Import Mapping

From Fishbowl
Jump to: navigation, search

Icon.Import Mapping.png The Import Mapping module, located in the General 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 allows files to be imported, even if the column headers don't match the Fishbowl format. This allows many external files to be imported into Fishbowl without modification.

Import Mapping.png

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

Import

  1. Open the Small.Import Mapping.png Import Mapping module, located in the General group.
  2. Select an import from the list and then click Select a File.
  3. Column headers in the file that match the Fishbowl format exactly will be automatically selected.
    Auto headers.png
  4. Column headers that don't match can be selected from the drop down.
    Manual headers.png
  5. Click the Sync Button.png Import button at the top to complete the import.

Instructions for each individual import can be found by clicking the File menu in the Fishbowl Client and selecting Import. Instructions can also be found here.

Module buttons

Additionally, the Sync Button.png Import button is added to many modules (Inventory, Part, Product, Vendor, Customer, Sales Order, Carrier, User, User Group, etc.) Clicking the Sync Button.png Import button will open an import dialog with the correct import already selected.

Troubleshooting

  • The import tool does not support files with multiple rows of header data.
  • We recommend using the "Sales Order Data" import and "Purchase Order Data" import due to the limitation with multiple header rows.

Release Notes

1.0 - 4/13/2017 - Fishbowl 2017.3
  • Compatible with Fishbowl version 2017.3 and higher