Overview
If you're using Magento 2 or a higher version, you'll need an Access Token from your Magento Admin area to connect it with Webgility. Here’s a simple guide to help you set it up.
Step 1: Create an Integration in Magento
1. Go to Integration Settings
Log in to your Magento Admin Panel.
On the left menu, click on System, then under Extensions, select Integrations.
2. Add a New Integration
Click on the Add New Integration button.
3. Set Up Your Integration
Name the Integration: Enter Webgility_Magento (or any name you prefer).
Enter Login Details: Type in your sales channel email address and password.
4. Set API Permissions
You’ll need to choose the level of access for the API:
Option 1: All Resource Access – Select All from the dropdown to give Webgility full access.
Option 2: Custom Resource Access – Choose specific access if you want to limit permissions.
5. Activate the Integration
Click Activate to enable the integration.
6. Grant Permission
A pop-up will ask you to Allow Webgility access. Click Allow.
7. Copy the Access Token
After granting permission, Magento will show an Access Token.
Copy this token and save it in a notepad.
8. Save the Integration
Click Save to finish setting up the integration.
Finally, click Done to confirm everything.
9. Enable OAuth Permissions
Navigate to the Stores section and click on Configuration.
Next, proceed to the Services tab. Select "Yes" from the dropdown menu in the OAuth settings and click on “Save Config”.
Step 2: Connect Webgility to Magento
Now that Magento is set up, you can connect it with Webgility.
1. Add Your Store in Webgility
Open Webgility Desktop.
Click on Add a Store.
Select Magento 2 and Higher.
2. Enter Store Details
Admin Base URL: Copy your Magento Admin Base URL (this is usually your website URL) and paste it in Webgility.
Access Token: Paste the Access Token you saved earlier.
3. Connect to Magento
Click Connect to Magento to link Webgility with your Magento store.
4. Troubleshooting (if needed)
If you get an error message:
Try using the Main URL of your store (not the Admin Base URL) along with the Access Token.
Click Connect to Magento again.
5. Finish the Setup
Once connected, click Continue to move to the next step (like connecting to QuickBooks).
Here is your guide on How to connect Webgility to QuickBooks Desktop.
If the problem persists, contact Webgility Support for further assistance.