Fishbowl Import

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  • Fishbowl Database Import

General

LOCATE supports directly importing a Fishbowl database. Upon import, some data should be checked or modified because of the differences between how objects are structured in Fishbowl and LOCATE. Below are comments on what changes occur and how to modify them if necessary. It is highly recommended all orders are closed out before importing.

Custom Fields

Custom fields on the following Fishbowl fields will be generated on LOCATE's corresponding object:

  • Part
  • Product*
  • Vendor
  • Customer
  • Purchase Orders
  • Sales Orders

*LOCATE only retains parts, not products. If the part and product numbers match, the import will update the existing part. However, if they do not an alias part will be created and updated with the product information.

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Type Mapping

Fishbowl Field LOCATE Field
Date Date Box
Money, Quantity Double Box
Count Integer Box
Checkbox Checkbox
Radio Button, Drop-Down List Box*
Long Text Textarea
Text Text Box

*Custom List will be populate in LOCATE.

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Customers

All customers will be imported to LOCATE as a company. LOCATE supports a secondary customer type of individual, which provides a differentiating field and limits the information that be entered to a customer. See the Customers page for more information.

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Detail Mappings

Fishbowl Field LOCATE Field
Name Name
Number Number
URL URL
Salesperson Salesperson
Note Note
Customer Status Customer Status
Tax Exemption Status Tax Exemption Status
Tax Exemption Number Tax Exemption Number
Credit Limit Credit Limit

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Contacts

Contacts associated with a customer in Fishbowl will also be imported according to the following field mappings.

Fishbowl Field LOCATE Field
Name Name
Phone Number Phone Number
Email Email

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Addresses

Specific address fields are mapped in a logical manner (eg, city to city, street to street, etc). The address types are mapped according to the table below.

Fishbowl Field LOCATE Field
Billing Billing
Shipping Shipping
Remit Remit
Main Billing/Shipping*

*If “main” is the only address linked to a customer, the address will be imported as both a billing and shipping address. If more than one address exists in the customer account, the main address will imported as a billing address.

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Parts

Because LOCATE uses only a part, information from Fishbowl about potential parts must be taken from both a Fishbowl part and product. Parts will provide the type mapping, while products provide the detail mappings. If a part has more than one product linked to a part in Fishbowl, the extra products will be imported to LOCATE as Alias part types.

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Part Type Mappings

Fishbowl Field LOCATE Field
Inventory Inventory
Service Service
Labor Labor
Overhead Overhead
Non-Inventory Non-Inventory
Internal Use Supplies
Capital Equipment Capital Equipment
Shipping Shipping
Kit (Product) Bundle*

*Note, only the parent part will be mapped. The child components of the bundle must be manually added.

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Detail Mappings

Fishbowl Field LOCATE Field
Number Number
Description Name
Price Price
Details Description
UOM UOM*
Length Length
Height Height
Weight Weight
Alert Note Alert Note
UPC UPC
Dropship Flag Drop Ship Flag
Archived Flag Archived Flag

*Any necessary UOMs will be created in LOCATE as well.

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Inventory

Inventory quantities will be brought over to corresponding locations. Costing is tied to inventory and will populate on parts when inventory is present. A single average cost will be brought over for each part. Once the system is used and purchases are made, more accurate costing will be established.

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Limitations

Currently, the following fields will not import to along with parts:

  • Tracking, Serial Numbers
  • Reorder Points

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Purchase Orders

Status Mapping

Fishbowl Field LOCATE Field
Bidding Bidding*
Issued, Picking, Partial, Picked, Shipped Unissued
Fulfilled, Closed Short Complete
Voided Void
  • Note: The import will create a purchase order in the bidding status, without any additional records.

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Detail Mapping

Fishbowl Field LOCATE Field
Vendor Vendor
Number Bid Number, PO Number
Remit Address Remit Address
Ship To Address Shipping Address
Vendor SO Number Vendor SO Number
Buyer Buyer (Contact under Vendor)
Issue Date Issue Date
FOB Point FOB Point

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Line Items

Fishbowl Field LOCATE Field
Line Item Type Line Item Type
Part Part
Cost Cost
Qty Qty
UOM UOM

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Sales Orders

Status Mapping

Fishbowl Field LOCATE Field
Estimate Quote (Proposal)
Issued/In Progress Unissued
Complete/Closed Short Complete
Void Void

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Detail Mapping

Fishbowl Field LOCATE Field
Customer Customer
Sales Order Number Sales Order Number
Customer PO Number Customer PO Number
Bill To Address Billing Address
Ship To Address Shipping Address
Salesperson Salesperson
Tax Exemption Number Tax Exemption Number
Issue Date Issue Date

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Line Items

Fishbowl Field LOCATE Field
Line Item Type Line Item Type
Part Part
Price Price
Qty Qty
UOM UOM

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Limitations

Currently, the following fields will not import with sales orders:

  • FOB Point
  • Carrier and Service Level
  • Payments
  • Discounts

Additionally, LOCATE does not recognize sub-totals or tax-lines for import.

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Salesperson

  • LOCATE requires a salesperson to have a first and last name, however Fishbowl does not support this configuration.
  • Upon import, double-check that the names in the Salespeople module are correctly formatted. The import will only populate the last name field, leaving the first name blank.
  • If the salesperson is also an existing LOCATE user, you may associate the username in the Details tab of the Salesperson module, and the detail fields will automatically populate for the salesperson profile.

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Sites and Locations

Each Location Group is imported as a standard Site in LOCATE. Below is a table for location type mappings:

Fishbowl Field LOCATE Field
Shipping Shipping
Receiving Receiving
Vendor Vendor
Inspection, Locked Restricted
Store Front, Manufacturing, Consignment, Stock Stock
Picking, In Transit Moving

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Users

  • User passwords are reset to "password". You will need to manually reset the user password.

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Vendors

For more information on vendors, continue here.

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Detail Mappings

Fishbowl Field LOCATE Field
Name Name
Account Number Account Number
URL URL
Note Note
Vendor Status Vendor Status
Lead Time Lead Time
Minimum Order Amount Minimum Order Amount
Credit Limit Credit Limit

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Contacts

Contacts associated with a vendor in Fishbowl will also be imported according to the following field mappings.

Fishbowl Field LOCATE Field
Name Name
Phone Number Phone Number
Email Email

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Addresses

Specific address fields are mapped in a logical manner (eg, city to city, street to street, etc). The address types are mapped according to the table below.

Fishbowl Field LOCATE Field
Billing Billing
Shipping Shipping
Remit Remit
Main Billing/Shipping*

*If “main” is the only address linked to a customer, the address will be imported as both a billing and shipping address. If more than one address exists in the customer account, the main address will imported as a billing address.

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