Difference between revisions of "Magento Cart"

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(Release Version 2.3 - 04/04/2017 - Works with FB version 2017.2 and higher)
(Release Version 2.3 - 04/04/2017)
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= Release Notes =
 
= Release Notes =
 
==Release Version 2.3 - 04/04/2017==
 
==Release Version 2.3 - 04/04/2017==
''' Works with FB version 2017.2 and higher'''
+
* Works with FB version 2017.2 and higher
 +
 
 
==Considerations before updating to version 2.3==
 
==Considerations before updating to version 2.3==
 
* If using the carrier and payment mappings in version 2.3, please read through the setup instructions on this wiki page. Carrier(s) and payment(s) names from Magento much match exactly when entered.
 
* If using the carrier and payment mappings in version 2.3, please read through the setup instructions on this wiki page. Carrier(s) and payment(s) names from Magento much match exactly when entered.

Revision as of 16:12, 4 April 2017

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 1.7 through Magento 1.9. For Magento 2.0 or higher, use the x16px Magento 2.x module.


Video

Template:Divider Magento.png

The documentation on this page is for the most recent version of the Small.Magento Cart.png Magento Cart 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 Cart.png 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 Small.Magento Cart.png 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 Small.User Group.png 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 Small.Magento.png Magento module.

1. 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.

2. 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.

3. Store Settings

  1. Open the Small.Magento.png Magento module and enter the Store URL and the user credentials that were created above.
    Magento Credentials.png
  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.png 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 Product
Fishbowl Product
The product mapping can be customized by selecting any combination of the following fields on the Product Import or Product Export tab.

Name
Short Description
Description
SKU
Price
Weight

Product
Description
Price
UOM
Details
UPC
SKU
Length
Width
Height
Length UOM
Weight
Weight UOM

Magento order with specified status
Fishbowl sales order
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
The tax options can be set under Use Order Tax on the Order Import tab.
Order gift message
Order Note on the Details tab of the Small.Sales Order.png Sales Order module.
Item gift message
Order Note on the Details tab of the Small.Sales Order.png Sales Order module.
Email
Email field of the Details tab of the Small.Sales Order.png Sales Order module
Phone
Phone field of the Details tab of the Small.Sales Order.png Sales Order module
Carrier
Carriers can be mapped by clicking the Mapping Button.png Mapping button.
Payment method
Payment methods can be mapped by clicking the Mapping Button.png Mapping button.
Magento order with Complete status
Fishbowl fulfilled sales order
After an order is fulfilled in Fishbowl, it will be marked as Complete in Magento.
Magento quantity
Fishbowl Available For Sale quantity
Only inventory that has changed since the last export will be updated.

Australia/Canada Template:Top

When using the Magento plugin with Fishbowl Australia or Fishbowl Canada, tax rates can be mapped by clicking the Mapping Button.png Mapping button. Follow the instruction below to obtain the Magento Tax Class Id.

  1. Open the Magento Admin Panel in a web browser.
  2. Click the Sales menu at the top.
  3. Hover over Tax and then click Product Tax Classes.
  4. Click the applicable tax rate.
  5. Locate the word id in the URL bar at the top of the browser. The number that follows id should be entered on the Tax Rate tab of the Mappings window.
    Magento tax rate id.png
  6. Repeat steps 4 and 5 for each tax rate that will be mapped.

TABS

Order Import

  • 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.
  • Payment Terms - When selected, sales orders will be created using this payment term.
  • 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.
  • 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.

Template:Cart Customer

  • Use company name for new customers - When selected, the Company name from the Magento order will be used instead of the First name and Last name.
  • Use Magento Order Number as Fishbowl SO Number - When selected, sales orders will be created using the Magento order number as the Fishbowl sales order number.
  • Use same carrier and carrier service for all orders - When selected, all orders imported from Magento will use the selected carrier and carrier service. If this option is unchecked, carriers must be mapped by clicking the Mapping Button.png Mapping button.
  • Use same payment method for all orders - When selected, all orders imported from Magento will use the selected payment method. If this option is unchecked, payment methods must be mapped by clicking the Mapping Button.png Mapping button.
  • Use Order Tax - When selected, orders with tax that are imported from Magento will use the customer assigned tax code in Fishbowl. If this option is unchecked, the specified flat rate tax will be used. 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.


Order Export

  • 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.
  • 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.


Product import

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 Checked.png Active checkbox to import 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.
  • Field Mapping - Use the icon buttons on the right side of the table to edit the field mappings.
  • Weight UOM - If the weight UOM isn't set in Magento, the default UOM listed here will be used.
  • Size UOM - If the size UOM isn't set in Magento, the default UOM listed here will be used.


Product export

  • Schedule - Select the Checked.png Active checkbox to export 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.
  • Field Mapping - Use the icon buttons on the right side of the table to edit the field mappings.
  • Weight UOM - If the weight UOM isn't set in Magento, the default UOM listed here will be used.
  • Size UOM - If the size UOM isn't set in Magento, the default UOM listed here will be used.
  • 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.


Inventory Update

  • Schedule - Select the Checked.png Active checkbox to export inventory levels to Magento 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.
  • 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.

Troubleshooting

  • The attributes and IDs for orders and products can viewed or modified by clicking the Small.Shopify.png Shopify button at the top of the Small.Sales Order.png Sales Order module and the Small.Product.png Product module.
  • To view the scheduled tasks for the Small.Shopify.png Shopify module, open the Small.Schedule.png Schedule module.
  • A scheduled task can be run manually by double-clicking the task.
  • Enter an email address in the Small.Schedule.png Schedule module to receive error notifications.
  • To view the history of a scheduled task, including the result/error, click the History Icon Button.png History button in the Small.Schedule.png Schedule module.
  • More details about recent errors can be viewed by opening the Small.Data.png Data module and clicking the Server Log Button.png Server Log button.
  • Check for multiple versions of the Shopify.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Shopify versions, exit the Fishbowl Server and remove the older version on all client and server computers.
  • When syncing products from Magento to Fishbowl, products will match Magento SKU to Fishbowl Product Number field. If no match exists, a new product will be created.

Release Notes

Release Version 2.3 - 04/04/2017

  • Works with FB version 2017.2 and higher

Considerations before updating to version 2.3

  • If using the carrier and payment mappings in version 2.3, please read through the setup instructions on this wiki page. Carrier(s) and payment(s) names from Magento much match exactly when entered.
  • If using the order tax, instead of a line item tax, the order import will fail unless the customer in FB, for the corresponding transaction, has a tax rate assigned.


  • Added checkbox option to use company name when creating new customer on SO Import
  • Fixed product mapping error when no SKU specified for product sync from FB to Magento
  • Added ability to map payment(s) and carrier(s) between Magento and FB.
  • Added flexibility for product field mappings between Magento and FB.
  • Changed product sync to separate scheduled tasks for importing and exporting products.
  • Added checkbox option to use order based tax rate calculations instead of flat rate tax items.
  • AU customers only - added checkbox option to include the product tax class mapping between FB and Magento.
  • Australia and Canada customers only - added product tax class mappings between FB and Magento.
  • Australia and Canada only - fixed tax functionality to set the tax rate correctly.

Release Version 2.2 - 3/16/2017 - Works with FB version 2017.1 and newer

  • Changed product mapping options to have FB Fields as static and Magento as dynamic
  • Added product weight mapping
  • Fixed kit inventory syncing to report correct kit quantity to Magento
  • Fixed kit export sync to Magento
  • Mapped company name from Magento orders to FB
  • When importing orders from Magento to FB in a pending status we no longer create a payment for the order
  • Mapped address line 2 in Bill to and Ship to addresses
  • Improved the reset last sync functionality

Released on 3/15/2017 - For Fishbowl version 2017.2 and higher

  • Compatibility fixes for 2017.2 version of Fishbowl

Released on 3/9/2017

  • Enhancement to store Magento Cart Store ID in SO Custom Field
  • Issue: Last Sync Date was set to task completion not task start
  • Resolution: Last Sync Date now sets to when scheduled task starts
  • Issue: New products when pulling from Magento to FB not created
  • Resolution: New products created in FB when pulling from Magento.
Note - product will try to map Magento SKU to FB Product Number. If no match then a new product will be created.

Released on 2/9/2017

  • Enhancements
  • Ability to push product price and description changes from FB to Magento after initial product sync
  • Added more product field mapping options for SKU, Name, and Description fields
  • Customer email from Magento order now imports to the FB SO
  • Magento Store identity is now stored on the FB SO
  • Line item identity is now stored in SO Line Item custom field
  • If the FB carrier is set to UPS, USPS, FEDEX or DHL that will be sent to Magento, otherwise the value "custom" is sent along with the tracking number.
  • Fixes
  • Configurable Products now import correctly to FB
  • Zero Dollar Orders now import to FB
  • Line item level discounts now apply correctly

Released on 10/13/2016

  • Issue: Saving the sales person is required for import order, even when the task is not active.
  • Resolution: Required fields are only required on active tasks.