Difference between revisions of "Shipping Integration"

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# Open the ODBC Data Source Administrator window by clicking the '''Windows''' key and typing '''ODBC 32'''.
 
# Open the ODBC Data Source Administrator window by clicking the '''Windows''' key and typing '''ODBC 32'''.
 
# Click the '''System DSN''' tab and then click the '''Add''' button.
 
# Click the '''System DSN''' tab and then click the '''Add''' button.
# Select the MySQL ODBC Unicode driver and then click '''Finish'''.<br>[[File:MySQL ODBC setup.png]]
+
# Select the MySQL ODBC Unicode driver and then click '''Finish'''.
# A new '''MySQL ODBC Setup''' window will appear. Enter the following information in the appropriate fields.
+
# A new '''MySQL ODBC Setup''' window will appear. Enter the following information in the appropriate fields.<br>[[File:MySQL ODBC setup.png]]
 
#* '''Data Source Name (DSN):''' Fishbowl
 
#* '''Data Source Name (DSN):''' Fishbowl
 
#* '''TCP/IP Server:''' For the server computer, enter '''localhost'''. For client computers, enter the IP address of the Fishbowl Server computer, for example: '''192.168.1.10'''.
 
#* '''TCP/IP Server:''' For the server computer, enter '''localhost'''. For client computers, enter the IP address of the Fishbowl Server computer, for example: '''192.168.1.10'''.

Revision as of 21:10, 6 February 2017

The Icon.ShipStation.png ShipStation module integrates with nearly all carriers and Fishbowl has a built-in Icon.UPS Ready.png UPS Ready module. Fishbowl can also integrate with FedEx and UPS WorldShip by utilizing a technology called Open Database Connectivity or ODBC.

ODBC setup

Fishbowl 2017 and later run on a database management system called MySQL (for Fishbowl 2016.14 or earlier, click here). MySQL has an ODBC Driver (Open Database Connectivity) that allows other programs like FedEx and WorldShip to connect with the Fishbowl database. To set up the ODBC connection, complete the steps below on each computer that will be using a shipping application.

  1. Download the Windows (x86, 32-bit), MSI Installer from here.
  2. Complete the MySQL ODBC installer by selecting the Typical installation.
  3. Open the ODBC Data Source Administrator window by clicking the Windows key and typing ODBC 32.
  4. Click the System DSN tab and then click the Add button.
  5. Select the MySQL ODBC Unicode driver and then click Finish.
  6. A new MySQL ODBC Setup window will appear. Enter the following information in the appropriate fields.
    MySQL ODBC setup.png
    • Data Source Name (DSN): Fishbowl
    • TCP/IP Server: For the server computer, enter localhost. For client computers, enter the IP address of the Fishbowl Server computer, for example: 192.168.1.10.
    • Port: Change the port number to 3305.
    • User: gone
    • Password: fishing
    • Database: Select the database name displayed when double-clicking on the Fishbowl Server tray icon.
      MySQL database name.png
  7. Click the Test Connection button to verify the connection is successful and then click OK.

Click here for ODBC troubleshooting information.

FedEx integration

Template:Video Follow the steps below to complete the FedEx Integration:

  1. Complete the ODBC setup.
  2. Install the latest version of FedEx Ship Manager. The installer can be downloaded by completing this form.
  3. Turn on the ability to show hidden files. (Windows 7 instructions)
  4. Download the .xml files for FedEx by clicking here. To download individual .xml files or to read an explanation of each file, see FedEx Ship Manager Mapping Files.
  5. Paste the .xml files into the FedEx Profiles folder. The location of the Profiles folder varies with different versions, but is typically in one of the following locations.
    • C:\ProgramData\FedEx\Integration\Profiles
    • C:\Documents and Settings\All Users\Application Data\FedEx\Integration\Profiles
  6. Open FedEx Ship Manager.
  7. Click the Integration menu and select FishbowlSingle.
  8. The Lookup Value window will appear. If not, ensure the ODBC driver is installed correctly. Enter the sales order number and click OK.
    FedEx Lookup Value.png
    • NOTE: The sales order must be in the Shipping module to show up in FedEx and the order number must be entered exactly as it appears in Fishbowl.
  9. The order should have now pulled in. If the carton weight was set in Fishbowl, this will pull into FedEx. Otherwise, the weight can be added in FedEx. Once the information is correct, click Ship. This will print a label and send the tracking number, cost, and updated weight back into Fishbowl to finish.

Click here for FedEx troubleshooting information.

UPS integration

Template:Video Template:Video

Fishbowl includes a Icon.UPS Ready.png UPS Ready module which means that UPS features are built into Fishbowl and directly accessible with no additional software required. The instructions below are for integrating with UPS WorldShip which does require additional software and configuration.

Follow the steps below to complete the UPS WorldShip Integration:

  1. Complete the ODBC setup.
  2. Install the latest version of UPS WorldShip. The installer can be downloaded by completing this form.
  3. To download the .dat files for Fishbowl 2017 or later, click here.
  4. Paste the .dat files into the UPS Shipment folder. The location of the Shipment folder varies with different versions, but is typically in one of the following locations.
    • C:\UPS\WSTD\ImpExp\Shipment
    • C:\UPS\UOWS\ImpExp\Shipment
    • C:\ProgramData\UPS\WSTD\ImpExp\Shipment
  5. Open UPS WorldShip.
  6. Click the Import/Export Data menu, click Automatic Export After Processing Shipment, and then click More.
  7. Select Fishbowl Export from the list and click Export.
  8. Click on Import/Export Data menu, click Automatic Export During End of Day, and then click More.
  9. Select Fishbowl Export from the list and click Export.
  10. Click on Import/Export Data menu, click Keyed Import, and then click More.
  11. Select FishbowlSO, FishbowlPO, or FishbowlXO (Sales Order, Purchase Order, or Transfer Order) from the list and click Import.
  12. The Enter Import Key window will appear. If not, ensure the ODBC driver is installed correctly. Enter the sales order number and press Enter on the keyboard.
    UPS Enter Import Key.png
    • NOTE: The sales order must be in the Shipping module to show up in UPS and the order number must be entered exactly as it appears in Fishbowl.
  13. The order should have now pulled in. If the carton weight was set in Fishbowl, this will pull into UPS. Otherwise, the weight can be added in UPS. Once the information is correct, click Process Shipment. This will print a label and send the tracking number, cost, and updated weight back into Fishbowl to finish.

Click here for UPS troubleshooting information.

TROUBLESHOOTING

ODBC troubleshooting Template:Top

Below is some troubleshooting information for the ODBC setup.

  • Make sure that the ODBC connection, named Fishbowl, is only set up in one of the two available places. You can set up other connections to the Fishbowl database for other purposes but DO NOT name them Fishbowl.
  • The firewall may be blocking port 3305. (WARNING: Opening firewall ports can potentially be a security risk. For more information, we recommend consulting with your IT professional.) On the Fishbowl Server computer, go to Control Panel, System and Security, Windows Firewall. Click on Advanced Settings on the left hand side and this will open a screen where you can set up rules to unblock port 3305. Click on Inbound Rules and then click New Rule on the right hand side. Choose Port, then choose TCP (you will repeat this same process for UDP) and enter 3305 as the specific port. Choose Allow the Connection in the next screen and choose all in the next screen and then name is Fishbowl 3305 TCP (or Fishbowl 3305 UDP). Click Finish and you are done, after you have created both. Now go back to the client computer and click test connection and it will connect.

FedEx troubleshooting Template:Top

Below is some troubleshooting information for the FedEx integration.

Very slow import

  • This is caused by the phone number customer contact mapping. This is mapped to the CUSTOMERCONTACTVIEW table in the database and if there is a lot of information stored there, it can take a long time to run. The way to fix this is to disconnect the phone number mapping or use the FishbowlSingleFast mapping file that is already built without that mapping. (Click here for that file).

Mapping Files not showing up under Integration

  • The ODBC is not named Fishbowl. Go rename the ODBC connection to Fishbowl, then retry.
  • If there are multiple ODBC connections named Fishbowl, this can break the integration. Check to make sure the ODBC is only set up in the 32bit data sources. Also, check under the User DSN tabs to make sure it is not set up there either. Remove ALL instances of an ODBC connection named Fishbowl except for the connection that is set up in the correct spot. (If more than one connection to the Fishbowl database is needed, you can set it up, just DO NOT name it Fishbowl.)
  • Mapping files are not in the correct folder.
    • In the current FedEx Ship Manager version, the default folder for the mapping files is C:\ProgramData\FedEx\Integration\Profiles. The ProgramData folder is a hidden folder, so you will need to change you folder view options to Show hidden files, folders, and drives.
    • If the above file path does not exist, we recommend manually creating a simple mapping files named findme or something similar and then search you drive for that name. (Example: findme.xml) For steps on how to create a simple mapping file, click here.

Mapping Files disappearing after FedEx restart

  • This is caused by a FedEx process remaining open. Close FedEx and then open the Task Manager and go to the processes tab. Look for IASE.exe and end all instances of it. Then reopen FedEx and the mapping will show up.
  • If the above step does not fix the problem, it is more than likely an install issue. Try reinstalling FedEx Ship Manager.

Order Not Found Import error

  • ODBC – Wrong database
    • You may have already checked the ODBC setup and the Test Connection was successful, but it could be pointed to the wrong Fishbowl database. Double check the IP Address for the Fishbowl Server and the local database path to the Fishbowl database and then fix the ODBC setup.
  • Address Issues
    • First, check to make sure there is a country listed on the address. This is the number one reason the import will fail.
    • Second, check to make sure the rest of the address is in its proper place. I have noticed orders where all of the street, city, state, zip and country are all listed in the Street address field in the Icon.Sales Order.png Sales Order module. So, when looking at the sales order, it all looks fine, but if you click edit to edit the address, everything is listed in the street field.
    • If, by chance, you never assign countries to addresses in Fishbowl, you can disconnect the Country mapping in the FedEx mapping file so that it's not required. To do this, follow these steps listed here.
  • Order #
    • FedEx only allows numeric order numbers. Alpha-numeric order numbers will not import into FedEx.

Cannot export tracking information

  • If you receive an error that FedEx cannot export the tracking information back to Fishbowl, or the information just doesn't show up in Fishbowl after shipping the order in UPS or FedEx, check the following things:
    • In Fishbowl, reopen the sales order number in question from the search pane on the left of the Shipping Module. This will refresh the order and show any changes that were made to the order, like the tracking information being exported.
    • If you're using UPS, make sure that "Fishbowl Export" is selected under the Import/Export Data > Automatic Export After Processing Shipment menu.
    • If you still have issues after checking those things, contact technical support.

Freight

  • We currently do not offer any LTL Freight mappings.

Two Fishbowl Databases – One FedEx Ship Manager install.

  • Follow these steps to set up the second database connection/mapping:
    • First, set up a second ODBC connection by following the same ODBC set up steps listed here. Instead of naming it Fishbowl, name it Fishbowl1.
    • After that is set up, you will have two mapping files that you will switch between under Integration: FishbowlSingle and FishbowlSingle_1. (Download the FishbowlSingle_1 file here.)
    • Unlike UPS, the mapping file contains both the import and export so you do not have to worry about changing both the import and export files to the company connection you want.
Create a new FedEx mapping

Follow the steps below to create a new FedEx mapping.

  1. Go to Integration
  2. Choose FedEx Integration Assistant
  3. Click Continue twice
  4. Choose Create a new profile
  5. Click Continue
  6. Choose Import
  7. Click Continue
  8. Choose ODBC and choose Fishbowl from the list
  9. Choose Single Edit
  10. Click Continue and click Continue again
  11. Click on Recipient and check the checkbox for Address 1. Click Ok.
  12. Click Continue
  13. Under the Table dropdown, choose ACCOUNT. Under the Field dropdown choose ID.
  14. Click Continue
  15. A box will pop up asking for a key index. Highlight ID under ACCOUNT and then click on the Lookup dialog box box. A colored line will be created. Click Ok.
  16. Click Continue and Continue again.
  17. Click Finish
  18. Choose to save the file and name it FINDME. Now you can go search for that file.
Remove FedEx country mapping

Follow the steps below to remove the country mapping from FedEx.

  1. Go to Integration
  2. Choose FedEx Integration Assistant
  3. Click Continue twice
  4. Choose the mapping file you want to modify (Fishbowl Single)
  5. Click Continue
  6. Click Import at the top of the screen
    FedEx 1.png
  7. Then choose Information
    FedEx 2.png
  8. Click on Recipient and uncheck the checkbox for Country. Click OK.
    FedEx 3.png
  9. Click on the Finish tab at the top of the screen and then click Continue and finally click Finish. You will be prompted to save. Choose Yes and finish that out. You can now go try the import again.

UPS troubleshooting Template:Top

Below is some troubleshooting information for the UPS integration.

Mapping files not showing up under Keyed Import

  • The ODBC is not named Fishbowl.
  • If there are multiple ODBC connections named Fishbowl, this can break the integration. Check to make sure the ODBC is only set up in the 32bit data sources. Also, check under the User DSN tabs to make sure it is not set up there either. Remove ALL instances of an ODBC connection named Fishbowl except for the connection that is set up in the correct spot. (If more than one connection to the Fishbowl database is needed, you can set it up, just DO NOT name it Fishbowl.)
  • Another reason the mapping files will be missing is because the \ImpExp\Shipment folder doesn't exist in the regular spot. Creating this file path manually will not resolve the issue. During the UPS install a different file path was designated for the mapping files storage location. To find this location, go to C:\Windows and scroll to the bottom of the folder list. Open wstdUPSWSHIP with Notepad, and then look at the Netpath listing. This will tell you where to browse and place the mapping files.

Order Not Found Import error

  • ODBC – Wrong database
    • You may have already checked the ODBC setup and the Test Connection was successful, but it could be pointed to the wrong database. Double check the IP Address for the Fishbowl Server and the local database path to the Fishbowl database and then fix the ODBC setup.
  • Address Issues
    • First, check to make sure there is a country listed on the address. This is the number one reason the import will fail.
    • Second, check to make sure the rest of the address is in its proper place. I have noticed orders where all of the street, city, state, zip and country are all listed in the Street address field in the Icon.Sales Order.png Sales Order module. So, when looking at the sales order, it all looks fine, but if you click edit to edit the address, everything is listed in the street field.
    • If, by chance, you never assign countries to addresses in Fishbowl, you can disconnect the Country mapping in the UPS mapping file so that it's not required. To do this, follow these steps.
      1. In UPS WorldShip, click on Import/Export Date and choose Create/Edit Map.
      2. Select FishbowlSO from the list and click Edit. (Or the mapping file you use)
      3. At the bottom of the screen you will see a list of mappings. Highlight COUNTRYCONST::ABBREVIATION ---Ship To::Country/Territory and click Disconnect.
      4. Click OK, restart UPS and import that order. Tada!

Found multiple records

  • In the event that UPS has "found multiple records", you will need to manually edit the package information after importing and before processing labels. UPS will only import the original shipment, and will therefore export carton tracking number(s), cost(s) and weight(s) back to that shipment rather than the current one. This occurs even if the original shipment has already been fulfilled, possibly weeks prior. Follow these steps to avoid this potential problem:
  1. Delete all values from the Ref 2 field in WorldShip. These numbers refer to the specific cartons, which are from to the original shipment. The correct Ref 2 codes cannot be imported.
  2. Correct the shipping service class and package weight(s), if necessary
  3. Process the shipment, and manually copy the resulting tracking number and cost into Fishbowl.

Cannot export tracking information

  • If you receive an error that UPS cannot export the tracking information back to Fishbowl, or the information just doesn't show up in Fishbowl after shipping the order in UPS or FedEx, check the following things:
    • In Fishbowl, reopen the sales order number in question from the search pane on the left of the Shipping Module. This will refresh the order and show any changes that were made to the order, like the tracking information being exported.
    • If you're using UPS, make sure that "Fishbowl Export" is selected under the Import/Export Data > Automatic Export After Processing Shipment menu.
    • If you still have issues after checking those things, contact technical support.

Mail Innovations Shipments

  • The Fishbowl UPS WorldShip integration is not set up to work with Mail Innovations at this point in time. You can still use the FishbowlSO.dat import to import order information from Fishbowl to UPS but you cannot use the Fishbowl Export to export tracking numbers, cost and weight back to Fishbowl from UPS for these type orders.

Freight Shipments

  • Because of the changes that UPS makes to the WorldShip program after you check the Freight checkbox for an order, the Fishbowl UPS WorldShip integration is unable to export tracking, cost, weight, etc… back to Fishbowl from UPS for freight shipments. You are able to use the FishbowlSO.dat import to import order information from Fishbowl into UPS.

Keyed Import box not showing up

  • Dual monitors can be a big hassle with this little box. My recommendation is that you always and only use UPS WorldShip on your primary monitor and then you shouldn't have any issues with finding this box.
  • Corrupt UPS install. Try uninstalling and reinstalling UPS WorldShip.
  • If all else fails, call UPS tech support. Where this is a WorldShip issue, you will want to contact them. When getting help, you will want to avoid mentioning the integration with Fishbowl or they will be tempted to pass you off and not help you. UPS can more efficiently help you if you speak with them only about WorldShip issues.

Export Failing after processing the shipment

  • This error means that there is a record stuck in the SHIPPINGIMPORT table of the database. Call into Fishbowl Support at 1-800-774-7085 x3 to have a tech remote in and fix this through the database and then the exports will start working again.
    ODBC Error.png

Two Fishbowl Databases – One UPS WorldShip install.

  • This is possible but needs careful attention so that something isn't missed. Honestly, it's better to have UPS WorldShip installed on two different computers and set up the mappings accordingly, one for each database.
  • But, if there can only be one shipping computer, follow these steps to set up the second database connection/mapping:
    • First, set up a second ODBC connection by following the same ODBC setup steps listed here. Instead of naming it Fishbowl, name it Fishbowl1.
    • Now the tricky and most vital part of all of this.
    • Depending on what database you want to work in, you have to change TWO settings EVERY TIME.
    • Go to Import/Export Data > Automatic Export After Processing Shipment and choose the export file you want to use: Fishbowl Export or Fishbowl1Export.
    • Next, go to Import/Export Data > Keyed Import and choose the Import file you want to use: FishbowlSO or Fishbowl1SO. (MAKE SURE THIS SELECTION MATCHES WHAT YOU CHOSE UNDER Automatically Export after processing a shipment.)
    • Click here to download the files.