Magento Cart

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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

Install
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  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations module group.
  2. Select the 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
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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.

Mapping
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The table below shows how data transfers between Magento and Fishbowl.

Magento Product
Fishbowl Product
The product mapping can be customized by selecting any combination of the following fields on the Product Import or Product Export tab.

Name
Short Description
Description
SKU
Price
Weight
Meta Title
Meta Keyword
Meta Description

Product
Description
Price
Details
UPC
SKU
Weight

Magento order with specified status
Fishbowl sales order
Magento order number
Magento Cart order name custom field
Order date
Fulfillment date
Customer name & billing address
Bill To
Customer name & shipping address
Ship To
Customer
Creates a new customer or uses the generic customer specified in the Customer section of the Order Import tab.
Taxes
The tax options can be set under the Taxes section of the Order Import tab.
Order gift message
Order Note on the Details tab of the Small.Sales Order.png Sales Order module.
Item gift message
Order Note on the Details tab of the Small.Sales Order.png Sales Order module.
Email
Email field of the Details tab of the Small.Sales Order.png Sales Order module
Phone
Phone field of the Details tab of the Small.Sales Order.png Sales Order module
Carrier
Carriers can be mapped on the Order Import tab. For more information, see Carriers.
Payment method
Payment methods can on the Order Import tab. For more information, see Payment methods.
Magento order with Complete status
Fishbowl fulfilled sales order
After an order is fulfilled in Fishbowl, it will be marked as Complete in Magento.
Magento quantity
Fishbowl Available For Sale quantity
Only inventory that has changed since the last export will be updated.

Carriers

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.

To see which carriers Magento supports, click this link.

Payment methods

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.

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.

  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

TABS

Order Import
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Magento Schedule Import Order Tab.png
Order
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Magento Schedule Import Order Orders.png
  • Location Group - Sales orders will be created using this location group.
  • SO Status - Orders can be imported as an estimate, issued, or fulfilled status. Setting orders to fulfilled status will import orders and then quick fulfill them.
  • Shipping Item - When selected, sales orders will be created using this product as the default shipping item.
  • Magento Cart Order Status - This selection determines which status of Magento orders will be imported into Fishbowl.
  • 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.
  • Use Magento Cart order number as Fishbowl SO number - When selected, sales orders will be created using the Magento order number as the Fishbowl sales order number.
  • Add order discounts as a flat rate discount item - When selected, incoming orders with discounts will apply discounts on the sales order as a separate, flat rate discount item.
  • 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.
  • Apply order discounts to line items - When selected, incoming orders with discounts will apply discounts to the line items on the sales order.
Customer
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Magento Schedule Import Order Customer.png
  • Use default customer - All orders will be put under the selected Fishbowl customer and use the customer's default address as the billing and shipping address on orders.
  • Use Customer on order - All orders will use the customer name, billing address, and shipping address attached to the shopping cart order.
  • Use company name for new customers - When selected, the company name from the bill to address of the shopping cart order will be created as the customer name in Fishbowl.
Carrier Mapping
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Magento Schedule Import Order 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 by following the instructions here.
Payment Mapping
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Magento Schedule Import Order 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 by following the instructions here.
Taxes
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Magento Schedule Import Order 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.

Order Fulfillment
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Magento Schedule Export Order Tab.png

Fishbowl can update the order in the shopping cart after items are fulfilled in Fishbowl. The shipment tracking number will also be exported to the shopping cart.

Product Import
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Magento Schedule Products Tab.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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Magento product export tab.png

Inventory Update
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Magento Schedule Inventory Tab.png

Troubleshooting

Release Notes

Version 4.12

Features and Fixes

Version 4.11

Features and Fixes

Version 4.10

Features and Fixes

Version 4.9

Features and Fixes

Version 4.8

Features and Fixes

Version 4.7

Features and Fixes

Version 4.6

Features and Fixes

Version 4.5

Features and Fixes

Version 4.4

Features and Fixes

Version 4.3

Features and Fixes

Version 4.2

Version 4.1

Version 4.0

Features and Fixes

Version 3.4

Features and Fixes

Version 3.3

Features and Fixes

Version 3.2

Features and Fixes

Version 3.1

Features and Fixes

Version 3.0

Features and Fixes

Australia and Canada Only

Version 2.5

Features and Fixes

Version 2.4

Features and Fixes

Release Version 2.3

Considerations before updating to Version 2.3

Features and Fixes

Release Version 2.2

Features and Fixes

Release Version 2.1

Features and Fixes

Note - product will try to map Magento SKU to FB Product Number. If no match then a new product will be created.

Release Version 2.0

Features and Fixes

Released on 10/13/2016

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