You can connect Shopify and Katana either from within Katana software or from Shopify App Store.
To initiate the Shopify integration from within Katana software:
1. Go to "Settings" and click on the "Integrations" tab.
2. Find a Shopify logo and click "Connect".
3. Enter your Shopify store name and click "Next".
Tip: Make sure you enter the store name without 'https://'.
To initiate the connection from Shopify App Store:
1. Log in to your Shopify store (https://accounts.shopify.com/store-login).
2. Go to the "Apps" section and click "Visit the Shopify App Store".
3. Find "Katana" in the App Store and select "Add app". On the next screen, click "Install app".
Next, you can determine which information to sync between Shopify and Katana:
4. Importing open Sales Orders from Shopify to Katana is core functionality. This sync cannot be switched off.
Only Sales Orders with "Unfulfilled" and "Partially fulfilled" statuses will be imported from Shopify. Payment status does not affect the import, so orders with both "Pending" and "Paid" statuses will be synced. Draft orders will not be imported. Read more.
Note: You can import up to 1000 Shopify Sales Orders with the initial import.
5. Importing customers. If the option is switched ON, all your customers will be imported from Shopify to Katana. These customers will appear in the "Contacts" screen in Katana and can be used on future Sales Orders.
If you switch OFF the possibility to sync all customers, only those customers that appear on imported Sales Orders are created in Katana. Read more.
Note: You can import up to 1000 Shopify customers with the initial import.
6. Importing products. If the option is switched ON, all your products will be imported from Shopify. You can access products in the "Items" screen in Katana.
If a product is using variants in Shopify, then a matching variant structure will be created for the product in Katana.
If you switch the option OFF, new products will be created in Katana only for those items that appear on imported Sales Orders. Read more.
Note: You can import up to 20,000 Shopify products with the initial import. Each product variant is counted separately.
You are also asked to define tax rate settings for the product import. This is only relevant if you use "Taxes included" setting in Shopify. The tax rate is required for defining Default Sales Prices for products in Katana. Learn more here.
7. Importing stock levels of products. If switched ON, all inventory levels of products will be imported from Shopify to Katana. This will create a Stock Adjustment in Katana for recording those stock levels. Read more.
If you choose to sync stock levels from Shopify to Katana, you need to determine the initial cost for the product stock for Katana. 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 stock in Katana.
The easiest way to set the initial cost for products is to calculate the cost as a percentage of sales price. Define a percentage that 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.
8. Importing custom items on open Sales Orders. You can choose to enable importing custom items on Shopify Sales Orders to Katana as products. If switched OFF, custom items will not be imported to Katana and will not appear on Sales Orders synced from Shopify. Learn more.
On the next page, check the summary of your integration settings and select whether to sync Sales Order fulfillment statuses and stock levels:
9. Sync Sales Order fulfillment statuses. If switched ON, then when the Delivery status for a Sales Order is changed to "Delivered" in Katana, the fulfillment status in Shopify will change to "Fulfilled", and vice versa. Read more.
10. Sync stock levels from Katana to Shopify. If the stock sync from Katana to Shopify is switched ON, Katana will automatically sync stock levels for each product to Shopify in real-time. Read more.
If everything is correct, click "Ok, connect my store".
11. If you initiated the connection from within Katana software, then you are directed to a Shopify page, asked to enter your Shopify credentials and log in. Then, click "Install app" and you will be directed back to Katana. If you initiated the connection from Shopify App Store, then this step does not apply and you are directed automatically to the next step.
12. The import of Sales Orders, customers, products and stock levels from your Shopify account to Katana will start. It may take a few minutes for the information to appear in Katana. You can close the import pop-up window and continue using Katana during the import, Katana will keep processing the information in the background.
13. Click "Go to Sales" to navigate to Katana "Sell" screen to see your newly imported Sales Orders.
The integration is now active! All your future open Sales Orders will be pulled automatically to Katana in real time. Sales order statuses will keep syncing both ways if you decided to enable the functionality during the connection. Stock levels are synced from Katana to Shopify in real-time if you chose to enable it.
Note: Internet Explorer 11.0 browser is not supported by Shopify and cannot be used for connecting Katana to Shopify. We suggest using Google Chrome.