How to Connect Webgility Desktop with Magento
Overview
To connect Webgility with Magento, you must install a Webgility Extension. This requires you to have your Sales-Channel FTP Information.
To do this login to portal.webgility.com with your Webgility login credentials, and navigate to View all downloads under home. Here you will be able to download the Webgility Extension. Select Magento for the sales channel type, then click on “Webgility Extension v357” to download.
Watch here how to connect your Magento sales channel.
Steps to connect the Magento sales channel in Webgility Desktop
1). Install the Webgility Extension: Once the Webgility Extension is installed, navigate to Integrations> Stores> Add. If this is the first channel you are adding, you can skip this step.
2). Select the Store Type: In the pop-up screen, select Magento as the sales channel type and give your store a name. In the store web address field, enter the URL where the Webgility Extension is located. This is usually formatted like this: https://storename.com/webgility/webgility-magento.php.
3). Continue to the Next Step: Click Continue.
4). Enter Magento Admin Credentials: On the next screen, enter your Magento admin username and password.
5). Connect to Magento: Click Connect to Magento.
6). Download Store Information: Webgility Desktop will download basic sales channel information. When the download is complete, click Continue.
7). Enter Business Contact Information: Provide your business contact information. All fields marked with a red asterisk (*) are required.
8). Save the Store Information: Once all the information is entered, click Save Store, then click OK. Your sales channel is now successfully added.
9). Connect to Accounting, ERP, or POS System: The following screens will guide you through connecting your Accounting, ERP, or POS system to Webgility. You can find more details on this process here.
If you have any questions or need more help, please contact our support team.