Overall Assessment: Fishbowl seems like a workable solution with CSV FTP based on their file path scheduling functionality, file formats including CSV, and mapping via templates. However not all the required data fields outlined in data specs appear available to pull. Next step to confirm if there is a workaround or other data that can be pulled instead of the required fields below marked ‘No’ for Available?. Additionally need to confirm if files can be transferred to a remote directory. Fishbowl will be used for Burma Love - recently signed vendor.

  1. Data Spec - Can we obtain the necessary data for our CSV FTP solution?
    1. Products
Required Column Name Available? Field
erp_product_id Yes ProductNumber
pack_type Yes CartonType
name No ProductDescription
active Yes Active
is_catchweight No
pack_price Yes Price
Price_per_weight_unit
Required for catchweight products Yes WeightUOM
pack_items_count Yes CartonCount
Weight
Required for catchweight products Yes Weight
Stock_level
(unless is_unlimited_inventory) No
store_key No

b. Price Tiers - https://fishbowlhelp.com/files/csv/importPricing.html

Required Column Name Available? Field
erp_tier_id No
tier_name Yes name
erp_product_id Yes product
pack_type No
quantity Yes qtyMin
qtyMax
price Yes paAmount
catchweight_price No

c. Customers

Required Column Name Available? Field
erp_customer_id No
restaurant_name Yes Name
address Yes Address
city Yes City
state Yes State
zipcode Yes Zip
is_checkout_enabled Yes Active
  1. Data Mapping
    1. Does the software offer data mapping capabilities? (Meaning that data from their platform in column X can be written into the file under the column name Y)
      1. They have capabilities to create templates to contain the column headers or actual data - which I believe may be the same as mapping
        1. “HEADERS - Click the Export Template button at the top of the instructions for any import or export. This will create a CSV file with the column headers and the headers for any custom fields that are used in the database.”
    2. If not, we need to investigate other solutions i.e. Fiver, MS spreadsheet workaround solutions to translate data from X format to Y format
  2. File Format - Can files be exported in CSV? If not, what is the file format? Ideal format is csv but other formats can be useable as long as we can transfer it into csv
    1. Yes; CSV, TXT, XLS, or XLSX
  3. File Path
    1. Do they have API or file exchange capabilities?
    2. If yes, are they able to transfer files to a remote directory?
      1. Export - Any of the exports can be scheduled and exported to a directory that is accessible from the Fishbowl Server computer. Need to confirm if they can transfer to a remote directory however