WebShop Manager

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Icon.WebShop Manager.png The WebShop Manager 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 WebShop Manager.

WebShop Manager.png

The documentation on this page is for the most recent version of the Small.WebShop Manager.png WebShop Manager plugin. To get the most recent version, Update Fishbowl.

Install

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.WebShop Manager.png WebShop Manager 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.WebShop Manager.png WebShop Manager module from any Fishbowl Client by opening the Integrations module group.
  6. To grant access to additional users, assign the WebShop Manager-View access right to the appropriate groups in the Small.User Group.png User Group module

Setup

Complete the steps to prepare for the WebShop Manager integration. Then enter a Store Name and any other required information on the Store Settings tab of the Small.WebShop Manager.png WebShop Manager module.

  1. Contact the WebShop Manager team to request the Product API Key and the Order API Key to use with Fishbowl. Depending on where you are in the website process, you will contact either your Project Manager, Customer Support representative, or make a request through their Service Desk ticketing system.
  2. Obtain the Store URL for your website. Depending on the stage of your project or website with WebShop Manager, the URL can vary.
    • If your website is in development, it will have a subdomain, similar to this: https://abc.webshopmanager.com
    • If your website is no longer in development, then the URL will be your domain name, similar to this: https://mydomain.com
  3. Paste the Store URL, the Product API Key, and the Order API key into the Store Settings tab of the plugin.

TABS

Shopping cart plugins in Fishbowl have a standardized layout. Some of the images below show the options that are most common between all plugins. Any additional Small.WebShop Manager.png WebShop Manager options or notes are included at the bottom of each section.

Store Settings

WebShop Manager Store Settings.png
  1. If applicable, copy any needed setup information from the WebShop Manager website.
  2. Click the Store Settings tab of the Small.WebShop Manager.png WebShop Manager module.
  3. Enter a name in the Store Name field and any other required information.
  4. Click the Connect Button.png button and verify that the connection to the WebShop Manager website is working.
  5. Click the Save Button.png Save button at the top of the module to save the WebShop Manager settings.
  6. Click the New Button.png New button at the top of the module to configure another WebShop Manager store.

Order Import

Cart Order Import.png
  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Order

Cart Order.png

Additional order data will be imported and displayed on the Details tab of the Small.Sales Order.png Sales Order module

  • Salesperson - Sales orders will be created using this salesperson.
  • Location Group - Sales orders will be created using this location group.
  • Class - When selected, sales orders will be created using this class as the sales order class.
  • Payment Terms - When selected, sales orders will be created using this payment term.
  • Shipping Item - When selected, sales orders will be created using this product as the default shipping item.
  • Shipping Terms - When selected, sales orders will be created using these shipping terms.
  • Use currency conversion - Enabling this option will import orders and convert them from the transaction currency (when specified) to your Fishbowl database home currency. The currency rate(s) used will be the rate(s) specified in Fishbowl. When currency conversion is enabled, some additional fields will be available, including a currency/customer mapping table when Use a Default customer is selected.
  • Assign WebShop Manager order number to Customer PO field - When selected, the WebShop Manager order number will be displayed in the Sales Order Customer PO field.
  • Use WebShop Manager order number as Fishbowl SO number - When selected, sales orders will be created using the WebShop Manager order number as the Fishbowl sales order number.
  • Add an order number prefix - Define a prefix to be set on imported sales order numbers. This option is only available when using the order number from WebShop Manager.
Small.WebShop Manager.png Additional WebShop Manager information
  • Discount Item - Discount item for the order discount amount from {{{1}}}. 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 {{{1}}}.
  • 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.

Order Status Mapping

Cart Order Status Mapping.png
Use the table to assign WebShop Manager order statuses to Fishbowl order statuses. The Order Import task will only import orders from WebShop Manager 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

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Use a Default customer - This option will associate all imported sales orders with the customer selected in the Customer field. This could be used with a generic Fishbowl customer such as WebShop Manager Customer.
  • Use the WebShop Manager Billing Address - Use the billing address from the WebShop Manager order instead of the address for the default customer.
  • Use the WebShop Manager Shipping Address - Use the shipping address from the WebShop Manager order instead of the address for the default customer.
  • Use the WebShop Manager Customer and Addresses - This option will import the addresses and customer from the WebShop Manager order instead of using a generic customer.
  • Name - Select the WebShop Manager field that contains the customer name that should be imported into Fishbowl.
  • Alt Name - An alternate field mapping when the primary mapping does not contain data.
  • Choose the source fields for the order contact data.
  • Contact - Select the WebShop Manager field that contains the customer contact that should be imported into Fishbowl.
  • Phone - Select the WebShop Manager field that contains the phone number that should be imported into Fishbowl.
  • Email - Select the WebShop Manager field that contains the email address that should be imported into Fishbowl.

Carrier Mapping

Cart Carrier Mapping.png
  • Use same carrier and carrier service for all orders - When selected, all orders imported from WebShop Manager will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and WebShop Manager. Each mapping will also set the Sales Order Priority so that Fishbowl users can identify orders with express shipping that need to be picked and shipped quickly.

Payment Mapping

Cart Payment Mapping.png
  • Create payments in Fishbowl - When selected, payments from the WebShop Manager 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 WebShop Manager will use the selected payment method.
  • Link payment methods from WebShop Manager - When selected, the table can be used to map payment methods between WebShop Manager and Fishbowl.
  • Always create payments - If no payment data exists for the order from WebShop Manager, always create a payment in Fishbowl equaling the order total with the selected payment method.
  • Do not create payment for international orders - If an international order is imported from WebShop Manager, a payment will not be created in Fishbowl.

Taxes

Cart Taxes.png
  • Import Taxes - When selected, the tax amount from the WebShop Manager 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 WebShop Manager. If taxes are not imported, the Fishbowl payment will equal the order total before tax.

Order Fulfillment

Cart Order Fulfillment.png
  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • Update WebShop Manager order status - When selected, WebShop Manager orders will be updated after the product(s) on the order have been shipped in Fishbowl. Shipment tracking information will also be sent from Fishbowl to WebShop Manager.
  • Check WebShop Manager order status before fulfilling - When selected, the WebShop Manager order status will be checked prior to attempting to send fulfillment information. If the WebShop Manager order status has changed, no fulfillment information will be sent. This will increase the time required to complete the order fulfillment task.

Product Import

Cart Product Import.png
  • Schedule - Select the Checked.png Active checkbox to import products on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that all of the products on your website will be imported.

Select ONE of the following options:

  1. My products already exist in Fishbowl and WebShop Manager. They need to be linked together. - Select the fields that match between WebShop Manager products and Fishbowl products.
  2. My products only exist in my WebShop Manager store. They need to be imported into Fishbowl. - Map the fields that should be imported from WebShop Manager into Fishbowl. If the weight or size UOM isn't set in WebShop Manager, the default UOMs listed here will be used.

Product Export

Cart Product Export.png
  • Schedule - Select the Checked.png Active checkbox to export products on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Select ANY of the following options:

  1. Create products in WebShop Manager- Map the fields that should be imported from WebShop Manager to Fishbowl. If the weight or size UOM isn't set in WebShop Manager, the default UOMs listed here will be used. The selected product trees will be included, or all product trees will be included if the field is left blank. Selecting the Export All Products option will ignore the last sync date and attempt to push all of the Fishbowl products to WebShop Manager. The product tree filter will still apply.
  2. Update linked products in WebShop Manager - This section has the same options as the Create products in WebShop Manager section above. After the initial product export, only the selected fields will be updated.

Inventory Update

Cart Inventory Update.png
  • Schedule - Select the Checked.png Active checkbox to export inventory levels to WebShop Manager on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that it includes all of your products (or any applicable product tree filter) when updating inventory levels.
  • Inventory Type - Select the inventory quantity that should be used during the update: Available For Sale or Inventory On Hand.
  • Product Tree Filter - The export can be limited to certain product tree categories. If this field is left blank, all products will be included in the export.
  • Sync All Location Groups - Include inventory quantities from all location groups in the inventory sync. If this option is unchecked, selected location groups can be added by clicking the Add Icon Button.png Add button.

Troubleshooting

  • For WebShop Manager websites using the Advanced Guided Search (AGS) technology, updated product information will not be presented on the frontend of the website until WebShop Manager has "indexed" the new data. After a scheduled import, please allow up to an hour for such changes to be visible on the frontend of the website. If you do not see the expected product data changes after an hour, please contact the WebShop Manager team to request an index. This only applies if your website is using WebShop Manager's AGS technology package.
  • The attributes and IDs for orders and products can viewed or modified by clicking the Small.WebShop Manager.png WebShop Manager button at the top of the Small.Sales Order.png Sales Order module and the Small.Product.png Product module.
  • To view the scheduled tasks for the Small.WebShop Manager.png WebShop Manager module, open the Small.Schedule.png Schedule module.
  • A scheduled task can be run manually by double-clicking the task.
  • Enter an email address in the Small.Schedule.png Schedule module to receive error notifications.
  • To view the history of a scheduled task, including the result/error, click the History Icon Button.png History button in the Small.Schedule.png Schedule module.
  • More details about recent errors can be viewed by opening the Small.Data.png Data module and clicking the Server Log Button.png Server Log button.
  • Check for multiple versions of the WebShop Manager.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two WebShop Manager versions, exit the Fishbowl Server and remove the older version on all client and server computers.

Release Notes

2019.4.01 – 4-11-2019 - Fishbowl 2019.4
2019.3.01 – 3-14-2019 - Fishbowl 2019.3
  • Initial Launch