Consolidated syncing is a process of posting multiple orders into your accounting solution as a single, consolidated transaction. This means that you can now group all of your orders for a single day into one transaction in your accounting solution as a single invoice, sales receipt, or credit memo.

It is important to consider the following to ensure consolidated sync is configured properly.

  • Ensure your sync settings are properly configured for consolidation to work effectively.

  • For successful consolidation, make sure to have the updated list of products downloaded from both your store(s) and accounting solution into your Webgility account. If store products are missing in your accounting solution, you must either create or map them with products in your accounting solution.

  • Consolidation only works through automation so you can not manually select and consolidate orders into a single transaction.

  • If you have configured syncing based on order status, payment method, or sales channel, consolidation will not work. You can only configure one, or the other.

  • Orders will be consolidated on the basis of the date of the order in your store(s). Order syncing to the your accounting solution for the current day, will be done the next day.

    For example, if today's date is 07/23/2021, then the order posting for yesterday, 07/22/2021, will take place today on 07/23/2021. Today's order posting would happen tomorrow on 07/24/2021.

  • If you are connected to your payment processor but have not configured the sync settings for fees, then the fees will not be synced on a consolidated basis.

  • While consolidating orders for a day, if an error occurs all orders will be stopped from being posted. The error can be viewed by navigating over the respective order's sync status. All other affected orders will display a generic error.

If this happens, take the following steps:

1. Login and fix the error.

2. Select and refresh all orders to bring them back to an unsynced status. Once this is complete, Webgility will recognize them in the next automation/consolidation cycle.

When you configure consolidation, the auto-download orders and syncing settings will be default configured in the background. You must ensure that you select the order status or statuses that you want to consider for consolidated syncing in the sync orders section. When order consolidation syncing is enabled, Webgility will use some standard settings.

Learn more about setting up automation in Webgility Online, here.

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