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Export functionality for Orders, Refunds, Products, and Mapped/Unmapped Items in Webgility Online

This article explains how Webgility Online users can export and import data in Webgility Online to efficiently manage orders, sales channel products, and product mappings. It provides step-by-step instructions for exporting orders and product details as CSV files, as well as importing product mappings to keep data consistent between Webgility Online and accounting systems. By following this guide, users can streamline their data handling process, ensure accurate product mapping, and maintain well-organized records for analysis or reconciliation.

 

Overview:

Webgility Online makes it easy to see the details of your orders, sales channel products, and product mappings by allowing you to export them as CSV files.

You can import the product mappings as well apart from exporting them.

In this article, we will show you how to export Orders, Sales Channel Products, and configure Product Mappings with the help both import and export in just a few simple steps.


Exporting Orders

When orders are exported as CSV, the file contains all order and customer information, including shipping and billing addresses as well as email addresses.

This makes it easy to manage your orders and customer data in a spreadsheet or other software. To export your orders as a CSV file, simply follow these steps:

1. Log in to Webgility Online, here.

2. Navigate to Sales> Orders

3. Click on the export icon (arrow inside square) on the top right hand side.

4. You may choose to export Filtered Orders or All Orders.

5. Select the option you want, click on Export and your orders will be exported as a CSV file.

 

Exporting Sales Channel Products:

2. In Webgility Online, navigate to Products> Products Catalog.

3. Click on the export icon (arrow inside square)  on the right to export your sales channel products.

 


Export Product Mappings:

Under Products> Products Catalog goto Manual Matched then click on the export icon then select Export Matchings and clicl on Export.

 

Import Product Mappings:

To import your product mappings, Under Products> Products Catalog goto Manual Matched then click on the Import icon then select/browse CSV file which has all the mappings. Then click on Next, verify the fields for store item name, store SKU and QB item name and then click on Import. Once the import is complete you can click on Finish,

By following these steps, you can easily organize, export, and analyze your order and product data with Webgility Online.