These can be changed later, and if you are unsure, set both to ' Don't Link this setting'. This screen explains a series of preferences with relation to how your Customers will be uploaded.
Authenticate with SalesInĮnter the SalesIn credentials you have set up your account with and click Next. Note: if you are still getting an error, the Fishbowl details are incorrect. Once these steps have been completed, close Fishbowl and click next again on the SalesIn Integrator. Click the green tick to change the Status from Pending to Accepted.Look for SalesIn Integration and highlight it.Navigate to the Setup menu, then Settings.Open Fishbowl and login as the Admin user.Authorise SalesIn Integration to communicate with Fishbowl If this is the first time you are setting up the SalesIn Integration with Fishbowl, you will receive an error message after selecting next when authenticating with Fishbowl, stating “Please check that SalesIn has been given permission to access the Fishbowl data (Fishbowl Company Settings, Integrated Apps)”. You can obtain this information by looking at your Fishbowl Server settings.Įnter the credentials of a Fishbowl user, (it is preferred you use the Admin user) and click on Next to continue. You will also need to enter the Database Name exactly as it appears on your Fishbowl Server.Followed by MySQL Server Port (default is 3305) - you shouldn't need to change this.MySQL Server, should be the same as the Fishbowl Server Name (localhost).
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