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 group.
  2. Select the WooCommerce 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.

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 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.
  • 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 WooCommerce.
  • 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. The WooCommerce order number will always be stored on the Custom Field tab of the Small.Sales Order.png Sales Order module.
  • Assign WooCommerce order number to Customer PO field - When selected, your WooCommerce 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 WooCommerce 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 WooCommerce 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 WooCommerce 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 WooCommerce 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 WooCommerce 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 WooCommerce will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and WooCommerce.
Payment Mapping
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Cart 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, payment methods can be mapped between Fishbowl and WooCommerce.
Taxes
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Cart 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 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

Troubleshooting

Release Notes

The plugin currently supports WooCommerce REST API V2

3.12 - 4/12/2018 - Fishbowl 2018.4
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3.11 - 3/8/2018 - Fishbowl 2018.3
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3.10 - 1/31/2018 - Fishbowl 2018.1
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3.6 - 1/12/2018 - Fishbowl 2017.13
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3.5 - 12/8/2017 - Fishbowl 2017.11
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3.4 - 11/21/2017 - Fishbowl 2017.11
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3.3 - 11/16/2017 - Fishbowl 2017.11
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3.2 - 10/30/2017 - Fishbowl 2017.10
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3.1 - 10/17/2017 - Fishbowl 2017.10
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3.0 - 10/5/2017 - Fishbowl 2017.9
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2.14 - 7/26/2017 - Fishbowl 2017.6
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2.13 - 7/13/2017 - Fishbowl 2017.6
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2.12 - 6/12/2017 - Fishbowl 2017.4
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2.11 - 3/13/2017 - Fishbowl 2017.3
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2.9 - 3/15/2017 - Fishbowl 2017.2
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2.8 - 3/10/2017 - Fishbowl 2017.1
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2.6 - 3/1/2017 - Fishbowl 2017.1
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2.5 - 2/9/2017 - Fishbowl 2016.14
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  • 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.
2.4 - 10/13/2016 - Fishbowl 2016
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  • Resolution: Our field once again matches the updated field from WooCommerce.
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