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How to Manage Personally Identifiable Information (PII) in Webglity Online
How to Manage Personally Identifiable Information (PII) in Webglity Online

Manage PII Data

Virendra avatar
Written by Virendra
Updated over a week ago

How to Manage Personally Identifiable Information (PII) in Webglity Online

Overview:

Webgility Online provides an option to manage Personally Identifiable Information (PII) to ensure data privacy and compliance. Here’s a guide on how to handle PII within Webgility’s platform.

PII includes sensitive customer information such as:

  • Customer’s First Name

  • Last Name

  • Address1

  • Address2

  • Phone

  • Email

Webgility enables PII deletion within its system if this information has been synced or posted to QuickBooks. The deletion won't affect the data in QuickBooks.

Steps to enable PII:

Follow these Steps to configure PII Data deletion in Webgility Online via automation

1. You can automatically set PII data to be deleted by going to

Settings> Automation.

2. Click on Data Protection, and select the check box for Delete PII Data. Then, select the time frame of when data will be deleted. The option for Skip Deleting, if orders are not posted to accounting, can be checked as well.

3. After you make your selections, click Save.

Retrieving Customer Details for Old Orders in Webgility Online

In some cases, you might encounter old orders within Webgility Online where the Personally Identifiable Information (PII) appears blank. If you need to retrieve the customer details for such orders to post them, you can re-download the order to populate the missing PII data.

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