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Documentation for Streamline 4.x

User Guide

1. General Information

2. Starting Up

3. Connecting data

4. Demand and Sales Forecasting

5. Inventory Planning

6. Reference

fishbowl-connection-guide

3.5.5. How to Import Data from Fishbowl

Key Terms

Кey entities that Fishbowl handles are parts and location groups. There are several part types in Fishbowl. Streamline treats parts of the Inventory type as items and location groups as locations.

Data Import Workflow

To create a new Streamline project based on Fishbowl data:

1. Go to the menu File > New > Fishbowl connection. The Fishbowl connection dialog appears (see figure below).

2. Enter the machine LAN name (or IP) running the Fishbowl Server into the Host field. The localhost option is set by default meaning that the Fishbowl Server is installed on the same computer where we open Streamline.

3. Specify the port for the MySQL database connection in the Port field. Streamline uses the default Fishbowl port 3305. If it doesn't work, to find the proper port, complete the following steps:

3.1. Click the Fishbowl server icon in the system tray. The Fishbowl Server window opens (see figure below).

3.2. Go to the menu Tools > Options. The Fishbowl Server Administration window appears (see figure below).

The port is specified after colon in the Host column (see figure above).

4. Enter the name of the Fishbowl database you are connecting to into the Database field. This one can be found in the Database name column of the Fishbowl Server Administration window.

5. Enter the credentials of the MySQL user that has read permissions for the database into the Username and Password fields. Streamline is preset by credentials of the default MySQL user of the Fishbowl DBMS component.

6. Enter or choose the date to start the import from in the Starting date control.

7. Choose the data aggregation period in the Group by control. Streamline automatically aggregates your data in the given periods (days, weeks, or months). For example, if you want to see the forecasts, replenishment plans, and other reports in months, group the data by months.

8. Click OK to start the import.

Import options

  • The Combine locations option allows you to merge all your locations into a single one. This is useful when your warehouses are located next to each other, so they can be planned as a single aggregated warehouse.
  • The Edit SQL queries opens the Database connection dialog where you can customize default SQL-queries to meet your requirements.

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fishbowl-connection-guide.txt · Last modified: 2019/10/29 14:46 by admin