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

Moving Webgility to a New System: Database Migration & Backup Restore

This article helps Webgility Desktop users with concerns like how to create, restore, and migrate Webgility Desktop database backups to maintain smooth operation and ensure data integrity during software upgrades or when switching to a new machine.

This guide outlines how to create, restore, and migrate Webgility Desktop database backups to ensure smooth operation and data integrity during upgrades or machine changes.

1. How to Create a Webgility Database Backup

🔹 Manual Backup

  1. Open Webgility Desktop on your primary computer.
  2. Navigate to System > Backup.
  3. Choose the backup location (default: C:\Webgility).
  4. A .bak file will be generated. Backup time may vary depending on the database size.

🔹 Automatic Backup (via Scheduler)

  1. In Webgility Desktop, open Scheduler Settings.
  2. On the left menu, click Backup your Data.
  3. Configure the following:
    • Backup Location: C:\Webgility\Backups (or a preferred path)
    • Frequency: Daily, weekly, etc.
    • Overwrite Rules: Define how old backups are handled
  4. Save settings and enable the scheduler.

2. How to Restore a Webgility Database Backup

🔹 Prerequisites

Ensure the .bak file is placed in C:\Webgility on the target machine.

🔹 Steps

  1. Log in to Webgility Desktop.
  2. Navigate to System > Backup > Restore.
  3. Select the correct .bak file.
  4. After successful restoration, a confirmation message will appear:
    "Backup has been restored successfully."
  5. Restart Webgility to complete the process.

3. Identify the Primary Workstation

Backup files are created and stored on the Primary Workstation, even if initiated from an add-on user.

🔹 How to Locate the Primary Workstation

  1. On any Webgility computer, go to C:\Webgility\UnifyEnterprise\XML
  2. Open the file ApiConfig.xml using Notepad.
  3. Locate the <SourceName> tag — this value indicates the Primary Workstation Name.
  4. Use this machine to retrieve backups from C:\Webgility.

📌 Note: For hosted environments like RightNetworks, contact their support:

  • support2@rightnetworks.com
  • t2vendor@rightnetworks.com

4. How to Move the Webgility Database to a New Computer

🔹 Step 1: Create a Backup on the Old Server

Follow the manual backup steps above to create a .bak file.

🔹 Step 2: Install Webgility on the New Server

  1. Log in to portal.webgility.com and download the latest installer.
  2. Run the setup and complete the Webgility installation.

➡️ Refer to the Webgility Installation Guide for help.

🔹 Step 3: Install SQL Server

Option A: Via Webgility App

  • On launch, choose: This is a new computer, install SQL server and create Webgility database
  • Click Continue and follow prompts

Option B: Manual Installation

  • Follow the steps in the SQL Server Installation Guide

🔹 Step 4: Restore the Database

  1. Copy the .bak file to C:\Webgility on the new server.
  2. Open Webgility and go to System > Backup > Restore.
  3. Select the backup file and follow the restoration steps.
  4. Restart Webgility once complete.

🔹 Post-Migration Validation

  • Confirm store and accounting connections are active.
  • Download a test order to verify sync.
  • Check that add-on users can access shared data, if applicable.