Steps to Integrate Fishbowl
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. Host can also be companyname.myfishbowl.com
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"
Connect each Fishbowl Warehouse with Zentail
Go to the Location Groups Module => Obtain the Warehouse Names
Go to the Zentail Warehouse(s) Page => Enter the Warehouse name exactly as it appears in Fishbowl in the field called Warehouse Code(SkuVault, Fishbowl). Do this for each Fishbowl warehouse you would like to sync with Zentail. **Zentail only syncs inventory in warehouses associated with a warehouse code**
Contact [email protected] to create an app in Fishbowl
Toggle Fishbowl to Production Mode
Once the App has been create you will have to approve the app in Fishbowl
Start the Fishbowl Client and open the Settings module, located in the Setup group.
Click the Integrated Apps tab.
Select the integrated app from the list and then click the Approve button.
The integrated app should now be able to connect successfully.
Finally, Toggle the Fishbowl Integration to "Production Mode" back in Zentail.
Note: If you plan on drop shipping with Fishbowl, please contact us at [email protected] for more information.
Frequently Asked Questions
Does Zentail Reserve Inventory in Fishbowl?
Pending and Pending Payment Orders are sent to Fishbowl in order to reserve inventory. Please keep in mind that for pending payment orders we send "sales price" to fishbowl and per fishbowl rules this cannot be changed.
How/Where do you Cancel an Order? What Happens to the Inventory?
Orders Cancelled in Zentail are DELETED in Fishbowl and the inventory is returned to stock. To cancel an order please see this FAQ: How to Cancel an Order
How often does Zentail pull in Inventory from Fishbowl?
Zentail looks for physical inventory changes every minute
Does Zentail update the order status in Fishbowl?
Yes, the zentailstatus field on each sales order is updated when the channel updates Zentail with the new order status (see step 5 above)
Which field in Fishbowl should the SKU in Zentail match?
The ProductNumber field in Fishbowl should match the SKU in Zentail
How should Product Groups, Kits and Aliases be managed?
Product Groups, Kits and Aliases should all be created in Zentail. In addition, if you have assembled quantity in your own/merchant warehouse you should create these Kits in fishbowl as well.
What information is sent to Fishbowl?
Changes to Product Data in SKUs in Zentail will be sent to Fishbowl.
The following Product Data is sent: SKU, Title, Description, Display Length, Width, Height and Weight.
Will all my inventory be pulled into Zentail after I integrate with Fishbowl?
During the initial connection, inventory will be pulled in for SKUs that have had an inventory change in the last year
How do you identify an order in Fishbowl?
The Order Convention in Fishbowl is: Z + Zentail Order Number
What Tax Codes are Supported?
NON - if there was no tax charged at the point of sale
SAL - if there was tax charged at the point of sale
Please let us know if you have any more questions by reaching out to [email protected]!