Shopify integration overview
Katana - Shopify integration makes it easy to manage the fulfillment of Shopify orders, keep the inventory and related production in control. Connecting Shopify to Katana just takes a few minutes but can save you hours or even days of manual work every month.
You can have your Shopify Sales Orders, products and customers in Katana in minutes.
What will be synced:
1. Katana pulls Sales Orders automatically from your Shopify account. All existing Shopify open Sales Orders will be pulled during the initial connection and Katana will keep pulling all future Sales Orders automatically.
2. Sales Order fulfillment statuses will be synced between Katana and Shopify (two-way sync). Mark a Sales Order Delivery status as "Delivered" in Katana and it will be automatically marked as "Fulfilled" in Shopify, and vice versa.
3. You can choose to import all your products and product stock levels to Katana while connecting your Shopify store.
Note: We recommend importing your product stock levels from Shopify only if you keep track of correct product stock levels in Shopify.
If you choose not to import all products and stock levels during the initial connection, then new products will be created automatically in Katana when they appear on imported Sales Orders.
If you choose to import product stock levels, you can immediately see the Product Availability for all your Sales Orders in Katana.
Tip: As Shopify does not include any information about raw materials, you should create or import materials to Katana after connecting your Shopify store. This will enable creating Product Recipes, tracking Material Availability and managing raw material stock in Katana.
3. You can choose to import all your customers to Katana while connecting your Shopify store. If you choose not to import all customers, then new customers will be created automatically in Katana when they appear on imported Sales Orders.
Read more about how to connect Shopify and how the sync works.