WooCommerce

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Icon.WooCommerce.png The WooCommerce 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 WooCommerce shopping carts.

The plugin currently supports WooCommerce REST API V2

Contents

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

Setup
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In order to connect to WooCommerce, the WooCommerce API must first be configured properly. Follow the instructions below to generate an API Key.

  1. Log into the Wordpress Dashboard, for example www.mycompany.com
  2. Open the settings for Wordpress permalinks by clicking Settings and then selecting Permalinks.
    Permalink 1.png
  3. Below Common Settings, select Post name.
    Permalink 2.png
  4. Scroll down to Product permalink base and verify that Default is selected and then click Save Changes.
    Permalink 3.png
  5. Open the settings for WooCommerce by clicking WooCommerce and then selecting Settings.
    WooCommerce1.png
  6. Click the API tab, select Enable the REST API, and then click Save Changes.
    WooCommerce2.png
  7. Click Keys/Apps and then click the Add Key button.
    WooCommerce3.png
  8. Enter a Description, User, select Read/Write, and then click Generate API Key.
    WooCommerce4.png
  9. Enter the WooCommerce store URL into the Small.WooCommerce.png WooCommerce module, for example woocommerce.mycompany.com
  10. Click the Copy buttons and then paste the Consumer Key and Consumer Secret into the Small.WooCommerce.png WooCommerce module.
  11. Click the Test Connection button in the Small.WooCommerce.png WooCommerce module to verify that the connection is valid and then click Save.

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

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

WooCommerce 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
Description
Short Description
SKU
Price
Weight
Length
Width
Height

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

WooCommerce order with specified status
Fishbowl sales order
WooCommerce order number
WooCommerce 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.
Customer provided notes
Fishbowl order notes
WooCommerce order with Complete status
Fishbowl fulfilled sales order
After an order is fulfilled in Fishbowl, it will be marked as Complete in WooCommerce.
WooCommerce quantity
Fishbowl Available For Sale quantity
Only inventory that has changed since the last export will be updated.

TABS

Order Import
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WooCommerce Schedule Import Order Tab.png
Order
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WooCommerce 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.
  • WooCommerce Order Status - This selection determines which status of WooCommerce 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 WooCommerce order number as Fishbowl SO number - When selected, sales orders will be created using the WooCommerce 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 WooCommerce. 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 WooCommerce.
  • 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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WooCommerce 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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WooCommerce Schedule Import Order Carrier Mapping.png
  • Use same carrier and carrier service for all orders - When selected, all orders imported from WooCommerce will use the selected carrier and carrier service. If this option is unchecked, WooCommerce carriers can be mapped to Fishbowl carriers.
Payment Mapping
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WooCommerce Schedule Import Order Payment Mapping.png
  • Create payments in Fishbowl - When selected, payments from the WooCommerce 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 WooCommerce will use the selected payment method. If this option is unchecked, WooCommerce payment methods can be mapped to Fishbowl payment methods.
Taxes
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WooCommerce Schedule Import Order Taxes.png
  • Flat Rate Tax Item - When selected, the tax amount from the WooCommerce 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 WooCommerce.

Order Fulfillment
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WooCommerce 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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WooCommerce 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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WooCommerce product export tab.png

Inventory Update
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WooCommerce Schedule Inventory Tab.png

Troubleshooting

Release Notes

The plugin currently supports WooCommerce REST API V2

Version 3.6

Features and Fixes

Version 3.5

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

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 2.9

Features and Fixes

Version 2.8

Features and Fixes

Version 2.6

Features and Fixes

Version 2.5

Features and Fixes

  • Resolution: Order address is now being used so the order import can successfully run.
  • Resolution: Customer record no longer includes blank data.
  • Resolution: Orders with Avatax now correctly sync.

Version 2.4

Features and Fixes

  • Resolution: Our field once again matches the updated field from WooCommerce.
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