Magento Cart

The Magento module, located in the Integrations group, is an add-on module that can be installed from the 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 1.7 through Magento 1.9. For Magento 2.0 or higher, use the x16px Magento 2.x module.

Video

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

Install

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

Setup Template:Top

In order to connect to Magento, the Magento API must first be configured properly. Follow the steps below to create a role, create a user, and then enter the credentials into the store settings of the Magento module.

1. Create a role

1. Log into the Magento admin dashboard and navigate to System > Web Services > SOAP/XML-RPC - Roles.
   
2. Click the button.
   
   • 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.
   
4. Click the button.

2. Create a user

1. Navigate to System > Web Services > SOAP/XML-RPC - Users.
   
2. Click the button.
   
   • 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.
   
4. Click the button.

3. Store Settings

1. Open the Magento module and enter the Store URL and the user credentials that were created above.
   
2. Click the Test Connection button to verify that the connection is valid and then click Save.

Multiple Magento carts can be configured by clicking the New button, which will add another Magento Cart tab.

Mapping Template:Top

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

Magento		Fishbowl
Product	↔	Product
Order with specified status	→	Sales order
Complete order	←	Fulfilled sales order
Qty	←	Available for sale inventory (only inventory that has changed since the last export will be updated)
Product name	↔	Product number or SKU (See Magento Name)
Product SKU	↔	SKU or Product number (See Magento SKU)
Short description	↔	Product description
Product description	←	Product details
Magento order number	→	Customer PO field, sales order number (optional)
Order date	→	Fulfillment date
Customer name & billing address	→	Bill To
Customer name & shipping address	→	Ship To
Customer	→	Creates a new customer or uses the generic customer specified on the Schedule Import Order tab.
Taxes	→	All taxes are combined into the tax item specified on the Schedule Import Order tab.
Order gift message	→	Order Note on the Details tab of the Sales Order module.
Item gift message	→	Order Note on the Details tab of the Sales Order module.
Email		Not imported
Phone		Not imported

• The attributes and IDs for orders and products can viewed or modified by clicking the Shopify button at the top of the Sales Order module and the Product module.
• To view the scheduled tasks for the Shopify module, open the Schedule module.
• A scheduled task can be run manually by double-clicking the task.
• Enter an email address in the Schedule module to receive error notifications.
• To view the history of a scheduled task, including the result/error, click the History button in the Schedule module.
• More details about recent errors can be viewed by opening the Data module and clicking the Server Log button.
• Check for multiple versions of the Shopify.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Shopify versions, exit the Fishbowl Server and remove the older version on all client and server computers.

TABS

Settings

File:Magento Settings Tab.png

• 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 Company module.
• Magento SKU - If SKU is selected, a SKU must be set on the Fishbowl product.
  • When using a "Simple Product" in Magento, the Magento SKU can be mapped to the Product Number or the SKU in Fishbowl.
  • When using anything other than a "Simple Product" in Magento, select SKU.
• Magento Name - The Name in Magento can be mapped to the Product Number or SKU in Fishbowl. If SKU is selected, a SKU must be set on the Fishbowl product.
• Short Description - The Short Description in Magento will be mapped to the Description in Fishbowl.
• Description - The Description in Magento will be mapped to the Details in Fishbowl.

Schedule Import Order

File:Magento Schedule Import Order Tab.png

• Schedule - Select the Active checkbox to import orders on a set schedule. Click the 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.

• SO Status - Orders can be imported as an estimate, issued, or fulfilled status. Setting orders to fulfilled status will import orders and then quick fulfill them.
• Tax Item - Tax rate item for the total tax amount from Magento. Can only specify a flat rate tax. If the list is empty, create a flat rate tax to be used with Magento. The flat rate amount can be set to $0 in the Tax Rate module, and then the correct total tax amount will be set when the order is imported from Magento.
• 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.
• Magento Order Status - This selection determines which status of Magento orders will be imported into Fishbowl.
• Use Magento Order Number as SO Number - When selected, sales orders will be created using the Magento order number as the Fishbowl sales order number.

Schedule Export Order

File:Magento Schedule Export Order Tab.png

• Schedule - Select the Active checkbox to export orders on a set schedule. Click the 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.
• Update Magento Order Status - When selected, Magento orders will be updated after the product(s) on the order have been shipped in Fishbowl. If left blank, Fishbowl will not update the status of the Magento order.

Schedule Products

File:Magento Schedule Products Tab.png

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

• Schedule - Select the Active checkbox to sync products on a set schedule. Click the 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.
• Pull new products to Fishbowl - When selected, products created in Magento will be created in Fishbowl.
• Push new products to Magento - When selected, products created in Fishbowl will be created in Magento.
• Always sync all products - When selected, the entire product list in Magento and Fishbowl will sync. Typically, this setting would be used on the initial integration, and then disabled afterward to allow for a faster sync of just new products.
• Weight UOM - Default UOM for the weight of products as they are created.

Schedule Inventory

File:Magento Schedule Inventory Tab.png

• Schedule - Select the Active checkbox to sync inventory on a set schedule. Click the 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.