3dcart

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Icon.3dcart.png The 3dcart 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 3dcart shopping carts.

3dcart.png

The documentation on this page is for the most recent version of the Small.3dcart.png 3dcart 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.3dcart.png 3dcart 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.3dcart.png 3dcart module from any Fishbowl Client by opening the Integrations module group.
  6. To grant access to additional users, assign the 3dcart-View access right to the appropriate groups in the Small.User Group.png User Group module

Setup

Complete the steps to prepare for the 3dcart integration. Then enter a Store Name and any other required information on the Store Settings tab of the Small.3dcart.png 3dcart module.

  1. Log into the 3dcart admin portal, for example www.mycompany.3dcartstores.com/admin
  2. Click Modules on the left, expand the REST API module, and then click Change Settings.
    3dcart REST API 1.png
  3. Click the + Add button to add a REST API app to 3dcart.
  4. Copy and paste the Public Key from the Small.3dcart.png 3dcart module into the Public Key field, and then click + Add.
    3dcart REST API 2.png
  5. Contact Support to obtain the Auth Token and enter it into the Small.3dcart.png 3dcart module.

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.3dcart.png 3dcart options or notes are included at the bottom of each section.

Store Settings

3dcart Store Settings.png
  1. If applicable, copy any needed setup information from the 3dcart website.
  2. Click the Store Settings tab of the Small.3dcart.png 3dcart 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 3dcart website is working.
  5. Click the Save Button.png Save button at the top of the module to save the 3dcart settings.
  6. Click the New Button.png New button at the top of the module to configure another 3dcart 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

Cart Order.png

Additional order data will be imported and displayed on the Details tab of the Small.Sales Order.png Sales Order module

  • Salesperson - Sales orders will be created using this salesperson.
  • Location Group - Sales orders will be created using this location group.
  • Class - When selected, sales orders will be created using this class as the sales order class.
  • Payment Terms - When selected, sales orders will be created using this payment term.
  • Shipping Item - When selected, sales orders will be created using this product as the default shipping item.
  • Shipping Terms - When selected, sales orders will be created using these shipping terms.
  • Use currency conversion - Enabling this option will import orders and convert them from the transaction currency (when specified) to your Fishbowl database home currency. The currency rate(s) used will be the rate(s) specified in Fishbowl. When currency conversion is enabled, some additional fields will be available, including a currency/customer mapping table when Use a Default customer is selected.
  • Assign 3dcart order number to Customer PO field - When selected, the 3dcart order number will be displayed in the Sales Order Customer PO field.
  • Use 3dcart order number as Fishbowl SO number - When selected, sales orders will be created using the 3dcart order number as the Fishbowl sales order number.
  • Add an order number prefix - Define a prefix to be set on imported sales order numbers. This option is only available when using the order number from 3dcart.

Order Status Mapping

Cart Order Status Mapping.png
Use the table to assign 3dcart order statuses to Fishbowl order statuses. The Order Import task will only import orders from 3dcart 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

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 3dcart Customer.
  • Use the 3dcart Billing Address - Use the billing address from the 3dcart order instead of the address for the default customer.
  • Use the 3dcart Shipping Address - Use the shipping address from the 3dcart order instead of the address for the default customer.
  • Use the 3dcart Customer and Addresses - This option will import the addresses and customer from the 3dcart order instead of using a generic customer.
  • Name - Select the 3dcart field that contains the customer name that should be imported into Fishbowl.
  • Alt Name - An alternate field mapping when the primary mapping does not contain data.
  • Choose the source fields for the order contact data.
  • Contact - Select the 3dcart field that contains the customer contact that should be imported into Fishbowl.
  • Phone - Select the 3dcart field that contains the phone number that should be imported into Fishbowl.
  • Email - Select the 3dcart field that contains the email address that should be imported into Fishbowl.

Carrier Mapping

Cart Carrier Mapping.png
  • Use same carrier and carrier service for all orders - When selected, all orders imported from 3dcart will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and 3dcart. 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.

Payment Mapping

Cart Payment Mapping.png
  • Create payments in Fishbowl - When selected, payments from the 3dcart transaction will be shown in the Small.Payment Viewer.png Payment Viewer module.
  • Use same payment method for all orders - When selected, all orders imported from 3dcart will use the selected payment method.
  • Link payment methods from 3dcart - When selected, the table can be used to map payment methods between 3dcart and Fishbowl.
  • Always create payments - If no payment data exists for the order from 3dcart, always create a payment in Fishbowl equaling the order total with the selected payment method.
  • Do not create payment for international orders - If an international order is imported from 3dcart, a payment will not be created in Fishbowl.

Taxes

Cart Taxes.png
  • Import Taxes - When selected, the tax amount from the 3dcart 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 3dcart. If taxes are not imported, the Fishbowl payment will equal the order total before tax.

Order Fulfillment

3dcart 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 3dcart order status - When selected, 3dcart 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 3dcart order.

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.

Select ONE of the following options:

  1. My products already exist in Fishbowl and 3dcart. They need to be linked together. - Select the fields that match between 3dcart products and Fishbowl products.
  2. My products only exist in my 3dcart store. They need to be imported into Fishbowl. - Map the fields that should be imported from 3dcart into Fishbowl. If the weight or size UOM isn't set in 3dcart, the default UOMs listed here will be used.

Product variants

Follow the instructions below to import product variants from 3dcart to Fishbowl.

  1. Open the product on the 3dcart website and click the Options tab.
  2. Click the Actions menu and select Advanced Options.
    Product variant.png
  3. Place a checkmark next to the applicable variants, and then click the Save button.
    Product variants.png
  4. When Fishbowl imports a 3dcart product with variants, a Fishbowl product is created for each variant and the Advanced Option Id is stored in Fishbowl.
    Advanced Option ID.png

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. Create products in 3dcart- Map the fields that should be imported from 3dcart to Fishbowl. If the weight or size UOM isn't set in 3dcart, the default UOMs listed here will be used. 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 3dcart. The product tree filter will still apply.
  2. Update linked products in 3dcart - This section has the same options as the Create products in 3dcart section above. After the initial product export, only the selected fields will be updated.

Inventory Update

Cart Inventory Update.png
  • Schedule - Select the Checked.png Active checkbox to export inventory levels to 3dcart 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.
  • Inventory Type - Select the inventory quantity that should be used during the update: Available For Sale or Inventory On Hand.
  • 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.
  • Sync All Location Groups - 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.

Troubleshooting

  • The attributes and IDs for orders and products can viewed or modified by clicking the Small.3dcart.png 3dcart 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.3dcart.png 3dcart 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 3dcart.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two 3dcart versions, exit the Fishbowl Server and remove the older version on all client and server computers.

Release Notes

2019.4.01 – 4-11-2019 - Fishbowl 2019.4
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
  • 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
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 the ability to define which location group(s) will be used to sync to the Channel
  • 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
  • Added option to add a custom prefix to the shopping cart order number on order import
  • Fixed bug where the "On Sale" flag for a product in 3D Cart was being unchecked by the plugin
  • 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 customer order comments not importing into Fishbowl
  • Fixed bug when importing a single product we store the id data correctly but when setting the sync date back and import the normal way it will import the product, but the id data doesn't get populated in the FB database
  • 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
  • Ability to select which date field the Last Sync Date references
  • Shipping tax now accounted for in Fishbowl Australia version
3.4 - 7/12/2018 - Fishbowl 2018.7
  • Bug Fixes
  • Updated for compatibility with Fishbowl version 2018.7
3.3 – 6/14/2018 - Fishbowl 2018.6
  • Product import tab redesign. Now includes 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
3.2.2 – 5/15/2018 - Fishbowl 2018.5
  • Fixed a bug that was causing settings to not save
3.2 – 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
3.1 - 4/12/2018 - Fishbowl 2018.4
  • Addition of a new order status mapping table. You can now import multiple statuses at the same time
3.0 - 3/8/2018 - Fishbowl 2018.3
  • New layout and updated feature set, including new mapping options for Product Import and Product Export
2.7 - 12/21/2017 - Fishbowl 2017.11
  • Fixed a bug where "Not Completed" orders in 3dcart were being imported into Fishbowl
2.5 - 7/13/2017 - Fishbowl 2017.6
  • Compatibility fixes for 2017.6 version of Fishbowl
2.4 - 5/18/2017 - Fishbowl 2017.4
  • Improved last sync date functionality
  • All plugin syncs now use the product id to sync with 3D cart
  • Product options (configurable product options) now sync correctly with Fishbowl
2.3 - 4/13/2017 - Fishbowl 2017.3
  • Compatibility fixes for 2017.3 version of Fishbowl
  • Fixed tax functionality for Australia and Canada versions of Fishbowl
2.2 - 3/15/2017 - Fishbowl 2017.2
  • Compatibility fixes for 2017.2 version of Fishbowl
2.1 - 10/13/2016 - Fishbowl 2016
  • Issue: Fishbowl creates products in the cart but then fails to import the custom field ID that identifies the product
  • Resolution: Custom field data is now entered correctly