- Create a Fishbowl User. Make note of the User's credentials
- Click on SetUp => User. Make note of the User Group of the User
- Click on SetUP => User Group => Rights => Click on the User Group that the User belongs to and check the box for "Full Rights" in the Data module.
- Go to the Zentail Integrations Page => Fishbowl Integration Card => Enter the following information: Host, Port (on which Fishbowl is running), Username, Password
- Go to Custom Fields => Select Sales Order and add a custom field called "zentailstatus" and enter the following information => Type: "Text", Description: "A status field imported from Zentail", Check the box marked "Active"
Next: How to connect Fishbowl Warehouses and Zentail (FAQ)