Fishbowl Settings

3 min read Updated November 10, 2026

Changes here affect future sync runs. They don’t change data that has already synced.

The Fishbowl Settings page controls how each type of data moves between your integrations and Fishbowl. Settings are grouped by module: Sales, Purchasing, Inventory and Customer. Each module has an Import (into Fishbowl) and an Export (out of Fishbowl).

Fishbowl Settings can be found in the Connect sidebar. Select Configure on a module to open its settings, then select Save. Each module also has a toggle to turn it on or off.

These settings apply to every integration. Integration-specific settings are set under Manage on the Integrations page.

Sales

Sales Order Import

Behavior: create orders as Estimate or Issued; where the unit of measure, price and order number come from; and what to do when a product isn’t found, such as Fail the order.
Sales order settings: default salesperson, order number prefix, whether discounts import, the shipping item, class, custom fields and location group.
Addresses, tax and carrier: a fallback for missing addresses, how the tax rate is chosen (a default rate or by state), and whether to use the incoming carrier.
Customer settings: use the incoming customer or a fixed one, how to match existing customers (by name, number or email, in the order you drag them), and what to do when no match is found, such as Reject order.
Payment settings: whether to import payments, and where the payment method comes from.

Sales Order Export

Choose which statuses and item types are sent, filter by location group or customer, and set the lookback date type and window. Picked lines chooses whether all lines or only picked lines are sent.

Shipment Import

Choose the fulfillment type: Pick / Pack / Ship follows the file’s line detail, while QuickShip fulfills the whole order in one step. Set whether partial shipments are allowed, and where the carrier comes from.

Shipment Export

Choose whether a tracking number is required, the shipment status to send, and filter by location group, customer and how many days back.

Purchasing

Receipts Import: the default location group received items go into.
Receipts Export: which order types (purchase orders, sales order returns, transfer orders) and receipt statuses are sent, how far back to look, and filters for location group and vendor.
Purchase Order Import: the status new POs are created as, such as Bid Request; where the vendor comes from; what to do when a vendor or part isn’t found; how parts are matched; the unit of measure; and the default location group, carrier and buyer.
Purchase Order Export: which PO status is sent, how far back to look, location groups, whether to send only orders with tracking, and which vendors to include.

Inventory

Inventory Import: the location used for cycle counts.
Inventory Export: which location groups’ stock is sent, and how products are identified: Product Number, UPC or SKU.
Transfer Order Import: the status new transfer orders are created as, such as Entered; the transfer type, such as Move; what to do when a part isn’t found; how parts are matched; the default carrier; and the default from and to location groups.
Transfer Order Export: has no settings to change.

Customer

On Customer Import, choose the import flow:

Import once (skip existing): only creates new customers, and skips ones that already exist.
Update existing customers: keeps sending customers, so changes to names, addresses and custom fields stay in sync.