How to Restore Access and Configure Sales Channel After Account Compromise in Webgility Online
This article helps Webgility Online users securely restore access to a compromised Webgility Online account, set up their sales channel connection, and integrate with QuickBooks Online. It provides step-by-step guidance to quickly recover and reestablish seamless syncing.
Causes of Issues
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Compromised Account: Previous Webgility account was accessed by unauthorized users.
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Login Issues: The customer may not be receiving activation emails or may encounter password/MFA problems.
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Integration Errors: Improper reconnection to the sales channel or QuickBooks Online after account recreation.
Step-by-Step Instructions
1. Troubleshoot Login Issues
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Follow the activation link in the activation email.
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Check Spam or Junk folders if the email is not found in the inbox.
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If login is unsuccessful:
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Reset the password via the admin portal.
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Use Google Chrome as the browser and clear cache/cookies.
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Complete multi-factor authentication (MFA) setup if enabled.
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2. Add and Configure the Sales Channel
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Go to the Webgility Online Dashboard, select Connections, then choose Add Sales Channels.
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Add the sales channel by selecting the appropriate platform.
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Log in to the sales channel admin account with owner credentials.
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Provide the necessary app permissions to Webgility.
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Confirm that the sales channel status shows as Active in Webgility.
4. Integrate with QuickBooks Online
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Navigate to Connections >> Add Accounting Platform.
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Authenticate using QuickBooks Online admin credentials.
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Map accounts and configure sync settings according to business needs.
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Perform a test import/export to verify integration success.
5. Final Checks and Follow-Up
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Ensure that both the sales channel and QuickBooks Online display as Connected.
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Finish all remaining configuration steps, such as sync settings and order download settings.