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Fishbowl: Set up and maintain the integration

Hector Williamson avatar
Written by Hector Williamson
Updated over 10 months ago

If you run your business with Fishbowl we can integrate with your system!

Why integrate with ChemCloud?

An ERP integration can save you time in a number of ways

  • We can quickly upload all of your Approved Materials, and sync them with your Approved Materials on ChemCloud

  • You can 'Generate a PO' directly from ChemCloud - this will open up a draft PO in the Fishbowl system

How to set up the integration (it takes 2 minutes)

There are three steps to integrate with Fishbowl:

  1. Create ChemCloud as a User in Fishbowl

  2. Enter Username and Password in the ChemCloud platform

  3. Approve the Integrated Application in Fishbowl

Step 1. Create ChemCloud as a User in Fishbowl

To 'speak' with the Fishbowl system, ChemCloud needs a Username and Password of a User on your Fishbowl system.

We recommend creating a new User with credentials:

  • Username: Chemcloud

  • Password: [randomly generated password]

Make sure to give the User access to:

  • Parts or Products

  • Vendors

  • Purchase Orders

There are instructions on how to create a new user here and in the image below.

Fishbowl instructions on how to create a new user

Step 2. Enter Username and Password in the ChemCloud platform

Go to Profile Integrations page in ChemCloud, select Fishbowl as your integration and add the Username and Password in the fields provided.

Step 3. Administrator in Fishbowl approves the Application

Once you have completed step 2, contact your ChemCloud representative. The ChemCloud team will then 'create' ChemCloud as an application within Fishbbowl.

Once this is done, an Administrator must 'Approve' it by:

  1. Going to 'Settings Module' in Fishbowl (in the Setup Group)

  2. Click the 'Integrated Apps' tab

  3. Select the integrated app (ChemCloud) from the list and click the 'Approve' button

See instructions on how to do that in Fishbowl here and in the image below.

Fishbowl instructions on how to approve an Integrated App

Great, you are now integrated with ChemCloud!

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