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Step-by-Step Guide to Migrating Webgility to a New Computer

This article guides Webgility Desktop users through migrating Webgility database to a new computer or server. Learn the essential steps: backing up existing database, installing Webgility and SQL Server on the new machine, and restoring the database backup to ensure a smooth transition.

This guide outlines the steps required to migrate the Webgility database from an existing server to a new computer. The process involves backing up the current database, installing Webgility and SQL Server on the new machine, and restoring the backup to complete the transition.

Step-by-Step Migration Process

Step 1: Create a Database Backup

Before moving the database, create a backup on the existing server.

🔗 How to Create a Webgility Database Backup

Ensure the backup file is saved securely and accessible for transfer to the new machine.

Step 2: Install Webgility on the New Server

Download and install the Webgility Desktop application from the Webgility Portal.

🔗 Webgility Installation Guide

Install the same version of Webgility used on the old server to avoid compatibility issues.

Step 3: Install SQL Server

You can install SQL Server either automatically through Webgility or manually.

Option A: Install via Webgility

  1. Launch Webgility Desktop.

  2. On the setup screen, select:

    “This is a new computer, install SQL server and create Webgility database”

  3. Click Continue and follow the prompts.

Option B: Manual Installation

If preferred, install SQL Server manually.

🔗 SQL Server Installation Guide

Follow the detailed guide to ensure a compatible version is installed and configured properly.

Step 4: Restore the Webgility Database

  1. Copy the backup file from the old server.

  2. Paste it into the Webgility folder on the new machine.

  3. In Webgility, use the Restore Database option to select and restore the backup file.

  4. Once restored, log in to Webgility to verify access.

Post-Restoration Checklist

  • Open the Webgility dashboard

  • Test the store connection and accounting integration

  • Validate that orders can be downloaded and posted