The Square module, located in the Integrations group, is an add-on module that can be installed from the Plugin module. After installing the plugin, a new module is added that integrates with Square Point of Sale.
- 1 Install
- 2 Setup
- 3 TABS
- 4 Troubleshooting
- 5 Release Notes
- In any Fishbowl Client, open the Plugin module, located in the Integrations group.
- Select the Square plugin and click Install.
- Completely close all Fishbowl Clients.
- Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
- After re-opening the Fishbowl Server, the admin user can access the Square module from any Fishbowl Client by opening the Integrations group.
- To grant access to additional users, assign the Square-View access right to the appropriate groups in the User Group module
Complete the steps below to configure the Square integration.
- Click the Settings button on the module toolbar of the Square module.
- In the dialog window, click the blue link and sign in to your Square account to obtain the Auth code.
- Paste the Auth Code into the dialog and then click Initialize Connection button.
- Click the Save button at the bottom of the dialog window.
Several plugins in Fishbowl have a standardized layout. Some of the images below show the options that are most common between all plugins. Any additional Square options or notes are included at the bottom of each section.
- Schedule - Select the Active checkbox to import products on a set schedule. Click the 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 Square 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.
The Product Import task imports products into Fishbowl from Square. A product link is created by storing the Square product ID in Fishbowl.
- Link Existing Products will match existing products in Fishbowl and Square where data matches in the selected fields.
- Import Products will import products from Square into Fishbowl, creating them based on the field mapping and settings below.
- Additional Square information
- Unlink Missing Products - This option will remove the product linking in Fishbowl for products that no longer exist.
- Schedule - Select the Active checkbox to export products on a set schedule. Click the 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.
- Product Create Settings - Enable Export New Products and then map the fields that should be exported from Fishbowl to Square.
- If the Weight UOM or Size UOM are specified, the Fishbowl product UOMs will be converted to the selected UOMs before the values are exported.
- If the Product Tree Filter is used, only the products in the selected product tree category will be exported. If the product tree filter is left blank, all products will be included in the export.
- Product Update Settings - Enable Update Linked Products and then map the fields that should be exported from Fishbowl to Square. This section has the same options as the Product Create Settings section above. After the initial product export, only the selected fields will be updated.
- Additional Square information
- Export Images - When selected, the Fishbowl product image will be exported to Square.
- Schedule - Select the Active checkbox to export inventory levels to Square on a set schedule. Click the 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 Square 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.
- Export Company Wide Inventory - 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 button.
- Inventory Type - Select the inventory quantity that should be used during the update: Available For Sale, Inventory On Hand, or Available To Pick.
- NOTE: In Fishbowl, kits are comprised of various inventory items, so the kit itself isn't displayed in the Inventory module. However, Fishbowl will always export an Available to Kit number to Square. The available quantity exported for kits will be the lowest available quantity for any of the items in the kit. For example, a Wheel kit may require 1 rim and 1 tire. If there are 100 rims available, but only 5 tires, then the quantity exported for the Wheel kit will be 5. The available quantity for a configurable kit will be the lowest available quantity for the default kit items.
- Product Tree Filter - The export can be limited to a specific product tree category. If this field is left blank, all products will be included in the export.
- Specify Min/Max Inventory Quantity - With this option enabled, the maximum inventory quantity sent to Square can be limited. For example, if there is an available quantity of 4000 in Fishbowl, the quantity in Square could be set to 999. If there is an available quantity of 3 in Fishbowl, the minimum quantity field could be used to send a quantity of 10 to Square.
- Include Quantities Available To Build - When enabled, this option calculates and includes available to build quantities from applicable bills of material in the inventory push. When a product is sold individually but also used as an input for a bill of material, both quantities are pushed to the channel when applicable. Please note, this could lead to overselling in the scenario described.
- Schedule - Select the Active checkbox to import orders on a set schedule. Click the 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. If additional options are available, they can be enabled by selecting Use Advanced Options at the bottom of the Schedule section.
- Order field mapping - Use the mapping table to map Square order fields to Fishbowl order fields. If no field is mapped to the Fishbowl Order Number, then it will be generated by Fishbowl. If no date field is mapped to the Fishbowl Date Scheduled, then it will be set to the date of import.
- Use Customer Defaults - The following order defaults will be used when no data is mapped from Square in the mapping table above. "Use Customer Defaults" will use values from the Fishbowl customer when available.
- Default Salesperson - Sales orders will be created using this salesperson.
- Default Class - If there is no class mapped from Square, sales orders will be created using this class as the sales order class.
- Default Payment Terms - If there are no payment terms mapped from Square, sales orders will be created using this payment term.
- Default Shipping Terms - If there are no shipping terms mapped from Square, sales orders will be created using these shipping terms.
- Default Priority - The default priority to be set on imported orders.
- Discount Item - Select the flat rate discount type that will be added as a line item to imported orders. The flat rate discount can be set to $0 in the Discount module and then the correct discount amount will be set when the order is imported from Square.
- Order Number Prefix - An order number prefix can be defined which will be applied to order numbers mapped from Square.
- Additional Square information
- Combine All Discounts - Enabling this option will sum up all of the line item discounts and apply them as one order discount.
- Add Discount Code To Notes - Enabling this option will add the discount code to the line item notes.
Order Item Settings
- Item field mapping - Use the mapping table to map Square order item fields to Fishbowl order item fields. If the Fishbowl price is not mapped, then the price from the Fishbowl product will be used and any applicable pricing rules applied. If the Fishbowl description is not mapped, then the description from the Fishbowl product will be used.
- Ignore miscellaneous items - If this option is selected, Square order items that are not related to an actual Square product record will be ignored and no Fishbowl line item will be created.
- Enable order import product linking - Square order items will be matched to Fishbowl products based on the defined field mapping. If the Square product has been linked by ID to a Fishbowl product, that will take precedence.
- Product field - The Fishbowl product field that will match the selected Square item field.
- Square item field - The Square order item field that will match the selected Fishbowl product field.
Order Status Settings
- Use the table to assign Square order statuses to Fishbowl order statuses. The Order Import task will only import orders from Square that are in a status assigned to a Fishbowl order status. If the Fishbowl order status is set to Historical, the order will be imported into Fishbowl, but it will not affect inventory or accounting. At least one active status mapping is required to use the Order Import task.
Location Group Settings
- Use order location mapping - Define a location group mapping using the mapping table.
- Use location group class as order class - This option will set the class for the order to the location group's class.
- Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
- Enable multi-currency settings - Order prices will be converted from the channel order currency to the Fishbowl currency assigned to the mapped customer. Requires Fishbowl currency conversion to be enabled.
- Enable advanced mapping settings - Opens up additional customer mapping options and control over customer creation.
- Use a default customer for all orders - 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 Square Customer.
- Use order billing address - Use the billing address from the Square order instead of the address for the default customer.
- Use order shipping address - Use the shipping address from the Square order instead of the address for the default customer.
- Use the order customer and addresses - This option will import the addresses and customer from the Square order instead of using a generic customer.
- Field - Select the Square field that contains the customer name that should be imported into Fishbowl.
- Alternate Field - An alternate field mapping when the primary mapping does not contain data.
- Ship to address mapping - Use the table to choose which Square fields are imported into the Fishbowl Ship To Name and Street Line fields.
- Bill to address mapping - Use the table to choose which Square fields are imported into the Fishbowl Bill To Name and Street Line fields.
- Coalesce addresses - If one address is missing, use the existing address for both the shipping and billing address.
- Create missing states - Automatically create missing states.
- Mark addresses residential - Import all shipping addresses as residential.
- Use default carrier/service - When selected, all orders imported from Square will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and Square. 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.
- Use carrier mapping - When selected, the table can be used to map carriers between Square and Fishbowl.
- Create payments in Fishbowl - When selected, payments from the Square transaction will be shown in the Payment Viewer module.
- Use a default payment method - When selected, all orders imported from Square will use the selected payment method.
- Use Payment method mapping - When selected, the table can be used to map payment methods between Square and Fishbowl.
- Always create payments - If no payment data exists for the order from Square, this option will always create a payment in Fishbowl equaling the order total. If payment mapping is enabled, orders without payment data will show "None" as the payment method type.
- Remove taxes from payment - When selected, the tax amount will be deducted from the payment total.
- Remove shipping from payment - Enabling this option may lead to order disparities between Square and Fishbowl for totals and payments.
- Ignore international payments - Payments will not be created for orders placed outside the United States. This setting is only available if Use Currency Conversion is enabled in the Currency module.
- Currency - Select the currency type you accept in Square. This is a required setting if Use Currency Conversion is enabled in the Currency module.
- Import Taxes - When selected, the tax amount from the Square 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 Tax Rate module and then the correct total tax amount will be set when the order is imported from Square. If taxes are not imported, the Fishbowl payment will equal the order total before tax.
- Use Default Tax Item - With this option selected, the same tax item will be used for all orders.
- Use State Tax Mapping - This option allows different tax items to be used based on the Ship To state/province. If this option is enabled, the plugin will give an error when trying to import an order with a state that has not been mapped.
- Use Fishbowl Tax - Select a Fishbowl tax rate that will be used to calculate the order tax in Fishbowl. Tax calculations done by Fishbowl may differ from those done in Square.
- Import Square tax as line item note - Import the Square tax as a line item note in Fishbowl.
- If there is an API Logs button at the top of the module, it can be used to see any errors that have been logged. You can leave the API Logs window open while you work in Fishbowl and click the Refresh button at the bottom of the window as needed.
- Only new orders are imported. Orders are not updated once they have been imported. Returns and refunds are not imported.
- The attributes and IDs for orders and products can be viewed or modified by clicking the Square button at the top of the Sales Order module and the Product module.
- To view the scheduled tasks for the Square module, open the Schedule module.
- A scheduled task can be run manually by double-clicking the task.
- Enter an email address in the Schedule module to receive error notifications.
- To view the history of a scheduled task, including the result/error, click the History button in the Schedule module.
- More details about recent errors can be viewed by opening the Data module and clicking the Server Log button.
- Check for multiple versions of the Square.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Square versions, exit the Fishbowl Server and remove the older version on all client and server computers.
- Added Customer Import and Export tasks to the CRM plugins--Salesforce, HubSpot, Zoho CRM.
- Added support for fulfillment of Fishbowl service items back to the Magento store.
- Fixed HubSpot order item custom fields mappings when importing Orders
- Updated HubSport connection dialogue title
- Fixed issue arising from missing addresses on the Salesforce Order object when importing orders
- Fixed a Salesforce issue on mapping line item quantity in the table selections
- Resolved an API issue with Fulfillment Export for Amazon orders
- Fixed issues on migrating to newest Amazon PII compliant integration
- Added error message handling for the Amazon Missing Import tasks
- Fixed a currency issue when importing WooCommerce discounts in foreign currencies
- Fixed GHX date format mapping error
- Added Order Import handling for Shopify orders without any Shipping items.
- Fixed a Shopify issue with double taxing AU shipping items when importing orders.
- Fixed an error that occurred when opening the plugin API Logs button
- Updated Amazon plugin with PII compliance functionality and API requests
- Added the option to include "Available to Build" qtys on Inventory Update for CRM plugins
- HubSpot order import will include Contact address data when mapping FB customer to the deal Contact
- Added additional mapping for FB order contact details from HubSpot company phone, contact email and phone
- HubSpot moves out of beta release into official plugin release
- Added an "import all" advanced option for Product Import tasks on all E-comm, CRM and ShipStation plugins
- Added a notification button to the Product Linking Dialog when duplicate product channel id links exist for separate FB products
- Fixed a company name duplication issue on order addresses imported from HubSpot
- Resolved WooCommerce connection settings false success response when using store admin panel URL
- Fixed a WooCommerce Fulfillment Export error caused from option to include carrier tracking data with fulfilled service items
- Fixed Fishbowl Drive token refresh issue with DropBox integrations
- Fixed an issue with eBay tax rates coming through empty on Orders
- Fixed a Salesforce issue on the payment method and date paid mappings ont he Order Export
- Added error handling in Salesforce for potential issues with Fulfillment when option to "Attach Shipment Invoice Report to Opportunity/Invoice"
- Fixed issue with shipped orders reverting to Packed when ShipExpress option to update shipment status upon label purchase is enabled
- Added support for quoting FedEx 1, 2, and 3-day Freight rates on Orders
- Fixed issue on validating address when adding them to the ShipExpress address table
- Added country name validation to ShipStation Country of Origin mapping on Product Export
- Fixed Shopify issue with mapping POS Order locations on import
- TaxJar orders in states with no tax Nexus will be included in the Transaction export
- Fixed an issue with TaxJar fulfilled orders not sending the product taxcode
- Fixed issue with TaxJar split shipments exporting on same scheduled run
- Advanced customer linking supports customer Job names for E-commerce channels
- Fixed issue for all E-commerce on AU shipping prices importing correctly when tax is included in price
- Fixed an potential issue in the E-commerce branch for partial kit fulfillments
- Updated FB Drive to use DropBox REST API authentication
- Added option to auto delete files on the DataImport Scheduled Import
- Added validation for importing duplicate file names on DataImport
- Added support for bundled product fulfillment in Magento (Adobe Commerce)
- Added an option to ignore shipping amounts when importing ShipStation orders
- ShipStation will now link matching products on order import for misc items.
- E-commerce API requests now contain user agent string for calls out of Fishbowl.
- Added support for service items in E-commerce channels
- For E-commerce plugins, addressed tax code behavior for "None" values for AU taxes on Order Import
- Fixed maintenance system property length issue in WebShop Manager plugin
- Fixed a bug where payments were not being added to Walmart Fulfillment Services imported orders.
- In the e-Bay plugin, fixed issue where "variation" flag wasn't being set as part of product data
- Resolved incorrect order discount amount importing in some Salesforce opportunity import situations
- In ShipExpress, "Incoterms" is now an optional field and can be left blank
- Fixed TaxJar plugin issue where orders were still being exported after user had deleted the TaxJar tax line
- Fishbowl Time last sync no longer updates if task has errors
- Fishbowl Time Fixed issue with spaces in WO num breaking export
- Fishbowl Time improved reporting for empty response
- Fishbowl Time plugin throws an useful error if non-supported "/" is present in WO #
- Enhanced Data Import utility with the ability to save import mappings as templates and schedule the template import
- Added support for "Stock ID" mapping for WebShop Manager Option SKUs when present
- Updated page size to 300 for Adobe Commerce API calls per their API recommendation
- Added the ability in the Order Import to map price from the Adobe Commerce order item field "Tax Including Price" to address situational tax scenarios
- CRM plugins can now map from FB order status "In Progress" as a mapping option for the Order Export
- Default payment method was overriding mapped payment methods if both options were selected in Shopify plugin
- Fixed the "Product Options" field mapping from configurable/variable Adobe Commerce products
- Fixed the inventory timestamp for Square POS that is sent on the Inventory Update
- In Zoho plugin, fixed issue where email would override description when both were mapped
- Fixed issue that could occur when requesting products and receiving an empty response in the WooCommerce plugin
- Fixed mapping for HS Code and Country Code on the Product Export in ShipStation
- Fixed issue in all E-Commerce channels that prevented orders from importing when the tax settings were not active
- Made API log button only available for channels with REST APIs
- Fixed issue with file being too large to download or update through Plugin module in Fishbowl Drive
- Salesforce Account Name is now used as the Fishbowl Address name when importing orders from the Salesforce Order object
- Added two scheduled tasks that will import the calculated tax to sales orders and export fulfillments for those orders as transactions to TaxJar
- Moved log files to Fishbowl logs folder. Also moved the option to disable them from system property only to be controlled through module option
- Added support for more Amazon marketplace regions on the Order Import
- Added better settings validation messaging in the Connection Settings dialog in Salesforce
- Added the ability to map to the Salesforce user on the Order Export
- The Fulfillment Export will no longer export the same note over again in the Zoho plugin
- Fixed a UI sizing issue in the Order Import tax settings in the Salesforce plugin
- Fixed issue that occurred when importing custom fields for users that have deleted one of the referenced modules in Zoho
- Fixed issue where default customer group dropdown set the wrong ID in BigCommerce
- Fixed issue with price deserialization for fee items for non-USD currencies in WooCommerce
- Fixed issue that occurred for orders with a guest checkout in WooCommerce plugin
- Updated Order Import tax settings so that channel tax exemption status is applied over the Fishbowl customer for all E-Commerce channels
- Fixed issue with the API pagination on Product Import in Walmart plugin
- Fixed issue where the channel discount code was not importing to line item notes on Order Import in Shopify plugin
- Fixed an error that could occur on Order Import for AU users for the BigCommerce plugin
- Fixed misspelling in the settings UI for "millimeter" in ShipExpress
- Fixed an issue that could occur on Order Import when "Enable Wholesale & Retail" was selected but no wholesale tag was set on the ShipStation order
- User (Owner) and User (Created By) Opportunity fields have been set as "read-only" and are no longer available on opportunity export in the Salesforce plugin
- The "Use Customer Defaults" option will now apply to carrier for all CRM channels
- Added the ability to use the channel tax exemption flag on the Fishbowl order when imported from Shopify
- Refactored backend tax settings logic on the Order Import for all E-Commerce channels
- Added "Historical" as a mappable status on order import task for all E-Commerce channels
- Added the ability for a user to set a default payment method that applies when no mappable data is provided from the channel on all E-Commerce channels
- Removed "canceled" as mappable status from all E-Commerce channels
- Cleaned up the connection dialog and flow for creating an FTP connection on Fishbowl Drive
- Added desktop plugin parameter to identify API requests from Fishbowl Desktop for TaxJar
- Added more detailed result messages in the schedule module for the scheduled task for Fishbowl Time
- Added the ability to manually update the Fishbowl Time project ID on work orders
- Updated the scheduled task flow so that errors on single work orders don't fail the task completely in Fishbowl Time
- Added toolbar button to view REST API logs for channels with supported REST APIs
- Added discount code to line item Discounts description field on channels supporting line item Discounts on e-commerce Order Import
- Fixed issue in Fishbowl Drive that occurred for FTP connections when downloading multiple files in the same dialog session
- Non-functional CSV mapping table option in customer settings table has been removed from ShipExpress
- The last sync date for the Fulfillment Import task now updates correctly in ShipStation
- Fixed issue where incorrect custom statuses were checked when pulling Salesforce Data
- The "Date Created" field has been removed from the Order Export task as a mappable option as it's not updatable in Zoho
- Fixed mapping settings when mapping to specific Quote fields in the Zoho plugin
- In ShipExpress, Customs Declaration is now used when shipping to US Pacific Territories (American Samoa, Guam, Northern Marianna Islands)
- Fixed logging on the Fulfillment Export/Product MetaData Create/Update API calls for Shopify plugin
- Fixed logging on the Fulfillment Export API calls in Adobe Commerce 2.x
- Fixed issue with customer custom field mapping where field mappings came in incomplete on the Order Import task in Salesforce plugin
- Fixed authentication issue on the Adobe Commerce 2.x and Walmart plugins
- Fixed issue where 404 HTTP responses were not interpreted correctly and failed the task in Shift4Shop plugin
- Fixed the "Special Price" field mapping on the Product Export update task in Adobe Commerce 2.x
- Fixed error with paginated order calls in the Shopify plugin
- Fixed issue with Unit Price being registered as Total Price on the Order Import task in Amazon PII plugin
- Fixed issue on Order Import/Fulfillment Export task that occurred with the same product on multiple lines for all CRM channels
- On the Order Export the "Created By" field mapping option is now removed as it's not a writable field in Zoho
- Fixed incorrect values getting saved to the Order status mapping table on the Order Import for Zoho plugin
- Added the ability to map multiple tax rates per order on the Order Import task for the Shopify plugin
- Added option to apply the Fishbowl customer tax rate to orders in the Order Import tax settings for all E-commerce channels
- Added status mapping for "On Hold" status in the Adobe Commerce 2.x plugin
- Added the ability in the Order Import to match on "Surnamed Ordered" customer mapping options where possible on all E-commerce channels
- Enabled Customer Group mapping from the Customer Role field in WooCommerce
- Enabled Rest API logging for Unsecured Calls in WooCommerce
- Added the option in the Order Import task to map to Fishbowl location group from Adobe Commerce's "extended attributes" in the Adobe Commerce 2.x plugin
- Enabled Inventory Update for HubSpot with a required custom field selection to update quantity
- Order items now inherit the order Quickbooks class on Order Import task for all E-commerce channels
- The REST API logs now archive files after they reach 10 MG for all E-commerce channels
- Added address, account number, and phone number mappings for new accounts created in Zoho during Order Export
- Set opportunity ID to always display in error messages on the Order Import task for Salesforce plugin
- Fixed the fulfillment requests for Adobe Commerce 2FA users
- Fixed email and phone mapping on the Order Import for ShipStation
- Fixed a settings checkbox issue in the Invoice Export for SPS Commerce
- JXBrowser update for Drive. Impacted OneDrive, Google Drive, and Dropbox
- Required Custom Fields on Sales Orders will no longer block the Ship Quote feature in ShipStation if they already have data
- Added an option to export the "Shipment Invoice" report with fulfillment to the opportunity "Notes and Attachments" section in Salesforce plugin
- UI Cleanup - hiding options and tables when not in use for E-commerce, CRM, and Shipping channels
- Added support for pickup orders in Adobe Commerce 2.x plugin. We will now hit a separate endpoint for pickup orders
- Added API call logging for Shift4Shop, Amazon, BigCommerce, Adobe Commerce2.x, Shopify, Walmart, and WooCommerce plugins
- Added Fishbowl SO Date Completed and Hubspot Close Date to Order Export mapping in the HubSpot plugin
- Created a product custom field for "TaxJar Category" which is included with the order tax requests for TaxJar
- Added account custom fields as mappable in Order Import Customer Settings for Salesforce plugin
- Added support for order line item discounts on the Order Export for HubSpot
- Updated to latest API version for Shift4Shop and now using HTTPS
- Added a user setting on the Order Import to import a discount item per line item for all E-commerce channels
- Added special price as mappable field on the Product Export create and update settings in Adobe Commerce 2.x
- Improved error messaging when the connected Zoho user permissions change
- Fixed issue where commas in product descriptions broke linking task in Amazon plugin
- Added pagination to SalesForce API requests
- Fixed mislabeled order mapping field from "Order Start Date" to "Order Type" in Salesforce plugin
- Fixed dialog sizing issue for file display in Fishbowl Drive
- Fixed issue with paged requests that could result in null pointers in ShipExpress
- Fixed CRM channels query syntax error for Inventory Update task
- Fixed E-Cummorce channels customer settings UI issue
- Added XO and MO date filters to inventory queries for CRM channels
- Added better error handling for users that have removed the "Order" object from their Salesforce
- Fixed issue in Ebay with null payment methods on multi-leg international shipments
- Fixed potential error regarding carrier filters in ShipExpress
- Fixed issue on Adobe Commerce 2.x where setting up store filters before pulling data from the settings panel would break the order import
- Fixed UOM mapping to Shopify for Product Export
- Fixed import issue with large files and BOM sorting conditions on the BOM Import Tool
- Fixed issue where the "Include Available to Build" inventory option wasn't converting UOMs properly in BigCommerce plugin
- Fixed currency mapping issue on Product Export for Amazon plugin
- Default Settings initialization now checks database country to avoid errors in CA/AU databases for all E-Commerce channels
- Fixed a null pointer error for SO addresses not having countries in the SPS plugin
- Updated to use Shopify API version 2021-10
- Customer Form fields now pull as MetaData for use in mapping in BigCommerce plugin
- Added support for product discounts on the Order Import in Salesforce
- The "Amount" field now maps properly from SO total for the Order Export in HubSpot plugin
- Added support for custom field mapping on Product Import and Export for ShipStation
- Clarified tooltips in the "Global Shipping Options" for ShipExpress
- Improved error message when trying to find a specific object in the API for Square POS plugin
- Tagging orders in ShipStation as wholesale will apply the plugin Order Import "Wholesale/Retail" customer settings logic
- Updated customer selection options for Amazon PII compliance
- Removed system property requirement for Advanced Options for E-Commerce, CRM, and ShipStation
- The default settings now include selections for required picklists on Order Import for all E-Commerce channels
- Added address data compliance based on Amazon requirements
- The default settings now include selections for required picklists on the Order Import for E-Commerce, CRM, and Shipstation
- Modified "Include Available to Build" inventory logic to only include the Default Part for any option groups (matches "Available to Build" report logic) in BigCommerce plugin
- The Shopify order property "Additional Details" is now a mappable field on the Order Import task
- Added a checkbox that enables or disables the carrier filter functionality on the Fulfillment Export task in Adobe Commerce 2.x plugin
- Order filter table is now set as "inclusive", rather than "exclusive" on the Order Import for all CRM channels
- Updated use of JXBrowser for compatibility with new Fishbowl API for E-Commerce, CRM and ShipExpress
- Added order email as a mapping option in addition to customer name and account number on the Order Export in HubSpot
- Updated FedEx URL in the CarrierMapperFields constant on the Fulfillment Export in Shopify plugin
- Added property to have required fields for Square Product Export
- Fixed how payments are imported for international multi-leg shipping on the Order Import in Ebay
- Fixed issue with AU product export calculating prices with Tax Rate Included on all E-Commerce channels
- Fixed issues that occurred when saving new task settings in SPS Commerce plugin
- Deals that reference user that has since been deleted are now handled properly in HubSpot plugin
- Removed Tax Mapping from the Product Export for AU/CA as it's not supported by the Zoho API
- Fixed API Version error on the Inventory Object creation in Salesforce plugin
- Fixed issue where Product/Variant metafields were not showing up as mappable options for both Shopify and BigCommerce plugins
- Fixed issue in SPS Commerce plugin where shipping amounts applied to totals multiple times
- Fixed payment terms mapping on Shipment Export task in ShipStation
- Inventory Update advanced options properly apply location group mapping to the calculation for all E-Commerce channels
- Fixed issue with bad date values in HubSpot
- Fixed issue where the plugin would freeze while attempting to load large files in Fishbowl Drive
- Fixed issue related to parsing metadata values in regards to Wholesale flag in WooCommerce plugin
- Fixed UI sizing issue in the Inventory Update task panel for BigCommerce plugin
- Fixed issue related to parsing metadata in regards to custom date fields in WooCommerce plugin
- Fixed issue in ShipExpress sending "COD" as payment terms
- Resolved dependency conflict between Square POS plugin and Fishbowl
- Added better error messaging on the Order Import task in Shift4Shop plugin
- Fixed an issue related to the "Ignore Line Item" setting on the Order Import task in Salesforce plugin
- Fixed deserialization error on certain Opportunity Products in Salesforce plugin
- Item level taxes are now properly accounted for in Zoho plugin
- Added error handling for situations where we have a matching mapping but mismatched IDs on the Order Import task in ShipStation
- Fixed order request pagination for Walmart plugin
- Adjusted connection settings so both Directory/Directory as well as /Directory/Directory work without issue for the path setting in Fishbowl Drive
- Added support for the Salesforce "Order" object on the Order Import and Export task
- Added the ability to have the plugin only import orders from specified Adobe Commerce 2.x stores
- Added ship-from address validation during the plugin setup process in ShipExpress
- Added a Product Update task for the Shift4Shop plugin
- Added a setting that will apply the Fishbowl customer tax rate on imported orders for all CRM channels
- Added setting that allows the user to omit tracking for specified carriers on the Fulfillment Export in Adobe Commerce 2.x plugin
- Order items inherit Taxable flag from Fishbowl product instead of Woocommerce line item
- Added validation and better error message for missing carton tracking numbers on the Fulfillment Export task in Adobe Commerce 2.x plugin
- Optimized API performance for Shopify, BigCommerce, and Adobe Commerce 2.x
- Optimize the inventory queries for faster syncs for ECommerce, CRM, GHX, and SPS
- Fixed resource leak with repeat API calls on the Shopify plugin
- Invoice Export task will send the state and country codes instead of names for SPS Commerce
- Customer Part Number is now available to Order Import item mapping for all CRM channels
- Improved Inventory Query performance for all E-commerce channels
- Miscellaneous type order items will now inherit order tax rate for AU Order Import in BigCommerce plugin
- Cleaned up UI spacing in Order Import/Export settings on all CRM channels
- Added an option to omit a carrier selection on the Shipment Export task in the ShipStation plugin
- Added support for advanced customer mapping with metadata on Order Import task for WooCommerce, BigCommerce, and Shopify
- Added mapping to HubSpot Contact on the Order Export task
- Added separate buttons for authentication and refreshing the Square POS location list
- Updated list of Shopify supported carriers and send up a formatted tracking URL for all supported
- Added new customer settings to the Order Import task including wholesale/retail and advanced mapping options in the ShipStation plugin
- CRM, E-Commerce, and ShipStation now have default settings pre-populated upon install
- Configured settings will not be lost when users are asked to initially connect to their respective channels when saving plugin settings for all E-commerce channels
- Address mapping now supports multiple address lines in Adobe Commerce 2.x plugin
- Order filter table is available to all CRM channels
- API request headers will be set correctly on initial requests for Adobe Commerce 2.x plugin
- The Deal contact is now mappable for the Order Import and Export task in the HubSpot plugin
- Added "export all inventory" option to the advanced settings for all CRM channels
- Added support for customer default values for QB Class, Salesperson, Payment Terms, Shipping Terms, and Priority on order import task in ShipStation
- Fulfillment Export now skips over shipments in unmapped location groups in Shopify plugin
- (AU) Orders will not error out due to invalid tax codes when not importing tax in E-commerce channels
- Adobe Commerce API request flow will not follow redirects in Adobe Commerce 2 plugin
- Fixed error that always excluded shipping items in Zoho plugin
- Added better error messaging for unlinked products on Order Export in Zoho plugin
- Fixed issue where duplicate accounts could be created in the Zoho plugin
- Fixed issue where a partial failure could re-export and duplicate items in the Salesforce plugin
- Order Import Product Linking now works properly across all CRM channels
- Fixed carrier to location group mapping logic on all E-commerce channels
- Carrier to Location Group table now allows you to map multiple carriers to one Location Group across all E-Commerce channels
- Fixed HubSpot UI issue with disabled tax settings
- Fixed Shift4Shop API request issue
- Fixed error importing inventory sources with Latitude/Longitudes containing decimal values in Adobe Commerce 2.x plugin
- Fixed logic with Zoho Order Export Status Mapping
- Added support for fields unique to each supported Order Type for the Zoho plugin
- Updated error messaging when CRM plugins are unable to find an associated Customer during Order Export
- Updated Zoho Settings panel UI
- Refactored HubSpot API calls to be more efficient
- Added support for Partially Fulfilled status updates back to HubSpot
- Amazon PII compliance build-out
- Added "CarrierRouting" mapping and sorting to line items in SPS Commerce plugin
- The order "ship from" address is now included on tax amount requests in TaxJar
- Tax requests validated against a list of configured Nexus Regions in TaxJar
- TaxJar now performs address validation on order Ship-To address before calculating tax
- Added support in BigCommerce for address "form field" mapping
- HubSpot plugin now supports multiple pipelines and custom status mapping
- (AU) Order tax overrides shipping/discount tax rates in all E-commerce channels
- Opportunities with no items due to the "ignore item" functionality will be skipped for the import as intended in the Salesforce plugin
- Added HTTP response closure for when requests are unsuccessful including 404s in 3D Cart
- Added error message to prevent incorrect folder nesting in Fishbowl Drive
- Fixed edge case issue on Fulfillment Export that caused a malformed JSON error in Walmart plugin, preventing certain orders from fulfilling
- Fixed the order tax mapping table for AU users on all E-commerce channels
- Fixed the "Use Fishbowl Tax" option on the order import for AU users for all E-commerce channels
- Fixed issue that only applied for insurance incorrectly over multiple cartons on the ShipExpress plugin
- Fixed minor UI issue in the order import customer settings for all E-commerce channels
- Fixed UI save validation issue regarding the Shipping Item selection for all E-commerce channels
- Refined Scheduler logic to prevent multiple sends on SPS Commerce
- Fixed issue on Fulfillment Export that removed the Woo customer from the order in the WooCommerce channel
- Fixed issue with custom status mapping on the WooCommerce channel
- The "Ignore Shipping Amount" will not add shipping items to the order, instead of adding a zero dollar shipping item for all E-commerce channels
- Fixed bug on adjusting payments when taxes are omitted on the Order Import task for all E-commerce channels
- Fixed issue with the Inventory Update "Include available to build" option for all E-commerce channels
- Fixed minor UI issue for AU tax mapping table for all E-commerce channels
- Fixed edge case issue with "Pull metadata" button in-store settings dialog in the WooCommerce plugin
- Removed non-applicable UI settings for POS Import on the Square POS
- Added paging logic to order requests on Walmart plugin
- Fixed an issue preventing users from mapping to product variant custom fields on the WooCommerce plugin
- Fixed an issue with order status mapping on the order import for the Zoho plugin
- Added auto-refresh on expiring tokens on API requests for Walmart plugin
- Fixed address issue on Order Import when not using a default customer in the HubSpot plugin
- Fixed paging logic on Product Import in Salesforce plugin
- Added support for WFS (Walmart Fulfillment Services) orders through a separate order import task on the Walmart plugin
- Added support for product option mapping when importing orders through Adobe Commerce 2.x plugin
- Added record Owner as a mappable field on Order Import & Export for Zoho plugin
- Added support for kits on the "Purchase Label" function for the Amazon Fulfillment plugin
- Updated plugin to use Salesforce API v52.0
- Created line tax for line item tax on $0 tax on TaxJar
- The plugin now allows FBA orders with hidden street addresses to still import using what is provided of the address on the Amazon plugin
- Added dialog on ShipExpress for successful authentication in connection settings
- Added default mappings for fields required on Zoho end
- Added logic on Order Import so that plugin will not look for customer groups for guest customers when the option is enabled in the BigCommerce plugin
- Added logic to strip illegal characters from folder names before directory creation in the Fishbowl Drive
- Fixed issue that ignores discounts accurately when the option to export discounts as line items is unchecked in the Salesforce plugin
- Fixed edge case where object mappings would create an issue in the Salesforce plugin mappings
- Fixed ShipStation's settings conflict where "Use ShipStation customer and address" getting applied incorrectly
- Fixed issue where users could unknowingly overwrite schedule last sync dates causing them to run more than they should within the SPS Commerce plugin
- Fixed an error with Product having no variants in the Square POS plugin
- Added error messaging for order fulfillment serialization for Walmart plugin
- The inventory update "Available to build" option will no longer include negative build quantities on all E-commerce channels
- Fixed an issue occurring in the E-commerce channels when FB enabled multi-currency was enabled but not plugin multi-currency
- Fixed edge case issue when importing new customer with no billing address in all E-commerce channels
- Removed the "Use FBA Order Report" option from the plugin settings. Report no longer applicable from the Amazon channel
- Added messaging to display no support for shipments with kit items for Amazon Fulfillment
- Added setting for group mapping for BigCommerce customers with no assigned group
- Added functionality to export product images for products and variants in the BigCommerce plugin
- Added support for BOM stages on create and update for the BOM Import Tool
- Added option in Adobe Commerce 2.x plugin to keep inventory "in-stock" in the store when passing '0' qty on the Inventory Update task
- Modified the Order import to ignore opportunities with no inventory items in the Salesforce plugin
- Quickship now references the default customer billing row rather than the sender billing address in the ShipExpress plugin
- Fixed a connectivity error related to image properties on the product export for the WooCommerce plugin
- Added option to send all Inventory in advanced options inclusive with all user-selected settings on all E-commerce channels
- Added logic to include line item adjustment prices on the order export for all the CRM channels
- Released beta HubSpot plugin in the CRM branch
- Released beta TaxJar plugin for calculating the tax on orders in Fishbowl
- Added support for CSV files on the Amazon FBA Import "Use Report Option"
- Fixed an issue where ‘0’ wasn't being seen as the minimum value for Available to Build quantities in E-commerce channels
- Fixed an issue where header mappings were not being saved correctly in the BOM Import tool
- Added messaging where the Square POS Plugin received empty responses on order requests
- Fixed an issue on open partial shipments during Fulfillment Export on all E-commerce channels
- Fixed an issue where API tokens issued by Adobe Commerce 2.x contained unsupported text characters
- Fixed a null pointer error for opportunities without accounts in the Salesforce plugin
- Fixed issue where multiple SFTP and SSHD processes would build up over time while using SFTP in Fishbowl Drive
- Fixed issue with pricing set on Order Export in Zoho plugin
- Fixed issue where the connections settings were not saving when creating a new store in the plugin for WooCommerce, Shopify, and BigCommerce (6/11/21)
- Fixed mapping issue on the SO phone/email/contact fields in Salesforce plugin (6/14/21)
- Fixed LG meta field UI element to load properly (6/14/21)
- Fixed an issue where the advanced customer settings were not turning off on the order import task for all CRM (6/14/21)
- Fixed the "Create Payments" boolean logic in the payment method mapping table (6/14/21)
- Australian users can now connect directly with accounts in the Zoho AU Data Center
- The metadata location group UI setting is moved to the order import location group settings as "Use order metadata mapping" for all E-commerce channels
- Added ability to map Location Group to "Carrier - CarrierService" in Location Group settings for all E-commerce channels
- The inventory update will now catch products that have a backdated inventory event without a user having to backdate the last sync date for all E-commerce channels
- Added the ability to populate UPC code to part on the Product Import task for all E-commerce channels
- Adobe Commerce 2.x plugin users can now import Inventory Sources and map them to Location Groups in the Inventory Update task
- Added ability to send up part tracking info to WooCommerce item Metadata on Fulfillment Export
- Added ability to map to Location Group from Shopify Tag
- Added a system property ExportAllProducts to all E-commerce and CRM channels. Functionality is still available when system property is created and set to true
- Mappings for Order Settings and Order Item Settings in Order Export are no longer required in CRM channels
- Moved advanced customer linking settings from being System Property enabled to checkboxes within the E-commerce channels
- Enabled Retail/Wholesale customer settings based on order "wwpp_order_type" metafield for WooCommerce channel
- Refactored customer settings UI for Order Import in E-commerce and CRM channels
- On the BOM Import Tool, added ability to set default vendor and create a product for new parts when importing parts
- Use order address options are available to use with the ShipStation store to default customer mapping option
- Added support for out of stock handling time to Amazon product dialog
- Released Square POS plugin
- Channels that support carton-based fulfillment (Shopify, Amazon, BigCommerce) now properly associate line items with their carton tracking
- Fixed performance issues in the query associated with the "Include Quantities Available to Build" option on inventory update on E-commerce channels
- Fixed issue where certain text fields were not being parsed for emojis on Order Import for all E-commerce channels
- Fixed issue where the plugin would throw "Missing Currency Code" error instead of falling back to the default customer currency in E-commerce channels
- Fixed issue where Adobe Commerce 2.x discounts on bundled items were not importing correctly
- Fixed logic applying class to line items in CRM Integrations--Salesforce and Zoho--. The priority is mapped class > product class > order class
- Fixed memory leak issue tied to REST client process in 3D Cart
- Fixed an issue where the location group mapping option was not enabling as intended for POS imports for all E-commerce channels (5/19/21)
- E-commerce channels can now map location groups based on order Ship-To State
- Added drop-down selection for Default Priority on E-commerce channels
- Added text clarifying behavior of the "Use Fishbowl Tax" option on E-commerce channels
- Added option to omit order shipping amount from the fishbowl order total and/or the payment taken on E-commerce channels
- WooCommerce Metadata settings are moved into a button-based popup dialog
- Enabled MetaData mapping on BigCommerce and Shopify order import, product import, and product export tasks
- Added alternate "wholesale/retail" customer settings on the order import that looks at a BigCommerce order metafield "UseOrderCustomer" as the flag
- Added field mapping for Pickup Date and Pickup Timeslot to Adobe Commerce 1.x Order Import (maps from "InStorePickup" Extension data)
- Adobe Commerce 2.x now supports 2-factor authentication through Google
- Added option to export order discounts and taxes as a line item in Salesforce
- Added mappable fields to ShipStation shipment export. FB fields: Part URL, Part Default Location. ShipStation fields: image URL, warehouse location
- ShipStation Shipment Export now includes the option to set default Package
- Added Part URL and Default Location as mappable fishbowl fields; Image URL and Warehouse Location as ShipStation mappable fields on Shipment Export
- Added "Weight Unit" as a mappable field from the Shopify product on the product import.
- Added alternate "wholesale/retail" customer settings on the order import that looks at the Shopify order tags.
- Added option on the product export to set Shopify's inventory_management flag to "Shopify" on the initial create.
- Updated REST API version to 2021-04 in Shopify plugin
- Updated Amazon plugin to meet new fulfillment data requirements on fulfillment export (4/15/21)
- Resolved handling time reset on Inventory update by providing a field for specifying latency by product
- Updated Custom fields from product module option to link to Sales Order now referenced on e-commerce order import
- Fixed a query for all E-commerce product update on exporting kit updates
- Resolved customer duplication issue when Customer Job was selected for the default customer posting on E-commerce plugins
- Fixed an SPS Inventory update feed error which kept kit quantities from getting updated
- Fixed SPS Master Schedule task error caused by querying incorrect custom field tables
- Fixed a discount commission for Adobe CommerceCart line item discounts
- Updated AU E-commerce plugins to build out the order import CSV for orders erroring out with Non-tax codes
- Fixed an issue with Salesforce plugin exporting product Unit of Measure
- Fixed order import error in ShipStation on the carrier mapping table
- Shopify Advanced Customer linking by customer ID will correctly reference customer contact info from the order
- E-commerce plugins now include TO and MO allocations as part of the Inventory update query
- Audit Trail includes work order steps completed (4/15/21)
- Shopify plugin includes options to send 'cost per item' on Inventory updates
- Shopify plugin now has the option to delete products back to the store which is inactive in FB
- Added Shopify Customer ID as an available field on which to link customer
- Added Salesforce partial fulfillment and part tracking data on the fulfillment export
- Adobe Commerce 2 plugin has an option to create an invoice on the order Fulfillment Export
- Added option to Link unlinked shipments in the ShipStation plugin allowing shipments not previously linked to import fulfillment data
- In the CRM plugins, included Fishbowl costing method fields in the mapping for the product export task
- Added option to link products in the Amazon plugin advanced options by Seller SKU
- BigCommerce Order Import now has an option to activate Customer Group mapping on new customer creation
- Square POS supports product creation (4/15/21)
- Added error reporting for Square POS order import when order number mapping imports values exceed the FB limit--25 characters
- Fixed issue with Walmart Fulfillment export requiring additional required fields on request
- Created a block for file names with illegal characters when creating FTP files from Fishbowl Drive (3/11/21)
- Fixed a bug preventing the ShipStation module option from opening in Fishbowl (3/11/21)
- Fixed a bug preventing the ShipStation plugin button from opening in the Product module (3/11/21)
- Replaced 3rd party app logos and new FB Icons back into the plugins and plugin manager (3/11/21)
- Fixed a bug where preventing a null error in the WebShopManager fulfillment export (3/11/21)
- On CRM integrations--Salesforce and Zoho--built out Order Export task settings and mapping tables (3/11/21)
- Added address mapping table for mapping options on the Salesforce Order Export. (3/11/21)
- Added customer linking mapping options on CRM Order Export. (3/11/21)
- In Shopify plugin, added order item properties from store orders as a mappable option for imported orders (3/11/21)
- For WebShopManager plugin, created an option to set inventory availability back to store upon Inventory Update (3/11/21)
- 3D Cart integration now allows for store GTIN to be available for product linking, import, and export (3/11/21)
- In e-commerce plugins, order import settings allow for use of Fishbowl Tax functionality instead of importing taxes (3/11/21)
- In the CRM plugins, a property enabled feature--EnableAdvancedCustomerLinking--allows for Customer matching on imported orders using user-defined fields from Fishbowl and the CRM (3/11/21)
- Allowed for WooCommerce plugin to reference custom order statuses when defined in the channel settings (3/11/21)
- Salesforce Fulfillment Export now allows data mapping from the FB Sales Order Total when fulfilling shipments (3/11/21)
- Fixed a bug in ShipStation plugin which caused orders in the Pending Fulfillment status to be prematurely fulfilled in FB (2/18/21)
- Fixed an issue in the ShipStation plugin preventing exported orders from re-importing back to Fishbowl in duplicate (2/18/21)
- Updated pagination requests in the Shopify Order and Product Imports preventing parsing loops (2/18/21)
- Fixed Adobe Commerce plugin bug that kept foreign currency separator character from being interpreted correctly (2/18/21)
- Fixed an edge case bug on the Amazon FBA order import where tax codes for Florida and Finland were getting mixed (2/18/21)
- Added store credit items as part of the BigCommerce order import (2/18/21)
- Fixed Audit Trail plugin to include ‘User’ data in the WO report (11/12)
- Fixed Adobe Commerce Product Export advanced options “Query failed to execute” SQL syntax error (11/12)
- Updated error report in Amazon Order Import when using combined options for posting to “Default customer” and “Use currency conversion” but the customer has no currency selected under Customer details (11/12)
- Updated Amazon FBA Import blank error reporting and logging for replacement orders without currency specified to give an error stating missing data (11/12)
- Updated Zoho Order Export to report an error when orders with only misc. sale items exist on order (11/12)
- Fixed Zoho Order Export to allow customer names with Parentheses (11/12)
- Fixed ShipStation Order Export so that imported orders do not get duplicated back up to the store (11/12)
- Allow for ShipStation imported orders to receive fulfillment data back on the Fulfillment Import (11/12)
- Fixed product duplication issue on ShipStation Shipment Export if the product has multiple product ID links (11/12)
- Modified BigCommerce order import settings so missing state code data on order will provide error on unknown State rather than attempting to create missing data (11/12)
- Removed an incorrect tooltip for the Fulfillment Export ‘Check Order Status’ option in the E-commerce branch of plugins (12/16)
- Fixed a bug in the Big Commerce plugin Fulfillment Export option checking order status and sending partial fulfillments for orders with kits (12/16)
- Fixed Zoho channel Product Import referencing an “isActive” property in the site. If not defined the import will include those products in the import (12/16)
- In the Amazon FBA Order Import, included AE marketplace ID in the order request for European orders (12/16)
- Fixed a bug in WooCommerce Order Import adding a check on any items without channel id preventing order data from complete import (12/16)
- Added a check for removing invalid characters from Customer phone numbers on Shopify Order Import causing an import error (12/16)
- Disabled Location Group mapping tables on Shopify Order Import (web orders) due to no location data on order info. It remains active for POS Orders (12/16)
- Fixed ShipStation order discount identification in the plugin for Order Import so that discounts get created correctly (12/16)
- Modified ShipStation Fulfillment to ignore SO channel ID for orders not originating in SS preventing unintentional fulfillment on partial shipments (12/16)
- Fixed a bug with SalesForce Location Group object mapping so that the LG mapping table is enabled in the Order Import settings (12/16)
- Created an accurate error message for the SalesForce Product Import if required custom fields are missing data from the channel (12/16)
- Fixed an issue on the SalesForce Product Export requiring Product Import mappings first for the new channel custom field mappings to work (12/16)
- Fixed a bug in Fishbowl Drive that displays file folder namespacing correctly (1/20/21)
- Fixed a bug in Fishbowl Drive that allows FTP uploads to save and open correctly (1/20/21)
- For E-commerce channels that support currency code data, added a default customer selection for orders imported with currency conversion enabled, when no currency is specified in the order data (1/20/21)
- Fixed an issue in The BOM Import utility that allows the Part Details field to import correctly (1/20/21)
- Fixed a bug in the BOM Import Utility that correctly imports and assigns BOM levels for level 1.1 (1/20/21)
- Fixed a bug in the Adobe Commerce plugin reporting malformed JSON error on the Product Import (1/20/21)
- Added a default property value to products for linking products via the Order Import option when no default for the 'is taxable' property exists (1/20/21)
- Fixed a bug in the Salesforce plugin preventing Order Import product linking when referencing a Salesforce custom field in the setting (1/20/21)
- Fixed a bug in the Amazon plugin which reset the SwitchFulfillmentToMfn value when the product link option was enabled for the Product Import task (1/20/21)
- Fixed a bug in the e-commerce plugins allowing Shipping items to have their default QBClass included on the order (1/20/21)
- Created a date format field in the WooCommerce global plugin settings for any metadata allowing the plugin to interpret data values correctly (1/20/21)
- Fixed a bug in Salesforce plugin for order import, line item 'date scheduled' mapping which now correctly imports the channel mapping selection (1/20/21)
- Fixed a bug in the E-commerce plugins that enables more accurate inventory updates with the "Available to Build" option selected (2/11/21)
- Fixed Fulfillment bug in BigCommerce, causing over fulfillment error when fulfilling kitted order items (2/11/21)
- Fixed messaging for Zoho requests with no records to return (2/11/21)
- Fixed a bug in WooCommerce enabling Location Group table when metadata exists in the store Location metadata field (2/11/21)
- Fixed issue in Amazon orders so that plugin ignores case and accent marks (2/11/21)
- Fixed an issue on Audit Trail with older databases referencing part dimensional values (2/11/21)
- Added an option to BigCommerce that keeps the plugin from setting "inventory tracking" settings back to the store on Inventory updates (2/11/21)
- CRM plugins have an added option to reference Fishbowl Customer default pick-list fields when importing orders: Salesperson, Class, Payment terms, Shipping terms (2/11/21)
- In the Zoho plugin, made custom fields available to map in the settings: Order Import (from Zoho Orders only), Product Imports, and Exports (2/11/21)
- Added mapping fields from the channel into BigCommerce plugin for Order Import--currency code and Status of Partially Refunded. And in the Product Export--part cost (1/20/21)
- E-commerce plugins that support locations have the option to include default Classes associated with Location Groups on the order import (1/20/21)
- In the e-commerce plugins, a property-enabled feature allows for Customer matching on imported orders using user-defined fields from Fishbowl and the store. (1/20/21)
- In the e-commerce plugins, a property-enabled feature allows for the native Fishbowl order tax rate field to be enabled in addition to default flat tax rate item options. Provides an avenue for tax integration commits in FB. (1/20/21)
- E-commerce plugins have an added option to reference Fishbowl Customer default pick-list fields when importing orders: Salesperson, Class, Payment terms, Shipping terms (1/20/21)
- Created a default-customer mapping table for ShipStaton imported orders based on the SS store from which the order originates (1/20/21)
- On E-commerce plugins, included standard and average cost fields from Fishbowl as available selections in the Product export mapping table (1/20/21)
- Added BigCommerce product cost field as a mappable field option in the plugin Product Export (1/20/21)
- Added Store Name into the scheduled task description status pane to distinguish between tasks of separate instances of the e-commerce plugins. (11/12)
- Added custom field mapping from Salesforce into Product Import and Product Export mapping tables (11/12)
- In Adobe Commerce, added mapping on the Order Import for importing ‘Bundle’ products so that 'bundle' items now import with respective pricing (11/12)
- On WooCommerce Order Import, included product metadata on order items from the store as a mappable option in the Order Item mapping table (12/16)
- The Amazon Inventory Update now allows for the active setting of MFN on the “SwitchFulfillmentTo” property on products using a toggle option in product data info settings (12/16)
- Added product pagination to Order and product calls in the Square POS plugin (12/16)
- Fixed imported global discounts from Square POS Orders to only be applied only as an order line item. Added corrected error messaging (12/16)
- Corrected the prompt for Square POS Authentication token placement in the settings (12/16)
- On Square POS orders, Alternate Name mapping is available to be created from customer payment data when missing customer data (12/16)
- Fixed a connection error bug for Square POS so that plugin connection will occur in an external browser to obtain the Authorization code (1/20/21)
- In the Square POS plugin, moved discounts from imported orders back to the product items, leaving the discount line item for other misc discounts (1/20/21)
- In Square POS plugin, created a clearer distinction between referencing Fishbowl product tax and Square order item or provincial tax preferences when importing orders (2/11/21)
- Walmart Plugin closed Beta release (02/11/21)
Bug Fixes and Enhancements
- Fixed ShipStation "Product Export product not found" error (10/8)
- Fixed ShipStation fulfillment import not working when using the "Remove Prefix" option (10/8)
- Fixed bug in all plugins with order notes and line item notes where the note mapping was overriding the default notes generated by the integration (10/8)
- Updated description in the Amazon plugin for what the "Use FBA CSV Report" option allows and doesn't allow
- Fixed ShipStation bug where the quote feature adding a shipping line item for FedEx Ground changed the service to FedEx International Ground on the Sales Order (10/13)
- Fixed ShipStation bug where product export not exporting lbs weights correctly (10/13)
- Fixed Salesforce Order Import "field empty" error (10/13)
- When the Volusion password has changed without authenticating the plugin again in Fishbowl the product sync would save without the needed productid in the FB database table causing errors for inventory syncing and order importing. Now the empty record isn't saved and will require the customer to authenticate rather than save an empty product record in the database (10/29)
- Fixed ShipStation product update 500 error when the SS name field was not mapped (10/29)
- Fixed product import creating all products as non-taxable in Fishbowl. Now the FB module option determines if the product will be set as taxable or not (10/29)
- Fixed error when an item has been unlinked in FB and getting "No valid line items" error. Instead, the error will tell you the product(s) need to be linked (10/26)
- Fixed bug where the shipping line item didn't set the taxable status correctly according to the flag set on the shipping item in FB (10/29)
- Fixed Shopify bug which linked store product variants to a single product in FB (10/30)
- Fixed Shopify fulfillment on orders having multiple lines of the same product (10/30)
- Fixed no valid line items on order import error messaging. The updated error message indicates when the items on an order need to simply be linked to a Fishbowl item (9/17)
- Fixed Zoho order export and order import null errors (9/17)
- Fixed eBay authentication for new connections due to captcha not working in Fishbowl embedded jx browser. Authentication now occurs in the system default browser (9/29)
- Fixed null error on Adobe Commerce 2 order import with missing shipping address. Coalesce address option is recommended in this scenario (9/23)
- Fixed customer panel settings issue in Amazon when turning off the "Use FBA Order Report" option (9/23)
- Fixed ShipStation issue with rate quoting not setting the residential flag correctly which resulted in incorrect rates returned (9/23)
- Fixed ShipStation fulfillment import with multiple shipments all getting the tracking of the first shipment rather than the correct tracking (9/23)
- Added field type validation on product export for custom fields to ensure the data sent will be accepted in the channel (9/17)
- Fixed "Ref# Null" mapping issue - rather than import the order without a ref number from eBay the order will not import and will provide an error (8/13)
- Fixed WooCommerce metadata mapping not working with custom fields (8/13)
- Reverted 3D Cart partial fulfillment. SO will need to be complete to push fulfillment data up to 3D Cart (8/13)
- Fixed unexpected character error for Adobe Commerce on order import (8/13)
- Fixed bug in Salesforce plugin when mapping Account name on advanced billing or shipping address object mapping (8/13)
- Fixed Salesforce bug where payments were not created as expected on order import (8/13)
- Fixed Volusion order import bug where orders were not imported unless advanced troubleshooting options are enabled (8/13)
- Fixed Zen Cart unable to connect to database.null error (8/13)
- Fixed bug in Big Commerce only allowing 100 line items per order on import (8/17)
- Fixed bug in eBay where plugin settings weren't saved after changing and scheduled tasks weren't created (8/25)
- Fixed Amazon plugin Use FBA Order Report setting not turning off (9/3)
- Fixed Amazon order import error with certain order items that have zero quantities from Amazon - items/orders with this scenario are skipped (9/3)
- Fixed Amazon tasks descriptions in the schedule module (9/3)
- Fixed Zoho order export error - Expected a string but was BEGIN_OBJECT (9/3)
- Added SO Number as a mapping option in Zoho on order import mappings (8/13)
- Added background sync to Amazon plugin to import order previously missed on import (8/13)
- Added alternate option to import FBA orders using Amazon's report endpoint rather than orders import. This option has limited customer data but is more reliable than the orders endpoint import (8/13)
- Added option to include the sales order shipping type item(s) on Salesforce order export task 8/17)
- Added support for Far East marketplace in Amazon which can be imported with an additional instance of the plugin enabled (8/25)
- Added a product unlinking feature to remove out of date links in Fishbowl for our e-commerce plugins (9/3)
- Fishbowl compatibility release (7/9)
- Clarified tooltip for "Export all Products" option in product export to specify product tree filtering will still apply with this option selected (7/9)
- Added option on order import to flag all ship to addresses as residential
- Fixed bug in Big Commerce where the categories field didn't return all BC categories on product export task (7/9)
- Fixed ShipStation bug with duplicate state names for different countries in the tax mapping table causing errors (7/9)
- Fixed ShipStation bug not sending up the correct shipment weight and sending the product weight instead (7/9)
- Fixed eBay product export price mapping bug "Unable to update item null" error (7/9)
- Fixed ShipStation duplicate order number and order key bug (7/9)
- Added option in ShipStation to drop the "S" ship number prefix (7/9)
- Fixed Salesforce duplicate order import bug for orders that originated in Fishbowl after export to SS being reimported (7/13)
- Fishbowl compatibility release (6/11)
- Fixed duplicating order bug in ShipStation shipment export (6/16)
- Fixed Shopify order import trying to import POS orders (6/16)
- Orders with confidential address data from Amazon FBA orders are imported into Fishbowl with "Confidential" in the address block in Fishbowl (5/21)
- Added an all-new address panel to the order import task and added updated bill to and ship to address panels. The Shipment export task now has the updated tables as well. (5/21)
- Updated error messaging for ShipStation for fulfillment import task (5/28)
- Fixed ShipStation bug for Transfer Orders on Shipment Export not sending up the products to the order in ShipStation (5/21)
- Fixed Salesforce Bug where the product export task didn't update other fields in SF unless the price field was mapped (5/21)
- Fixed bug in ShipStation when the blank ship quote fields due to no product weight assigned (5/21)
- Fixed bug in Shopify where non-POS orders were importing on the POS import task (5/21)
- Fixed bug where linking products manually in Fishbowl wouldn't allow duplicate products id's from different stores for the same channel (5/21)
- Fixed bug where the ignore line item logic was not working correctly on order import(5/21)
- Fixed Amazon FBA Order import product linking not saving the products id's after importing (5/21)
- Fixed order import error when set to use the FB address data and getting an error saying addresses weren't available from Amazon(5/21)
- Fixed bug with the partial fulfillment of orders containing kits (5/21)
- Fixed bug with the partial fulfillment of items using lot tracking (5/21)
- Fixed ShipStation bug when adding a new store removes current store settings (5/26)
- Fixed ShipStation bug when switching between multiple instances of the plugin and changes aren't saved when switching (5/26)
- Fixed product export bug in WooCommerce where the product name field was cleared out if not mapped (5/28)
- Fixed bug when deleting one product ID in Fishbowl removes the lining from all stores in the product module (5/28)
- Fixed shipping email changing to shipping phone mapping bug in the order import mapping (5/28)
- Fixed bug with drop ship orders repeatedly sending the tracking number up to the channel but never fulfilling the order (5/28)
- Fixed bug when saving the product id as the variant id in Fishbowl (5/28)
- Fixed bug with product linking when attempting to use the FB SKU or UPC fields (5/28)
- Fixed order import null when using the object address mapping (5/28)
- Fixed bug where return label is generated in ShipStation and the fulfillment imports the wrong tracking number (5/28)
- Fixed bug for wrong items (or none at all) sent to ShipStation on Shipment export for transfer and purchase orders (5/28)
- Fixed Zoho password changing or expiring bug giving null errors (5/28)
- Removed ability to map Salesforce product custom fields from mapping tables (6/8)
- Fixed Shopify order status mapping issue with "Unfulfilled" status (6/8)
- Fixed tax mapping null error on international orders (6/8)
- General slowness fix for FB version 20.5 by updating queries (6/8)
- Fixed order import bug for partially shipped Amazon orders (6/8)
- Added ability to specify hourly increments to the scheduled tasks in addition to minute, week, month, and annual increments
- Fixed inventory update in 3D Cart which reduces the time the sync takes to complete
- Fixed bug in Web Shop Manager plugin when trying to manually link a product and the ok button in the second window didn't work causing the change to go unsaved
- Fixed bug mapping date/quantity/money fields to Fishbowl text fields on import to Fishbowl
- Fixed bug in ShipStation plugin with the Shipment export when only a carrier is specified with no service causing the order to fail to send up to ShipStation
- Fixed bug in eBay order import using the date last modified causing an error
- Fixed currency mapping bug with using the currency functionality in the plugin
- Fixed product linking task bug on product import when the SKU is missing - providing a better error in this scenario
- Added option to auto-create states/provinces in Fishbowl on order import
- Fixed bug for Zoho and Salesforce mapping to Fishbowl custom fields and the data format from Salesforce wasn't recognized
- Added option to remove tax amount from the payment amount
- Fixed user cannot be cast error on order import from mapping salesperson name field
- When creating payments on order import, the correct deposit method for the payment type is now set on the payment
- Minor UI changes and enhancements
- AU Only - added option on product export to designate if the price is inclusive or exclusive of GST
- Fixed order import linking bug linking all eBay variants to a single FB product
- Fixed eBay product linking bug false error saying products are noted linking even though they are linking correctly
- Fixed Salesforce settings button not working
- Fixed carrier priority showing the id instead of the numeric value
- Fixed unable to set up communication with the server in Adobe Commerce 1.9X
- Fixed invalid priority id error on order import task
- Fixed order import status mapping and date filtering bugs
- Fixed Adobe Commerce 2 product export not updating product fields as expected (4/2)
- Fixed Salesforce custom field mappings to recognize field data type (4/3)
- Fixed tax rate 'none' error on order import for FB AU (4/28)
- Added additional tax functionality for WooCommerce AU Customers (4/24)
- Fixed inventory SKU bug in 3D Cart plugin (4/30)
- Fixed so the "On Sale" flag is not changed when inventory sync runs in 3D Cart Plugin (5/5)
- Removed the "Check Order Status" option in the eBay plugin. This option was causing all orders to remain unfulfilled in Fishbowl (5/5)
- Fixed bug with Coalesce Address option not working (5/5)
- Enhanced Big Commerce plugin to accept Gift Card payments as a payment method when importing payments to FB (5/5)
- Added ability to set a minimum (min) inventory quantity on inventory sync (5/5)
- Fixed bug with Advanced Options property (5/5)
- Added ability for the plugin to handle multiple (partial) shipments. Now, when more than one shipment exists for any given order, the applicable tracking numbers are synced to the channel. This enhancement applies to 3dcart, Amazon, BigCommerce, Adobe Commerce, Shopify, and WooCommerce plugins. NOTE: This feature does not work for orders with kits. (5/5)
- Added "Restocked" as an available order status mapping for Shopify (5/5)
- Fixed bug with running a scheduled task in the plugin via the run button unexpectedly jumps back to the order import tab (5/5)
- Added address mapping panel for Bill to and Ship to Addresses for E-commerce and CRM plugins (5/5)
- Moved the create state option to the address panel for E-commerce and CRM plugins (5/5)
- Fixed Web Shop Manager product export bug removing the option to map to the dealer and supplier # fields (5/5)
- Fixed coalesce address bug for Shopify and Amazon (5/8)
- Fixed null error bug with orders including kits on fulfillment (5/8)
ShipStation Plugin only
- Enhanced rate quote functionality including the ability to specify weight and dimensions. New, updated look for rates returned from ShipStation
- Fixed carrier mapping functionality in the tables and removed the ability to copy mappings from one table to another
- Added option to markup cost of the label when using the quoting feature
- Added option to not fulfill orders in Fishbowl on the fulfillment import task. When selected the tracking and costs are updated in FB but the order remains unfulfilled
- Fixed bug getting rates back from UPS in quote feature with an international address
- Fixed button in the sales order module not displaying the SS order id
- Fixed bug with fulfillment import task unable to save without updating first updating the Carrier setting (4/22)
- Fixed bug with fulfillment export task and Carrier settings are required when Update Carrier is unchecked (4/22)
- Fixed shipment export bug not sending shipments to ShipStation (4/16)
- Fixed UI bug with text getting cut off in the Shipment Export task(4/22)
- Added a mapping table to filter orders by store and source on order import (5/5)
- Added ability to map to the billing address for shipment export task (5/5)
- Fixed null error when not using the tax mapping table with an unknown state/province in FB
- When adding an additional cart instance you can change the name of the instance again
- Enhanced the error logging to provide the channel order number instead of the order id when the order fails to import
- Fixed bug on order import with the custom settings option if one address is missing, use the existing address for both. This option now works as intended
- Fixed mapping doesn't exist error when using the state tax mapping table
- Changed product export task to create only. There is no longer an option to update product fields via Fishbowl. Note - inventory update still works this only relates to product information fields
- Fixed issue with canceled orders in 3DCart still sending fulfillment data up
- Fixed FBA order import with gift wrap importing without price and quantity
- Image upload is now available via the product export task
- Fixed bug with the inventory update requiring a Location Group
Adobe Commerce only
- Fixed bug with shipping name or billing name mapped to a Fishbowl order field and the first name is imported twice rather than First and Last Names
- Location Group mapping table now filters unmapped LG's. If unmapped, they do not sync
- Removed the residential shipping flags in the settings panel and in the shipment export panel of the plugin. The residential flag on the shipping address in Fishbowl is now used exclusively to determine when it should be set in ShipStation
- Fixed product linking on import task
- Fixed ShipStation quote no weight error when there is no weight on an order trying to get a quote from SS
- Fixed bug where requiring a weight for service type items using the ship quoting feature
SPS Plugin only
- Fixed fulfilled quantity and picked quantity header name in the purchase order feed
- Fixed null value for order-level OrderScheduledDate in purchase order file
- Plugin now uses Shopify's latest API version
- Fixed order fulfillment issue with the same product on the order multiple times. The fulfillment was failing and is now fixed
- Added support for electronic gift cards line items already fulfilled in Shopify. When the order fulfillment task runs these line items are not updated since they are already listed as fulfilled in Shopify'
- Order import no longer imports the discount reason by default to the line item note field
- Subscription payments from Shopify are now supported
- Fixed order import bug when setting the sync date back receiving a "financial_status cannot be passed when page_info is present error
- Fixed bug with the order import task importing POS orders
WebShop Manager only
- Updated with all of the latest fixes and enhancements of the master plugin
- Fixed issue with plugin loading blank
- Fixed failed to import null error on order import. This was caused by using location metadata without pulling the metadata beforehand from Woo.
- Fixed Last Sync setting to only allow the date last modified option
- Fixed order number mapping to subject on order import
- Fixed "Product linking type 1,002 not found" error
- Fixed "No products Available to Update" error when running inventory with the advanced options by date range.
- Fixed alternate name field mapping bug - the setting was not working
- Fixed default location group bug in Salesforce and Zoho not setting correctly on order import
- Fixed bug with custom field mappings on order import. Date fields were not converting correctly
- Fixed fulfillment export failing with dropship products on the order
- Fixed bug when mapping the salesperson username it was using the first name, the last name instead of the username
- Fixed bug where wrong QB Class being set on order import
- Added option to calculate available to build quantities on inventory export
- Added option to use one address from the channel for both addresses in Fishbowl when only one address is available
- Settings tab removed and moved to a button on the toolbar
- Fixed bug where Fishbowl custom fields were not mapping correctly on import
- Fixed bug where the wrong location group was being set on orders imported
- Fixed bug mapping the SO contact name on order import
- Fixed bug where discounts weren't applied on orders imported into Fishbowl
- Fixed tax rate Null errors for Canada databases
3D Cart only
- Fixed slow sync issue caused by how 3D Cart handles paging through the API
- Fixed 3D Cart fulfillment export error
Advanced ShipStation only
- Fixed default location group bug not setting the location group correctly on order import
- Fixed ShipStation bug where shipment export wouldn't send up multiple shipments from the same (split) order
- Fixed bug where mapping to ShipStation source field wouldn't save
- Fixed bug where duplicate orders were importing from ShipStation
- Fixed bug where the scheduled task doesn't return the last run result
- Changed the "Name" label to "Ship to Name" in the Fishbowl Address Line drop-down box
- Removed Street Line 4 from the address mapping
- When using the quote feature, the shipping product added to the SO now also uses the class from the shipping product when available
- Fixed bug with multiple fulfillments for a single order
- Added advanced property to change timeout and batch size options
- Settings tab removed and moved to a button on the toolbar
- Added option to automatically create state/province in Fishbowl when selected on order import
- Fixed bug restricting ability to add a quote to an order in Fishbowl
- Fixed address mapping errors in the table
- Fixed null error on fulfillment of drop ship orders
- Fixed bug on FBA import "Money cannot be cast" error
- Fixed order import bug using the item linking on import
- Added option to send all inventory or only changed inventory since the last sync
- Inventory feed now calculates and includes available to kit quantities
- Fixed bug where the toolbar wouldn't load
- Removed file name field from Receive Data import. This task now looks for files in the FTP directory that start with the letters "SH"
- Once the received data files are successfully imported they are deleted from the FTP site
- Fixed null error on order import caused by misc fees from the order in Woo
- Changed the inventory sync to push up the qty using the product uom and converting qty as needed
- Fixed bugs with kit items when inventory spanned multiple location groups in Fishbowl
- Fixed product linking by UPC
- Fixed Location Group table settings in the order import tabs showing and allowing to map to inactive LG's
- Fixed issue saving the default location group would save the wrong LG
- Changed system property to ignore existing product linking when the property is enabled and the order import product linking is enabled
- Fixed bug where plugin data wasn't saving to the FB data tables
Advanced ShipStation only
- Fixed Shipment Export null error
- Changed batch size to 25 shipments per API call to avoid SS timeout errors
- Fixed bug where shipping charge from FB was being pushed up as a line item and to the ShipStation shipping charge field
- Added multiple fields for mapping on the shipment export task
- Fixed UI issue by adding a scrollbar when currency conversion option is enabled and the rest of the panel wasn't viewable
- Fixed Amazon FBA classnot found order import error when orders contained unrecognized emoji's
Big Commerce only
- Fixed CSV null error on order import
- Fixed FB UPC to eBay SKU product mapping bug
- Fixed address and order item linking errors when advanced object linking enabled in the settings panel
- Fixed bug where the default location group was not saving correctly
- Fixed inventory sync bug pushing up zero quantity instead of the actual inventory quantity
- Fixed issue on product export update where weights and weight UOM were not set correctly
- Fixed Product import bug
Zen Cart only
- Order comment field is now mappable in the order import task
- Point release with various bug fixes
- Fixed order import bug with so item-unit price mapped to order item price setting the price to $0.00
- Fixed "Unable to set up communication with the server" error on order fulfillment task
- Changed the required order item fields and added new default order item mappings
- Improved schedule module task messaging
- Fixed inventory sync to use the product UOM as applicable for quantities synced to the channel
- Added validation when using advanced options in the schedule panel
- Added system property to prioritize the order import product linking before channel id linking
- Fixed bug when using the advanced options and the UI options would reset to default
- Updated system property to allow each of the scheduled tasks to have a unique offset
- Fixed bug where classes were set incorrectly on the FB SO when there is more than 1 child class with the same name. Now the parent class is considered when setting the class
- Fixed last sync date informational errors not updating the last sync date
- Fixed payment mapping bug
- Fixed uom conversion bug on product import and export tasks
Advanced ShipStation only
- Updated UI for clarity on the SS Ship From Locations
- Fixed bug where the store channel ID was not passed correctly to SS
- Fixed issue where ship quote was failing due to weight restrictions by the carrier to provide better messaging
- Fixed broken UI elements
- Fixed ship quote OZ conversion bug
- Fixed shipment export null bug
- Fixed shipment export default carrier not saving correctly in the plugin UI
- Added the shipping phone and latest ship date options to the mapping tables provided by Amazon
Adobe Commerce only
- Fixed bug on product update when the SKU contained a "+" symbol
- Fixed bug in AU version with the tax panel settings
- Fixed bug in AU version with order item tax codes not being recognized on order import
- Fixed malformed query error when mapping opportunity product custom fields on order import
- Fixed failed to run task error when object mappings were set but not enabled
- WooCommerce Metadata fields are now mappable through the plugin interface by enabling the options on the settings panel. This applies to order, order item, product, and customer fields
Zen Cart only
- Fixed order import bug where orders were importing with misc sale lines instead of the linked products
- Fixed Zoho order status mapping drop-down bug