Zoho

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Icon.Zoho.png The Zoho 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 the Zoho CRM. This plugin requires the Zoho Professional subscription or higher.

Zoho.png

The documentation on this page is for the most recent version of the Small.Zoho.png Zoho 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.Zoho.png Zoho 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.Zoho.png Zoho module from any Fishbowl Client by opening the Integrations module group.
  6. To grant access to additional users, assign the Zoho-View access right to the appropriate groups in the Small.User Group.png User Group module

Setup

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

  1. Open the Small.Zoho.png Zoho module and click the Store Settings tab.
    Zoho Store Settings.png
  2. Click the Connect Button.png Connect button and sign into Zoho.
    Zoho Login.png

The Clear Login Credentials checkbox clears the cache of the Fishbowl browser allowing you to connect with different user credentials. If this option is used to change an existing connection to a completely different Zoho account, all the existing product and order links will become invalidated. Fishbowl Support will need to be contacted to remove those existing links.

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.Zoho.png Zoho options or notes are included at the bottom of each section.

Store Settings

Zoho Store Settings.png
  1. If applicable, copy any needed setup information from the Zoho website.
  2. Click the Store Settings tab of the Small.Zoho.png Zoho 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 Zoho website is working.
  5. Click the Save Button.png Save button at the top of the module to save the Zoho settings.
  6. Click the New Button.png New button at the top of the module to configure another Zoho store.

Order Import

Zoho 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 Zoho order number to Customer PO field - When selected, the Zoho order number will be displayed in the Sales Order Customer PO field.
  • Use Zoho order number as Fishbowl SO number - When selected, sales orders will be created using the Zoho 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 Zoho.
Small.Zoho.png Additional Zoho information
  • Zoho Order Type - Select Quote, Sales Order, or Invoice. Changing the Zoho Order Type field will clear the Order Status Mapping.
  • 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 Zoho order statuses to Fishbowl order statuses. The Order Import task will only import orders from Zoho 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 Zoho Customer.
  • Use the Zoho Billing Address - Use the billing address from the Zoho order instead of the address for the default customer.
  • Use the Zoho Shipping Address - Use the shipping address from the Zoho order instead of the address for the default customer.
  • Use the Zoho Customer and Addresses - This option will import the addresses and customer from the Zoho order instead of using a generic customer.
  • Name - Select the Zoho 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 Zoho field that contains the customer contact that should be imported into Fishbowl.
  • Phone - Select the Zoho field that contains the phone number that should be imported into Fishbowl.
  • Email - Select the Zoho 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 Zoho will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and Zoho. 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.

Taxes

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

Order Export

Zoho Order Export.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.

Small.Zoho.png Additional Zoho information

Fishbowl will search Zoho for the first account name that matches the Fishbowl customer name. If no match is found, an account is created in Zoho. Changing the Zoho Order Type field will clear the status mapping table. A Fishbowl order must meet the following criteria before it is exported to Zoho:
  1. The order did not originate from Zoho through the Order Import.
  2. The order has a status that is mapped to a Zoho status through the Order Export mapping table.

Order Fulfillment

Zoho 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.
  • This export creates a note on the Zoho order object containing the carrier, service, and tracking numbers of fulfilled sales orders.

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 Zoho. They need to be linked together. - Select the fields that match between Zoho products and Fishbowl products.
  2. My products only exist in my Zoho store. They need to be imported into Fishbowl. - Map the fields that should be imported from Zoho into Fishbowl. If the weight or size UOM isn't set in Zoho, 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 Zoho- Map the fields that should be imported from Zoho to Fishbowl. If the weight or size UOM isn't set in Zoho, 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 Zoho. The product tree filter will still apply.
  2. Update linked products in Zoho - This section has the same options as the Create products in Zoho 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 Zoho 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

  • The attributes and IDs for orders and products can viewed or modified by clicking the Small.Zoho.png Zoho 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.Zoho.png Zoho 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 Zoho.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Zoho 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
2019.3.0x – 3-14-2019 - Fishbowl 2019.3
  • Fixed bug when customer PO number did not populate correctly when the user did not have "Assign Channel Name order number to Customer PO field" checked
  • Fixed bug where order import option to add on order number prefix was not saving
  • Fixed bug when currency code was null throwing a null error on line 758 of DataManager
  • Fixed bug for failed orders that have accounts that are not null
  • Importing order taxes is now optional. With the option to create taxes disabled, if a payment is created the total will reflect the order total without tax
  • Fixed bug when QB class setting was not being applied to regular products in orders
  • Fixed bug where plugins first loading into a new database displayed pop up windows that should not be there
  • Multi-currency support for orders and payments created from the channel. Multi-Currency must be turned on in FB
  • With multi-currency enabled there is an option to not create payments for international orders
  • Fixed bug when using the default payment method
  • Changed so create taxes option is set by default
2019.1.01 – 1-31-2019 - Fishbowl 2019.1

**Please note, this update will require you to re-enter the order status mapping table data on the order import and order export tabs when first loading the plugin**

  • Added ability to choose whether to sync on hand vs. available to sale inventory quantity
  • Improved status mapping error messages during order import using advanced options and the order status hasn't been mapped
  • In the order import tab when using the customer matching option, we now provide an alternative mapping option if the first mapping option does not contain data from the cart
  • Fixed bug to reenable editing of existing order status mapping
  • Updated POS Import customer settings panel to have the same mapping options as the standard order import
  • Updated Test Connection success/fail dialog box
  • Added a popup window to notify users about status mapping tables being cleared
  • On the Inventory Update tab the location group drop down box is now replaced with a checkbox called "Sync all Location Groups"
  • When unchecked, a user-defined table gives the ability to define which location group(s) will be used to sync to the Channel
  • Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table
  • Fixed bug where lines could be added to order status mapping without data
2018.12.02 – 12-20-2018 - Fishbowl 2018.12
  • Added ability to map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import task
  • Added option to add a custom prefix to the shopping cart order number on order import
  • Fixed bug where the wrong inventory quantity was synced in the following scenario:
  • When not using a location group (LG) filter and multiple LG's exist in the FB database and
  • When one of the LG's has more inventory allocated than inventory available for all LG's combined
2018.10.06 – 11/12/2018 - fishbowl 2018.10

Do not skip this version unless installing the plugin for the first time. 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 on order export to allow credit return items to also push up to Zoho. Note only Sale, Credit Return, and Kit items from FB Sales Orders will push up to Zoho on the order export task.
  • Fixed bug on order export to send the tax rate to Zoho. Note - flat rate taxes and order discounts do not export to Zoho. Line item discounts do export.
  • Improved API rate limiting functionality when pushing data to Zoho
  • Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB
2018.9 – 9/26/2018
  • Initial release