How to Link Shopify with Webgility Desktop
This article helps Webgility Desktop users in connecting Shopify channel to Webgility Desktop. Users can set up the integration to start syncing orders, products, and customer data seamlessly for automated e-commerce accounting.
Getting started with Webgility? Connecting your Shopify store is the first step to automating your e-commerce accounting.
Here is your step-by-step guide to connect Shopify to Webgility and begin syncing your orders, products, and customer data effortlessly.
Step-by-Step Instructions
1. Add Your Shopify Store
If this is your first store, you’ll be prompted to add one automatically after logging in.
If you are adding an additional store, navigate to:
Connections > Sales Channels > Add New Sales Channel
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Select Shopify as the sales channel.
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Name your store, then click Continue.
2. Enter Store Address
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Type your Shopify store address (e.g.,
mystore.myshopify.com). -
If unsure, log in to Shopify in a browser and copy the URL from the address bar.
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Click Connect to Shopify.
3. Authenticate Your Shopify Admin
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Log in using your Shopify admin email and password.
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Click Next to continue.
4. Approve the App Installation
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Shopify will prompt you to authorize Webgility.
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Click Install app (top or bottom right of the screen).
This action approves the sync between Webgility and your Shopify store.
5. Download Store Data
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After installation, the browser window will close automatically.
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Webgility will begin downloading your store’s details.
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Once completed, click Continue.
6. Enter Business Contact Details
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Fill in your business contact information.
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Fields marked with a red asterisk (*) are required.
7. Connect Your Accounting/POS/ERP System
Next, connect your accounting, ERP, or POS system to Webgility to complete the integration.
Note
Ensure that you are logged into Shopify as an admin and using the correct store URL. You must approve Webgility's access to your Shopify store during setup for the connection to succeed.
Reference Links