Integrations: Difference between revisions

Latest revision as of 13:23, 11 December 2023

The Integrations module allows Fishbowl Drive to integrate with many other platforms. Note that some of these integrations are in Beta.

QuickBooks Online

To connect to QuickBooks Online, click the Connect button and approve the integration with your QuickBooks Online account.
After completing the integration, the QuickBooks Online module will be added to the Accounting module group.

Xero

To connect to Xero, click the Connect button and approve the integration with your Xero account.
After completing the integration, the Xero module will be added to the Accounting module group.

Shippo

To connect to Shippo, click the Connect button.
Log in with your Shippo account, and click Allow Access.
Proceed through the wizard to configure the Shippo settings, and then click Finish.
Sales orders will now have the option to generate a shipping quote.
Shipments will have the option to purchase a label.

ShipStation

To connect to ShipStation, click the Connect button.
Log into your ShipStation account, and copy the following information into Fishbowl Drive.
Click the Save button.

Shopify

To connect to Shopify, click the Connect button.
Enter your Shopify store name to complete the URL, and then click the SAVE button.
You will be redirected to Shopify's website to log into your account.
Click the Install App button.
In your Shopify account, click the Apps button in the side menu and you should see Fishbowl Drive listed as an installed app.
The settings for the Shopify integration will now be available in Fishbowl Drive by clicking Integrations > E-commerce > Shopify.
Additional explanations for the Shopify settings in Fishbowl Drive are available in this PDF.

Stripe

To connect to Stripe, click the Connect button.
You will be redirected to Stripe's website to log into your account or to create a new account.
After completing the required steps on Stripe's website, you will be redirected back to Fishbowl Drive. You can now generate Pay Now links that can be displayed on reports and emailed to customers.

@@ Line 1: / Line 1: @@
-The '''Integrations''' module allows Fishbowl Online to integrate with many other platforms. Note that some of these integrations are in '''Beta'''.
+The '''Integrations''' module allows Fishbowl Drive to integrate with many other platforms. Note that some of these integrations are in '''Beta'''.
+__TOC__
-[[File:FBO Integrations 1.png|800px]]
+[[File:FBO Integrations 1.png|600px]]
 ==QuickBooks Online==
 # To connect to QuickBooks Online, click the '''Connect''' button and approve the integration with your QuickBooks Online account.<br>{{Image|Connect|QuickBooks Online}}
-# After completing the integration, the [[QuickBooks Online|QuickBooks Online]] module will be added to the '''Accounting''' module group.
+# After completing the integration, the [[QuickBooks Online]] module will be added to the '''Accounting''' module group.
+{{DS}}
+==Xero==
+# To connect to Xero, click the '''Connect''' button and approve the integration with your Xero account.<br>{{Image|Connect|Xero}}
+# After completing the integration, the [[Xero]] module will be added to the '''Accounting''' module group.
 {{DS}}
 ==Shippo==
 # To connect to Shippo, click the '''Connect''' button.<br>{{Image|Connect|Shippo}}
-# Login with your Shippo account and click '''Allow Access'''<br>[[File:FBO Shippo Allow.png]]
+# Log in with your Shippo account, and click '''Allow Access'''.<br>[[File:FBO Shippo Allow.png]]
-# Proceed through the wizard to configure the Shippo settings and then click '''Finish'''.<br>{{Image|1|Shippo}}<br>{{Image|2|Shippo}}<br>{{Image|3|Shippo}}<br>
+# Proceed through the wizard to configure the Shippo settings, and then click '''Finish'''.<br>{{Image|1|Shippo}}<br>{{Image|2|Shippo}}<br>{{Image|3|Shippo}}<br>
-# Sales order will now have the option to generate a shipping quote.<br>[[File:FBO Shippo Quote.png]]
+# Sales orders will now have the option to generate a shipping quote.<br>[[File:FBO Shippo Quote.png]]
 # Shipments will have the option to purchase a label.<br>[[File:FBO Shippo Purchase Label.png]]
 {{DS}}
@@ Line 18: / Line 23: @@
 ==ShipStation==
 # To connect to ShipStation, click the '''Connect''' button.<br>{{Image|Connect|ShipStation}}
-# Log into your [https://ship.shipstation.com/ ShipStation account] and copy the following information into Fishbowl Online.<br>{{Image|1|ShipStation}}
+# Log into your [https://ship.shipstation.com/ ShipStation account], and copy the following information into Fishbowl Drive.<br>{{Image|1|ShipStation}}
 # Click the '''Save''' button.
 {{DS}}
-<onlyinclude>{{Wistia|7gfqe0eqix|Shopify}}</onlyinclude>
+{{Wistia|7gfqe0eqix|Shopify}}
-# To connect to Shopify click the '''Connect''' button.<br>{{Image|Connect|Shopify}}
+# To connect to Shopify, click the '''Connect''' button.<br>{{Image|Connect|Shopify}}
-# Enter your Shopify store name to complete the URL and then click the '''SAVE''' button.<br>[[File:Shopify Store Name.png]]
+# Enter your Shopify store name to complete the URL, and then click the '''SAVE''' button.<br>[[File:Shopify Store Name.png]]
 # You will be redirected to Shopify's website to log into your account.
 # Click the '''Install App''' button.<br>[[File:Shopify Install app.png]]
-# In your Shopify account, click the '''Apps''' button in the side menu and you should see '''Fishbowl Online''' listed as an installed app.<br>[[File:Shopify Apps menu.png]]<br>[[File:Shopify FBO installed.png]]
+# In your Shopify account, click the '''Apps''' button in the side menu and you should see '''Fishbowl Drive''' listed as an installed app.<br>[[File:Shopify Apps menu.png]]<br>[[File:Shopify FBO installed.png]]
 # {{E-Commerce Settings|Shopify}}
-# Additional explanations for the Shopify settings in Fishbowl Online are available in [https://www.fishbowlhelp.com/files/FBO/Shopify%20Settings.pdf this PDF].
+# Additional explanations for the Shopify settings in Fishbowl Drive are available in [https://www.fishbowlhelp.com/files/FBO/Shopify%20Settings.pdf this PDF].
-{{DS}}
-==WooCommerce==
-# To connect to WooCommerce, click the '''Connect''' button.<br>{{Image|Connect|WooCommerce}}
-# Log into your [https://woocommerce.com/ WooCommerce account] and copy the following information into Fishbowl Online.<br>{{Image|1|WooCommerce}}
-# Click the '''Save''' button.
-# {{E-Commerce Settings|WooCommerce}}
-{{DS}}
-==BigCommerce==
-# To connect to BigCommerce, click the '''Connect''' button.<br>{{Image|Connect|BigCommerce}}
-# You will be prompted to log into your BigCommerce account.
-# Locate Fishbowl Online in the '''Marketplace''' or in '''My apps''' and then click '''Install'''.
-# Fishbowl Online will then be displayed inside of a BigCommerce window, or you can just return to fishbowlonline.com
-# {{E-Commerce Settings|BigCommerce}}
-{{DS}}
-==Amazon==
-# To connect to Amazon, click the '''Connect''' button.<br>{{Image|Connect|Amazon}}
-# Log into your Amazon account and copy the following information into Fishbowl Online.<br>{{Image|1|Amazon}}
-# Click the '''Save''' button.
-# {{E-Commerce Settings|Amazon}}
-{{DS}}
-{{anchor|Magento}}
-==Adobe Commerce==
-Fishbowl Online integrates with Adobe Commerce (previously called Magento). To complete this integration you will need to create a new API integration in Adobe Commerce and then paste the token into Fishbowl Online.
-# In your Adobe Commerce account, click '''System''' > '''Integrations''' and then click '''Add New Integration'''.<br>{{Image|2|Adobe Commerce}}
-# In the '''Integration Info''' section, enter a name and your password, and then click the '''API''' section.<br>{{Image|3|Adobe Commerce}}
-# For '''Resource Access''', select '''All''', and then click '''Save'''.<br>{{Image|4|Adobe Commerce}}
-# Click the blue '''Activate''' link for the new integration, click '''Allow''', and then copy the '''Access Token'''.<br>{{Image|5|Adobe Commerce}}
-# In Fishbowl Online click '''Integrations''' > '''Market''' and then click the Adobe Commerce '''Connect''' button.<br>{{Image|Connect|Adobe Commerce}}
-# After entering your Store URL, paste the token from Step 4 into the '''Auth Token''' field and then click '''Save'''.<br>{{Image|1|Adobe Commerce}}
-# {{E-Commerce Settings|Adobe Commerce}}
-{{DS}}
-==Salesforce==
-# To connect to Salesforce, click the '''Connect''' button.<br>{{Image|Connect|Salesforce}}
-# You will be prompted to log into your Salesforce account and approve the integration.
-# Click the '''Save''' button.
-# {{E-Commerce Settings|Salesforce}}
-{{DS}}
-==eBay==
-# To connect to eBay, click the '''Connect''' button.
-# You will be prompted to log into your eBay account and approve the integration.
-# Click the '''Save''' button.
-# {{E-Commerce Settings|eBay}}
 {{DS}}
@@ Line 83: / Line 40: @@
 # To connect to Stripe, click the '''Connect''' button.<br>{{Image|Connect|Stripe}}
 # You will be redirected to Stripe's website to log into your account or to create a new account.<br>[[File:FBO Integrations Stripe 2.png]]
-# After completing the required steps on Stripe's website, you will be redirected back to Fishbowl Online. You can now generate '''Pay Now''' links that can be displayed on reports and emailed to customers.
+# After completing the required steps on Stripe's website, you will be redirected back to Fishbowl Drive. You can now generate '''Pay Now''' links that can be displayed on reports and emailed to customers.
-{{DS}}
-==Authorize'''.'''Net==
-# To connect to Authorize'''.'''Net, click the '''Connect''' button.
-# Log into your Authorize'''.'''Net account and copy the following information into Fishbowl Online.<br>{{Image|1|Authorize.Net}}
-# Click the '''Save''' button.
 {{DS}}
-==TaxJar==
-Fishbowl Online integrates with TaxJar to simplify sales tax calculations and reporting. TaxJar takes the hassle out of managing the many complex taxing laws and automatically returns a total tax amount based on the taxable order total and the shipping address. Follow the steps below to integrate Fishbowl Online with TaxJar (requires a TaxJar Pro subscription).
-# To connect to TaxJar, log into your Fishbowl Online account at [https://fishbowlonline.com/integrations/market fishbowlonline.com]. Select '''Integrations''' > '''Market''' > '''Other''' and then click the TaxJar '''Connect''' button.<br>[[File:FBO Integrations TaxJar 0.png]]
-# Log into your TaxJar Pro account at [https://app.taxjar.com/ app.taxjar.com], click the '''Account''' dropdown, select '''TaxJar API''', and then copy the '''Live Token'''.<br>[[File:TaxJar account.png]]
-# Paste the '''Live token''' into the the '''Authorization Token''' field in Fishbowl Online. The '''Sandbox Token''' can also be used during testing to avoid TaxJar fees.<br>[[File:FBO Integrations TaxJar 2.png]]
-# The total returned from TaxJar will be stored using a tax rate in Fishbowl Online. We recommend creating a new $0 flat rate tax in the [[Tax_Rates|'''Tax Rate''' module]] and then selecting that in the '''Tax''' field shown above.
-# In the '''Setup''' field, select '''Calculations and Reporting''' if you want TaxJar to be notified when a shipment is fulfilled in Fishbowl Online. If you only want to use TaxJar for tax calculations, select '''Calculation'''.
-# To calculate sales tax on a [[Sales_Orders|sales order]], click '''Calculate Taxes''' at the bottom of the order.<br>[[File:FBO Integrations TaxJar 3.png]]
-:'''TaxJar FAQs'''
-:* '''Where do I enter the TaxJar API Token?''' - The TaxJar API Token is pasted into Fishbowl Online during the [[#TaxJar|TaxJar integration]].
-:* '''What event triggers a sales tax calculation request?''' - A sales tax calculation is requested when the clicking '''Calculate Taxes''' at the bottom of a [[Sales_Orders|sales order]].
-:* '''What event triggers a refund to be sent to TaxJar?''' - Fishbowl Online will send a refund request to TaxJar when a shipment is voided in [[Shipping|the '''Shipping''' module of Fishbowl Online]].
-:* '''Is TaxJar notified when I fulfill a shipment in Fishbowl Online?''' - Yes, if '''Calculations and Reporting''' is selected in the '''Setup''' field of the Fishbowl Online integration window.
-:* '''How do I configure Product Tax Codes on products, services, or inventory?''' - Tax codes can be set on the '''Sale Items''' tab of the [[Items|'''Items''' module]].
-:* '''How do I configure customer exemptions?''' - A customer can be marked as '''Tax Exempt''' at the bottom of the '''General''' tab in the [[Customers|'''Customers''' module]].
-:* '''How do I disable sales tax calculations and transaction sync?''' - Sales tax calculations are only requested when you click the '''Calculate Taxes''' button at the bottom of a sales order. If you don't want to send shipment notifications to TaxJar, select '''Calculation''' in the integration window. If you want to completely disable the TaxJar integration, click the '''Disconnect''' button in the '''Integrations''' section of Fishbowl Online.
-:* '''Where can I sync or review nexus states?''' - Fishbowl Online syncs nexus states with every TaxJar request. Nexus states can be reviewed in TaxJar by clicking [https://app.taxjar.com/account#states here] or by clicking '''State nexus settings''' in your TaxJar Account settings.
-:* '''Where can I view the API request logging?''' - To view the history of API requests, log into your TaxJar Pro account at [https://app.taxjar.com/ app.taxjar.com], click the '''Account''' dropdown, and then select '''TaxJar API'''.