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Troubleshooting Security Alerts and Mapping Errors in Webgility Desktop with Magento v1

This article helps Webgility Desktop users resolve common issues when using Webgility Desktop with a Magento v1 sales channel, including security alerts, item mapping discrepancies, and order total mismatches. It provides step-by-step guidance on securing the Magento v1 store connection, correcting product mapping issues, and updating the Webgility Store Module to ensure accurate syncing and reliable order posting.

Causes of Common Magento Issues in Webgility Desktop

  • Outdated Webgility Store Module: Older versions of the module can cause syncing and security issues.

  • Incorrect admin credentials: Can lead to unauthorized access or connection failures.

  • Mapping errors: Result in orders not syncing or incorrect product details in QuickBooks.

  • Order total mismatches: Often caused by incorrect tax or shipping rule configurations.

Step-by-Step Instructions

1. Address Security Concerns with Magento Integration

a. Update Magento Admin Credentials

  • Navigate to your Magento Admin Panel.

  • Change your admin username and password.

  • Ensure your password is secure and unique.

b. Update Credentials in Webgility Desktop

  • Open Webgility Desktop.

  • Go to Connections > Sales Channel > Manage Sales Channel.

  • Click Edit next to your Magento store.

  • Enter your updated Magento admin credentials under Connection Settings.

  • Click Test Connection, then Save.

2. Check and Resolve Item Mapping Issues

a. Verify Mapping

  • In Webgility Desktop, go to Products > Mapped Products.

  • Use the search bar to locate any SKUs showing issues.

  • Confirm each SKU is correctly mapped to its corresponding product in QuickBooks.

b. Remap If Necessary

  • Delete incorrect or outdated mappings.

  • Use Add New Mapping to select the correct product and SKU.

  • Click Save to update the mapping.

4. Fix Order Total Discrepancies

a. Check Posting Rules

  • Navigate to Connections > Accounting/POS/ERP > Sync Settings > Posting Rules.

  • Review tax, discount, and shipping rules to ensure they match your Magento settings.

b. Post a Test Order

  • Use a recent order to test new configurations.

  • Post to QuickBooks and verify totals match Magento’s invoice.

Notes

  • Always back up your Magento and QuickBooks data before making major updates.

  • Ensure Magento and Webgility Desktop are always on their latest supported versions for best results.