To ensure a smooth workflow for transaction posting and product syncing it is crucial to match all of the items between your Online Stores and QuickBooks. Importing product mappings through a .csv file is important when there are a number of items that do not match based on the matching criteria set forth in your product settings. If there are any matching criteria that do not automatically match, you are able to manually map and match all products through this method.

Simply follow the following steps to create a .csv file to bulk import product mappings in Webgility Desktop:

  1. Open the list of unmatched products from Webgility by navigating Products > Mappings

  2. Export the unmapped items list

  3. Copy all the nonmatching SKUs from the exported list

  4. Open the template file from this location C:/Webgility/Unify Enterprises/Template

  5. Paste the SKUs in the template under the Store Item Identifier column

  6. Enter equivalent QuickBooks item names in the QuickBookss Item Identifier column next to the SKUs

  7. Import the mappings from the .csv file into Webgility Desktop.

Here are the steps in more detail:

1: To find out how many items are missing or not matching between your Online Stores and QuickBooks click on Products> Missing in QuickBooks or Missing in Store. This will pull the list of the items that do not match your Online Store and QuickBooks.Export a file containing non-matching products by clicking on the Export icon in the bottom right, and opening the corresponding file in Microsoft Excel or a similar program. You will receive a popup notification upon successful export.

2: Copy all the SKUs under SKU column in the exported file.

3: Open the product mappings template which is located on your computer under C:/Webgility/Unify Enterprises/Template

There are two separate Item Mapping Templates for POS and Quickbooks. Choose the template based on the type of quickbooks app you are using. Open the appropriate template file in Microsoft Excel or similar program.

4: Paste the copied SKUs from the exported excel file under the Store Item Identifier column.

5: Enter the QuickBooks item name that you would like to map with the SKU, then select Save and close.

6: Go to Products > All Products> Mapped. On bottom right of the page, you will see an Import icon. Click Import, browse for the saved file and import all the mappings. You will receive a message confirming success upon importing the mappings.

7. Verify mappings by going to the Mapped Products Tab which can be accessed by clicking on Products > Product Catalogue >Mapped Products.

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