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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 and users.

Prerequisites

Before proceeding, ensure the following:

  • You have a valid Webgility Desktop subscription.

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

  • All Webgility Desktop sessions are closed (including any add-ons or scheduler).

  • All the add-on machines & primay machine should be connected on the 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 update the existing version of Webgility Desktop.

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

  3. Repeat the installation on any additional computers where Webgility Desktop is used. We need to make sure that all the Users are on the same versions of Webgility Desktop.

  4. You may also refer to Webgility Desktop Upgrade Guide: For Versions Pre-9.8.4

Step 3: Post-Update Verification – Version Check

  1. Launch Webgility on each updated computer.

  2. Go to Help and click on Terms and Privacy 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, hover over the scheduler icon in Webgility Desktop to see where the automation is running.

Step 5: Verify Order Posting Functionality

  1. Post an order from the New Orders Tab.

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

  3. You may also refer to How to Post Orders to Your Accounting Solution with Webgility Desktop

Feel free to reach out to us at support@webgility.com.