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{{Plugin Install|Magento Cart|Integrations}}
== Setup {{top}} == In order to connect to Magento, the Magento API must first be configured properly. Follow the steps below to [[#1. Create a role{{Setup|create a role]], [[#2. Create a user|create a user]], and then enter the credentials into the [[#3. Store Settings|store settings]] of the {{Module|Magento CartPAGENAME}}}}. === 1. Create a role ===
'''Create a role'''
# Log into the Magento admin dashboard and navigate to '''System''' > '''Web Services''' > '''SOAP/XML-RPC - Roles'''.<br>[[File:Magento Roles.png]]
# Click the [[File:Add New Role.png|link=|alt=Add New Role|bottom]] button.<br>[[File: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.
# Click '''Role Resources''' on the left and select '''All''' from the '''Resource Access''' drop down.<br>[[File:Magento New Role2.png]]
# Click the [[File:Save Role.png|link=|alt=Save Role|bottom]] button. {{Clear}} === 2. Create a user ===
'''Create a user'''
# Navigate to '''System''' > '''Web Services''' > '''SOAP/XML-RPC - Users'''.<br>[[File:Magento Users.png]]
# Click the [[File:Add New User.png|link=|alt=Add New User|bottom]] button.<br>[[File: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.
#* Create an '''API Key''' for the user. This is essentially a password. Confirm the password in the '''API Key Confirmation''' field.
# Click '''User Role''' on the left and select the role created above.<br>[[File:Fishbowl Integration Magento 5.png]]
# Click the [[File:Save User.png|link=|alt=Save User|bottom]] button.
=TABS={{ClearTABS|{{PAGENAME}}}}
=== 3. Store Settings ==={{Store Settings|{{PAGENAME}}}}
== Mapping =Order Item Settings==={{Order Item Settings|{{topPAGENAME}}}} ==
=== Carriers Customer Settings==={{Customer|{{PAGENAME}}}}
===Carrier Settings==={{Carrier Mapping|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}::Click [http://docs.magento.com/m1/ce/user_guide/shipping/carriers.html here] to see which carriers Magento supports.::Follow the instructions below to map carriers between Magento and Fishbowl.::# Log into the Magento Admin panel.::# Click the '''System''' menu and then select '''Configuration'''.::# In the '''Sales''' section on the left, click '''Shipping Methods'''.::# Expand the desired shipping method and copy the '''Title''' and '''Method'''.<br>[[File:Magento flat rate.png]]<br><br>[[File:Magento UPS.png]]::# Open the '''Carrier Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.<br>[[File:Magento carrier mapping done.png]]::# Enter the exact '''Title''' and '''Method''' into Fishbowl with the following format '''Title - Method'''. Below are several examples.<br>[[File:Magento carrier mapping.png]]::#* '''Flat Rate - Fixed'''::#* '''Free Shipping - Free'''::#* '''United Parcel Service - Next Day Air'''::#* '''United Parcel Service - Ground'''::# Select the corresponding '''Fishbowl Carrier Service''' and then click the '''Save''' button.
===Payment Settings==={{Payment Mapping|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}::Follow the instructions below to map payment methods between Magento and Fishbowl.::# Log into the Magento Admin panelusing Google Chrome.::# Click the '''System''' menu and then select '''Configuration'''.::# In the '''Sales''' section on the left, click '''Shipping Payment Methods'''.::# Expand Right-click the header of the desired shipping payment method and copy the '''Title''' and select '''MethodInspect'''.<br>[[File:Magento flat ratepayment method inspect.png|link=]]<br><br>[[File::Magento UPS# In the section highlighted by Chrome, copy the text between '''"payment_''' and '''-head"'''.png|link=]]::# Open the '''Carrier Payment Mapping''' section on the '''Order Import''' tab and then click the {{Icon Button|New}}.<br>[[File:Magento carrier payment mapping done.png|link=]]::# Enter the exact '''Title''' and '''Method''' Magento payment ID into Fishbowl with the following format '''Title - Method'''. Below are several examples.{{Vertical Spacer}}<br>[[File:Magento carrier payment mapping.png|link=]]::#* '''Flat Rate - Fixedcheckmo'''::#* '''Free Shipping - Freecashondelivery'''::#* '''United Parcel Service - Next Day Airauthorizenet'''::#* '''United Parcel Service - Groundbanktransfer'''::# Select the corresponding '''Fishbowl Carrier ServicePayment Method''' and then click the '''Save''' button.
=== Payment methods Tax Settings==={{Taxes|{{PAGENAME}}}}:{{Notes|{{PAGENAME}}}}::'''Fishbowl Australia'''::Taxes are set for each product using the '''Tax Code''' field in the {{Module|Product}}.<br>[[File:AU NZ Taxes.png]]
== Australia/Canada Fulfillment Export=={{Order Fulfillment|{{PAGENAME}}}}{{Notes|{{topPAGENAME}}}} ==* If a carrier on an order is not an approved carrier by Magento it will be set to Custom Value.* For a list of accepted carriers please see [[#Carriers|Carriers]].
{{H2HideH2|Order Import2019.6.0X – 6-18-2019 - Fishbowl 2019.6}} [[File:Magento Schedule Import Order Tab'''**This update will require the user to configure additional settings and mapping tables in the plugin. Contact Fishbowl Plugin Support for assistance'''*** General UI Enhancements* Fixed bug on fulfillment for orders with kits* Fixed tax item bug on AU version * This update will cause the scheduled tasks to give an error when first loading Fishbowl after updating.png|right]] Users will need to go into the plugin interface and configure the additional mappings and save settings in order for the scheduled tasks to run properly* Added ability to link products on order import. Products that were not previously linked using the product import/export tasks can now be linked during the order import task* Fixed bug in order import when creating a new mapping in Location Group setting's mapping table, shows up blank in the channel Location drop-down * Added enhancement for inventory sync to have a max qty option* Added enhancement for inventory update to include "Available to Pick" for inventory type as one of the options* Added enhancement where order import carrier mapping now has a priority option for "All" that doesn't exist in Fishbowl and causes an error when used for an order* Added enhancement on order settings and on order items field mapping table including custom fields
{{ScheduleHideH2|2019.5.0X – 5-10-2019 - Fishbowl 2019.5}}* Fixed Typo in the payment panel* Fixed (for supporting channels)where the image export was not working on the product export task* Misc items are now supported on order import orders|Run * Fixed bug with state tax mapping table giving a bad error when a state was not mapped on an order* Fixed advanced options error message when enabled and a day of the month wasn't specified* Fixed advanced options error for order fulfillment task}}'* Fixed data mapping error with many to one field mappings on product export
{{H2HideH2|Order Fulfillment2018.10.06 – 11/12/2018 - Fishbowl 2018.10}} [[File:Magento Schedule Export Order Tab'''Do not skip this version unless installing the plugin for the first time.png|right]]If you’re planning to update to a later version of Fishbowl, install 18.10 first, update your plugins, and open them so the data migrator (described below) can run. Then update Fishbowl to the desired version.'''* Fixed bug where Street addresses with "N" in them are being truncated or the "N" is being dropped on order import* Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB
{{ScheduleHideH2|export orders|Run task2018.8 – 8/23/2018 - Fishbowl 2018.8}}* '''Update Magento order status''' - When selectedChannel data, such as product IDs, variant IDs, Magento orders etc. will no longer be stored in custom fields. New database tables will be created for this purpose. Data from your custom fields will be updated automatically migrated to the database the first time you open the plugin after updating. Data will still remain in the productcustom fields for reference. The custom fields can be deactivated.* New version number system to match Fishbowl.* Schedule task now gives a count of the items that were imported/exported. Error message will list items that failed.* Will now use the account specified on the payment type (sinstead of the default) on the during order have been shipped import.* Fixed a bug regarding taxes in the FishbowlCanada version. If left blank, * Fishbowl will not update product images can now be exported to Magento.* Ability to select which date field the status of the Magento orderLast Sync Date references.* Shipping tax now accounted for in Fishbowl Australia version.
{{H2HideH2|Product Import4.20 - 7/12/2018 - Fishbowl 2018.7}} [[File:Magento Schedule Products Tab* Bug Fixes* Updated for compatibility with Fishbowl version 2018.png|right]]7
{{Products before ordersHideH2|4.19 – 6/14/2018 - Fishbowl 2018.6}}* Product import tab redesign. Now includes an order sync for situations where all products exist in both Fishbowl and the webstore.* Product export tab redesign. Export and update have been separated. It’s now possible to update item fields in the webstore without doing a full product export.* Settings have been relocated. They are now in a new tab.* Added the ability to map a carrier service to an order priority in Fishbowl.
{{ScheduleHideH2|import products|Run task}}* '''Field Mapping''' - Use the icon buttons on the right side of the table to edit the field [[#Mapping|mappings]]4.* '''Weight UOM''' - If the weight UOM isn't set in Magento, the default UOM listed here will be used18.* '''Size UOM''' 2 – 5/15/2018 - If the size UOM isn't set in Magento, the default UOM listed here will be usedFishbowl 2018.5}}* Australia and Canada users can find instructions for product tax class mappings [[#Australia.2FCanada|here]]Fixed a bug that was causing settings to not save.
{{H2HideH2|Product Export4.18 – 5/11/2018 - Fishbowl 2018.5}} [[File:Magento product export * Redesigned Customer section in Order Import tab.png|right]]**Reconfiguration of the customer settings will be required when you update to this version or beyond.
{{ScheduleHideH2|export products|Run task4.17 - 4/12/2018 - Fishbowl 2018.4}}* '''Field Mapping''' - Use the icon buttons on the right side Addition of the a new order status mapping table to edit the field [[#Mapping|mappings]]. After a product has been pushed to Magento, any changes made to the product in Fishbowl will update the following fields in Magento: '''Name''', '''Short Description''', '''Description''', '''SKU''', '''Price''', '''Weight''', '''Meta Title''', '''Meta Keyword''', and '''Meta Description'''.* '''Weight UOM''' - If the weight UOM isn't set in Magento, the default UOM listed here will be used.* '''Size UOM''' - If the size UOM isn't set in Magento, the default UOM listed here will be used.* '''Product Tree Filter''' - The export You can be limited to certain product tree categories. If this field is left blank, all products will be included in now import multiple statuses at the export.* Australia and Canada users can find instructions for product tax class mappings [[#Australia.2FCanada|here]]same time.
{{H2HideH2|Inventory Update4.16 - 3/8/2018 - Fishbowl 2018.3}} [[File:Magento Schedule Inventory Tab* Changed background color on headers in the Order Import tab when using the dark theme for better visibility.* Payment import now pulls in currency rate if “Use Currency Conversion” is turned on in Fishbowl.png|right]]* Bug Fixes
{{ScheduleHideH2|export inventory levels to Magento|Run task4.15 - 1/31/2018 - Fishbowl 2018.1}}* '''Location Group''' - When selected, the [[Inventory#Inventory_status_terms|Available For Sale]] inventory quantity will be used from this location group only. If left blank, the quantity from all location groups will be used.* '''Product Tree Filter''' - The export can be limited to certain No longer updating product catalog visibility during product tree categories. If this field is left blank, all products will be included in the export.
{{ClearHideH2|4.12 - 1/12/2018 - Fishbowl 2017.13}}* Enhancement to the Order Import. If the carrier is empty on the data coming from the shopping cart, it will be defaulted to "Will Call" in Fishbowl.* Enhancement to the Order Import. The customer phone number and email will attempt to be pulled from the shopping cart customer data. If that data isn't available on the customer, then it will attempt to be pulled from the billing address on the order. If that data isn't available in the billing address, then it will be pulled from the shipping address.* Enhancement to Canada version of Fishbowl. Added an option in the Order Import panel to allow for prioritizing which tax is used on orders. If check box is checked, product tax will be used first. If no product tax has been assigned, then province tax will be used.
*Fixed a bug with the way flat rate discounts were being added to orders
* Fixed a bug with tracking numbers being sent to incorrect orders in shopping cart.
* Fixed a bug with order import not calculating line item percentage-based discounts correctly.
* Product Import and Product Export required field mappings are not editable.
* Fixed a bug with the refresh button.
* Fixed a bug with sales order line item type associated with kits.
* Fixed a bug in the Canada version where non-inventory items weren't being taxed by province.
* Fixed issue with customers getting a "number format exception" error.
* Fixed issue with order import where discounts weren't being applied correctly in Fishbowl.
* Interim Release
* Interim Release
* New layout and mapping options
* Fixed weight and size UOM issue on product import being set incorrectly for products created in FB
* Fixed payment mapping bug where orders were imported but no payment was created with the payment mapping set
* Compatibility fixes for 2017.6 version of Fishbowl
* Fixed an issue in AU version where order total from Magento and payment in FB were incorrect
* Fixed bug for CA version where order items didn't use the correct tax code when using the province tax mapping
* Compatibility fix for 2017.5 version of Fishbowl
* User interface enhancements and fixes including new layout for the order import panel, fixed combo boxes, and enter keyboard stroke works in dialog boxes
* Removed the settings button from the toolbar, moving payment and carrier mapping to the order import panel
* Fixed bug when option to create payments in Fishbowl was unchecked allowing payments to still go over to FB when Magento order status is invoiced or complete
* Fixed bug when option to create payments in Fishbowl was unchecked and an order would fail if no payment method was mapped
* Set the 'last sync dates' to when the user clicks save on the interface for first run on order import, order export, and inventory. Products have a historical last sync date set on first run.
* Added option to create order level discounts
* Updated the schedule panel modifying the run task and reset last sync date options
* Fixed bug where shipping line items did not use the product tax code
* Fixed bug during product sync when saving product id.
* Compatibility fixes for 2017.3 version of Fishbowl
* Fixed tax functionality for Australia and Canada versions of Fishbowl
* If using the carrier and payment mappings in version 2.3, please read through the setup instructions on this wiki page. Carrier(s) and payment(s) names from Magento much match exactly when entered.
* If checkbox is set to use order tax, the order import will fail unless the customer in FB has a tax rate assigned.
* Added checkbox option to use company name when creating new customer on SO Import
* Fixed product mapping error when no SKU specified for product sync from FB to Magento
* Australia and Canada only - fixed tax functionality to set the tax rate correctly.
* Changed product mapping options to have FB Fields as static and Magento as dynamic
* Added product weight mapping
* Improved the reset last sync functionality
* Enhancement to store Magento Cart Store ID in SO Custom Field
*Last Sync Date now sets to when scheduled task starts
::Note - product will try to map Magento SKU to FB Product Number. If no match then a new product will be created.
* Ability to push product price and description changes from FB to Magento after initial product sync
* Added more product field mapping options for SKU, Name, and Description fields
* Line item level discounts now apply correctly
* Issue: Saving the sales person is required for import order, even when the task is not active.
::* Resolution: Required fields are only required on active tasks.