Difference between revisions of "Magento Cart"

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(Version 4.0)
(Release Notes)
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{{Plugin Install|Magento Cart|Integrations}}
 
{{Plugin Install|Magento Cart|Integrations}}
  
== Setup {{top}} ==
+
==Setup==
 
+
{{Setup|{{PAGENAME}}}}
In order to connect to Magento, the Magento API must first be configured properly. Follow the steps below to [[#1. Create a role|create a role]], [[#2. Create a user|create a user]], and then enter the credentials into the [[#3. Store Settings|store settings]] of the {{Module|Magento Cart}}.
 
 
 
=== 1. Create a role ===
 
  
 +
'''Create a role'''
 
# Log into the Magento admin dashboard and navigate to '''System''' > '''Web Services''' > '''SOAP/XML-RPC - Roles'''.<br>[[File:Magento Roles.png]]
 
# 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|link=|alt=Add New Role|bottom]] button.<br>[[File:Magento New Role1.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.
 
#* 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 '''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|link=|alt=Save Role|bottom]] button.
+
# Click the [[File:Save Role.png|alt=Save Role|bottom]] button.
 
 
{{Clear}}
 
 
 
=== 2. Create a user ===
 
  
 +
'''Create a user'''
 
# Navigate to '''System''' > '''Web Services''' > '''SOAP/XML-RPC - Users'''.<br>[[File:Magento Users.png]]
 
# Navigate to '''System''' > '''Web Services''' > '''SOAP/XML-RPC - Users'''.<br>[[File:Magento Users.png]]
# Click the [[File:Add New User.png|link=|alt=Add New User|bottom]] button.<br>[[File:Fishbowl Integration Magento 4.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'''.
 
#* Enter a '''User Name''', such as '''Fishbowl'''.
 
#* Fill out the '''First Name''', '''Last Name''', and '''Email''' for the user being created.
 
#* Fill out the '''First Name''', '''Last Name''', and '''Email''' for the user being created.
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#* Create an '''API Key''' for the user. This is essentially a password. Confirm the password in the '''API Key Confirmation''' field.
 
#* 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 '''User Role''' on the left and select the role created above.<br>[[File:Fishbowl Integration Magento 5.png]]
# Click the [[File:Save User.png|link=|alt=Save User|bottom]] button.
+
# Click the [[File:Save User.png|alt=Save User|bottom]] button.
 +
 
 +
=TABS=
 +
{{TABS|{{PAGENAME}}}}
 +
 
 +
==Store Settings==
 +
{{Store Settings|{{PAGENAME}}}}
 +
 
 +
==Order Import==
 +
{{Order Import}}
 +
 
 +
===Order Settings===
 +
{{Order|{{PAGENAME}}}}
 +
:{{Notes|{{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.
 +
 
 +
===Order Item Settings===
 +
{{Order Item Settings|{{PAGENAME}}}}
 +
 
 +
===Location Group Settings===
 +
{{Location Group|{{PAGENAME}}}}
 +
 
 +
===Order Status Mapping===
 +
{{Order Status Mapping|{{PAGENAME}}}}
  
{{Clear}}
+
===Customer Settings===
 +
{{Customer|{{PAGENAME}}}}
  
=== 3. Store Settings ===
+
===Carrier Settings===
 +
{{Carrier Mapping|{{PAGENAME}}}}
 +
:{{Notes|{{PAGENAME}}}}
 +
::Click [http://docs.magento.com/m1/ce/user_guide/shipping/carriers.html here] to see which carriers Magento supports.
 +
::Follow the instructions below to map carriers between Magento and Fishbowl.
 +
::# Log into the Magento Admin panel.
 +
::# Click the '''System''' menu and then select '''Configuration'''.
 +
::# In the '''Sales''' section on the left, click '''Shipping Methods'''.
 +
::# Expand the desired shipping method and copy the '''Title''' and '''Method'''.<br>[[File:Magento flat rate.png]]<br><br>[[File:Magento UPS.png]]
 +
::# Open the '''Carrier Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.<br>[[File:Magento carrier mapping done.png]]
 +
::# Enter the exact '''Title''' and '''Method''' into Fishbowl with the following format '''Title - Method'''. Below are several examples.<br>[[File:Magento carrier mapping.png]]
 +
::#* '''Flat Rate - Fixed'''
 +
::#* '''Free Shipping - Free'''
 +
::#* '''United Parcel Service - Next Day Air'''
 +
::#* '''United Parcel Service - Ground'''
 +
::# Select the corresponding '''Fishbowl Carrier Service''' and then click the '''Save''' button.
  
# Open the {{Module|Magento Cart}} and enter the '''Store URL''' and the user credentials that were created above.<br>[[File:Magento Credentials.png|link=]]
+
===Payment Settings===
# Click the '''Test Connection''' button to verify that the connection is valid and then click '''Save'''.
+
{{Payment Mapping|{{PAGENAME}}}}
 +
:{{Notes|{{PAGENAME}}}}
 +
::Follow the instructions below to map payment methods between Magento and Fishbowl.
 +
::# Log into the Magento Admin panel using Google Chrome.
 +
::# Click the '''System''' menu and then select '''Configuration'''.
 +
::# In the '''Sales''' section on the left, click '''Payment Methods'''.
 +
::# Right-click the header of the desired payment method and select '''Inspect'''.<br>[[File:Magento payment method inspect.png]]
 +
::# In the section highlighted by Chrome, copy the text between '''"payment_''' and '''-head"'''.
 +
::# Open the '''Payment Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.<br>[[File:Magento payment mapping done.png]]
 +
::# Enter the Magento payment ID into Fishbowl. Below are several examples.<br>[[File:Magento payment mapping.png]]
 +
::#* '''checkmo'''
 +
::#* '''cashondelivery'''
 +
::#* '''authorizenet'''
 +
::#* '''banktransfer'''
 +
::# Select the corresponding '''Fishbowl Payment Method''' and then click the '''Save''' button.
  
Multiple Magento carts can be configured by clicking the {{Button|New}}, which will add another '''Magento Cart''' tab.
+
===Tax Settings===
 +
{{Taxes|{{PAGENAME}}}}
 +
:{{Notes|{{PAGENAME}}}}
 +
::'''Fishbowl Australia'''
 +
::Taxes are set for each product using the '''Tax Code''' field in the {{Module|Product}}.<br>[[File:AU NZ Taxes.png]]
  
== Mapping {{top}} ==
 
  
The table below shows how data transfers between Magento and Fishbowl.
+
::'''Fishbowl Canada'''
 +
::When using the Magento plugin with Fishbowl Canada, some additional tax options are available in the [[#Taxes|'''Taxes''' section of the '''Order Import''' tab]].
 +
::[[File:Magento Tax Province.png]]
 +
::[[File: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.
 +
::# Open the '''Magento Admin Panel''' in a web browser.
 +
::# Click the '''Sales''' menu at the top.
 +
::# Hover over '''Tax''' and then click '''Product Tax Classes'''.
 +
::# Click the applicable tax rate.
 +
::# Locate the word '''id''' in the URL bar at the top of the browser and copy the number that follows '''id'''.<br>[[File:Magento tax rate id.png]]
 +
::# Click the [[#Product Import|'''Product Import''' tab of the]] {{Module|Magento Cart|Product Import}} and select '''Use product tax class mapping'''.<br>[[File:Product Tax Class Mapping.png]]
 +
::# Click the {{Icon Button|Add}}, enter the '''id''' copied from Magento, and select the Fishbowl tax rate.<br>[[File:Product Tax Class Mapping 2.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]]
  
{| class="prettytable"
+
==Fulfillment Export==
|-
+
{{Order Fulfillment|{{PAGENAME}}}}
!Magento Product||{{Arrow|Both}}||Fishbowl Product
+
{{Notes|{{PAGENAME}}}}
|-
+
* If a carrier on an order is not an approved carrier by Magento it will be set to Custom Value.
|colspan="3" width = "10"|The product mapping can be customized by selecting any combination of the following fields on the [[#Product_import|Product Import]] or [[#Product_export|Product Export]] tab.
+
* For a list of accepted carriers please see [[#Carriers|Carriers]].
|-
 
|
 
Name
 
<br>Short Description
 
<br>Description
 
<br>SKU
 
<br>Price
 
<br>Weight
 
<br>Meta Title
 
<br>Meta Keyword
 
<br>Meta Description
 
|
 
|
 
Product
 
<br>Description
 
<br>Price
 
<br>Details
 
<br>UPC
 
<br>SKU
 
<br>Weight
 
|-
 
!Magento order with [[#Order|specified status]] ||{{Arrow|Right}}|| Fishbowl sales order
 
|-
 
|Magento order number||{{Arrow|Right}}|| Customer PO field, sales order number (optional)
 
|-
 
|Order date ||{{Arrow|Right}}|| Fulfillment date
 
|-
 
|Customer name & billing address ||{{Arrow|Right}}|| Bill To
 
|-
 
|Customer name & shipping address ||{{Arrow|Right}}|| Ship To
 
|-
 
|Customer ||{{Arrow|Right}}|| Creates a new customer or uses the generic customer specified in the [[#Customer|'''Customer''' section of the '''Order Import''' tab]].
 
|-
 
|Taxes ||{{Arrow|Right}}|| The tax options can be set under the [[#Taxes|'''Taxes''' section of the '''Order Import''' tab]].
 
|-
 
|Order gift message||{{Arrow|Right}}|| Order '''Note''' on the {{ModuleTab|Sales Order|Details}}.
 
|-
 
|Item gift message||{{Arrow|Right}}|| Order '''Note''' on the {{ModuleTab|Sales Order|Details}}.
 
|-
 
|Email||{{Arrow|Right}}||'''Email''' field of the {{ModuleTab|Sales Order|Details}}
 
|-
 
|Phone||{{Arrow|Right}}||'''Phone''' field of the {{ModuleTab|Sales Order|Details}}
 
|-
 
|Carrier||{{Arrow|Right}}||Carriers can be mapped on the '''Order Import''' tab. For more information, see [[#Carriers|Carriers]].
 
|-
 
|Payment method||{{Arrow|Right}}||Payment methods can on the '''Order Import''' tab. For more information, see [[#Payment methods|Payment methods]].
 
|-
 
!Magento order with '''Complete''' status ||{{Arrow|Left}}|| Fishbowl fulfilled sales order
 
|-
 
|colspan="3" width = "10"|After an order is fulfilled in Fishbowl, it will be marked as '''Complete''' in Magento.
 
|-
 
!Magento quantity ||{{Arrow|Left}}|| Fishbowl '''Available For Sale''' quantity
 
|-
 
|colspan="3" width = "10"|Only inventory that has changed since the last export will be updated.
 
|}
 
  
=== Carriers ===
+
==Product Import==
 +
{{Product Import|{{PAGENAME}}}}
 +
 
 +
==Product Export==
 +
{{Product Export|{{PAGENAME}}}}
 +
:{{Notes|{{PAGENAME}}}}
 +
:*{{Include Product Image|{{PAGENAME}}}}
 +
 
 +
==Inventory Update==
 +
{{Inventory Update|{{PAGENAME}}}}
 +
 
 +
=Troubleshooting=
 +
{{Troubleshooting|{{PAGENAME}}}}
 +
* 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.
 +
* When shipping multiple cartons for a single Magento order, only the cartons with tracking numbers will be exported back to Magento. If orders seem to be missing on the Magento site, verify that each of the cartons for that order have tracking in Fishbowl.
  
Follow the instructions below to map carriers between Magento and Fishbowl.
+
=Release Notes=
 +
{{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
  
# Log into the Magento Admin panel.
+
{{HideH2|2019.7.0X – 7-23-2019 - Fishbowl 2019.7}}
# Click the '''System''' menu and then select '''Configuration'''.
+
* Changed error message on product export when products don't have tax code set}
# In the '''Sales''' section on the left, click '''Shipping Methods'''.
+
* Added ability for users to select which payment method types to create payments in Fishbowl
# Expand the desired shipping method and copy the '''Title''' and '''Method'''.<br>[[File:Magento flat rate.png|link=]]<br><br>[[File:Magento UPS.png|link=]]
+
* Fixed fulfillment bug for orders with only drop-ship items not sending tracking and fulfilling correctly in the channel
# Open the '''Carrier Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.<br>[[File:Magento carrier mapping done.png|link=]]
+
* Fixed pricing bug to use the discounted price on order import
# Enter the exact '''Title''' and '''Method''' into Fishbowl with the following format '''Title - Method'''. Below are several examples.{{Vertical Spacer}}[[File:Magento carrier mapping.png|link=]]
+
* Fixed issue where taxes were removed from the payment amount incorrectly
#* '''Flat Rate - Fixed'''
 
#* '''Free Shipping - Free'''
 
#* '''United Parcel Service - Next Day Air'''
 
#* '''United Parcel Service - Ground'''
 
# Select the corresponding '''Fishbowl Carrier Service''' and then click the '''Save''' button.
 
  
=== Payment methods ===
+
{{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'''**
 +
* General UI Enhancements
 +
* Fixed bug on fulfillment for orders with kits
 +
* Fixed tax item bug on AU version
 +
* 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
  
Follow the instructions below to map payment methods between Magento and Fishbowl.
+
{{HideH2|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
  
# Log into the Magento Admin panel using Google Chrome.
+
{{HideH2|2019.4.0X – 4-18-2019 - Fishbowl 2019.4}}
# Click the '''System''' menu and then select '''Configuration'''.
+
* Changed error message on order import when products are not linked and the order import failed
# In the '''Sales''' section on the left, click '''Payment Methods'''.
+
* Fixed product import and product export mapping issue which was causing errors and limiting many to one field mappings between FB and the channel
# Right-click the header of the desired payment method and select '''Inspect'''.<br>[[File:Magento payment method inspect.png|link=]]
+
* Fixed product linking bug on product import task
# In the section highlighted by Chrome, copy the text between '''"payment_''' and '''-head"'''.
+
* Fixed bug where orders would import without items
# Open the '''Payment Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.<br>[[File:Magento payment mapping done.png|link=]]
+
* On first load, a data migration task will run migrating carrier and payment mapping table data from the previous version
# Enter the Magento payment ID into Fishbowl. Below are several examples.{{Vertical Spacer}}[[File:Magento payment mapping.png|link=]]
+
* On first load, existing scheduled tasks will be removed and need to be recreated by Saving the plugin
#* '''checkmo'''
+
* Fixed bug where mapping validation error window appeared
#* '''cashondelivery'''
+
* Fixed bug where smaller screens would cut off data in the Plugin UI
#* '''authorizenet'''
+
* Added UPC field as a mappable product field for product linking task
#* '''banktransfer'''
+
* Added option to use a tax mapping table on the order import task
# Select the corresponding '''Fishbowl Payment Method''' and then click the '''Save''' button.
+
* Fixed bug where the fulfillment task wasn't sending up the shipment tracking
 +
* Various AU version fixes
  
== Australia/Canada {{top}} ==
+
{{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
 +
* 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 where order import option to add on order number prefix was not saving
 +
* 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
 +
* Fixed bug when QB class setting was not being applied to regular products in orders
 +
* 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 "link Payment Methods" option does not stay checked when saved and refreshed
 +
* Fixed bug where panels were not sizing properly on small screens
  
When using the Magento plugin with Fishbowl Australia or Fishbowl Canada, some additional tax options are available in the [[#Taxes|'''Taxes''' section of the '''Order Import''' tab]].
+
{{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_Cart#Order_Status_Mapping order status mapping] table data when first loading the plugin**'''
  
[[File:Magento Tax Province.png]]
+
* 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
 +
* Added stamps.com in the carrier mapping
 +
* 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
  
* '''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.
+
{{HideH2|2018.12.02 – 12-20-2018 - Fishbowl 2018.12}}
* '''Use Customer Tax Code''' - When selected, orders imported from Magento with tax will use the associated product tax codes in Fishbowl.
+
* Added ability to map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import task.12}}
* '''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.
+
* 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
  
Tax rates can also be mapped using by the Magento product tax class ID as explained below.
+
{{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 where Street addresses with "N" in them are being truncated or the "N" is being dropped on order import
 +
* Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB
  
# Open the '''Magento Admin Panel''' in a web browser.
+
{{HideH2|2018.8 – 8/23/2018 - Fishbowl 2018.8}}
# Click the '''Sales''' menu at the top.
+
* 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.
# Hover over '''Tax''' and then click '''Product Tax Classes'''.
+
* New version number system to match Fishbowl.
# Click the applicable tax rate.  
+
* Schedule task now gives a count of the items that were imported/exported. Error message will list items that failed.
# Locate the word '''id''' in the URL bar at the top of the browser and copy the number that follows '''id'''.<br>[[File:Magento tax rate id.png]]
+
* Will now use the account specified on the payment type (instead of the default) during order import.
# Click the [[#Product Import|'''Product Import''' tab of the]] {{Module|Magento Cart|Product Import}} and select '''Use product tax class mapping'''.<br>[[File:Product Tax Class Mapping.png]]
+
* Fixed a bug regarding taxes in the Fishbowl Canada version.
# Click the {{Icon Button|Add}}, enter the '''id''' copied from Magento, and select the Fishbowl tax rate.<br>[[File:Product Tax Class Mapping 2.png]]
+
* Fishbowl product images can now be exported to Magento.
# Click the '''Save''' to close the dialog, and then click the {{Button|Save}} on the module toolbar.{{Vertical Spacer}}[[File:Product Tax Class Mapping 3.png]]
+
* Ability to select which date field the Last Sync Date references.
 +
* Shipping tax now accounted for in Fishbowl Australia version.
  
= TABS =
+
{{HideH2|4.20 - 7/12/2018 - Fishbowl 2018.7}}
 +
* Bug Fixes
 +
* Updated for compatibility with Fishbowl version 2018.7
  
{{H2|Order Import}} [[File:Magento Schedule Import Order Tab.png|right]]
+
{{HideH2|4.19 – 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.
  
{{Schedule|import orders|Run task}}
+
{{HideH2|4.18.2 – 5/15/2018 - Fishbowl 2018.5}}
 +
* Fixed a bug that was causing settings to not save.
  
:{{HideH2|Order}} [[File:Magento Schedule Import Order Orders.png|right]]
+
{{HideH2|4.18 – 5/11/2018 - Fishbowl 2018.5}}
:* '''Location Group''' - Sales orders will be created using this location group.
+
* Redesigned Customer section in Order Import tab. **Reconfiguration of the customer settings will be required when you update to this version or beyond.
:* '''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.
 
:* '''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 Fishbowl SO Number''' - When selected, sales orders will be created using the Magento order number as the Fishbowl sales order number.
 
:* '''Add order discounts as a flat rate discount item''' - When selected, incoming orders with discounts will apply discounts on the sales order as a separate, flat rate discount item.
 
:* '''Discount Item''' - Discount item for the order discount amount from Magento. Can only specify a flat rate discount. The flat rate discount can be set to $0 in the {{Module|Discount}} and then the correct discount amount will be set when the order is imported from Magento.
 
:* '''Apply order discounts to line items''' -  When selected, incoming orders with discounts will apply discounts to the line items on the sales order.  
 
  
:{{HideH2|Customer}} [[File:Magento Schedule Import Order Customer.png|right]]
+
{{HideH2|4.17 - 4/12/2018 - Fishbowl 2018.4}}
:* '''Use default customer''' - When selected, sales orders will be created using this customer for every order.
+
* Addition of a new order status mapping table. You can now import multiple statuses at the same time.
:** If this option is not selected, unique customer information for each order will be imported from Magento.
 
:** Alternatively, create a generic/web customer in Fishbowl that will be used for all imported orders.
 
:** Address information will be imported for each order regardless of this option.
 
:* '''Salesperson''' - Sales orders will be created using this salesperson.
 
:* '''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.
 
:* '''Class''' - When selected, sales orders will be created using this class as the sales order class.
 
:* '''Customer Status''' - When selected, imported customers will be created with the selected status.
 
:* '''Use company name for new customers''' - When selected, the '''Company name''' from the bill to address of the Magento order will be created as the customer name in Fishbowl.
 
  
:{{HideH2|Carrier Mapping}} [[File:Magento Schedule Import Order Carrier Mapping.png|right]]
+
{{HideH2|4.16 - 3/8/2018 - Fishbowl 2018.3}}
:* '''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 can be mapped by following the instructions [[#Carriers|here]].
+
* 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.
 +
* Bug Fixes
  
:{{HideH2|Payment Mapping}} [[File:Magento Schedule Import Order Payment Mapping.png|right]]
+
{{HideH2|4.15 - 1/31/2018 - Fishbowl 2018.1}}
:* '''Create payments in Fishbowl''' - When selected, payments from the Magento transaction will be shown in the {{Module|Payment Viewer}}.
+
* No longer updating product catalog visibility during product export.
:* '''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 can be mapped by following the instructions [[#Payment methods|here]].
 
  
:{{HideH2|Taxes}} [[File:Magento Schedule Import Order Taxes.png|right]]
+
{{HideH2|4.12 - 1/12/2018 - Fishbowl 2017.13}}
:* '''Calculate Order Tax''' - 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.
+
* 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.
:* '''Flat Rate Tax Item''' - 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 {{Module|Tax Rate}} and then the correct total tax amount will be set when the order is imported from Magento.
+
* 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.
  
{{H2|Order Fulfillment}} [[File:Magento Schedule Export Order Tab.png|right]]
+
{{HideH2|4.11 - 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.
  
{{Schedule|export orders|Run task}}
+
{{HideH2|4.10 - 11/21/2017 - Fishbowl 2017.11}}
* '''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.
+
* 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.
  
{{H2|Product Import}} [[File:Magento Schedule Products Tab.png|right]]
+
{{HideH2|4.9 - 11/20/2017 - Fishbowl 2017.11}}
 +
* Fixed a type conversion bug.
  
{{Products before orders}}
+
{{HideH2|4.8 - 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.
  
{{Schedule|import products|Run task}}
+
{{HideH2|4.7 - 10/30/2017 - Fishbowl 2017.10}}
* '''Field Mapping''' - Use the icon buttons on the right side of the table to edit the field [[#Mapping|mappings]].
+
* 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.
* '''Weight UOM''' - If the weight UOM isn't set in Magento, the default UOM listed here will be used.
+
*Fixed a bug with the way flat rate discounts were being added to orders
* '''Size UOM''' - If the size UOM isn't set in Magento, the default UOM listed here will be used.
 
* Australia and Canada users can find instructions for product tax class mappings [[#Australia.2FCanada|here]].
 
  
{{H2|Product Export}} [[File:Magento product export tab.png|right]]
+
{{HideH2|4.6 - 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.
  
{{Schedule|export products|Run task}}
+
{{HideH2|4.5 - 9/12/2017 - Fishbowl 2017.7}}
* '''Field Mapping''' - Use the icon buttons on the right side of the table to edit the field [[#Mapping|mappings]]. After a product has been pushed to Magento, any changes made to the product in Fishbowl will update the following fields in Magento: '''Name''', '''Short Description''', '''Description''', '''SKU''', '''Price''', '''Weight''', '''Meta Title''', '''Meta Keyword''', and '''Meta Description'''.
+
* Fixed a bug with the refresh button.
* '''Weight UOM''' - If the weight UOM isn't set in Magento, the default UOM listed here will be used.
+
* Fixed a bug with sales order line item type associated with kits.
* '''Size UOM''' - If the size UOM isn't set in Magento, the default UOM listed here will be used.
+
* Fixed a bug in the Canada version where non-inventory items weren't being taxed by province.
* '''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.
 
* Australia and Canada users can find instructions for product tax class mappings [[#Australia.2FCanada|here]].
 
  
{{H2|Inventory Update}} [[File:Magento Schedule Inventory Tab.png|right]]
+
{{HideH2|4.4 - 9/7/2017 - Fishbowl 2017.7}}
 +
* Fixed issue with customers getting a "number format exception" error.
  
{{Schedule|export inventory levels to Magento|Run task}}
+
{{HideH2|4.3 - 9/6/2017 - Fishbowl 2017.7}}
* '''Location Group''' - When selected, the [[Inventory#Inventory_status_terms|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.
+
* Fixed issue with order import where discounts weren't being applied correctly in Fishbowl.
* '''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.
 
  
{{Clear}}
+
{{HideH2|4.2 - 8/31/2017 - Fishbowl 2017.7}}
 +
* Interim Release
  
= Troubleshooting =
+
{{HideH2|4.1 - 8/29/2017 - Fishbowl 2017.7}}
* Enter an email address in the {{Module|Schedule}} to receive error notifications.
+
* Interim Release
* To view the scheduled tasks for the cart, open the {{Module|Schedule}}.
 
* To reduce errors, the suggested order for running tasks is '''Products''', '''ImportOrder''', '''Inventory''', '''ExportOrder'''.
 
* A scheduled task can be run manually by double-clicking the task.
 
* To view the history of a schedule task, including the result/error, click the {{Icon Button|History}} in the {{Module|Schedule}}.
 
* More details about recent errors can be viewed by opening the {{Module|Data}} and clicking the {{Button|Server Log}}.
 
* The '''Last Sync''' field can be used to reset the last sync date. This can be used to force a more complete sync, instead of just syncing items that have changed since the last sync.
 
* 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.
 
* When shipping multiple cartons for a single Magento order, only the cartons with tracking numbers will be exported back to Magento. If orders seem to be missing on the Magento site, verify that each of the cartons for that order have tracking in Fishbowl.
 
* Check for multiple versions of the plugin '''.jar''' file in '''C:\Program Files\Fishbowl\plugins\''' or '''\Applications\Fishbowl\plugins\''' on a Mac. If there are two versions of the same plugin, exit the Fishbowl Server and remove the older version on all client and server computers.
 
  
= Release Notes =
+
{{HideH2|4.0 - 8/25/2017 - Fishbowl 2017.7}}
==Version 4.0==
 
* Released on Aug 25, 2017
 
* Compatible with Fishbowl version 2017.7
 
'''Features and Fixes'''
 
 
* New layout and mapping options
 
* New layout and mapping options
  
==Version 3.4==
+
{{HideH2|3.4 - 8/14/2017 - Fishbowl 2017.6}}
* Released on Aug 14, 2017
 
* Compatible with Fishbowl version 2017.6 and higher
 
'''Features and Fixes'''
 
 
* Fixed weight and size UOM issue on product import being set incorrectly for products created in FB
 
* Fixed weight and size UOM issue on product import being set incorrectly for products created in FB
==Version 3.3==
+
 
* Released on July 28, 2017
+
{{HideH2|3.3 - 7/28/2017 - Fishbowl 2017.6}}
* Compatible with Fishbowl version 2017.6 and higher
 
'''Features and Fixes'''
 
 
* Fixed payment mapping bug where orders were imported but no payment was created with the payment mapping set
 
* Fixed payment mapping bug where orders were imported but no payment was created with the payment mapping set
==Version 3.2==
+
 
* Released on July 13, 2017
+
{{HideH2|3.2 - 7/13/2017 - Fishbowl 2017.6}}
* Compatible with Fishbowl version 2017.6 and higher
 
'''Features and Fixes'''
 
 
* Compatibility fixes for 2017.6 version of Fishbowl
 
* Compatibility fixes for 2017.6 version of Fishbowl
 
* Fixed an issue in AU version where order total from Magento and payment in FB were incorrect
 
* Fixed an issue in AU version where order total from Magento and payment in FB were incorrect
Line 270: Line 344:
 
* Fixed bug for CA version where order items didn't use the correct tax code when using the province tax mapping
 
* Fixed bug for CA version where order items didn't use the correct tax code when using the province tax mapping
  
==Version 3.1==
+
{{HideH2|3.1 - 6/20/2017 - Fishbowl 2017.5}}
* Released June 20, 2017
 
* Compatible with Fishbowl version 2017.5 and higher
 
'''Features and Fixes'''
 
 
* Compatibility fix for 2017.5 version of Fishbowl
 
* Compatibility fix for 2017.5 version of Fishbowl
  
==Version 3.0==
+
{{HideH2|3.0 - 5/22/2017 - Fishbowl 2017.4}}
* Released May 22, 2017
 
* Compatible with Fishbowl version 2017.4 and higher
 
'''Features and Fixes'''
 
 
* User interface enhancements and fixes including new layout for the order import panel, fixed combo boxes, and enter keyboard stroke works in dialog boxes
 
* User interface enhancements and fixes including new layout for the order import panel, fixed combo boxes, and enter keyboard stroke works in dialog boxes
 
* Removed the settings button from the toolbar, moving payment and carrier mapping to the order import panel
 
* Removed the settings button from the toolbar, moving payment and carrier mapping to the order import panel
Line 286: Line 354:
 
* Fixed bug when option to create payments in Fishbowl was unchecked allowing payments to still go over to FB when Magento order status is invoiced or complete
 
* Fixed bug when option to create payments in Fishbowl was unchecked allowing payments to still go over to FB when Magento order status is invoiced or complete
 
* Fixed bug when option to create payments in Fishbowl was unchecked and an order would fail if no payment method was mapped
 
* Fixed bug when option to create payments in Fishbowl was unchecked and an order would fail if no payment method was mapped
* Set the 'last sync dates' to when the user clicks save on the interface for first run on order import, order export, and inventory. Products have a historical last sync date set on first run.
+
* Set the 'last sync dates' to when the user clicks save on the interface for first run on order import, order export, and inventory. Products have a historical last sync date set on first run.
 
* Added option to create order level discounts
 
* Added option to create order level discounts
 
* Updated the schedule panel modifying the run task and reset last sync date options
 
* Updated the schedule panel modifying the run task and reset last sync date options
Line 307: Line 375:
 
* Fixed bug where shipping line items did not use the product tax code
 
* Fixed bug where shipping line items did not use the product tax code
  
==Version 2.5==
+
{{HideH2|2.5 - 4/26/2017 - Fishbowl 2017.3}}
* Released on April 26, 2017
+
* When syncing inventory from FB to Magento and the product has been deactivated in Magento, we received "product not exist" error back from Magento. A more user friendly error message was added for this scenario.
* Compatible with Fishbowl Version 2017.3 and higher
 
'''Features and Fixes'''
 
* When syncing inventory from FB to Magento and the product has been deactivated in Magento, we received "product not exist" error back from Magento. A more user friendly error message was added for this scenario.
 
 
* Fixed bug during product sync when saving product id.
 
* Fixed bug during product sync when saving product id.
  
==Version 2.4==
+
{{HideH2|2.4 - 4/13/2017 - Fishbowl 2017.3}}
* Released on April 13, 2017
 
* Compatible with Fishbowl version 2017.3 and higher
 
'''Features and Fixes'''
 
 
* Compatibility fixes for 2017.3 version of Fishbowl
 
* Compatibility fixes for 2017.3 version of Fishbowl
 
* Fixed tax functionality for Australia and Canada versions of Fishbowl
 
* Fixed tax functionality for Australia and Canada versions of Fishbowl
  
==Release Version 2.3==
+
{{HideH2|2.3 - 4/4/2017 - Fishbowl 2017.2}}
* Release Date April 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 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 checkbox is set to use order tax, the order import will fail unless the customer in FB has a tax rate assigned.
 
* If checkbox is set to use order tax, the order import will fail unless the customer in FB has a tax rate assigned.
'''Features and Fixes'''
 
 
* Added checkbox option to use company name when creating new customer on SO Import
 
* 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
 
* Fixed product mapping error when no SKU specified for product sync from FB to Magento
Line 338: Line 396:
 
* Australia and Canada only - fixed tax functionality to set the tax rate correctly.
 
* Australia and Canada only - fixed tax functionality to set the tax rate correctly.
  
==Release Version 2.2==
+
{{HideH2|2.2 - 3/16/2017 - Fishbowl 2017.1}}
* Release date March 16, 2017
 
* Works with FB version 2017.1 and newer
 
'''Features and Fixes'''
 
 
* Changed product mapping options to have FB Fields as static and Magento as dynamic
 
* Changed product mapping options to have FB Fields as static and Magento as dynamic
 
* Added product weight mapping
 
* Added product weight mapping
Line 351: Line 406:
 
* Improved the reset last sync functionality
 
* Improved the reset last sync functionality
  
==Release Version 2.1==
+
{{HideH2|2.1 - 3/9/2017 - Fishbowl 2017.1}}
* Release date March 9, 2017
 
* Works with FB version 2017.1 and newer
 
'''Features and Fixes'''
 
 
* Enhancement to store Magento Cart Store ID in SO Custom Field
 
* Enhancement to store Magento Cart Store ID in SO Custom Field
 
*Last Sync Date now sets to when scheduled task starts
 
*Last Sync Date now sets to when scheduled task starts
Line 360: Line 412:
 
::Note - product will try to map Magento SKU to FB Product Number. If no match then a new product will be created.
 
::Note - product will try to map Magento SKU to FB Product Number. If no match then a new product will be created.
  
==Release Version 2.0==
+
{{HideH2|2.0 - 2/9/2017 - Fishbowl 2017.1}}
* Released on February 9,2017
 
* Works with FB Version 2017.1 and older
 
'''Features and Fixes'''
 
 
* Ability to push product price and description changes from FB to Magento after initial product sync
 
* 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
 
* Added more product field mapping options for SKU, Name, and Description fields
Line 374: Line 423:
 
* Line item level discounts now apply correctly
 
* Line item level discounts now apply correctly
  
==Released on 10/13/2016==
+
{{HideH2|10/13/2016}}
 
* Issue: Saving the sales person is required for import order, even when the task is not active.
 
* 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.
 
::* Resolution: Required fields are only required on active tasks.

Revision as of 17:49, 19 September 2019

Icon.Magento Cart.png The Magento Cart 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 using the version 1.x XML-RPC API. For Magento 2.1 or higher, use the Small.Magento.png Magento module.

Magento Cart.png


Video

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

Complete the steps to prepare for the Magento Cart integration. Then enter a Store Name and any other required information on the Store Settings tab of the Small.Magento Cart.png Magento Cart module.

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.

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 Cart.png Magento Cart options or notes are included at the bottom of each section.

Store Settings

Magento Cart Store Settings.png
  1. If applicable, copy any needed setup information from the Magento Cart website.
  2. Click the Store Settings tab of the Small.Magento Cart.png Magento Cart 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 Cart website is working.
  5. Click the Save Button.png Save button at the top of the module to save the Magento Cart settings.
  6. Click the New Button.png New button at the top of the module to configure another Magento Cart 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 Cart 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 Cart.
  • Default Salesperson - Sales orders will be created using this salesperson.
  • Default Class - If there is no class mapped from Magento Cart, 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 Cart, sales orders will be created using this payment term.
  • Default Shipping Terms - If there are no shipping terms mapped from Magento Cart, 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 Cart.
Small.Magento Cart.png Additional Magento Cart 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 Cart 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 Cart order items that are not related to an actual Magento Cart product record will be ignored and no Fishbowl line item will be created.
  • Enable order import product linking - Magento Cart order items will be matched to Fishbowl products based on the defined field mapping. If the Magento Cart 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 Cart item field.
  • Magento Cart item field - The Magento Cart 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 Cart and Fishbowl.

Order Status Mapping

Cart Order Status Mapping.png
Use the table to assign Magento Cart order statuses to Fishbowl order statuses. The Order Import task will only import orders from Magento Cart 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 Cart Customer.
  • Use the Magento Cart Billing Address - Use the billing address from the Magento Cart order instead of the address for the default customer.
  • Use the Magento Cart Shipping Address - Use the shipping address from the Magento Cart order instead of the address for the default customer.
  • Use the Magento Cart Customer and Addresses - This option will import the addresses and customer from the Magento Cart order instead of using a generic customer.
  • Name - Select the Magento Cart 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 Cart will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and Magento Cart. 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 Cart and Fishbowl.
Small.Magento Cart.png Additional Magento Cart information
Click here to see which carriers Magento supports.
Follow the instructions below to map carriers between Magento and Fishbowl.
  1. Log into the Magento Admin panel.
  2. Click the System menu 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 flat rate.png

    Magento 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 Cart 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 Cart will use the selected payment method.
  • Use Payment method mapping - When selected, the table can be used to map payment methods between Magento Cart and Fishbowl.
  • Always create payments - If no payment data exists for the order from Magento Cart, 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 Cart. This is a required setting if Use Currency Conversion is enabled in the Small.Currency.png Currency module.
Small.Magento Cart.png Additional Magento Cart information
Follow the instructions below to map payment methods between Magento and Fishbowl.
  1. Log into the Magento Admin panel using Google Chrome.
  2. Click the System 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 payment method inspect.png
  5. In the section highlighted by Chrome, copy the text between "payment_ 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 Cart 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 Cart. 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 Cart.png Additional Magento Cart 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
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.
  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 and copy the number that follows id.
    Magento tax rate id.png
  6. Click the Product Import tab of the Small.Magento Cart.png Magento Cart 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 Cart 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 Cart.
  • Check order status - When selected, the Magento Cart order status will be checked prior to attempting to send fulfillment information. If the Magento Cart order status has changed, no fulfillment information will be sent. This will increase the time required to complete the order fulfillment task.

Small.Magento Cart.png Additional Magento Cart 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 Cart. A product link is created by storing the Magento Cart product ID in Fishbowl. Select ONE of the following options:

  1. Link existing products - This option will match existing products in Fishbowl and Magento Cart where data matches in the selected fields.
  2. Import products - This option will import products from Magento Cart into Fishbowl, creating them based on the field mapping and selected settings. If the weight or size UOM isn't set in Magento Cart, 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 Cart. 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 Cart. 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 Cart.png Additional Magento Cart information
  • Export images - When selected, the Fishbowl product image will be exported to Magento Cart.

Inventory Update

Cart Inventory Update.png
  • Schedule - Select the Checked.png Active checkbox to export inventory levels to Magento Cart 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 Cart can be limited. For example, if there is an available quantity of 4000 in Fishbowl, the quantity in Magento Cart could be set to 999.

Troubleshooting

  • The attributes and IDs for orders and products can viewed or modified by clicking the Small.Magento Cart.png Magento Cart 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 Cart.png Magento Cart 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 Cart.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Magento Cart 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.
  • When shipping multiple cartons for a single Magento order, only the cartons with tracking numbers will be exported back to Magento. If orders seem to be missing on the Magento site, verify that each of the cartons for that order have tracking in Fishbowl.

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
  • 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
  • Changed error message on product export when products don't have tax code set}
  • 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 tax item bug on AU version
  • 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 product linking bug on product import task
  • 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 where order import option to add on order number prefix was not saving
  • 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
  • Fixed bug when QB class setting was not being applied to regular products in orders
  • 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 "link Payment Methods" option does not stay checked when saved and refreshed
  • 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
  • Added stamps.com in the carrier mapping
  • 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.12}}
  • 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
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 where Street addresses with "N" in them are being truncated or the "N" is being dropped on order import
  • 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.
4.20 - 7/12/2018 - Fishbowl 2018.7
  • Bug Fixes
  • Updated for compatibility with Fishbowl version 2018.7
4.19 – 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.
4.18.2 – 5/15/2018 - Fishbowl 2018.5
  • Fixed a bug that was causing settings to not save.
4.18 – 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.
4.17 - 4/12/2018 - Fishbowl 2018.4
  • Addition of a new order status mapping table. You can now import multiple statuses at the same time.
4.16 - 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.
  • Bug Fixes
4.15 - 1/31/2018 - Fishbowl 2018.1
  • No longer updating product catalog visibility during product export.
4.12 - 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.
4.11 - 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.
4.10 - 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.
4.9 - 11/20/2017 - Fishbowl 2017.11
  • Fixed a type conversion bug.
4.8 - 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.
4.7 - 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
4.6 - 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.
4.5 - 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.
4.4 - 9/7/2017 - Fishbowl 2017.7
  • Fixed issue with customers getting a "number format exception" error.
4.3 - 9/6/2017 - Fishbowl 2017.7
  • Fixed issue with order import where discounts weren't being applied correctly in Fishbowl.
4.2 - 8/31/2017 - Fishbowl 2017.7
  • Interim Release
4.1 - 8/29/2017 - Fishbowl 2017.7
  • Interim Release
4.0 - 8/25/2017 - Fishbowl 2017.7
  • New layout and mapping options
3.4 - 8/14/2017 - Fishbowl 2017.6
  • Fixed weight and size UOM issue on product import being set incorrectly for products created in FB
3.3 - 7/28/2017 - Fishbowl 2017.6
  • Fixed payment mapping bug where orders were imported but no payment was created with the payment mapping set
3.2 - 7/13/2017 - Fishbowl 2017.6
  • Compatibility fixes for 2017.6 version of Fishbowl
  • Fixed an issue in AU version where order total from Magento and payment in FB were incorrect
  • Fixed in AU version so Shipping and Discount items reflect accurate tax codes and amounts
  • Fixed bug where the bill to company was being used in the ship to address block
  • Fixed bug for CA version where order items didn't use the correct tax code when using the province tax mapping
3.1 - 6/20/2017 - Fishbowl 2017.5
  • Compatibility fix for 2017.5 version of Fishbowl
3.0 - 5/22/2017 - Fishbowl 2017.4
  • User interface enhancements and fixes including new layout for the order import panel, fixed combo boxes, and enter keyboard stroke works in dialog boxes
  • Removed the settings button from the toolbar, moving payment and carrier mapping to the order import panel
  • Improved error messages when order sync fails
  • Improved tool tips to add clarity
  • Fixed bug when option to create payments in Fishbowl was unchecked allowing payments to still go over to FB when Magento order status is invoiced or complete
  • Fixed bug when option to create payments in Fishbowl was unchecked and an order would fail if no payment method was mapped
  • Set the 'last sync dates' to when the user clicks save on the interface for first run on order import, order export, and inventory. Products have a historical last sync date set on first run.
  • Added option to create order level discounts
  • Updated the schedule panel modifying the run task and reset last sync date options
  • Fixed to allow incoming orders to use the already specified SO item type for products
  • Fixed bug where carriage returns in the address blocks brought in the letter "n" to the Fishbowl SO
  • Fixed bug when default customer was selected in the plugin interface and new customers were still created
  • Fixed bug to not allow user to map payment method and carrier to more than one mapping
  • Added functionality to send partial shipment data to Magento
  • Fixed bug where items broken out in FB in multiple cartons didn't update correctly in Magento
  • Added option to use company name as the customer name in FB for new customer creation
  • Added option to allow FB to calculate tax based on customer assigned tax code
  • Added company name to bill to and ship to addresses
  • Added ability to set customer status for new customer creation

Australia and Canada Only

  • Fixed bug where order tax rounding resulted in different order amounts in Fishbowl than Magento
  • Add option to use province tax mapping in CA version
  • Add option to use customer assigned tax code in CA version
  • Added option to map product tax codes between FB and Magento
  • Fixed bug where shipping line items did not use the product tax code
2.5 - 4/26/2017 - Fishbowl 2017.3
  • When syncing inventory from FB to Magento and the product has been deactivated in Magento, we received "product not exist" error back from Magento. A more user friendly error message was added for this scenario.
  • Fixed bug during product sync when saving product id.
2.4 - 4/13/2017 - Fishbowl 2017.3
  • Compatibility fixes for 2017.3 version of Fishbowl
  • Fixed tax functionality for Australia and Canada versions of Fishbowl
2.3 - 4/4/2017 - Fishbowl 2017.2
  • 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 checkbox is set to use order tax, the order import will fail unless the customer in FB 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.
2.2 - 3/16/2017 - Fishbowl 2017.1
  • 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
2.1 - 3/9/2017 - Fishbowl 2017.1
  • Enhancement to store Magento Cart Store ID in SO Custom Field
  • Last Sync Date now sets to when scheduled task starts
  • New products created correctly 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.
2.0 - 2/9/2017 - Fishbowl 2017.1
  • 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.
  • Configurable Products now import correctly to FB
  • Zero Dollar Orders now import to FB
  • Line item level discounts now apply correctly
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.