When you connect your Shopify store to Katana, all open Sales Orders will be pulled to Katana. You can also select to import your entire product portfolio and all customers. Katana will then continue pulling all new Sales Orders in real time and syncing the fulfillment status if you have chosen to enable the functionality.

Import at initial connection

You can determine which information to import from Shopify to Katana during initial connection. Importing the entire portfolio with stock levels and the customer list is only possible at initial connection. Sales Orders with any new products and customers will be continuously synced in real time in the future. Katana will also sync the fulfillment status if you have chosen to enable the functionality.

Importing Sales Orders - only Sales Orders with "Unfulfilled" and "Partially fulfilled" statuses will be imported from Shopify irrespective of the payment status of those orders. Draft orders will not be imported.

Note: You can import up to 250 Shopify sales orders with the initial import. However, there is no limit for the total number of imported orders at subsequent automatic imports.

Importing customers - all your customers can be imported from Shopify. These customers will appear in the "Contacts" screen in Katana and can be used on future Sales Orders. If you choose not to import all customers at initial connection, only those customers will be created in Katana that appear on imported Sales Orders.

Note: If you have already created customers in Katana before connecting Shopify, imported customers are matched with existing customers by e-mail addresses. Read more about matching.

Importing products - all your products will be imported from Shopify. If you choose not to import all products at initial connection, new products will be created in Katana only for those items that appear on imported Sales Orders. You can access products in the "Items" screen in Katana.

Note: If you have already created products in Katana before connecting Shopify, imported products are matched with existing products by SKU codes. Read more about matching.

You also need to define tax rate settings for the product import during initial connection. This is only relevant if you use "Taxes included" setting in Shopify. Learn more here.

Importing stock levels of products - inventory levels of products will be imported from Shopify. This will create a Stock Adjustment for recording stock levels in Katana. Importing stock levels is only possible during the initial connection, Katana will not continue syncing your inventory levels in the future.

Note: Be aware that if you have already created products and added some stock for those products in Katana before connecting Shopify, then the Stock Adjustment will add the quantities imported from Shopify to your existing quantities in Katana. In this case, the "In stock" quantity for the items might be overstated after the import.

Determining the initial cost of products - Shopify does not track the manufacturing cost of products, thus, without defining the cost, products would appear with the Average Cost of 0 in your inventory in Katana. The easiest way to set the initial cost level is to calculate the cost as a percentage of Sales Price. The defined percentage will be applied to all imported products. If needed, you can adjust the cost price for each individual product after the import is completed from the Stock Adjustment document that was automatically created during the initial stock import from Shopify. Learn more here

Note: The initial cost of products will define the Average Cost for those items in the "Inventory" list. However, the "Cost" column for a product in the "Items" screen will display 0 until you define a Product Recipe and/or Production Operations for the product. Any products made in Katana (by completing Manufacturing Orders) will be added to the stock at the manufacturing cost (cost of Product Recipe + Production Operations). 

Importing custom items on open Sales Orders - you can choose to start importing any custom items added to Shopify Sales Orders to Katana as products.

Real-time sync after the initial connection

After the initial connection, Katana and Shopify sync works automatically in real time. Your Sales Orders and products will be synced as follows:

ActionPlatformResultComments
Create a new Sales OrderShopifyA new Sales Order is created in Katana for "Unfulfilled" and "Partially fulfilled" orders in Shopify. Draft orders are not synced.
If a product or customer on a Sales Order exists in Katana, then the product or customer is matched. If a product or customer does not exist in Katana, then a new product or customer is automatically created in Katana.
Custom items on Shopify Sales Orders are imported to Katana if you chose to enable this functionality at the initial connection of Shopify to Katana.
Products are matched by Variant Code (SKU).
SKU codes are case-sensitive. For example, if SKU in Shopify is "code-1" and SKU in Katana is "CODE-1", these are not considered equal and a new product for "code-1" is created in Katana.
Both Shopify and Katana support variants, so product-variants structure will match between platforms.
Customers are matched by e-mail and/or by customer name.
Read more about matching.
KatanaNo Sales Orders created in Shopify
Edit or delete a Sales Order (excl fulfillment status)ShopifyChanges not synced to Katana
KatanaChanges not synced to Shopify
Change the sales order fulfillment/delivery statusKatanaWhen the Delivery status for a sales order is changed to "Delivered", the fulfillment status in Shopify will change to "Fulfilled"
ShopifyWhen the Fulfillment status for a sales order is changed to "Fulfilled", the Delivery status in Katana will change to "Delivered"

Create, edit or delete a productShopifyChanges not synced to KatanaA new product is created in Katana only when a Sales Order is synced from Shopify and the product on a Sales Order does not yet exist in Katana.
KatanaChanges not synced to Shopify
Create, edit or delete a customerShopifyChanges not synced to KatanaA new customer is created in Katana only when a Sales Order is synced from Shopify and the customer on a Sales Order does not yet exist in Katana.
KatanaChanges not synced to Shopify

Note: Syncing changes for products and orders, and continuous sync of inventory levels will be added in the coming months.

Read more about how specific attributes are matched between Shopify and Katana.