In today’s complex B2B sales environment, many wholesale and distribution businesses are caught between on-premises back-office systems and the need for online/SaaS digital sales processes. That’s why we’re excited to announce a new, pre-built integration between Zoey and Fishbowl Advanced — a powerful combination that brings together Fishbowl’s robust inventory and manufacturing management software with Zoey’s SaaS-based B2B eCommerce and sales platform.
With this integration, companies using Fishbowl Advanced — a leading on-premises inventory solution — can now seamlessly connect to Zoey’s CRM, Order Management System, PIM, iOS/Android mobile app, sales rep tools, and customer-facing eCommerce platform/B2B Customer portal for ordering, payments and account management. The result: streamlined operations, improved sales workflows, and faster, more accurate order fulfillment — all without the need for expensive third-party middleware.
This out-of-the-box connection between Zoey and Fishbowl requires no custom development and no third-party connectors, and it leverages Fishbowl’s own “Scheduler” system for exchanging data through FTP or Dropbox. With our pre-built templates and automated Import/Export system, businesses can get started quickly and confidently.
Let’s break down how this integration works, what it enables, and why it’s a game-changer for B2B companies that rely on Fishbowl.
Why Zoey and Fishbowl Are a Perfect Match
Many B2B and wholesale businesses choose Fishbowl Advanced because it offers powerful features for inventory management, manufacturing, and order processing — all on-premises. Fishbowl fills a crucial gap for companies that use QuickBooks, NetSuite, or other ERP platforms but need more robust inventory tools.
At the same time, these companies often struggle to modernize their sales workflows, which still rely heavily on phone, email, PDF catalogs, and manual order entry. That’s where Zoey comes in.
Zoey is a SaaS-based B2B platform built for businesses that sell finished goods to other businesses. With features like a mobile sales app for reps, a self-service customer portal, advanced pricing and account rules, and integrated invoicing and payments, Zoey makes it easy for B2B companies to bring their offline sales processes online — saving time and reducing errors.
But for many companies, the missing piece has been connecting these modern sales tools to their existing back-office systems — like Fishbowl.
Now, with this new integration, that connection is built-in.
How the Integration Works
The Zoey + Fishbowl Advanced integration is designed to be fast, reliable, and easy to manage. It leverages Fishbowl’s native Scheduler functionality to exchange data between systems using FTP or Dropbox, and it comes with pre-built templates for the most critical data syncs.
Core Capabilities:
- Import Sales Orders from Zoey into Fishbowl
When sales orders are placed in Zoey — whether by a customer through the online portal or by a sales rep using the mobile app — they get automatically imported into Fishbowl for fulfillment. This ensures all orders, regardless of where they originated, flow into your core system for processing, inventory allocation, and shipment. - Sync Inventory from Fishbowl to Zoey
Your inventory levels in Zoey can reflect the real-time data in Fishbowl. This helps prevent overselling and ensures both customers and sales reps have up-to-date visibility into product availability. You can also manage visibility rules to only show certain products or stock levels based on customer group, location, or other criteria. - Send Shipping and Tracking Data from Fishbowl to Zoey
Once an order is fulfilled in Fishbowl, the shipping and tracking details can be sent back to Zoey. Customers and sales reps can view this information directly in their portal or app, reducing support inquiries and keeping everyone on the same page. - Generate Invoices in Zoey Based on Shipments
Zoey can generate invoices automatically based on the shipment data sent from Fishbowl. This enables your team to run automated Accounts Receivable processes in Zoey, which email and provide a customer portal for invoice access, online payments, account balance tracking, and automated payment reminders. - Optional Syncs Like Group and Customer Pricing
The integration also supports syncing group pricing from Fishbowl, ensuring your customers always see the correct price — whether online or through a sales rep. Additional customization options are available based on your business needs.
All of these syncs are supported through pre-built templates, which are easy to configure and map to your business rules using Zoey’s built-in Data Mapper.
👉 View our step-by-step tutorial on how to set up the integration here.
Real-World Use Case: A Day in the Life of a Sales Order
Let’s look at what this integration enables from the perspective of a typical B2B workflow:
- Sales Rep Takes an Order
A rep receives a text from a long-time customer requesting a reorder. The rep uses ZoeyAI using their Zoey iOS mobile app to quickly auto-generate the sales order (with real-time inventory from Fishbowl), and submit it — all in under 30 seconds. - Order Appears in Fishbowl for Fulfillment
The order is automatically imported into Fishbowl by the Scheduler. Your warehouse team sees the order in their normal Fishbowl workflow and begins picking and packing. - Shipment and Tracking Info Syncs Back to Zoey
Once the order ships, Fishbowl sends shipping and tracking data back to Zoey, where the customer and rep are notified via email, and can both view it through the portal or app. There’s no need for manual updates or customer service follow-up. - Invoice is Automatically Created and Sent
Zoey generates an invoice based on the shipment details. The customer is notified and can log in to pay their invoice, view their account balance, or download a statement. - Finance Team Stays in Control
The finance team uses Zoey’s built-in A/R dashboard to track open invoices, manage credits or refunds, and monitor customer account activity (or uses Zoey’s pre-built integration with QuickBooks Online!) — all while Fishbowl continues to run the back-end inventory and manufacturing processes.
This end-to-end workflow saves time across multiple departments and ensures accuracy at every stage — from order creation to fulfillment to payment collection.
No Third-Party Software Required
One of the most unique aspects of this integration is that no third-party middleware or iPaaS tools are required.
Unlike other platforms that rely on complex, expensive third-party systems to connect B2B eCommerce with on-prem inventory, Zoey and Fishbowl work together using direct data exchanges via the Fishbowl Scheduler. This reduces your tech stack complexity, minimizes cost, and improves reliability.
For IT teams, this means fewer failure points and no surprise fees. For business users, it means a smoother, more connected experience from start to finish.
Why This Matters for B2B Wholesale Teams
B2B businesses operate with unique rules that most eCommerce platforms and integrations aren’t built to handle. Things like:
- Contract or tiered pricing
- Multiple customer contacts per account (buyers, AP, approvers)
- Location-based shipping and pricing rules
- Freight shipping and shipment-based invoicing
- Inventory tracked in multiple units (e.g., weight, volume, cases)
Zoey was built with these needs in mind — and now, with our Fishbowl Advanced integration, we bring those capabilities directly in line with your core inventory system.
Whether you’re a CFO looking to automate cash flow, a sales manager wanting to speed up rep order entry, or an operations leader trying to reduce fulfillment errors, this integration gives you enterprise-level workflow support without enterprise-level complexity.
Ready to Get Started?
The Zoey + Fishbowl integration is live and available today for all customers using Fishbowl Advanced and Zoey’s Standard or Advanced plans.
Getting started is simple:
- Review our integration overview and tutorial:
👉 https://support.zoey.com/docs/fishbowl-data-mapper-integration - Contact Zoey Support or your Account Manager to enable the integration.
- Configure your sync preferences using our guided Data Mapper setup.
- Start enjoying the benefits of a fully connected B2B sales and inventory experience.
Let’s Build the Future of B2B Together
As B2B buyers continue to expect faster, more flexible digital experiences, businesses must modernize — without throwing away the tools they already rely on.
With this partnership, Zoey and Fishbowl Advanced deliver exactly that: a seamless bridge between powerful on-premises inventory and manufacturing management, and modern, flexible SaaS-based sales tools.
Whether you’re a growing distributor, a manufacturer with a field sales team, or a wholesaler with complex pricing structures, this integration helps you eliminate manual processes, reduce errors, and offer your customers and reps the modern experience they expect.
Want to Learn More?
📘 Visit the Zoey + Fishbowl Integration Setup Guide
Or, reach out to us today to schedule a demo and see how this integration can transform your B2B operations.
