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How to Connect Webgility Desktop to a Custom Store
How to Connect Webgility Desktop to a Custom Store

Follow these steps to connect Webgility with a custom store.

Webgility Help Center avatar
Written by Webgility Help Center
Updated over a week ago

How to Connect Webgility Desktop to a Custom Store

Connect your custom store to Webgility using the steps below. Although Webgility doesn't offer direct support for a custom store connection, you can still include all your sales orders in CSV format. Utilize the CSV import option in Webgility to seamlessly record these sales in your accounting solution.

Add a Custom Store

This screen appears when you already have any other store added to Webgility and you intend to include a Custom store as your next store.

Setting Up Your Custom Store:

1. Begin by choosing the Custom Store option from the Give your store a name drop-down menu.

2. Enter your store details and proceed by clicking "Continue."

3. Connect your accounting solution by selecting your Accounting/POS/ERP software, then click "Continue."

4. In the "Order Processing Settings," choose your preferred settings for posting orders into your accounting solution. Click "Continue" to proceed.

5. Click "Go to Dashboard" to finalize your settings.

Importing Orders Using a Custom Store:

1. To import orders, click "Get Orders" on the dashboard or navigate to "Orders> Import> From CSV."

2. A new window will open; click "Next."

3. Browse for the CSV file you wish to import and click "Next."

4. Map the fields for your imported orders, ensuring to note the bolded required items.

5. From the drop-down options, select the mapping preferences. After mapping the necessary fields, click "Next." A success message will confirm that your mappings have been saved. NOTE: if a field is accidentally duplicated the settings will not save.

6. Review the list of orders under the CSV file. Choose single or multiple orders, then click "Import Orders." Optionally, select Payment or Shipment status for those orders in Webgility during import.

Features Supported by Custom Store:

These are the currently supported features:

  • Import orders from CSV or XLS files.

  • Post orders as single or consolidated based on settings.

  • Import/export product mappings.

  • Auto-create products in accounting during order posting.

  • Import tracking details.

  • Ship orders.

  • Export orders.

  • Access order, consolidation, and profitability reports.

  • Facilitate phone order creation.

  • Support offline payment processing.

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