Webgility Desktop Onboarding Services Guide
This article helps users navigate the Webgility Desktop Onboarding Services by guiding them through installation, setup, training, and launch. It explains what to expect before, during, and after onboarding sessions and includes detailed instructions, video tutorials, and troubleshooting tips. Intended for e-commerce businesses integrating Webgility with QuickBooks, sales channels, and shipping solutions, the article ensures a smooth and successful transition to full platform usage.
Webgility Desktop Onboarding Services Guide
This is your guide to help you through the installation, training, and launch of your platform. We’ll provide resources to guide you through your product installation, Onboarding, and launch. These help documents, videos, and other resources will help you configure settings and provide additional training during Onboarding and throughout your e-commerce journey.
Let’s get started!
Product Installation
Before your Onboarding call, please download and install Webgility Desktop, it only takes a few minutes. The video below will provide you with step-by-step directions for you to install Webgility Desktop. From logging into your portal, downloading the installer, and running it, these are the best practices for a successful installation.
Follow the steps in this helpful article on Installation Guide for Webgility Desktop
Having issues installing? Sometimes installation doesn’t go as smoothly as intended, but we can assure you we have a solution to solve your issue. Here is some additional guidance to help you troubleshoot your problem:
If your QuickBooks company file is hosted with a provider such as RightNetworks or Summiting Hosting, you will need to contact them to install Webgility Desktop in your hosted environment.
Follow the steps in this helpful article: Work with RightWorks to Host QuickBooks and Webgility Desktop to Learn more about working with RightNetworks to install Webgility and, or, QuickBooks
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Check the operating system and system configuration, and make sure they meet the recommended specifications. Follow the steps in this helpful article on: System Requirements for Webgility Desktop
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Check the user permissions, often you need to be an admin on your device.
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Check the .net framework to make sure 4.7.2 or above is installed in the control panel and make sure relevant features are enabled.
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If you have an antivirus installed, temporarily disable and reattempt installation.
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Troubleshoot additional issues with the installation of your database, login, and launching.
Onboarding
This is the step you’ve been waiting for – Onboarding. Our white-glove, guided onboarding is divided into two sessions. In the first, Connect and Configure, we will cover installation verification and sales channel connection. In the second, Product Training, you will be trained on accounting and shipping workflows, inventory, and Webgility Intelligence.
In each session, your Onboarding Coach will virtually connect with you and your team to guide you through every step and help you to fully integrate Webgility into your E-commerce operation.
In the first session, Connect and Configure, there are a few key people you will need to join so we can make sure to configure every facet of the platform and get you ready for launch.
This includes:
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QuickBooks Administrator
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Accountant or Bookkeeper
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Website Developer
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Primary Software End User
During this Onboarding session, your coach will first verify to make sure the Webgility software and your database engine are properly installed. They will then connect Webgility to the following:
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Your accounting solution – QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, or QuickBooks Online.
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Your first sales channel – you decide which channel is first, and you will be able to easily add others separately following Onboarding.
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Your shipping processors – for Stamps.com and Endicia be sure to have your username and password, and for FedEx and UPS make sure you have a recent invoice.
Your accounting solution – QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise, or QuickBooks Online.
Your first sales channel – you decide which channel is first, and you will be able to easily add others separately following Onboarding.
Your shipping processors – for Stamps.com and Endicia be sure to have your username and password, and for FedEx and UPS make sure you have a recent invoice.
The resources below will provide you with additional training for accounting automation and channel connection.
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How to Connect your QuickBooks Accounting Solution: QuickBooks Point of Sale or QuickBooks Desktop
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How to Connect Your Sales Channels: Amazon, Shopify, BigCommerce, WooCommerce, eBay, and Etsy
How to Connect your QuickBooks Accounting Solution: QuickBooks Point of Sale or QuickBooks Desktop
How to Connect Your Sales Channels: Amazon, Shopify, BigCommerce, WooCommerce, eBay, and Etsy
How to Select a New, Additional Sales Channel
Learn more about configuration in this video:
In the second session, Product Training, your Onboarding Coach will cover the workflows deemed most important by you and train you on inventory, Webgility Intelligence, and those identified accounting and shipping workflows. Here is what you can expect to learn in each segment:
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Inventory Training – learn how to sync item quantities and pricing with your accounting solution both manually and automatically. If requested, you will also receive advanced inventory training which will focus on features that are designed to minimize overselling – this includes working with multiple inventory locations. The resources below will provide you with additional training for inventory features.
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Webgility Analytics – Access sales and financial data for all your sales channels in one place. Dive deeper into profitability, settlements, and sales performance for a complete view of your business. You can find the insights you are able to access here.
Watch the video: https://www.youtube.com/watch?v=Bcnhuj8rwNM -
Shipping Workflows – learn the shipping workflows and elements that will benefit your business the most so you can fully implement shipping modules for fast, efficient, and cost-effective shipping. Follow the steps in this helpful article on Shipping Workflows in Webgility Desktop
Launch
At this point in the guide you have completed your Onboarding and you are now officially launched! Congratulations - this is just the beginning. Our team of experts is here to support your entire e-commerce journey. You will have a dedicated Customer Success Manager who will ensure you have the resources you need so that Webgility continues to solve your challenges as your business changes and grows. We are here to help you get more done with fewer resources, and make sure you win.
Below we have curated some of the resources that will continue to help you increase automation and maximize your use of Webgility.
The Help Center – This searchable, centralized portal provides how-to and step-by-step guides so you can integrate new settings, make updates, and troubleshoot on your own. Below are some of the most commonly used guides.
Video Training Library – These videos provide step-by-step tutorials to help you integrate settings and features, both new and legacy. Have new team members? This is a great place for them to familiarize themselves and learn.
Product Updates – Find out what’s new in your platform. From updated product releases to new features – we are always innovating. Make sure you are aware of the features that will make a difference for you. Here are some of the most recent launches: