Magento

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Icon.Magento.png The Magento 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 Magento shopping carts. This plugin is specifically designed to integrate with Magento 2.1 or higher. For older versions of Magento, use the Small.Magento Cart.png Magento Cart module.

Contents

Magento.png

Install
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  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Magento 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.Magento.png Magento 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 Magento-View right to the appropriate groups as explained here.

Setup
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  1. In the Small.Magento.png Magento module, enter the Store URL, for example https://magento2.mycompany.com
  2. Enter the username and password for an admin user.
  3. Click the Connect button in the Small.Magento.png Magento module to verify that the connection is valid and then click Save.

Multiple Magento accounts can be configured by clicking the New Button.png New button, which will add another Magento Store tab.

TABS

Order Import
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Cart Order Import.png
Order
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Magento Order.png
  • Additional order data will be imported and displayed on the Details tab of the Small.Sales Order.png Sales Order module
  • Location Group - Sales orders will be created using this location group.
  • Shipping Item - When selected, sales orders will be created using this product as the default shipping item.
  • Salesperson - Sales orders will be created using this salesperson.
  • Payment Terms - When selected, sales orders will be created using this payment term.
  • Shipping Terms - When selected, sales orders will be created using these shipping terms.
  • Class - When selected, sales orders will be created using this class as the sales order class.
  • Discount Item - Discount item for the order discount amount from Magento. 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 Magento.
  • Combine line item discounts into flat rate order discount - When selected, line item discounts will be combined with order discounts for a single flat rate discount.Small.Discount.png Discount module and then the correct discount amount will be set when the order is imported from Magento.
  • Use Magento order number as Fishbowl SO number - When selected, sales orders will be created using the Magento order number as the Fishbowl sales order number. The Magento order number will always be stored on the Custom Field tab of the Small.Sales Order.png Sales Order module.
  • Assign Magento order number to Customer PO field - When selected, your Magento order number will be displayed in the Sales Order Customer PO field.
  • Remove '#' prefix from Magento Cart order numbers - When selected, Magento Cart order numbers will not have a '#' prefix when imported into Fishbowl.
Order Status Mapping
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Cart Order Status Mapping.png
Use the table to assign Magento order statuses to Fishbowl order statuses. The Order Import task will only import orders from your store 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
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Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is used to populate the Bill To and Ship To addresses.
  • Use default customer - The default customer option will associate all Fishbowl sales orders with the selected customer.
  • Use order customer name - The customer name options will use the Magento order customer name instead of the default customer name. All other properties from the default customer will be used to populate the Fishbowl sales order.
  • Use order information - The use order information option will populate the Fishbowl sales order with the Magento order information. It can be used in conjunction with the default customer option to associate sales orders with the selected customer. In this case the Magento order billing and shipping information will be used to populate the Fishbowl Bill To and Ship To addresses.
  • Use order company name for new customers - The company name options will use the Magento order's billing address company name as the Fishbowl customer name.

Carrier Mapping
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Cart Carrier Mapping.png
  • Use same carrier and carrier service for all orders - When selected, all orders imported from Magento will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and Magento. Click here to see which carriers Magento supports.
Follow the instructions below to map carriers between Magento and Fishbowl.
  1. Log into Magento.
  2. Click the Stores menu on the left and then select Configuration.
  3. In the Sales section on the left, click Shipping Methods.
  4. Expand the desired shipping method and copy the Title and Method.
    Magento 2 flat rate.png

    Magento 2 UPS.png
  5. Open the Carrier Mapping section on the Order Import tab and then click the New Icon Button.png New button.
    Magento carrier mapping done.png
  6. Enter the exact Title and Method into Fishbowl with the following format Title - Method. Below are several examples.
    Magento carrier mapping.png
    • Flat Rate - Fixed
    • Free Shipping - Free
    • United Parcel Service - Next Day Air
    • United Parcel Service - Ground
  7. Select the corresponding Fishbowl Carrier Service and then click the Save button.
Payment Mapping
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Cart Payment Mapping.png
  • Create payments in Fishbowl - When selected, payments from the Magento 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 Magento will use the selected payment method. If this option is unchecked, payment methods can be mapped between Fishbowl and Magento.
Follow the instructions below to map payment methods between Magento and Fishbowl.
  1. Log into Magento using Google Chrome.
  2. Click the Stores menu and then select Configuration.
  3. In the Sales section on the left, click Payment Methods.
  4. Right-click the header of the desired payment method and select Inspect.
    Magento 2 payment method inspect.png
  5. In the section highlighted by Chrome, copy the text between "payment_us_ and -head".
  6. Open the Payment Mapping section on the Order Import tab and then click the New Icon Button.png New button.
    Magento payment mapping done.png
  7. Enter the Magento payment ID into Fishbowl. Below are several examples.
    Magento payment mapping.png
    • checkmo
    • cashondelivery
    • authorizenet
    • banktransfer
  8. Select the corresponding Fishbowl Payment Method and then click the Save button.
Taxes
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Cart Taxes.png
  • Flat Rate Tax Item - When selected, the tax amount from the Magento 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 Magento.

Australia/Canada
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When using the Magento plugin with Fishbowl Australia or Fishbowl Canada, some additional tax options are available in the Taxes section of the Order Import tab.

Magento Tax Province.png

Tax rates can also be mapped using by the Magento product tax class ID as explained below. Magento 2 does not have its own module to manage tax classes, which makes it a little more difficult to find the ID.

  1. Open the Magento Admin Dashboard in Google Chrome.
  2. Click the Products menu on the left.
  3. Click Catalog and then click a product name.
  4. Right-click the Tax Class name and select Inspect. Then click the highlighted drop-down arrow to the left of the first highlighted line.
    Inspect Tax Class.png
  5. Some additional lines will appear at the bottom. Copy the value after the tax class name.
    Tax Class Id.png
  6. Click the Product Import tab of the Small.Magento.png Magento module and select Use product tax class mapping.
    Product Tax Class Mapping.png
  7. Click the Add Icon Button.png Add button, enter the id copied from Magento, and select the Fishbowl tax rate.
    Product Tax Class Mapping 2.png
  8. Click the Save to close the dialog, and then click the Save Button.png Save button on the module toolbar.
    Product Tax Class Mapping 3.png

Order Fulfillment
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Cart Order Fulfillment.png

Product Import
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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.

Product Export
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Cart Product Export.png

Inventory Update
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Magento Inventory Update.png

Troubleshooting

Release Notes

2.17 - 4/12/2018 - Fishbowl 2018.4
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2.16 - 3/8/2018 - Fishbowl 2018.3
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2.15 - 1/31/2018 - Fishbowl 2018.1
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2.12 - 1/12/2018 - Fishbowl 2017.13
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2.11 - 12/8/2017 - Fishbowl 2017.11
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2.10 - 11/21/2017 - Fishbowl 2017.11
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2.9 - 11/16/2017 - Fishbowl 2017.11
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2.8 - 10/30/2017 - Fishbowl 2017.10
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2.7 - 10/9/2017 - Fishbowl 2017.9
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2.6 - 9/12/2017 - Fishbowl 2017.7
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2.5 - 9/7/2017 - Fishbowl 2017.7
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2.4 - 9/6/2017 - Fishbowl 2017.7
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2.3 - 8/31/2017 - Fishbowl 2017.7
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1.2 - 8/9/2017 - Fishbowl 2017.6
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1.1 - 7/26/2017 - Fishbowl 2017.6
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1.0 - 7/13/2017 - Fishbowl 2017.6
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