Importing Orders from a Shopping Cart

Fishbowl Inventory has the ability to import order information from a shopping cart. By mapping an export from an online shopping cart to the fields in this import a new sales order with the information contained within the import file will be created in Fishbowl Inventory.

Customers
By default, Fishbowl Inventory will import the order using a generic customer name like 'Online Customer.' To use a separate customer for each order, you can create an 'SCImportCustomers' system property and set the value to true. You can also specify the customer name by creating a 'GenericSCCustomer' system property and setting the value to the desired customer name.

Payments
By default, Fishbowl Inventory will import a payment for all orders that have the PaymentProcess flag set to TRUE. If you would like to turn off this function for any reason, such as if the payments are processed into the Accounting System another way, you can create an 'SCImportPayments' system property and set the value to false.

Order Prefixes
By default, Fishbowl Inventory will not prefix the orders imported from a shopping cart. Instead, it will import the order number as it appears in the file. If you would like to add a prefix to the order number, in cases where two shopping carts may be entering the same order numbers, you can do so by creating a 'SCPrefixOrders' system property and set the value to true. You can also add a 'GenericPrefix' property and set the value to what you want the prefix to be. The default is 'SC-'.

A note about shipping:
A shipping line item will be created with the total amount of shipping on the order. This line item will be created using the Default Shipping Part that can be specified on the Shipping tab of the Sales Order Module Options. If no shipping part is selected, then a miscellaneous line item will be created.

A note about tax rates:
A tax line item will be created for the "Total Tax" amount of the order being imported. It will be created using the Default Flat Tax that can be set in the Tax Rate modules Module Options. If no default tax has been set, a miscellaneous line item will be created instead.

Formatting the Data

This information can be modified in any spreadsheet program. The table below describes the columns that exist within the imported file.

Each line item contains the full order data, and a single line item.

All columns listed below must be in the file. Columns with the Required flag require a value in the column.

All fields will be one of two types:

Fields of a Generic Shopping Cart import file:

Column Name Type Description
OrderNumber Text The Order Number. This field will be used as the sales order number in Fishbowl Inventory.
Required
OrderDate Numeric This date will be used to set the Order Date and the Fulfillment Date inside of Fishbowl Inventory.
Required
OrderTax Numeric The total tax for the order.
OrderShipping Numeric The total shipping amount for the order.
OrderHandling Numeric The total handling amount for the order. A Misc. Sale item will be created for this amount.
OrderDiscount Numeric The total discount amount for the order. A Misc. Credit item will be created for this amount.
OrderNote Text Notes about the order. Anything here will be placed in the SO Notes field in Fishbowl.
OrderShipMethod Text The shipping method for the order. If this field is blank, the default carrier for the company will be used. This field will map to the Carrier field of a Fishbowl Sales Order.
OrderCustomerPO Text The customer's PO number for this order. This field will map to the PO No. field of a Fishbowl Sales Order.
OrderQBClass Text The QuickBooks Class associated with this order. This field will map to the Class field of a Fishbowl Sales Order.
OrderLG Text The Location Group associated with this order. This field will map to the Location Group field of a Fishbowl Sales Order.
ShipFirstName Text The first name of the person the order is being shipped to. This will be combined with the ShipLastName, the ShipAddress1, and the ShipAddress2 fields to create the ship to address.
ShipLastName Text The last name of the person the order is being shipped to. This will be combined with the ShipLastName, the ShipAddress1, and the ShipAddress2 fields to create the ship to address.
Required
ShipAddress1 Text The first line of the ship to street address for the order. This will be combined with the ShipFirstName, ShipLastName, and the ShipAddress2 fields to create the ship to address.
Required
ShipAddress2 Text The first line of the ship to street address for the order. This will be combined with the ShipFirstName, ShipLastName, and the ShipAddress1 fields to create the ship to address.
ShipCity Text The ship to city.
Required
ShipState Text The ship to state/province.
Required
ShipZip Text The ship to zip/postal code.
Required
ShipCountry Text The ship to country code.
ShipEmail Text Not used by default. If the SCImportCustomers system property is set to true, it will import this field as the customer's default ship to email contact.
ShipPhone Text Not used by default. If the SCImportCustomers system property is set to true, it will import this field as the customer's default ship to main contact.
ShipFax Text Not used by default. If the SCImportCustomers system property is set to true, it will import this field as the customer's default ship to fax contact.
BillFirstName Text The first name of the person the order is being billed to. This will be combined with the BillLastName, the BillAddress1, and the BillAddress2 fields to create the bill to address.
BillLastName Text The last name of the person the order is being billed to. This will be combined with the BillLastName, the BillAddress1, and the BillAddress2 fields to create the bill to address.
Required
BillAddress1 Text The first line of the bill to street address for the order. This will be combined with the BillFirstName, BillLastName, and the BillAddress2 fields to create the bill to address.
Required
BillAddress2 Text The first line of the bill to street address for the order. This will be combined with the BillFirstName, BillLastName, and the BillAddress1 fields to create the bill to address.
BillCity Text The bill to city.
Required
BillState Text The bill to state/province.
Required
BillZip Text The bill to zip/postal code.
Required
BillCountry Text The bill to country code.
BillEmail Text Not used by default. If the SCImportCustomers system property is set to true, it will import this field as the customer's default bill to email contact.
BillPhone Text Not used by default. If the SCImportCustomers system property is set to true, it will import this field as the customer's default bill to main contact.
BillFax Text Not used by default. If the SCImportCustomers system property is set to true, it will import this field as the customer's default bill to fax contact.
ItemType Numeric The type of sales order item. The number specified follows the conventions in the following table:

Value (ID) Description
10 Sale
11 Misc. Sale
12 Drop Ship
20 Credit Return
21 Misc. Credit
30 Discount Percentage
31 Discount Amount
40 Subtotal
50 Assoc. Price
60 Shipping
70 Tax
80 Kit

If this column is left blank, the item will be imported with the Default SOItem Type of the product.

Items of type Subtotal, Discount Percentage or Discount Amount do not require any of the values that other sales order items require. Subtotals do not require any other values to be specified except for the word "Subtotal" in the 'ItemNumber' column. Discounts require the name of the discount to be specified in the "ItemNumber" column.


Required
ItemNumber Text The item number. This should match up with the Product Number in Fishbowl or contain information as specified in the ItemType column description.
Required
ItemPrice Numeric The price of the item.
Required
ItemQuantity Numeric The quantity of the item in the specified UOM.
Required
ItemUOM Text The UOM of the item on the order. This should match a UOM Code in Fishbowl. If left blank, then Each (ea) will be used.
ItemTaxable Text TRUE or FALSE. Specifies whether the item is taxable.
Required
ItemQBClass Text The QuickBooks Class associated with this item. This field will map to the Class field of a Fishbowl Sales Order Item.
ItemNote Text Notes about the item. Anything here will be placed in the SOItem Notes field in Fishbowl.
KitItem Text Determines if the items is part of a kit. Valid values are "true" and "false".
ShowItem Text Determines if the kit item should be shown. Valid values are "true" and "false"
PaymentProcess Text TRUE or FALSE. When TRUE a payment will be created for this order. When FALSE, the following columns will be ignored for the order.
Required
PaymentTotal Numeric The total amount paid for the order.
Required if PaymentProcess is TRUE
Payment Method Text The method of payment for the order (Cash, Visa, etc.). This should match a Payment Method inside of Fishbowl. Defaults to 'Generic Card' if the specified method doesn't exist.
PaymentTransactionID Text The transaction id or authorization number for the payment.
PaymentMisc Text Other misc. payment information.
PaymentExpirationDate Text The expiration date of the credit card used for the payment. Format should be M/d/yyyy (i.e. 12/25/2007 or 1/1/2008)