import bug

Zen Cart only

  • Order comment field is now mappable in the order import task


2019.7.0X – 10-18-2019 - Fishbowl 2019.7
  • Point release with various bug fixes
2019.7.0X – 10-15-2019 - Fishbowl 2019.7

All Plugins

  • Fixed order import bug with so item unit price mapped to order item price setting the price to $0.00
  • Fixed "Unable to setup communication with server" error on order fulfillment task
  • Changed the required order item fields and added new default order item mappings
  • Improved schedule module task messaging
  • Fixed inventory sync to use the product UOM as applicable for quantities synced to the channel
  • Added validation when using advanced options in the schedule panel
  • Added system property to prioritize the order import product linking before channel id linking
  • Fixed bug when using the advanced options and the UI options would reset to default
  • Updated system property to allow each of the scheduled tasks to have a unique offset
  • Fixed bug where classes were set incorrectly on the FB SO when there are more than 1 child class with the same name. Now the parent class is considered when setting the class
  • Fixed last sync date informational errors not updating the last sync date
  • Fixed payment mapping bug
  • Fixed uom conversion bug on product import and export tasks

Advanced ShipStation only

  • Updated UI for clarity on the SS Ship From Locations
  • Fixed bug where the store channel ID was not passed correctly to to SS
  • Fixed issue where ship quote was failing due to weight restrictions by the carrier to provide better messaging
  • Fixed broken UI elements
  • Fixed ship quote OZ conversion bug
  • Fixed shipment export null bug
  • Fixed shipment export default carrier not saving correctly in the plugin UI

Amazon only

  • Added the shipping phone and latest ship date options to the mapping tables provided from Amazon

Magento only

  • Fixed bug on product update when the sku contained a "+" symbol

Salesforce only

  • Fixed bug in AU version with the tax panel settings
  • Fixed bug in AU version with order item tax codes not being recognized on order import

Shopify only

  • Fixed malformed query error when mapping opportunity product custom fields on order import
  • Fixed failed to run task error when object mappings were set but not enabled

WooCommerce only

  • WooCommerce Metadata fields are now mappable through the plugin interface by enabling the options on the settings panel. This applies to order, order item, product, and customer fields

Zen Cart only

  • Fixed order import bug where orders were importing with misc sale lines instead of the linked products

Zoho only

  • Fixed zoho order status mapping drop down bug
2019.7.0X – 8-23-2019 - Fishbowl 2019.7
  • Improved error messaging
  • Fixed bug with the combine all discounts option not saving the setting correctly in the UI
  • Separated order notes and order item notes into separate corresponding fields when orders are imported into FB
  • General UI fixes
  • Fixed product export tab issue for Canadian users of the plugin
  • Fixed bug for kit inventory updates for kits with optional items
  • Fixed index 0 size o error on fulfillment export task. This error occurred when a SO has a linked PO with no dropship type SO items
  • Fixed bug using the check order status option on the order fulfillment task with completed orders still sending up tracking from FB
2019.7.0X – 7-23-2019 - Fishbowl 2019.7
  • Added ability for users to select which payment method types to create payments in Fishbowl
  • Fixed fulfillment bug for orders with only drop-ship items not sending tracking and fulfilling correctly in the channel
  • Fixed pricing bug to use the discounted price on order import
  • Fixed issue where taxes were removed from the payment amount incorrectly
2019.6.0X – 6-18-2019 - Fishbowl 2019.6

**This update will require the user to configure additional settings and mapping tables in the plugin. Contact Fishbowl Plugin Support for assistance**

  • General UI enhancements
  • Fixed bug on fulfillment for orders with kits
  • Fixed bug where Magento Order Import was missing customer name
  • This update will cause the scheduled tasks to give an error when first loading Fishbowl after updating. Users will need to go into the plugin interface and configure the additional mappings and save settings in order for the scheduled tasks to run properly
  • Added ability to link products on order import. Products that were not previously linked using the product import/export tasks can now be linked during the order import task
  • Fixed bug in order import when creating a new mapping in Location Group setting's mapping table, shows up blank in the channel Location drop-down
  • Added enhancement for inventory sync to have a max qty option
  • Added enhancement for inventory update to include "Available to Pick" for inventory type as one of the options
  • Added enhancement where order import carrier mapping now has a priority option for "All" that doesn't exist in Fishbowl and causes an error when used for an order
  • Added enhancement on order settings and on order items field mapping table including custom fields
2019.5.0X – 5-10-2019 - Fishbowl 2019.5
  • Fixed Typo in the payment panel
  • Fixed (for supporting channels)where the image export was not working on the product export task
  • Misc items are now supported on order import
  • Fixed bug with state tax mapping table giving a bad error when a state was not mapped on an order
  • Fixed advanced options error message when enabled and a day of the month wasn't specified
  • Fixed advanced options error for order fulfillment task'
  • Fixed data mapping error with many to one field mappings on product export
2019.4.0X – 4-18-2019 - Fishbowl 2019.4
  • Changed error message on order import when products are not linked and the order import failed
  • Fixed product import and product export mapping issue which was causing errors and limiting many to one field mappings between FB and the channel
  • Fixed bug where orders would import without items
  • On first load, a data migration task will run migrating carrier and payment mapping table data from the previous version
  • On first load, existing scheduled tasks will be removed and need to be recreated by Saving the plugin
  • Fixed bug where mapping validation error window appeared
  • Fixed bug where smaller screens would cut off data in the Plugin UI
  • Added UPC field as a mappable product field for product linking task
  • Added option to use a tax mapping table on the order import task
  • Fixed bug where the fulfillment task wasn't sending up the shipment tracking
  • Various AU version fixes
2019.3.0x – 3-14-2019 - Fishbowl 2019.3
  • Added enhancement option to always record payments on incoming orders even when there is no payment data from the Channel
  • Fixed bug when customer PO number did not populate correctly when the user did not have "Assign Channel Name order number to Customer PO field" checked
  • Importing order taxes is now optional. With the option to create taxes disabled, if a payment is created the total will reflect the order total without tax
  • Fixed bug where order import option to add on order number prefix was not saving
  • Fixed bug with null errors on inventory export
  • Fixed bug when QB class setting was not being applied to regular products in orders
  • Fixed bug when combine line item discounts option is checked did not include discounts on shipping products
  • Fixed bug where discounts did not match or show up on products
  • Multi-currency support for orders and payments created from the channel. Multi-Currency must be turned on in FB
  • With multi-currency enabled there is an option to not create payments for international orders
  • For customers updating from a previous version of the plugin, products will relink on the first load of the plugin
  • Fixed bug where plugins first loading into a new database displayed pop up windows that should not be there
  • Fixed bug when using the default payment method
  • Changed so create taxes option is set by default
  • Fixed bug for when discount item field was left blank and saved, causing null errors
  • Added tracking to shipments on FB for fulfilled orders
  • Fixed bug where UI issue did not allow some order import setting panels to be seen
  • Fixed bug where panels were not sizing properly on small screens
2019.1.01 – 1-31-2019 - Fishbowl 2019.1

**Please note, this update will require you to re-enter the order status mapping table data when first loading the plugin**

  • Added ability to choose whether to sync on hand vs. available to sale inventory quantity
  • Improved status mapping error messages during order import using advanced options and the order status hasn't been mapped
  • In the order import tab when using the customer matching option, we now provide an alternative mapping option if the first mapping option does not contain data from the cart
  • Fixed bug to reenable editing of existing order status mapping
  • Updated POS Import customer settings panel to have the same mapping options as the standard order import
  • Updated Test Connection success/fail dialog box
  • Added a popup window to notify users about status mapping tables being cleared
  • On the Inventory Update tab the location group drop down box is now replaced with a checkbox called "Sync all Location Groups"
  • When unchecked, a user-defined table gives ability to define which location group(s) will be used to sync to the Channel
  • Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table
  • Fixed bug where lines could be added to order status mapping without data
2018.10.06 – 11/12/2018 - Fishbowl 2018.10

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 18.10 first, update your plugins, and open them so the data migrator (described below) can run. Then update Fishbowl to the desired version.

  • Fixed bug on Order Import in the Carrier Mapping settings where editing the existing mappings, the Magento Carrier field comes up as "0"
  • Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB
2018.12.02 – 12-20-2018 - Fishbowl 2018.12
  • Added ability to map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import task
  • Added option to add a custom prefix to the shopping cart order number on order import
  • If the create payment option is enabled and not payment data comes through with the order, the order now imports rather than fails
  • Fixed bug where the wrong inventory quantity was synced in the following scenario:
  • When not using a location group (LG) filter and multiple LG's exist in the FB database and
  • When one of the LG's has more inventory allocated than inventory available for all LG's combined
  • Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table
2018.8 – 8/23/2018 - Fishbowl 2018.8
  • 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.
  • Fishbowl product images can now be exported to Magento.
  • Ability to select which date field the Last Sync Date references.
  • Shipping tax now accounted for in Fishbowl Australia version.
2.19 – 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.
2.20 - 7/12/2018 - Fishbowl 2018.7
  • Bug Fixes
  • Updated for compatibility with Fishbowl version 2018.7
2.18.2 – 5/15/2018 - Fishbowl 2018.5
  • Fixed a bug that was causing settings to not save.
2.18 – 5/11/2018 - Fishbowl 2018.5
  • Redesigned Customer section in Order Import tab. **Reconfiguration of the customer settings will be required when you update to this version or beyond.
2.17 - 4/12/2018 - Fishbowl 2018.4
  • Addition of a new order status mapping table. You can now import multiple statuses at the same time.
2.16 - 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.
2.15 - 1/31/2018 - Fishbowl 2018.1
  • No longer updating product catalog visibility during product export.
  • 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.
2.12 - 1/12/2018 - Fishbowl 2017.13
  • Enhancement to the Order Import. If the carrier is empty on the data coming from the shopping cart, it will be defaulted to "Will Call" in Fishbowl.
  • Enhancement to the Order Import. The customer phone number and email will attempt to be pulled from the shopping cart customer data. If that data isn't available on the customer, then it will attempt to be pulled from the billing address on the order. If that data isn't available in the billing address, then it will be pulled from the shipping address.
  • Enhancement to Canada version of Fishbowl. Added an option in the Order Import panel to allow for prioritizing which tax is used on orders. If check box is checked, product tax will be used first. If no product tax has been assigned, then province tax will be used.
2.11 - 12/8/2017 - Fishbowl 2017.11
  • Enhancement to allow payments to be applied to Sales Orders in an "Estimate" status when orders are imported.
  • Added a checkbox option to either include or exclude the "#" prefix from Sales Order numbers.
  • Updated our API call for Order Fulfillment to match the changes in Magento's documentation.
2.10 - 11/21/2017 - Fishbowl 2017.11
  • Enhancement so "Miscellaneous Fees" come in on orders.
  • Enhancement for international customers where the tax code moves between Fishbowl and their channel. Tax code must exist in Fishbowl for it to be used with this process.
  • Fixed a bug where imported orders weren't being "Fulfilled" in Fishbowl when the "Fulfilled" status option is selected in the Order Import.
  • Fixed a bug where Carrier information was importing into Fishbowl, but not the Carrier Service.
  • Fixed a bug where the Customer name from the Ship To address wasn't being put in the "Name" field on the address.
2.9 - 11/16/2017 - Fishbowl 2017.11
  • Improved the way Fishbowl looks at Class on orders.
  • Improved plugin UI for Order Import
  • Added a checkbox to Product Export to allow all products to be exported
  • Improved error messages
  • Enhancement to save a product's attribut id in a custom field so it can be sent up to the channel. Applicable to new products being imported into Fishbowl. For existing products, custom field must manually be filled in.
  • Fixed a bug with payment mapping
  • Fixed a bug with the Customer selection on Order Import
  • Fixed a bug where orders with kits weren't being fulfilled
  • Fixed a bug where discounts were being duplicated on orders
  • Fixed a bug where incorrect address were being applied to orders for Default customers
2.8 - 10/30/2017 - Fishbowl 2017.10
  • Improved the process for customer creation in Fishbowl. Fishbowl now looks at the Last Name, Zip Code, and Email Address from the Billing Address on orders when creating customers. If all fields match, the order is applied to that customer in Fishbowl. If they don't match, a new customer is created.
  • Fixed a bug with the way flat rate discounts were being added to orders
2.7 - 10/9/2017 - Fishbowl 2017.9
  • Fixed a bug with tracking numbers being sent to incorrect orders in shopping cart.
  • Fixed a bug with order import not calculating line item percentage-based discounts correctly.
  • Product Import and Product Export required field mappings are not editable.
2.6 - 9/12/2017 - Fishbowl 2017.7
  • Fixed a bug with the refresh button.
  • Fixed a bug with sales order line item type associated with kits.
  • Fixed a bug in the Canada version where non-inventory items weren't being taxed by province.
2.5 - 9/7/2017 - Fishbowl 2017.7
  • Fixed issue with customers getting a "number format exception" error.
2.4 - 9/6/2017 - Fishbowl 2017.7
  • Fixed issue with order import where discounts weren't being applied correctly in Fishbowl.
2.3 - 8/31/2017 - Fishbowl 2017.7
  • Interim Release
  • Updated label in connection settings from "API Key" to "Password" to add clarity
1.2 - 8/9/2017 - Fishbowl 2017.6
  • Fixed authentication issue for customers using SSL
1.1 - 7/26/2017 - Fishbowl 2017.6
  • Fixed bug when validating carts purchased
1.0 - 7/13/2017 - Fishbowl 2017.6
  • Compatible with Magento version 2.1.6
Magento 1.9

Complete the steps below to create a user and role for the Magento 1.9 integration. These steps are not necessary for Magento 2.X

Create a role

  1. Log into the Magento admin dashboard and navigate to System > Web Services > SOAP/XML-RPC - Roles.
    Magento Roles.png
  2. Click the Add New Role button.
    Magento New Role1.png
    • Enter a Name, such as Fishbowl, and then enter the Current Admin Password so that the role can be saved when completed.
  3. Click Role Resources on the left and select All from the Resource Access drop down.
    Magento New Role2.png
  4. Click the Save Role button.

Create a user

  1. Navigate to System > Web Services > SOAP/XML-RPC - Users.
    Magento Users.png
  2. Click the Add New User button.
    Fishbowl Integration Magento 4.png
    • Enter a User Name, such as Fishbowl.
    • Fill out the First Name, Last Name, and Email for the user being created.
    • Enter the Current Admin Password so that the user can be saved when completed.
    • Create an API Key for the user. This is essentially a password. Confirm the password in the API Key Confirmation field.
  3. Click User Role on the left and select the role created above.
    Fishbowl Integration Magento 5.png
  4. Click the Save User button.