Magento

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Revision as of 20:38, 23 August 2019 by RWoodbury (talk | contribs) (Release Notes)
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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 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 Small.Magento Cart.png Magento Cart module.

Magento.png
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.

Install

  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 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 Small.Magento.png Magento module from any Fishbowl Client by opening the Integrations module 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 to prepare for the Magento integration. Then enter a Store Name and any other required information on the Store Settings tab of the Small.Magento.png Magento module.

  1. Find the Store URL, for example https://magento2.mycompany.com
  2. Copy the Username and Password of a Magento user.

TABS

Shopping cart 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.

Store Settings

Magento Store Settings.png
  1. If applicable, copy any needed setup information from the Magento website.
  2. Click the Store Settings tab of the Small.Magento.png Magento module.
  3. Enter a name in the Store Name field and any other required information.
  4. Click the Connect Button.png button and verify that the connection to the Magento website is working.
  5. Click the Save Button.png Save button at the top of the module to save the Magento settings.
  6. Click the New Button.png New button at the top of the module to configure another Magento store.

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.
  • 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.
  • 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.
  • 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.
  • Order number prefix - An order number prefix can be defined which will be applied to order numbers mapped from Magento.
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.
  • Remove '#' prefix from Magento Cart order numbers - When selected, Magento Cart 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.

Location Group Settings

Cart Location Group.png
  • Use a default location group - Select a default location group for imported orders.
  • Use location group mapping - Use the table to map location groups between Magento and Fishbowl.

Order Status Mapping

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.

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 a 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.

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.
  • 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.

Select ANY of the following options:

  1. Export new products- 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.
  2. Update linked products - This section has the same options as the Export new products 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 For Sale, 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.
  • Use 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.

Troubleshooting

  • 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

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
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 Cart 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
2018.12.02 – 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
2018.10.06 – 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
2018.8 – 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.
2.20 - 7/12/2018 - Fishbowl 2018.7
  • Bug Fixes
  • Updated for compatibility with Fishbowl version 2018.7
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.
2.18.2 – 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
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
  • Updated label in connection settings from "API Key" to "Password" to add clarity
1.0 - 7/13/2017 - Fishbowl 2017.6
  • Compatible with Magento version 2.1.6