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How to update Webgility Desktop and perform post-update verification

This article guides Webgility Desktop users through updating Webgility Desktop software on multiple computers and verifying essential functions post-update to maintain smooth operation and performance across all systems.

Prerequisites

Before proceeding, ensure the following:

  • You have a valid Webgility subscription.

  • You have administrator permissions on all computers where the update will be applied.

  • All Webgility sessions are closed (including any add-ons or background tasks).

  • All the add-on machines should be on same network.

Step 1: Download the Latest Webgility Version

  1. Go to portal.webgility.com

  2. Navigate to the Downloads section.

  3. Download the latest Webgility installer.


Step 2: Install the Update on Each Computer

  1. Run the installer and follow the on-screen prompts to upgrade the existing installation.

  2. Configuration settings will be preserved during the upgrade process.

  3. Repeat the installation on any additional computers where Webgility is used.


Step 3: Post-Update Verification – Version Check

  1. Launch Webgility on each updated computer.

  2. Go to Help > check for updates to confirm the version matches the latest release.


Step 4: Verify Scheduler Functionality

  1. Run the Webgility Scheduler on the primary machine (the one hosting the SQL database).

  2. Confirm that scheduled tasks are running as expected without any errors.


Step 5: Verify Order Posting Functionality

  1. Post a test order or process an existing order to confirm end-to-end functionality.

  2. Ensure there are no errors or delays in order download, mapping, or posting.