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Resolving Compatibility Problems with CSV Order Imports in Webgility Desktop

This article helps Webgility Desktop users in importing multichannel orders via CSV files into a custom store and posting them to QuickBooks Desktop, especially when facing issues due to outdated Webgility Desktop versions or compatibility problems with the order file format, by providing clear step-by-step guidance.

Importing Orders Using a Custom Sales channel:

  •  To import orders, in the Webgility Dashboard navigate to Orders go to Import> and click on CSV.
  • A new window will open; click "Next." Browse for the CSV file you wish to import and click "Next."
  • Map the fields for your imported orders, ensuring to note the bolded required items.
  • From the drop-down options, select the mapping preferences. After mapping the necessary fields, click "Next."
  • A success message will confirm that your mappings have been saved. NOTE: if a field is accidentally duplicated the settings will not save.
  • Review the list of orders under the CSV file. Choose single or multiple orders, then click "Import Orders." Optionally, select Payment or Shipment status for those orders in Webgility during import.