Magento Cart

From Fishbowl

Jump to: navigation, search

Icon.Magento Cart.png The Magento 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 Magento shopping carts. This plugin is specifically designed to integrate with Magento 1.7 through Magento 1.9 using the version 1.x XML-RPC API. For Magento 2.1 or higher, use the Small.Magento.png Magento module.

Contents

Magento Cart.png

Video
Jump to top of page

Install
Jump to top of page

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

Setup
Jump to top of page

In order to connect to Magento, the Magento API must first be configured properly. Follow the steps below to create a role, create a user, and then enter the credentials into the store settings of the Small.Magento Cart.png Magento Cart module.

1. Create a role

  1. Log into the Magento admin dashboard and navigate to System > Web Services > SOAP/XML-RPC - Roles.
    Magento Roles.png
  2. Click the Add New Role button.
    Magento New Role1.png
    • Enter a Name, such as Fishbowl, and then enter the Current Admin Password so that the role can be saved when completed.
  3. Click Role Resources on the left and select All from the Resource Access drop down.
    Magento New Role2.png
  4. Click the Save Role button.

2. Create a user

  1. Navigate to System > Web Services > SOAP/XML-RPC - Users.
    Magento Users.png
  2. Click the Add New User button.
    Fishbowl Integration Magento 4.png
    • Enter a User Name, such as Fishbowl.
    • Fill out the First Name, Last Name, and Email for the user being created.
    • Enter the Current Admin Password so that the user can be saved when completed.
    • Create an API Key for the user. This is essentially a password. Confirm the password in the API Key Confirmation field.
  3. Click User Role on the left and select the role created above.
    Fishbowl Integration Magento 5.png
  4. Click the Save User button.

3. Store Settings

  1. Open the Small.Magento Cart.png Magento Cart module and enter the Store URL and the user credentials that were created above.
    Magento Credentials.png
  2. Click the Test Connection button to verify that the connection is valid and then click Save.

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

TABS

Order Import
Jump to top of page

Cart Order Import.png
Order
Jump to top of page
Magento Cart 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 Cart. 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 Cart.
  • 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 Cart.
  • Use Magento Cart order number as Fishbowl SO number - When selected, sales orders will be created using the Magento Cart order number as the Fishbowl sales order number. The Magento Cart order number will always be stored on the Custom Field tab of the Small.Sales Order.png Sales Order module.
  • Assign Magento Cart order number to Customer PO field - When selected, your Magento Cart 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
Jump to top of page
Cart Order Status Mapping.png
Use the table to assign Magento Cart 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
Jump to top of page
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 Cart 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 Cart 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 Cart 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 Cart order's billing address company name as the Fishbowl customer name.

Carrier Mapping
Jump to top of page
Cart Carrier Mapping.png
  • Use same carrier and carrier service for all orders - When selected, all orders imported from Magento Cart will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and Magento Cart. Click here to see which carriers Magento supports.
Follow the instructions below to map carriers between Magento and Fishbowl.
  1. Log into the Magento Admin panel.
  2. Click the System menu 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 flat rate.png

    Magento 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
Jump to top of page
Cart Payment Mapping.png
  • Create payments in Fishbowl - When selected, payments from the Magento Cart 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 Cart will use the selected payment method. If this option is unchecked, payment methods can be mapped between Fishbowl and Magento Cart.
Follow the instructions below to map payment methods between Magento and Fishbowl.
  1. Log into the Magento Admin panel using Google Chrome.
  2. Click the System 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 payment method inspect.png
  5. In the section highlighted by Chrome, copy the text between "payment_ 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
Jump to top of page
Cart Taxes.png
  • Flat Rate Tax Item - When selected, the tax amount from the Magento Cart 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 Cart.

Australia/Canada
Jump to top of page

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.

  1. Open the Magento Admin Panel in a web browser.
  2. Click the Sales menu at the top.
  3. Hover over Tax and then click Product Tax Classes.
  4. Click the applicable tax rate.
  5. Locate the word id in the URL bar at the top of the browser and copy the number that follows id.
    Magento tax rate id.png
  6. Click the Product Import tab of the Small.Magento Cart.png Magento Cart 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
Jump to top of page

Cart Order Fulfillment.png

Product Import
Jump to top of page

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
Jump to top of page

Cart Product Export.png

Inventory Update
Jump to top of page

Cart Inventory Update.png

Troubleshooting

Release Notes

4.17 - 4/12/2018 - Fishbowl 2018.4
Jump to top of page
4.16 - 3/8/2018 - Fishbowl 2018.3
Jump to top of page
4.15 - 1/31/2018 - Fishbowl 2018.1
Jump to top of page
4.12 - 1/12/2018 - Fishbowl 2017.13
Jump to top of page
4.11 - 12/8/2017 - Fishbowl 2017.11
Jump to top of page
4.10 - 11/21/2017 - Fishbowl 2017.11
Jump to top of page
4.9 - 11/20/2017 - Fishbowl 2017.11
Jump to top of page
4.8 - 11/16/2017 - Fishbowl 2017.11
Jump to top of page
4.7 - 10/30/2017 - Fishbowl 2017.10
Jump to top of page
4.6 - 10/9/2017 - Fishbowl 2017.9
Jump to top of page
4.5 - 9/12/2017 - Fishbowl 2017.7
Jump to top of page
4.4 - 9/7/2017 - Fishbowl 2017.7
Jump to top of page
4.3 - 9/6/2017 - Fishbowl 2017.7
Jump to top of page
4.2 - 8/31/2017 - Fishbowl 2017.7
Jump to top of page
4.1 - 8/29/2017 - Fishbowl 2017.7
Jump to top of page
4.0 - 8/25/2017 - Fishbowl 2017.7
Jump to top of page
3.4 - 8/14/2017 - Fishbowl 2017.6
Jump to top of page
3.3 - 7/28/2017 - Fishbowl 2017.6
Jump to top of page
3.2 - 7/13/2017 - Fishbowl 2017.6
Jump to top of page
3.1 - 6/20/2017 - Fishbowl 2017.5
Jump to top of page
3.0 - 5/22/2017 - Fishbowl 2017.4
Jump to top of page

Australia and Canada Only

2.5 - 4/26/2017 - Fishbowl 2017.3
Jump to top of page
2.4 - 4/13/2017 - Fishbowl 2017.3
Jump to top of page
2.3 - 4/4/2017 - Fishbowl 2017.2
Jump to top of page
2.2 - 3/16/2017 - Fishbowl 2017.1
Jump to top of page
2.1 - 3/9/2017 - Fishbowl 2017.1
Jump to top of page
Note - product will try to map Magento SKU to FB Product Number. If no match then a new product will be created.
2.0 - 2/9/2017 - Fishbowl 2017.1
Jump to top of page
10/13/2016
Jump to top of page
  • Resolution: Required fields are only required on active tasks.
Personal tools
Namespaces
Variants
Actions
Navigation
Other Pages
Toolbox
Print/export
Translate