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:
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Log in to Webgility Online.
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Navigate to Sales> Refunds.
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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:
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Log in to Webgility Online.
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Navigate to Products, and hit Product Catalog.
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Select the tab of the product list you want to export: Missing in QuickBooks or Manual Matched, etc.
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Click the export icon on the right to export your product list.
Export & Import Manually Matched Products
Please refer to the attached link here
If you find you need assistance, please reach out to Webgility Support for assistance.