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How to Download Orders and Refunds in Webgility Online

This article helps Webgility Online users manually download orders and refunds from connected sales channels into Webgility Online. Once downloaded, these transactions can be posted to the integrated accounting system. The article also clarifies that if automation is enabled in the Webgility Online setup, orders and refunds will sync automatically. Otherwise, users can follow the provided steps to complete the download process manually.

When to Use Manual Download

  • You want to pull historical or specific-date orders/refunds.

  • Automation hasn’t been configured yet.

  • You’re troubleshooting order or refund sync behavior.

Step-by-Step Instructions

1. Log in to Webgility Online

2. Access Your Connected Sales Channel

  • Navigate to the left menu and select Connections.

  • In the list of connected sales channels, locate the one you want to work with.

  • Click the Preferences option beside that channel.

3. Set a Custom Download Start Date (Optional)

  • In the Preferences window, select the desired Order Download Start Date.

  • Click  Save.

Webgility Online will begin downloading orders and refunds starting from the date you've selected.

Note: If no date is manually set, Webgility Online uses the default last-download date.

4. Configure Order Status Filter

  • Still within Preferences, verify the Status filter.

  • Choose one or more order statuses that you want to include in the download (e.g., Paid, Shipped, Fulfilled).

  • To download all orders regardless of status, select All.

This ensures only relevant orders are pulled from your sales channel.

5. Download Orders and Refunds

  • Navigate to: Sales → Orders or Sales → Refunds based on your need.

  • Click the Refresh button to initiate the download process.

Webgility Online will now download orders or refunds from your connected sales channel according to the criteria you've set.

Note1: If you skip the Preferences setup and click Refresh immediately, Webgility Online will default to the last saved download date for that channel.

Note2: To retrieve past orders or refunds, make sure to update the download start date manually in the Preferences before clicking Refresh.