Overview:
If you are experiencing product synchronization issues in Webgility Online, follow these steps to resolve the problem. These instructions are simple and professional, designed to help you troubleshoot effectively.
Steps to resolve:
Step 1:
Ensure that products have been downloaded from both your sales channel and QuickBooks into Webgility.
1.1 Check Product Availability
Open the Products section and navigate to the Product Catalog.
If items are missing, follow these steps:
For QuickBooks:
Access Sync Settings, then open the Products tab. Select Download from Scratch and click the Refresh button.
For your sales channel:
Open the Products section, go to the Product Catalog, and click the Refresh Data button.
1.2 Download store data from scratch to refresh the product list:
Open the Connection section and navigate to Preferences.
Under the "Download Products Starting From" option, select "Scratch" and save your changes.
This process will update the product list from your sales channel.
If you experience connectivity issues with the sales channel, please click on 'Connection'.
1.3 Reauthorize the Sales Channel Connection
If the connection to your sales channel has been disrupted:
Open the Connection section.
Select Reauthorize to restore the connection.
Important: Only reauthorize if the sales channel credentials have changed. Avoid disconnecting and reconnecting the sales channel entirely, as this action will delete all previous configurations and require you to reconfigure the setup.
1.4 Verify QuickBooks Connection
For QuickBooks Online:
The connection remains intact unless QuickBooks credentials or the company file name are changed.
If you need to reconnect QuickBooks, note that changing the company file name will reset Webgility configurations.
For QuickBooks Desktop:
Confirm that the Webgility Extension is running on the computer where QuickBooks Desktop is installed.
Look for the Webgility Extension icon in the system tray (bottom-right of the Windows taskbar). If it is not visible, launch Webgility and manually sync by right-clicking the Webgility Extension icon and selecting "Manual Sync Now."
Note: The Webgility Extension may time out due to inactivity after several hours. Perform a manual sync to reactivate it.
To verify the QuickBooks file path:
Open QuickBooks and press F2 (or fn+F2) to display the file path.
Ensure the QuickBooks file path matches the one configured in Webgility.
Step 2:
Verify Matching / Mapping of the item causing sync issues
Please make sure that the item SKU matches the Product Name or the Item Name/Number according to the set criteria, otherwise, it will not sync. If an item is mapped incorrectly, it will either not sync the correct quantity or generate an error.
To verify matching items, click on the ‘Auto Matched’ tab.
To check the ‘Mapping item’ please click on the ‘Manual Matched’.
To check the mappings and remap the products, please check the below help articles: Click here
Step 3:
Check the ‘Sync Products’ tab
The next step is to check the ‘Inventory’ tab to find the out-of-sync products.
Please refer to the following details regarding the sync products tab. More information can be found in this article. How to sync Inventory in Webgility Online
Step -4:
Check the updated active location of the product in Shopify:
In Shopify:
Navigate to Settings, then select Locations, and finally click on Active Location. This will display the current location assigned to the product.
In Webgility Online:
Navigate to Connections in your system.
Select Preferences and then go to Location.
Set up the correct active location for the products and click Save to apply the changes.
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