Our powerful customization capabilities ensure Webgility works exactly how you need it to - without breaking your
existing workflows or requiring you to change how you operate.
Perfect for Business That
Sell across multiple channels
Sell across multiple channels with unique data requirements
Industry-specific compliance
Have industry-specific compliance or reporting needs
Specialized integrations
Need specialized integrations with existing business systems
Custom workflows
Require custom workflows that standard automation can't handle
Accurate accounting/reporting
Accounting teams needing tax/sales rep/ other reporting accuracy
Most popular customization categories
Order Sync Customizations
Challenge
Manually selecting customers, accounts, and payment details for every order sync creates bottlenecks and errors in financial reporting.
Customizations
Auto-select customers based on Shopify POS location while syncing transactionsAutomatically map orders to different QuickBooks accounts based on order tagsSync payment references and capture dates directly from ShopifyPost discount amounts automatically in custom QuickBooks fieldsMap sales channels to QuickBooks classes without manual interventionSet transaction dates as "Posting Date + 1 Business Day" automaticallyBenefits
Reduced manual revisions by 90%, saved 15+ hours per week, enhanced financial accuracy, and eliminated month-end reconciliation errors.
Order Download Enhancements
Challenge
Critical order information gets lost or requires manual entry because standard integrations don't capture custom fields, special fees, or complex product data.
Customizations
Download resale numbers automatically from Shopify order tagsExtract PO numbers from order notes and map to accounting fieldsDownload convention fees as separate line items for accurate reportingImport individual components of bundle items for proper inventory trackingCreate custom SKU mapping options for complex product catalogsDownload customer comments as metafields for better service trackingBenefits
Eliminated 20+ hours of manual data entry per month, improved order accuracy by 95%, and enabled complete financial visibility across all order types.
Shipping & Fulfillment
Challenge
Shipping costs, insurance, and fulfillment data scattered across multiple systems creates blind spots in true order profitability and complicates reconciliation.
Customizations
Download shipping insurance automatically from Magento ordersSync shipping info back to accounting systems for complete cost trackingHandle estimated ship dates for better customer communicationSave packing slips as PDFs in specified paths for automated workflowsMap Shopify fulfillment locations to QuickBooks inventory sites automaticallyBenefits
Saved 10 hours per week on shipping reconciliation, improved margin visibility by capturing all shipping costs, and streamlined fulfillment workflows.
Product & Inventory Sync
Challenge
Product information inconsistencies across channels lead to inventory errors, barcode mismatches, and pricing discrepancies that hurt sales and margins.
Customizations
Transfer barcode details automatically between QuickBooks and ShopifySync UPC values to barcode fields for seamless scanningHandle pricing sync for items under $1 that typically get skippedDisplay item numbers instead of SKUs on packing slips for warehouse efficiencySync NetSuite lot number assembly items for complex manufacturing workflowsBenefits
Reduced inventory discrepancies by 85%, eliminated manual barcode entry, and ensured consistent pricing across all channels.
Platform-Specific Solutions
Challenge
Each sales platform has unique data fields and workflows that standard integrations can't accommodate, forcing businesses to choose between platforms or accept data gaps.
Customizations
Shopify: Metafield data sync, order tag filtering, POS location mappingMagento: Custom field integration, shipping insurance downloadChannelAdvisor: Customer mapping based on sales channelsBigCommerce: Phone order creation through WebgilityX-Cart: Purchase order generation from ordersBenefits
Enabled seamless multi-channel operations, captured 100% of platform-specific data, and eliminated the need for manual workarounds or platform limitations.
Accounting & Tax Solutions
Challenge
Complex tax rules, payment methods, and accounting requirements create compliance risks and manual work that doesn't scale with business growth.
Customizations
Sales tax code mapping based on state APIs for automatic complianceSplit payment handling for QuickBooks Canada multi-currency needsZero-amount order mapping to specific customers for promotional trackingCard type and last 4 digits recording for payment reconciliationMultiple inventory site checking for accurate stock allocationBenefits
Reduced manual revisions by 90%, saved 15+ hours per week, enhanced financial accuracy, and eliminated month-end reconciliation errors.
“The response time in order processing is much quicker with automation than it would be if it was all manual. The way I see it, Webgility is strategically located in the automation of commerce around the world.”
Barry Samson
Owner, Buddy Ventures International
“Webgility saves me so much time from manually entering new items and orders. It helps keep accurate inventory and, best of all, the support is second to none! Support is always there to help, and I have never been disappointed in the six years I have been using the app.”
De Anna Thompson
Owner, Apparel Garden Boutique
“Webgility has saved us not only time and money from its automation but minimizes manual mistakes. We have used it for years for our small business and love it.”
Sarah Pierzina-Budd
Alpacas of Montana
How long does a typical customization take? 
Most customizations are completed within 2-4 weeks, depending on complexity.
Will customizations affect my existing Webgility setup?
No, we design all customizations to integrate seamlessly without disrupting your current workflows.
What if my needs change after the customization is complete?
We offer modification services and ongoing support to adapt your customizations as your business evolves.
Do you provide ongoing support for customizations?
Yes, all customizations include unlimited support as part of your Webgility subscription.
Can you integrate with platforms not currently supported by Webgility?
We can often build custom integrations for unique platforms. Contact us to discuss your specific needs.
How much does a customization cost?
Because every solution is unique, pricing is determined after a full technical assessment to ensure you get an accurate quote.
