Here at ACSI we do a lot of work via import files. We recently learned that you cannot update customer addresses in Fishbowl via a mass import/update file. You can modify customer information, such as terms, but not addresses. We were able to do an initial import of all the customer addresses, but we soon realized a modification needed to be made. Therefore we created an update file, but were unable to successfully import it.
We were able to verify with the Fishbowl Support Staff that addresses currently cannot be updated via an import file. It is on the developers “to-do” list and it should be available in the next release, currently estimated to be made available sometime in January 2010.
One of the things that mid-market level companies tend to deal with are multiple ship to addresses for their customers. In some of the higher end, more expensive pieces of software, such as Exact/Macola this is something that is handled quite easily. Quite honestly, QuickBooks® and Fishbowl do a nice job as well. The issue we have found is with mass importing.
We were working on a data conversion and needed to get customer data out of the Exact/Macola product and into QuickBooks®. This was not an easy task. Getting the data out of Macola was not difficult at all; however getting it into QuickBooks® was a bit more of a challenge. While we were successful in doing so, we ran into an unforeseen issue. Through testing, trial and error we developed a process that we feel works the best and if you ever find yourself needing to import multiple ship to addresses into QuickBooks® please feel free to contact us.
Along the same lines, we discovered that when using the integration wizard to connect QuickBooks® and Fishbowl Inventory, only the primary addresses are imported. In order to get additional ship to addresses into Fishbowl, you must do an additional import directly into the system. In just a few moments we were able to create an import file that extracted the data out of Macola once again and format it for import into Fishbowl.
We have become quite proficient at creating import files that can be used to import large amounts of data into both QuickBooks® and Fishbowl. Neither of these systems are very forgiving, and many lessons have been learned. If you ever find your self in need of getting large amounts of data into either of these systems, and have neither the knowledge nor the abilities to create the needed files please feel free to contact us. We would be more than happy to assist you!
Last week we spent quite a bit of time converting a client from Macola to QuickBooks® Enterprise Solutions 10 and Fishbowl Inventory 2010. We made the switch using several custom developed Crystal reports. These were formatted in a way that they could be exported and used as either .iif or .csv files. If you have ever worked with importing data into either QBES or Fishbowl Inventory you know that this can sometimes be a rather tedious task.
Overall things went rather well. We did however run into a few obstacles, some of which were larger than others. One of the more frustrating obstacles we encountered occurred during the importing of the bill of material into Fishbowl. The problem was that after our import, everything seemed correct, with the exception of the part number not showing up in the part number column. We found this to be a rather big issue. How do we know what parts to pull if the part number is not listed? The really odd thing was that if you clicked on the line item and then off, the part number would appear. Talk about confusing…
Well, after working with the great support folks at Fishbowl we determined that this issue was occurring because we didn’t include the unit of measure in our import file, which I might add is not a required field. So, the lesson learned here was to include as much information as possible when building an import file. You will have less of a chance for error if you do!