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How to Connect Magento 2 and Higher with Webgility Desktop
How to Connect Magento 2 and Higher with Webgility Desktop

Follow these steps to connect Webgility Desktop with Magento 2 and higher.

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Written by Webgility Help Center
Updated over a week ago

How to Connect Magento 2 and Higher with Webgility Desktop

If you are using Magento 2 or higher, you will need to retrieve the access token located in the Admin area of Magento.

Add Integration:

A: Go to System> Integrations

B: Add a new integration by clicking Add New Integration.

C: Name the Integration as Webgility_Magento. Type in your store login email address and password.

D: You now have two options to proceed:

Option 1: Provide All resource access to the API, by selecting from the dropdown menu under Available APIs.

Option 2: Provide Custom resource access to the API by selecting from the dropdown menu under Available APIs.

E: Activate the new Webgility integration by selecting Activate.

F: Once you select the Activate option you’ll see the permission access tab. Grant access permission by clicking Allow.

G: Copy the Access Token and paste it into the notepad and then click Save.

H: The integration with Webgility will be activated once you save the access permission tab by clicking Done.

Part 4: Connecting with Webgility:

A: Go to Webgility and select Add a Store. Under the Select Store field, choose Magento 2 and the Higher option.

B: Enter the Admin Base URL (Website URL) we created earlier and paste the Access Token. Then click Connect to Magento.

C: Troubleshooting Step: If you receive an error message, then use the main URL of your store instead of the Admin Base URL, along with the Access Token, and click on Connect to Magento.

D: Click Continue which will then take you to the QuickBooks connection screen.

Once there, here is your guide on How to Connect Webgility to Quickbooks.

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