Zen Cart

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Icon.Zen Cart.png The Zen 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 Zen Cart shopping carts.

Zen Cart.png

The documentation on this page is for the most recent version of the Zen Cart plugin. To update, see Update Fishbowl.

Install

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

Setup

To connect to Zen Cart, Fishbowl uses the default MySQL port (3306). Follow the steps below to establish the Zen Cart connection.

  1. Enter the Zen Cart store URL into the Small.Zen Cart.png Zen Cart module, for example carts.mycompany.com
  2. Enter the database username and password, as well as the database name.
  3. Click the Test Connection button in the Small.Zen Cart.png Zen Cart module to verify that the connection is valid and then click Save.

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

Mapping

The table below shows how data transfers between Zen Cart and Fishbowl.

Zen Cart Fishbowl
Product
Product
Zen Cart order
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
Product description
Product description
Price
Price
Product model
SKU
Product ID
Zen Cart Product ID on Custom tab of the Small.Product.png Product module
Zen Cart order number
Customer PO field, Custom tab of the Small.Sales Order.png Sales Order module, sales order number (optional)
Order date
Fulfillment date
Customer name & address
Bill To and 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.
Email
Email field of the Details tab of the Small.Sales Order.png Sales Order module

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.Setup.png Setup module.

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 or issued status.
  • Tax Item - Tax rate item for the total tax amount from Zen Cart. Can only specify a flat rate tax. If the list is empty, create a flat rate tax to be used with Zen Cart. 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 Zen Cart.
  • 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.
  • Use store order number as SO Number - When selected, sales orders will be created using the Zen Cart order number as the Fishbowl sales order number.

Schedule Export Order

Fishbowl can update the order in the shopping cart after items are fulfilled in Fishbowl. The shipment tracking number will also be exported to the shopping cart.

  • 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.

Schedule Products

Fishbowl only pulls products from Zen Cart. Products are not pushed from Fishbowl to Zen Cart. 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.
  • Fail when missing SKU - When selected, the sync will log products with missing SKUs as errors. Otherwise, they are skipped.
  • Weight UOM - The UOM for weight on products. This should match the UOM set in store settings on your Zen Cart shopping cart.
  • Pull products to Fishbowl - When selected, products created in Zen Cart will be created in Fishbowl.

After installing the Zen Cart plugin, each product will have a Zen Cart Product ID custom field. When pulling products into Fishbowl, the product ID will be set automatically for products with matching SKUs. The correct product ID is required to successfully synchronize with Zen Cart.

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.

Troubleshooting

  • To view the scheduled tasks for the cart, 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 schedule 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 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

Version 2.5

  • Released on July 13, 2017
  • Compatible with Fishbowl version 2017.6 and higher

Features and Fixes

  • Compatibility fixes for 2017.6 version of Fishbowl

Version 2.4

  • Released on April 13, 2017
  • Compatible with Fishbowl version 2017.3 and higher

Features and Fixes

  • Compatibility fixes for 2017.3 version of Fishbowl
  • Fixed tax functionality for Australia and Canada versions of Fishbowl

Version 2.3

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

  • Compatibility fixes for 2017.2 version of Fishbowl

Version 2.2

Released on 2/9/2017

  • Issue: Order sync isn't correctly pulling the bill to address on an order, only the ship to address.
  • Resolution: The bill to address is now pulling with the order sync.

Version 2.1

Released on 8/11/2016

  • Issue: Restarting the Fishbowl client resets the database password to the encrypted version.
  • Resolution: Password now saves to utilize encryption key correctly.