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Switch in from Fishbowl
Ten CSV exports cover parts, stock by bin and lot, bills of materials, orders and serial numbers.
In the demo
Built, using CSV files. Lockstock has no live connection to Fishbowl.
Which files to bring
Export each of these from Fishbowl as a CSV. You do not need all of them. A file you leave out is simply not moved, and the dry run shows it as "not in file".
| File | Becomes | Columns the sample uses |
|---|---|---|
| Fishbowl-Part.csv | Items | Part Number, Part Description, UOM, Part Type, Std Cost, Price, UPC, Reorder Point |
| Fishbowl-Inventory.csv | Stock on hand, by bin and lot | Part Number, Location, Lot, Qty On Hand, Cost |
| Fishbowl-Location.csv | Locations and bins | Location Group, Location, Location Name, Location Type |
| Fishbowl-UOM.csv | Units of measure | UOM Code, UOM Name |
| Fishbowl-Vendor.csv | Vendors | Vendor Name, Email, Phone, Terms |
| Fishbowl-Customer.csv | Customers | Customer Name, Email, Phone |
| Fishbowl-BOM.csv | Bills of materials, with scrap | Parent Part, Component Part, Quantity, UOM, Scrap % |
| Fishbowl-PO.csv | Open purchase orders | PO Number, Vendor Name, Part Number, Qty Ordered, Unit Cost, Expected Date, Qty Received |
| Fishbowl-SO.csv | Open sales orders | SO Number, Customer Name, Part Number, Qty Ordered, Unit Price, Due Date, Ship To |
| Fishbowl-Serial.csv | Serial numbers | Serial Number, Part Number, Status, Location |
Download all 10 samples as one zip from Switch in (pick Fishbowl, then Sample exports) or one by one from /api/switch-in/samples/fishbowl/<file name>. Add all.zip as the file name for the zip.
Good to know
- Parts and everything that points at a part are matched on the part number, which becomes the SKU. A purchase order, bill of materials or stock row that names a part that is in neither the file nor Lockstock is a conflict.
- Stock needs a bin. If your file has no locations, include the locations file or the dry run tells you there is no bin to put stock in yet.
- Staying with Fishbowl for a while? Run the switch-in again later. Rows that are already the same are skipped.
Steps
- Sign in as the owner and open Switch in. Only the owner can switch a shop in.
- Pick Fishbowl at the top.
- Drop your CSV files in the box. Up to 4 MB together; split a bigger shop into two runs.
- Check the column matches. Each pair shows a sample value and how sure the match is. Change any pair you do not agree with, and pick a file type if Lockstock could not tell.
- Press Build dry run. Nothing is written yet.
- Read the totals, then the changes by record type. Approve and import when it looks right.
The dry run and approval are explained in How a switch-in works.
Related guides
- How a switch-in worksUpload, match columns, read the dry run, approve. Nothing is written until you approve.
- Switch in from KatanaEight CSV exports: products, suppliers, customers, recipes, orders, locations and serial numbers.
- Export everythingOne click gives you a zip of your whole workspace. Any day, no fee.