How-toFishbowl InventoryImport/Export / Reporting / Support

Fishbowl Inventory Export, Customer Support and When to Hire a Consultant

Question
fishbowl inventory export

Also searched as

  • fishbowl inventory consultant
  • fishbowl inventory customer support
  • export parts from fishbowl to csv

Short answer

Export from Fishbowl with the Import/Export module for master data and transactions as CSV, or run a report and export it to a file. For anything custom, read the underlying MySQL database with a read-only user. For help, use Fishbowl's support and your reseller, and hire a consultant when the work is integration, migration or reporting design rather than a quick question.

Applies to: Fishbowl Inventory, on-prem server editions and Fishbowl Drive (features differ by edition)

How to export data

  1. 1Open the Import/Export module in the Fishbowl client and choose the export type, such as parts, products, inventory, customers, vendors or sales orders.
  2. 2Select the export, choose the destination and run it. The result is a CSV you can open in Excel.
  3. 3For report output, open the Reports module, run the report with filters, and use the export option to save as a file.
  4. 4For data not covered by a standard export, build a custom SQL report if your edition supports it, or query the MySQL database directly with a read-only account.
  5. 5Before a bulk export, check your user's permissions; export modules respect user group rights.
  6. 6Keep exports secure. Customer and cost data in CSVs should be stored with the same care as the database.
  7. 7If the export is for a migration, include a reconciliation step: row counts and totals compared against Fishbowl before you rely on the file.

Choosing an export method

Import/Export is the supported route for master and transactional data and the files are designed to be re-imported. Reports are better for management views but are formatted for reading. Direct database queries give the most flexibility but you must understand the schema and avoid writing to it.

Whichever route, document the version, the filters and the date, so the numbers can be reproduced later.

Support options

Start with Fishbowl's own support channels and knowledge base for product questions and bugs. Your reseller or implementation partner handles configuration questions and training. Include the version number, exact error text and what changed recently when contacting anyone.

Support terms depend on your plan, so confirm what is included before relying on it for urgent issues.

When a consultant is worth it

Hire a consultant for integrations, migrations from another system, custom report design, multi-warehouse redesign, and cleanup of years of inventory drift. These are projects with a defined result. Use support for how-do-I questions.

Ask for a written scope, a fixed deliverable list and a handover: documentation of what they changed and where. Typical day rates for ERP consultants vary widely by region and experience, so get several quotes rather than relying on a single figure.

Try it here, free

Fishbowl Inventory Import Worksheet

Open full tool

An editable opening-inventory worksheet with part, location, quantity and cost columns and a valuation total to reconcile before importing into Fishbowl.

Common pitfalls

  • !Exporting without checking permissions or filters produces partial data that looks complete.
  • !Writing to the Fishbowl database directly can break integrity and void support.
  • !Leaving exported CSVs with customer data on shared drives.
  • !Hiring a consultant without a written scope and handover.

How an ERP-grounded AI assistant handles this

For ad hoc exports, an on-prem assistant over a read-only copy of the Fishbowl database can produce the query, show it and export the result, so you do not wait for a consultant for each new report. Human review still applies for anything feeding finance.

Frequently asked questions

How do I export parts from Fishbowl?

Use Import/Export, choose the parts export, run it, and open the resulting CSV. Check your user rights if the option is missing.

Can I query the Fishbowl database directly?

Yes, it runs on MySQL. Use a read-only user, query a copy where possible, and never write to it directly.

How do I contact Fishbowl support?

Use the support channels on Fishbowl's site or through your reseller, and have your version and error text ready.

Do I need a Fishbowl consultant?

Only for project work such as integrations, migrations or custom reporting. Everyday questions are better served by support and documentation.

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