Zoey integrates with Fishbowl Inventory by automatically importing and exporting files through Dropbox!

To sync data between Fishbowl and Zoey, you will need to first connect both systems to Dropbox for file transfer.

Fishbowl Inventory Management

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Requires configuring of the Fishbowl "Scheduler" module for the data flows.

Click here for Fishbowl Advanced - Schedule guide.

Then a Zoey Data Mapper will be set up to perform the following import/export jobs.

• Zoey Orders to Fishbowl
• Fishbowl Shipments to Zoey
• Fishbowl Inventory to Zoey

Click here for general information on setting up a connection and data mapper in Zoey.

Create Dropbox Folders

Create folders in your Dropbox that match the example file structure shown below. These folders will facilitate the data transfer and contain errors or historical files.

There are four main folders in Zoey Fishbowl Sync, each with archive and error folders shown here.

One for each of the sync functions between the systems. Copying this structure will make it easy to configure both systems. The "error" folders will also be compatible with Fishbowl Scheduler!

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In your Zoey Data Mappers, first add a Dropbox connection!

Click Add Connection and configure the new connection for your 856 ASN Shipment import and other functions.

1. Order Export to Fishbowl

With the Connection configured, we can set up the Order Export Data Mapper to Fishbowl.

Setting up the Zoey Order Items export to Fishbowl

Click Add Data Mapper to begin creating the mapper. Here is a walkthrough of the important steps to export Order Items to Fishbowl:

• Select your Fishbowl Connection in the Connection drop-down.
• The Zoey Object must be set to Order Items.
• Type will be File Export by default, so no change is needed there.
• Select the Fishbowl Order Items Export Mapper Template.
• Configure the File Settings by setting the File Export Folder. The other file settings, including File Format, can remain default as Fishbowl is expecting .csv format.

The Field Mappings are automatically set by the Mapper Template to match what Fishbowl will expect! The Fishbowl Order Items Export Mapper Template does the hard work of matching fields between systems for you!

Hit Save! The data mapper is ready to automatically send your Zoey Orders to Fishbowl.

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You can run the export via a Schedule, or manually run the export through the Preview button. There you can direct download a sample file or send it through your FTP connection.

Zoey Export Orders to Fishbowl Field Mapping

Click here for Fishbowl CSV Field Mapping Template

Here is Fishbowl's Sales Order Import Template

EDI 856 ASN Shipment Import Data Mapper in Zoey

2. Create Shipments in Zoey from Fishbowl

Zoey can automatically import ASN 856 Shipment data through a connection to your ERP or shipping platform.

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Zoey can import standard ASN (Advanced Shipping Notice) 856 data through CSV or TXT files.

Fishbowl EDI 856 ASN Shipments Export Template Guide Here!

This enables Zoey to create Shipments, send customers the tracking details, and automate the invoicing, or payment collection.

Here is an example of how to set up the ASN 856 Shipment import for Fishbowl:

Setting up the Fishbowl to Zoey Shipment Import

Get started by creating a new Data Mapper and choosing the Fishbowl FTP or Dropbox connection.

• Select the Shipments Zoey Object.
• Change Type to File Import.
• Choose the EDI 856 Shipment CSV Import.
• A Shipment import can create the Invoice, send it, or even mark it paid!
  Read the tooltips or click here for more info. If you're not sure, set each to No
• Use Item SKU Fallback must be set to Yes!

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  The import file will not contain the unique Item ID from the Zoey Order. The SKU must be used by the importer to determine which items are being shipped.
  This means you cannot import shipment for two different items with the same SKU.

• Enter the directory where your ShipmentEDIExport will be found into File Import Folder.
• File Format must be set to EDI.
• File Extension should be txt and the Delimiter should then be Tab.
• File Action after Processing should be set to Move File so that the file is moved to the Archived folder

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Fishbowl Scheduler auto-creates an Archived and Errors folder.

During testing the file action can be disabled. Once your importing live exports the files must be moved so that the mapper can import the correct file.

Hit Save and your data mapper will be ready to run!

Running the Fishbowl > Zoey Shipment Mapper

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Make sure your EDI Shipment import file is uploaded to the FTP or Dropbox with a name matching what's expected by the mapper!

Data mappers can run manually by clicking the 3-dots on their right side in the general data mapper list. This is best for testing the import process.

To schedule the mapper to run automatically, set Use Schedule to Yes. Then configure how many times it should run per interval and the start time.

Your export from Fishbowl should occur just before the Zoey import on a similar schedule.

3. Sync Inventory to Zoey from Fishbowl

Zoey can automatically pull in InventoryQTY exports from Fishbowl Scheduler via DropBox/FTP to ensure Zoey has accurate inventory available to sell.

Setting up the Fishbowl to Zoey Product Inventory Import

Start creating a new Data Mapper and be sure to choose the same FTP or Dropbox connection.

• Select the Zoey Object of Products.
• Choose the Fishbowl Product Inventory CSV Import Mapper Template.
• Set Ignore SKUs not in Zoey to Yes.

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  When set to Yes, the Products which are not found in Zoey will be skipped.

• Set the expected File Name, and the File Import Folder where it will be found.
• File Format and File Extension can remain default of CSV.
• Determine what the "File Action after Processing" should be.

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Set the schedule for your inventory updates in Zoey!

Hit Save and test out your import by running it through the 3-dot menu.