Magento

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File:Icon.Magento 2.x.png The Magento 2.x 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 Magento shopping carts. This plugin is specifically designed to integrate with Magento 2.0 or higher. For versions of Magento between 1.7 and 2.0, use the Small.Magento.png Magento module.

File:Magento 2.x.png

The documentation on this page is for the most recent version of the x16px Magento 2.x 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 x16px Magento 2.x plugin and click Install Now.
  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 x16px Magento 2.x module from any Fishbowl Client by opening the Integrations module group.
  6. To grant access to additional users, assign the Magento 2.x-View access right to the appropriate groups in the Small.User Group.png User Group module

Setup Template:Top

  1. In the x16px Magento 2.x module, enter the Store URL, for example http://magento2.mycompany.com
  2. Enter the username and password for an admin user.
  3. Click the Connect button in the x16px Magento 2.x module to verify that the connection is valid and then click Save.

Multiple Magento 2.x accounts can be configured by clicking the New Button.png New button, which will add another Magento 2.x Store tab.

TABS

Settings tab
  • Email - The email address to notify regarding integration information. Failed schedules will send an email to this address. Email can be configured on the Email tab of the Small.Company.png Company module.
Schedule Import Order
  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Schedule Button.png Schedule button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Salesperson - Sales orders will be created using this salesperson. This field is required.
  • Carrier - When selected, sales orders will be created using this carrier.
  • Payment Terms - When selected, sales orders will be created using this payment term.
  • Payment Method - Sales orders will be created using this payment method. This field is required.
  • Shipping Terms - When selected, sales orders will be created using these shipping terms.
  • Location Group - Sales orders will be created using this location group. This field is required.
  • Customer - When selected, sales orders will be created using this customer for every order. If left blank, unique customer information for each order will be imported from the shopping cart. Address information will be imported for each order regardless of customer selection.
  • SO Status - Orders can be imported as an estimate or issued status.
  • Tax Item - Tax rate item for the total tax amount from Magento 2.x. Can only specify a flat rate tax. If the list is empty, create a flat rate tax to be used with Magento 2.x. 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 2.x.
  • Class - When selected, sales orders will be created using this class as the sales order class.
  • Shipping Item - When selected, sales orders will be created using this product as the default shipping item.
  • Use store order number as SO Number - When selected, sales orders will be created using the Magento 2.x order number as the Fishbowl sales order number.
Schedule Export Order
  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Schedule Button.png Schedule button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
Schedule Products
  • Schedule - Select the Checked.png Active checkbox to sync products on a set schedule. Click the Schedule Button.png Schedule button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Weight UOM - The UOM for weight on products. This should match the UOM set in store settings on your 3dcart shopping cart.
  • Pull products to Fishbowl - When selected, products created in 3dcart will be created in Fishbowl.
  • Push products to store - When selected, products created in Fishbowl will be created in the store.
    • Fail When Missing SKU or UPC - When selected, the sync will log products with missing SKUs or UPCs as errors. Otherwise, they are skipped.
Schedule Inventory
  • Schedule - Select the Checked.png Active checkbox to sync inventory on a set schedule. Click the Schedule Button.png Schedule button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Location Group - When selected, the Available For Sale inventory quantity will be used from this location group only. If left blank, the quantity from all location groups will be used.