Shopify

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Icon.Shopify.png The Shopify 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 Shopify shopping carts.

Contents

Shopify.png

Video
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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 Shopify 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.Shopify.png Shopify 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 Shopify-View right to the appropriate groups as explained here.

Setup
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Follow the instructions below to configure the Shopify API and generate an API key and password.

  1. Log into the Shopify store, for example https://storename.myshopify.com/admin
  2. Click Apps and then click Manage Private Apps at the bottom.
  3. Click Generate API credentials and then enter an app title.
    Shopify Setup.png
  4. In the Permissions section, select Read and write for all of the permissions except Disputes, Applications, and Analytics and then click Save app.
  5. Copy the API Key and the Password from the Authentication section of the website and paste them into the Small.Shopify.png Shopify module.
    Shopify credentials.png
  6. Enter the Shopify Store URL into the Small.Shopify.png Shopify module, for example https://storename.myshopify.com
  7. Click the Test Connection button in the Small.Shopify.png Shopify module to verify that the connection is valid and then click Save.

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

TABS

Order Import
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Cart Order Import.png
Order
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Combine 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 Shopify. 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 Shopify.
  • 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 Shopify.
  • Use Shopify order number as Fishbowl SO number - When selected, sales orders will be created using the Shopify order number as the Fishbowl sales order number. The Shopify order number will always be stored on the Custom Field tab of the Small.Sales Order.png Sales Order module.
  • Assign Shopify order number to Customer PO field - When selected, your Shopify order number will be displayed in the Sales Order Customer PO field.
Order Status Mapping
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Cart Order Status Mapping.png
Use the table to assign Shopify 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 Shopify 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 Shopify 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 Shopify 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 Shopify 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 Shopify will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and Shopify. Click here to see which carriers Shopify supports.
Follow the instructions below to map carriers between Shopify and Fishbowl.
  1. Log into Shopify.
  2. Click the Settings menu on the left and then select Shipping.
  3. Copy the carrier and service information.
  4. Open the Carrier Mapping section on the Order Import tab and then click the New Icon Button.png New button.
    Shopify carrier mapping done.png
  5. Enter the Shopify carrier and service information into Fishbowl.
    Shopify carrier mapping.png
  6. 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 Shopify 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 Shopify will use the selected payment method. If this option is unchecked, payment methods can be mapped between Fishbowl and Shopify.
Follow the instructions below to map payment methods between Shopify and Fishbowl.
  1. Log into Shopify.
  2. Click the Settings menu on the left and then select Payments.
  3. Copy the exact payment method name from the payment methods section.
    Shopify payment methods.png
  4. Open the Payment Mapping section on the Order Import tab and then click the New Icon Button.png New button.
    Shopify payment mapping done.png
  5. Paste the Shopify payment method name into Fishbowl.
    Shopify payment mapping.png
    Other possible examples:
    • PayPal Express Checkout
    • Shopify Payments
    • Amazon Pay
    • Bread
    • Cash on Delivery (COD)
    • Bank Deposit
    • Money Order
  6. 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 Shopify 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 Shopify.

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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Cart Inventory Update.png

POS Import
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Cart POS Import.png

Troubleshooting

  1. Using a web browser, log into the Shopify admin page and navigate to the product listed in the error message.
  2. Right-click anywhere on the page and click View page source or View source. This will open up the page source code in another tab.
  3. Press ctrl + f to search within the page.
  4. In the search bar, type variant_id
  5. Confirm that the variant ID found in the page source is the same number listed in the Shopify Product ID field of the Custom tab tab of the Small.Product.png Product module.
  6. If the numbers do not match, copy the variant ID from Shopify and paste it into the Shopify Product ID field. Then click the Save button in the Fishbowl Small.Product.png Product module.
  7. In the Small.Shopify.png Shopify module, run the Order Import sync again.

Release Notes

3.18 - 4/12/2018 - Fishbowl 2018.4
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3.17 - 3/8/2018 - Fishbowl 2018.3
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3.16 - 1/31/2018 - Fishbowl 2018.1
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3.13 - 1/12/2018 - Fishbowl 2017.13
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3.12 - 12/8/2017 - Fishbowl 2017.11
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3.11 - 11/21/2017 - Fishbowl 2017.11
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3.10 - 11/16/2017 - Fishbowl 2017.11
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3.9 - 10/30/2017 - Fishbowl 2017.10
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3.8 - 10/5/2017 - Fishbowl 2017.9
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3.7 - 9/12/2017 - Fishbowl 2017.7
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3.6 - 9/7/2017 - Fishbowl 2017.7
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3.5 - 9/6/2017 - Fishbowl 2017.7
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3.2 - 8/31/2017 - Fishbowl 2017.7
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3.1 - 8/29/2017 - Fishbowl 2017.7
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3.0 - 8/25/2017 - Fishbowl 2017.7
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2.14 - 8/7/2017 - Fishbowl 2017.6
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2.13 - 7/13/2017 - Fishbowl 2017.6
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2.12 - 6/21/2017 - Fishbowl 2017.5
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2.11 - 6/15/2017 - Fishbowl 2017.4
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2.10 - 4/13/2017 - Fishbowl 2017.3
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2.9 - 4/5/2017 - Fishbowl 2017.2
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2.6 - 3/15/2017 - Fishbowl 2017.2
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2.5 - 3/8/2017 - Fishbowl 2017.1
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2.4 - 3/15/2017 - Fishbowl 2016.14
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  • Resolution: The kit product number is now used for linking.
2.5 - 10/13/2016
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  • Resolution: Error message now clearly indicates the order number / order ID.
2.5 - 9/8/2016
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  • Resolution: Defaults to lbs when not set.
  • Resolution: Field is now required.
2.3 - 8/11/2016
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  • Resolution: Address now pulls both Address line 1 and line 2.
  • Resolution: weight and weight UOM are now set correctly during product sync.
2.1 - 6/9/2016
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  • Resolution: Product pull now includes all products.
  • Resolution: Tooltip has been updated to properly explain mapping.
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