Skip to content
  • There are no suggestions because the search field is empty.

How to Connect and Download Orders from BigCommerce to Webgility Desktop

This article helps Webgility Desktop users connect their BigCommerce store to streamline sales management for both B2C and B2B customers. It provides step-by-step instructions to set up and optimize the integration for smooth operations.

How to Connect Webgility Desktop with BigCommerce

Step 1: Add a Sales Channel

  • If this is your first sales channel in Webgility Desktop, you will be prompted to Add Store after logging in.
  • If you are adding an additional sales channel, navigate to Connections > Sales Channels, and then select Add a New Sales Channel.

Step 2: Select BigCommerce as Your Sales Channel Type

In the Add Sales Channel screen:

  • Select the sales channel type as BigCommerce.
  • Give your sales channel a name.
  • Click Continue.

Step 3: Log In to Your BigCommerce Account

You will be redirected to the BigCommerce login screen.

  • Select the option to log in to an existing BigCommerce account and proceed.

Step 4: Enter BigCommerce Admin Credentials

On the "Log in to Your Store" screen:

  • Enter your BigCommerce admin login credentials.
  • Select Login.

Step 5: Approve the Connection

You may need to approve the connection with BigCommerce through two-factor authentication. Once complete, confirm the connection, and Webgility Desktop will connect to your BigCommerce store.

Step 6: Configure Sales Channel Settings

After Webgility Desktop successfully integrates with BigCommerce, you'll be redirected to the app where you'll find a "Sales Channel Settings" tab.

  • In the "Give your sales channel a name" field, enter a specific name of your choice.
  • No updates are needed in the "Select the type of Sales Channel" field, as BigCommerce is already connected.
  • Choose your preferred unit of measurement for managing weight, such as pounds, grams, or kilograms.
  • To download and record BigCommerce B2B orders, you must first enable the option "Download B2B orders" and generate the B2B v3 API token on the BigCommerce platform.

Generate the B2B API Token (for B2B users):

If you’re setting up a B2B connection, follow these steps to create an API token:

  1. In BigCommerce, go to the B2B Edition.
  2. Create a new API account and generate a BigCommerce V3 API Token.

Note: If you need additional guidance, see the “How to Create an API Token” section below.

Step 7: Enter Sales Channel Information and Save

Next, enter the Sales Channel information and click Save Sales Channel.

Reauthorize Existing BigCommerce and Webgility Desktop Connection to Start Downloading B2B Orders:

Existing customers must reconnect Webgility Desktop with BigCommerce to download B2B Edition orders; otherwise, Webgility Desktop will not retrieve these orders. To enable this option, follow the steps outlined below:

  1. Navigate to Connection > Sales Channels > Manage Sales Channels.
  2. Check the box to enable B2B, then enter the API Token key in the B2B V3 API field.
  3. Select Next to move to the store address section, then click Save Sales Channels to finalize the connection.

If you encounter any issues with downloading orders in Webgility Desktop, the first step is to check the order status on your sales channel. Once you have confirmed the correct status, you can select it under the Order Download settings in Webgility Desktop. To check the same, navigate to Integrations > Stores > Settings > Download Settings, and select which orders you want to download to Webgility Desktop. Check the status that corresponds to the orders you want to download, and click Save & Continue.

Now, in Webgility Desktop, you can download orders via Order Range and by Order ID.

Navigate to the drop-down on the "Get New Orders" button on the Webgility Desktop Dashboard, which provides two options to filter your orders:

  • Orders by Range
  • Orders by ID

Orders by Range: If you select "Orders by Range" in Webgility Desktop, a pop-up window with a date range will appear. The available selection options will vary depending on the shopping cart or marketplace you have connected. Some carts will have a start and end date, while others will offer the ability to download orders down to the minute.

Once you have chosen your desired date range, click Save & Close, and then click Get New Orders. This will initiate the download of orders from the specified date range.