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Fishbowl ERP

Table of Contents

Accounting Operations

Fishbowl is an ERP solution with inventory management and accounting functionalities.

 

How to Connect Fishbowl Accounting

Fishbowl Accounting Connection Screenshot
📋 Phase 1: Fishbowl Prerequisites +
Confirm API User & App Approval
Before you connect from Flxpoint, make sure your Fishbowl server is ready:
  • A dedicated API user and user group have been created in Fishbowl.
  • The group has the required permissions (Customer, Product, Data, Purchase Order, Sales Order, Vendor).
  • The Flxpoint application (App Name / App ID) has been approved in Setup → Settings → Integrated Apps.
Tip: If you have not done this yet, follow the Fishbowl API Integration: New Customer Onboarding guide first, then come back here with your API URL, Server Port, App Name, App ID, Username, and Password ready.
🔐 Phase 2: Create Your Fishbowl Accounting Connection +
Navigate to Accounting
In Flxpoint, click the Account Settings gear → Accounting → click the + button to add a new accounting integration.
Choose Fishbowl
In Connect an Integration, select Fishbowl as the Integration Type, then click New Connection.
Enter Connection Details
Fill in the fields exactly as they are configured on your Fishbowl server:
  • Connection Name – a friendly label (e.g. Fishbowl ERP).
  • API URL – the URL to your Fishbowl API server (for example http://your-server-address).
  • Server Port – the port your Fishbowl API listens on (commonly provided by your IT team).
  • App Name & App ID – must match the values used when approving the Flxpoint application in Fishbowl.
  • User Name & Password – the dedicated API user you created in Phase 1 (case-sensitive).
Example: Many teams name the connection Fishbowl ERP and use Flxpoint / 101 as the App Name / App ID if that is how the app was registered in Fishbowl.
Test & Save
Click Test Connection. If the test succeeds, click Save Connection and then Save and Proceed. You should now see Fishbowl listed under Accounting with status Configured.
Common issue: If you receive a 401 error saying the integrated application has not been approved, double-check that the Flxpoint app is approved in Fishbowl’s Integrated Apps screen.
⚙️ Phase 3: Configure Accounting Operations +
Enable the Operations You Need
Under Accounting Operations, turn on the operations you want Flxpoint to send to Fishbowl:
  • Send Accounting Fulfillment Requests
  • Send Accounting Invoices
  • Send Accounting Orders
  • Send Accounting Shipments
Link Channels and Sources
For each enabled operation, choose the appropriate Channels (and Sources where applicable) and select your Mapping Template. This tells Flxpoint which orders and shipments should sync to Fishbowl through this connection.
Tip: You can map multiple channels to the same Fishbowl connection if they share the same accounting setup.
Save & Complete
When everything looks correct, click Save and Complete. Your Fishbowl Accounting integration is now ready to use and can be scheduled from the Accounting screen.

 

 

Accounting Operations

Send Accounting Orders 

Supported

Fishbowl — Send Accounting Orders

Introduction

Send Accounting Orders creates Fishbowl Purchase Orders from eligible Flxpoint orders. One or more POs are created per order (for example, one per supplier), using the details defined in your Send Accounting Orders mapping template.

In simple terms: When a Flxpoint order is ready for accounting, this operation turns it into one or more Purchase Orders in Fishbowl with the right vendor, addresses, lines and costs.
  • 1 Enable the operation: In Flxpoint go to Account Settings → Accounting, open your Fishbowl integration, and toggle Send Accounting Orders to Yes.
  • 2 Connection: Confirm the correct Fishbowl ERP connection is selected and tested.
  • 3 Channels: Choose the Channels whose orders should create POs in Fishbowl (for example, your Shopify or BigCommerce channels).
  • 4 Mapping Template: Select your Send Accounting Orders mapping template. This controls how order header, addresses, and line details are sent to Fishbowl.
  • 5 Schedule: Turn on Scheduled and set a cadence (e.g. every 15–30 minutes), or use Run Now when you want to test.
Tip: Start with the schedule off and run the operation manually for a couple of test orders. Once the POs in Fishbowl look correct, turn the schedule on.
Template Index
Template Use Case What it Sends Availability
Send Accounting Orders Create Fishbowl Purchase Orders from Flxpoint orders PO header (vendor, dates, notes), billing/shipping addresses, line items, costs and optional custom fields Available
Vendor & Order Header Fields (Key Examples)
From (Flxpoint) To (Fishbowl PO Field) Required? Notes
Source / Supplier Vendor Yes Determines which vendor the PO is created against.
Order ID / Channel Order Number PO Number / Customer PO Optional Often used to keep a reference back to the original marketplace order.
Order Date Order Date Yes Default date of the PO in Fishbowl.
Source Shipping Method Carrier / Shipping Terms Optional Helpful for indicating how the order should be shipped.
Order Notes / Internal Notes Note Optional General comments or special handling instructions.
Billing & Shipping Address
From (Flxpoint) To (Fishbowl PO Field) Notes
Billing Address: Company / Name / Lines / City / State / Postal Code / Country Billing Address (same components) Used when Fishbowl needs a bill-to on the PO.
Shipping Address: Company / Name / Lines / City / State / Postal Code / Country Shipping Address Where the goods should be shipped; often your warehouse or customer location.
Line Item & SKU Fields
From (Flxpoint) To (Fishbowl PO Line) Example Notes
Master SKU / Vendor SKU Item Number ABC-123 Key identifier used to match items in Fishbowl.
Title Description “Blue Widget XL” Line description visible to users.
Quantity Qty Ordered 3 Quantity being purchased on the PO.
Cost Unit Cost 24.00 Vendor cost per unit.
MSRP / Retail Price (optional) Price or Custom Price Field 39.99 Can be used for reference or reporting.
Custom Aggregate Fields (Optional)

The Fishbowl mapping template allows several “Custom Aggregate Field Name / Value” pairs. These let you push extra summary information to the PO without creating new fields in every row.

  • Example: Custom Aggregate Field 1 Name = “Channel”, Value = “Shopify”.
  • Example: Custom Aggregate Field 2 Name = “Order Total”, Value = the Flxpoint order total.
Sets, Lists & Builders
Utility Availability How You Might Use It
Mapping Sets Optional Build PO-level notes that combine several values (channel, route, tags, etc.).
Lists Optional Allow/deny certain sources or shipping methods in rules.
Product Builders Default provided Usually not modified; default builder matches on Master SKU / Vendor SKU.
Quick Checks
  • Verify the Fishbowl connection tests successfully from the Accounting integration screen.
  • Confirm your Send Accounting Orders template maps at least Vendor, Item, Quantity, and Cost.
  • Make sure the channels you selected actually have orders in the correct status for accounting.
  • Check that SKUs in Flxpoint exist as items in Fishbowl.
Operation Details
Capability Status Notes
PO creation Supported Creates one or more Purchase Orders in Fishbowl per Flxpoint order.
Address mapping Supported Uses billing/shipping mappings from the template.
Custom fields / aggregates Supported Use the “Custom Aggregate Field” name/value pairs where needed.
Troubleshooting
  • No PO created: Check that the operation is scheduled or run manually and that orders meet your filters.
  • Vendor not found: Confirm the mapped vendor value matches an existing Fishbowl vendor.
  • Item not found: Make sure the mapped SKU exists in Fishbowl and is active.
  • Unexpected address: Review the template’s billing/shipping mappings and test with a single order.
 
 

Send Accounting Shipments 

Supported

Fishbowl — Send Accounting Shipments

Introduction

Send Accounting Shipments sends shipment confirmations from Flxpoint to Fishbowl for orders that have already been sent via Send Accounting Orders. It records what was shipped and pushes tracking numbers so you can see shipment details from inside Fishbowl.

In simple terms: When a fulfillment is created in Flxpoint, this operation tells Fishbowl “these lines shipped, with this carrier and tracking number.”
  • 1 Enable & Connect: In Account Settings → Accounting, open your Fishbowl integration, toggle Send Accounting Shipments to Yes, and make sure the same Fishbowl ERP connection is selected.
  • 2 Channels: Choose which Channels should send shipment data to Fishbowl. Normally this matches the channels you selected for Send Accounting Orders.
  • 3 Sources: Select the Sources whose fulfillments should be synced. This lets you control which warehouses or suppliers generate Fishbowl shipment updates.
  • 4 Schedule or Run: Turn on Scheduled to send shipments automatically, or use Run Now when testing.
Note: This operation does not use its own mapping template in the UI. It relies on:
  • Shipments created in Flxpoint (with tracking and quantities), and
  • Order information previously sent to Fishbowl via Send Accounting Orders.
Template / Behavior Overview
Configuration How it Works Notes
No dedicated “Send Accounting Shipments” template Flxpoint uses shipment data (lines, quantities, tracking) and links it to the Fishbowl PO / order created earlier. You control which shipments send by choosing Channels + Sources in Accounting Operations.
Key Fields Sent to Fishbowl (Conceptual)
From (Flxpoint) To (Fishbowl Shipment) Example Notes
Order / Accounting Order ID Linked Fishbowl PO / Order PO-10025 Used to attach the shipment to the correct Fishbowl document.
Shipment → Tracking Number(s) Tracking / Reference field(s) 1Z999…, 9400… One or more tracking numbers are preserved.
Shipment → Carrier / Service (if available) Carrier / Service UPS Ground Helps users see how the order was shipped.
Shipment Line → SKU Item on shipment line ABC-123 Must match the item on the original PO / order.
Shipment Line → Quantity Shipped Quantity on shipment line 2 Only the shipped quantity for that fulfillment.
Partial Shipments (Behavior)

Multiple shipments are supported. Each fulfillment in Flxpoint can create a separate shipment entry in Fishbowl.

  • First shipment sends only the lines/quantities that shipped, leaving the rest open.
  • Later shipments send the remaining quantities and can use new tracking numbers.
Example flow
• Shipment #1: Ship SKU-RED (Qty 1) with tracking 1Z….
• Shipment #2: Later ship SKU-BLUE (Qty 2) with tracking 9400….
Fishbowl shows two separate shipments linked to the same order.
Quick Checks
  • Confirm the order was already sent to Fishbowl via Send Accounting Orders.
  • Make sure the same channels are selected for both Orders and Shipments.
  • Verify SKUs in the shipment match the SKUs used on the Fishbowl order.
  • Check that your Sources selection matches where the shipments are coming from.
Operation Details
Capability Status Notes
Shipment creation / update Supported Creates shipment entries in Fishbowl tied to existing orders/POs.
Multiple tracking numbers Supported All tracking numbers on the Flxpoint shipment are sent.
Partial shipments Supported Each fulfillment sends only the shipped lines/quantities.
Troubleshooting
  • No shipment created: Check that the order was sent to Fishbowl and that the operation is enabled/scheduled.
  • Shipment linked to wrong order: Confirm the Accounting Order ID and SKUs match the Fishbowl document.
  • Tracking missing: Make sure tracking numbers exist on the Flxpoint shipment before the run.
  • Unexpected quantities: Review the shipment lines in Flxpoint; only shipped quantities are sent.
 
 

 

 

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