Difference between revisions of "Magento Cart"

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{{Plugin Install|Magento Cart|Integrations}}
 
{{Plugin Install|Magento Cart|Integrations}}
  
{{Cart Troubleshooting}}
+
== Setup {{top}} ==
 
 
= SETUP =
 
  
 
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}}.
 
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}}.
  
== 1. Create a role {{top}} ==
+
=== 1. 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]]
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{{Clear}}
 
{{Clear}}
  
== 2. Create a user {{top}} ==
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=== 2. 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]]
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{{Clear}}
 
{{Clear}}
  
== 3. Store Settings {{top}} ==
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=== 3. Store Settings ===
  
 
# Open the {{Module|Magento}} and enter the '''Store URL''' and the user credentials that were created above.<br>[[File:Magento Credentials.png|link=]]
 
# Open the {{Module|Magento}} and enter the '''Store URL''' and the user credentials that were created above.<br>[[File:Magento Credentials.png|link=]]
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Multiple Magento carts can be configured by clicking the {{Button|New}}, which will add another '''Magento Cart''' tab.
 
Multiple Magento carts can be configured by clicking the {{Button|New}}, which will add another '''Magento Cart''' tab.
 +
 +
== Mapping {{top}} ==
 +
 +
The table below shows some of the data that transfers between Magento and Fishbowl.
 +
 +
{| class="prettytable"
 +
|-
 +
! Magento
 +
!
 +
! Fishbowl
 +
|-
 +
|Product ||{{Arrow|Right}}|| Part & Product
 +
|-
 +
|Product ||{{Arrow|Left}}|| Product
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|-
 +
|Order with [[Magento#Schedule_Import_Order|specified status]] ||{{Arrow|Right}}|| Sales order
 +
|-
 +
|Complete order ||{{Arrow|Left}}|| Fulfilled sales order
 +
|-
 +
|Qty ||{{Arrow|Left}}|| Available for sale inventory (only inventory that has changed since the last export will be updated)
 +
|-
 +
!
 +
!
 +
!
 +
|-
 +
|Product name ||{{Arrow|Right}}|| Product number or SKU (See [[Magento#Settings|Magento Name]])
 +
|-
 +
|Product description ||{{Arrow|Right}}|| Product & part description
 +
|-
 +
|Product SKU ||{{Arrow|Right}}|| SKU or Product number (See [[Magento#Settings|Magento SKU]])
 +
|-
 +
|Magento order number||{{Arrow|Right}}|| Sales order custom field, Customer PO field, sales order number (optional)
 +
|-
 +
|Order date ||{{Arrow|Right}}|| Fulfillment date
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|-
 +
|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 on the [[#Schedule Import Order|Schedule Import Order tab]].
 +
|-
 +
|Taxes ||{{Arrow|Right}}|| All taxes are combined into the tax item specified on the [[#Schedule Import Order|Schedule Import Order tab]].
 +
|-
 +
|Order gift message||{{Arrow|Right}}|| Order '''Note''' on the {{ModuleTab|Sales Order|Details}}.
 +
|-
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|Item gift message||{{Arrow|Right}}|| Order '''Note''' on the {{ModuleTab|Sales Order|Details}}.
 +
|-
 +
|Email |||| Not imported
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|-
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|Phone |||| Not imported
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|}
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 +
{{Cart Troubleshooting}}
  
 
= TABS =  
 
= TABS =  

Revision as of 16:53, 24 August 2016

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

TABS

Settings

  • Email - The email address to notify regarding integration information. Failed schedules will send an email to this address. Email can be configured on the Email tab of the Small.Company.png Company module.
  • Magento SKU - If SKU is selected, a SKU must be set on the Fishbowl product.
    • When using a "Simple Product" in Magento, the Magento SKU can be mapped to the Product Number or the SKU in Fishbowl.
    • When using anything other than a "Simple Product" in Magento, select SKU.
  • Magento Name - The Name in Magento can be mapped to the Product Number or SKU in Fishbowl. If SKU is selected, a SKU must be set on the Fishbowl product.
  • Short Description - The Short Description in Magento will be mapped to the Description in Fishbowl.
  • Description - The Description in Magento will be mapped to the Details in Fishbowl.


Schedule Import Order

  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Schedule Button.png Schedule button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Salesperson - Sales orders will be created using this salesperson. This field is required.
  • Carrier - When selected, sales orders will be created using this carrier.
  • Payment Terms - When selected, sales orders will be created using this payment term.
  • Payment Method - Sales orders will be created using this payment method. This field is required.
  • Shipping Terms - When selected, sales orders will be created using these shipping terms.
  • Location Group - Sales orders will be created using this location group. This field is required.

Template:Cart Customer

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


Schedule Export Order

  • 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.


Schedule Products

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 sync products on a set schedule. Click the Schedule Button.png Schedule button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Pull new products to Fishbowl - When selected, products created in Magento will be created in Fishbowl.
  • Push new products to Magento - When selected, products created in Fishbowl will be created in Magento.
  • Always sync all products - When selected, the entire product list in Magento and Fishbowl will sync. Typically, this setting would be used on the initial integration, and then disabled afterward to allow for a faster sync of just new products.
  • Weight UOM - Default UOM for the weight of products as they are created.


Schedule Inventory

  • Schedule - Select the Checked.png Active checkbox to sync inventory on a set schedule. Click the Schedule Button.png Schedule button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Location Group - When selected, the Available For Sale inventory quantity will be used from this location group only. If left blank, the quantity from all location groups will be used.