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

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.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 credentails 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.

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

Shopify 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.


Title
Description
SKU
Price
Weight
Tags
Meta Title
Meta Description

Product
Description
Price
Details
UPC
SKU
UOM
Weight
Weight UOM
Length
Height

Shopify order with specified status
Fishbowl sales order
Shopify order number
Shopify Order Number Custom Field, sales order number (optional)
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.
Shopify order notes
Fishbowl order notes
Shopify order with Complete status
Fishbowl fulfilled sales order
After an order is fulfilled in Fishbowl, it will be marked as Complete in Shopify.
Shopify 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 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.

To see which carriers Shopify supports, click this link.

Payment methods

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.

TABS

Order Import
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Shopify Schedule Import Order Tab.png
Order
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Shopify 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.
  • Shopify Order Status - This selection determines which status of Shopify 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 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.
  • 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 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.
  • 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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Shopify 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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Shopify Schedule Import Order 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 by following the instructions here.
Payment Mapping
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Shopify Schedule Import Order 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 by following the instructions here.
Taxes
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Shopify Schedule Import Order 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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Shopify 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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Shopify 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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Shopify product export tab.png

Inventory Update
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Shopify Schedule Inventory Tab.png

POS Import
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Shopify POS Import Tab.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 Fishbowl. This can be found by opening the product in the Small.Product.png Product module and clicking the Custom tab.
  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

Version 3.13

Features and Fixes

Version 3.12

Features and Fixes

Version 3.11

Features and Fixes

Version 3.10

Features and Fixes

Version 3.9

Features and Fixes

Version 3.8

Features and Fixes

Version 3.7

Features and Fixes

Version 3.6

Features and Fixes

Version 3.5

Features and Fixes

Version 3.2

Version 3.1

Version 3.0

Features and Fixes

Version 2.14

Features and Fixes

Version 2.13

Features and Fixes

Version 2.12

Features and Fixes

Version 2.11

Features and Fixes

Version 2.10

Features and Fixes

Version 2.9

Features and Fixes

Version 2.6

Features and Fixes

Version 2.5

Features and Fixes

Version 2.4

Features and Fixes

  • Resolution: The kit product number is now used for linking.

Version 2.5

Released on 10/13/2016

  • Resolution: Error message now clearly indicates the order number / order ID.

Version 2.4

Released on 9/8/2016

  • Resolution: Defaults to lbs when not set.
  • Resolution: Field is now required.

Version 2.3

Released on 8/11/2016

  • Resolution: Address now pulls both Address line 1 and line 2.
  • Resolution: weight and weight UOM are now set correctly during product sync.

Version 2.1

Released on 6/9/2016

  • Resolution: Product pull now includes all products.
  • Resolution: Tooltip has been updated to properly explain mapping.
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