How to Manage Personally Identifiable Information (PII) in Webglity Online
Overview:
Webgility Online provides an option to manage Personally Identifiable Information (PII) to ensure data privacy and compliance. Here’s a guide on how to handle PII within Webgility’s platform.
PII includes sensitive customer information such as:
Customer’s First Name
Last Name
Address 1
Address 2
Phone
Email
Webgility enables PII deletion within its system if this information has been synced or posted to QuickBooks. The deletion won't affect the data in QuickBooks.
Steps to enable PII:
Follow these Steps to configure PII Data deletion in Webgility Online via automation
1. You can automatically set PII data to be deleted by going to Automation> Data Protection.
2. Slide the Data Protection button to activate the Delete PII Data feature. Then, select the time frame of when data will be deleted. The option for Skip Deleting, if orders are not posted to accounting, can be checked as well. After you make your selections, click Save.
3. The option for Skip Deleting, if orders are not posted to accounting, can be checked as well.
Retrieving Customer Details for Old Orders in Webgility Online
In some cases, you might encounter old orders within Webgility Online where the Personally Identifiable Information (PII) appears blank. If you need to retrieve the customer details for such orders to post them, you can re-download the order to populate the missing PII data.