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Export functionality for Orders, Refunds, Products, and Matched/Unmatched Items in Webgility Online

This article helps Webgility Online users understand how to use the export functionality in Webgility Online. It explains how to export Orders, Refunds, Products, and Matched/Unmatched items into CSV files for easier review and management. Users can analyze the exported data or import it into accounting software like QuickBooks Online. Additionally, it covers importing manually matched product lists to keep records synchronized between Webgility Online and QuickBooks Online.

Overview:

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

You can import the manually matched product list as well, apart from exporting them.

In this article, we will show you how to export Orders, Sales Channel Products, and Manually Matched Products 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 on the right, and refer to the video below.

 

 

Exporting Refunds

To export refunds via CSV, which includes all order and customer information, such as shipping and billing addresses and email addresses, follow these steps:

  1. Log in to Webgility Online.

  2. Navigate to Sales> Refunds.

  3. Click on the export icon on the right.

This process makes it easy to manage your refunds in a spreadsheet or other software. Refer to the video below for further guidance.

 

Exporting Products:

  1. Log in to Webgility Online.

  2. Navigate to Products, and hit Product Catalog.

  3. Select the tab of the product list you want to export: Missing in QuickBooks or Manual Matched, etc.

  4. Click the export icon on the right to export your product list.

 

Export & Import Manually Matched Products