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 3dcart 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 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, open the Small.User Group.png User Group module and assign the 3dcart-View right to the appropriate groups as explained here.

Setup

In order to connect to 3dcart, the 3dcart REST API must first be configured properly. Follow the instructions below to get an Auth Token.

  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.
  6. Enter the 3dcart store URL into the Small.3dcart.png 3dcart module, for example mycompany.3dcartstores.com
  7. Click the Test Connection button in the Small.3dcart.png 3dcart module to verify that the connection is valid and then click Save.

Multiple 3dcart carts can be configured by clicking the New Button.png New button, which will add another 3dcart tab.

TABS

Shopping cart plugins in Fishbowl have a standardized layout. The images below apply to all shopping carts. When Small.3dcart.png 3dcart has additional options, those options will be noted at the bottom of each section.

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.


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.
  • Discount Item - Discount item for the order discount amount from 3dcart. Can only specify a flat rate discount. 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 3dcart.
  • 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. The 3dcart order number will always be stored on the Custom Field tab of the Small.Sales Order.png Sales Order module.
  • Assign 3dcart order number to Customer PO field - When selected, the 3dcart order number will be displayed in the Sales Order Customer PO field.
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 default customer - This option will associate all imported sales orders with the customer selected in the Customer Name field. This could be used with a generic Fishbowl customer such as 3dcart customer.
  • Use order Bill To address - Use the Bill To address from the 3dcart order instead of the Fishbowl address for the default/generic customer.
  • Use order Ship To address - Use the Ship To address from the 3dcart order instead of the Fishbowl address for the default/generic customer.
  • Use order customer - This option will import the 3dcart customer instead of using a generic customer.
  • Customer Name - Select the 3dcart field that contains that customer name that should be imported to Fishbowl.
  • Customer Contact - Select the 3dcart field that contains that customer contact that should be imported to Fishbowl.
  • Phone Number - Select the 3dcart field that contains that phone number that should be imported to Fishbowl.
  • Email Address - Select the 3dcart field that contains that email address that should be imported to 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.
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. If this option is unchecked, payment methods can be mapped between Fishbowl and 3dcart.
Taxes
Cart Taxes.png
  • Flat Rate Tax Item - 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.

Order Fulfillment

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.
  • 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

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 import products on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now.
  • Field Mapping - Click the appropriate checkbox for linking products, and then selecting the product fields that match between Fishbowl and 3dcart.
  • Weight UOM - If the weight UOM isn't set in 3dcart, the default UOM listed here will be used.
  • Size UOM - If the size UOM isn't set in 3dcart, the default UOM 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.
  • Field Mapping - Use the icon buttons on the right side of the table to edit the field mappings. Click the Add Icon Button.png Add button to see all available fields. After a product has been pushed to 3dcart, any changes made to the product in Fishbowl will update the product in 3dcart.
  • Weight UOM - If the weight UOM isn't set in 3dcart, the default UOM listed here will be used.
  • Size UOM - If the size UOM isn't set in 3dcart, the default UOM listed here will be used.
  • 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.
  • Export All Products - Selecting this option will ignore the last sync date and attempt to push all of the Fishbowl products to 3dcart. The product tree filter in this panel will still apply.
  • Update Settings - This section has similar options to the Create Settings. 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.
  • 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.
  • 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.

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

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 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.
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.