Before exporting your data to CSV format, you need to be sure it is formatted properly. This is easiest to do with a spreadsheet program.
This import will create new sales orders if the sales order number does not already exist. If the sales order already exists it will update the order details but will not alter items.
All fields will be one of two types:
| Field | Type | Description | ||||||||||||||||||||||||||||||
| SONum |
Text (25 chars) |
The Sales Order Number. Required |
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| Status |
Numeric |
The options for Status are: 10 - Estimate 20 - Issued 85 - Cancelled 95 - Historical Required |
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| CustomerName |
Text (40 chars) |
The Customer's name in Fishbowl (case insensitive, created if not found). Required |
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| CustomerContact |
Text (30 chars) |
A contact name for this Customer. |
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| BillToName |
Text (60 chars) |
The name that this SO will be billed to. Required |
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| BillToAddress |
Text (90 chars) |
The address that the Bill should be sent to. Required |
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| BillToCity |
Text (30 chars) |
The bill to city. Required |
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| BillToState |
Text (2 chars) |
The bill to state abbreviation. Required |
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| BillToZip |
Text (10 chars) |
The bill to zip code. Required |
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| BillToCountry |
Text (30 chars) |
The bill to country name. Required |
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| ShipToName |
Text (60 chars) |
The name that this SO will be shipped to. Required |
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| ShipToAddress |
Text (90 chars) |
The address that the products should be sent to. Required |
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| ShipToCity |
Text (30 chars) |
The ship to city Required |
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| ShipToState |
Text (2 chars) |
The ship to state abbreviation. Required |
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| ShipToZip |
Text (10 chars) |
The ship to zip code. Required |
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| ShipToCountry |
Text (30 chars) |
The ship to country name. Required |
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| ShipToResidential | Text |
The ship to residential flag. Valid values are "true" and "false" |
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| CarrierName |
Text (30 chars) |
The name of the Carrier for this SO. Required |
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| TaxRateName |
Text (31 chars) |
The name of the Tax rate for this Customer. Required |
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| PriorityId | Numeric |
The priority of this Sales Order, the allowed values are listed below:
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| If any of the following items are to be included, then all preceding items must be included. | ||||||||||||||||||||||||||||||||
| PONum | Text (15 chars) | The customer's purchase order number initiating this sales order. | ||||||||||||||||||||||||||||||
| VendorPONum | Text (25 chars) | The vendor's purchase order number associated with this sales order. | ||||||||||||||||||||||||||||||
| Date | Text | The creation Date to use for this SO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005). | ||||||||||||||||||||||||||||||
| Salesman | Text (100 Chars) | The salesman's fishbowl username that generated the SO. | ||||||||||||||||||||||||||||||
| ShippingTerms | Text (30 Chars) | The Shipping Terms of the sales order | ||||||||||||||||||||||||||||||
| PaymentTerms | Text (60 Chars) | The Payment Terms of the sales order | ||||||||||||||||||||||||||||||
| FOB | Text (15 Chars) | The FOB Point for the sales order | ||||||||||||||||||||||||||||||
| Note | Text | SO Note | ||||||||||||||||||||||||||||||
| QuickBooksClassName | Text (30 chars) | The name of the QuickBooks class for this SO (created if not found). | ||||||||||||||||||||||||||||||
| LocationGroupName | Text (30 chars) | The location group for this SO. | ||||||||||||||||||||||||||||||
| OrderDateScheduled | Text | The date scheduled of the sales order (I.E. M/d/yyyy or 6/2/2005) | ||||||||||||||||||||||||||||||
| URL | Text (256) | An editable URL associated with the Sales Order | ||||||||||||||||||||||||||||||
| CarrierService | Text | The Carrier Service selected on the sales order | ||||||||||||||||||||||||||||||
| CurrencyName | Text (255 chars) | The name of the currency for this SO. Not used when Importing. Only exported if currency conversion is turned on. | ||||||||||||||||||||||||||||||
| CurrencyRate | Numeric | The rate of the currency for this SO. If left blank, it will be set to the default rate of the selected currency. Only used if currency conversion is turned on. | ||||||||||||||||||||||||||||||
| PriceIsHomeCurrency | Text | Determines if the unit price is in the home currency. Valid values are "true" and "false". Only used if currency conversion is turned on. | ||||||||||||||||||||||||||||||
| DateExpired | Text | The expiration date to use for this SO in the default short date format for your region (locale) (I.E. M/d/yyyy or 6/2/2005). | ||||||||||||||||||||||||||||||
| Phone | Text (256) | An editable phone number associated with the Sales Order | ||||||||||||||||||||||||||||||
| Text (256) | An editable email address associated with the Sales Order | |||||||||||||||||||||||||||||||
| Category | Text (128) | Calendar Category - sub-categories are separated by a ':' | ||||||||||||||||||||||||||||||
| CF- | Text (30 chars) |
The sales order's custom field value. The name of this column is CF- followed by the name of the custom field. There is one custom field column for each of the order's custom fields. | ||||||||||||||||||||||||||||||
| SOItemTypeID | Numeric |
The type of sales order item. The number specified follows the
conventions in the following table:
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 'Product Number' column. Discounts and Assoc. Prices require the name of the discount/assoc. price to be specified in the "Product Number" column. BOM Configuration Items are raw goods for the line above it. Notes are specified in the "Product Number" column. Required |
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| ProductNumber |
Text (60 chars) |
The product number from Fishbowl (case insensitive). Required |
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| ProductDescription |
Text (256 chars) |
The sales order item description from Fishbowl. |
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| ProductQuantity | Numeric |
The quantity for this Product. Required |
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| UOM | Text |
The unit of measure (UOM) abbreviation the product is being bought in. Required |
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| ProductPrice | Numeric |
The specified price for this Product. Leave blank for pricing rules to be applied to item. |
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| Taxable | Text |
Whether this line item is taxable or not. Valid entries are "true" and "false". |
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| TaxCode | Text |
The tax code for the sales order item. |
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| Note | Text |
SO Item Notes |
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| ItemQuickBooksClassName |
Text (30 chars) |
The name of the QuickBooks class for this line item (created if not found). |
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| ItemDateScheduled | Text | The date scheduled of this line item (I.E. M/d/yyyy or 6/2/2005) | ||||||||||||||||||||||||||||||
| ShowItem | Text |
Determines if the kit item should be shown. Valid values are "true" and "false" |
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| KitItem | Text |
Determines if the items is part of a kit. Valid values are "true" and "false".
When using kits, each kit item can be included in the CSV, or alternatively,
the default kit items will be added if only the kit header is included in the
CSV. When using the kit header only, the price for the entire kit will be
determined by the ProductPrice field in the CSV, even if "Specify Kit Price"
is not enabled on the kit. In this scenario, a percentage discount or tax would
need to be saved as the first item in the kit so that the percentage is
calculated using the total kit price. |
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| RevisionLevel | Text (15 chars) |
The revision level on the sales order item. |
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| CustomerPartNumber | Text |
The customer part number for the sales order item. |
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| CFI- | Text (30 chars) |
The sales order item's custom field value. The name of this column is CFI- followed by the name of the custom field. There is one custom field column for each of the order item's custom fields. | ||||||||||||||||||||||||||||||
In order to import your data, you must first export it to a CSV text file. All major spreadsheet programs can export data in this format. If you do not know how to export your data to a CSV file, please refer to the documentation of your spreadsheet program.
When exporting to CSV format, make sure to verify the following: