How are Sales Orders synced between Shopify and Katana?
Katana x Shopify integration pulls all open Sales Orders from Shopify to Katana and syncs the fulfillment status two-ways.
Syncing Sales Orders from Shopify to Katana
After the initial connection, all your existing open Sales Orders will be synced from Shopify to Katana. Later, when a new Sales Order is created in Shopify, it will be automatically pulled to Katana.
- Only Sales Orders with "Unfulfilled" and "Partially fulfilled" statuses will be imported from Shopify.
- During the integration connection setup, you can choose whether to import orders with "Paid" payment status only or also import orders with "Payment pending" status. Read more.
- Draft Sales Orders will not be synced from Shopify.
- Sales Orders from each Shopify Location will be pulled to the mapped Location in Katana. Read more.
Sales Order data from Shopify is imported to Katana data fields as follows:
|Order number||Sales order #||-|
|Created date||Created date||-|
|-||Delivery date||Delivery date is not available in Shopify, thus Katana default value of "Created date + 14 Days" is used in Katana.|
|Customer name||Customer name||If the customer already exists in Katana, then the customer is matched. If the customer does not yet exist, a new customer is created in Katana. Read more.|
|Line item||Line item||If the product already exists in Katana, then the product is matched. If the product does not yet exist, a new product is created in Katana. Read more.|
Line item properties for products on Shopify sales orders (e.g. additional options when using any product options add-ons in Shopify) will be also pulled to Katana. Read more.
Custom items on Shopify Sales Orders are imported to Katana if you have enabled this functionality in the Shopify connection configuration (this could be chosen either during the initial connection or reconfigured afterward). Read more.
|Price||Price per unit||If taxes are included in Shopify price then: Katana Price per unit = Shopify (Price - discount amount)/(1+ tax rate).|
If taxes are not included in Shopify price then: Katana Price per unit = Shopify (Price - discount amount).
|Tax rate||Tax %||-|
When a Sales Order is pulled from Shopify to Katana, a Shopify ID (hidden from the user) is added to the order in Katana for future identification. This way we make sure that we do not import the same order more than once. Even if you delete an order in Katana that was imported from Shopify, Katana will not import this order again in the future.
Editing or deleting a Sales Order is not synced
Editing data in either Shopify or Katana for a Sales Order that has already been synced does not reflect in the other system. Any changes to the customer, sales order number, dates or line items are not synced. This does not apply to the fulfillment status, please see below.
Deleting Sales Orders in either Katana or Shopify does not delete the Sales Order automatically in the other system.
Syncing fulfillment statuses two-ways
Fulfillment statuses are synced two-ways between Katana and Shopify:
- When the Delivery status for a Sales Order is changed to "Delivered" in Katana, the fulfillment status in Shopify will change to "Fulfilled".
- When the fulfillment status for a Sales Order is changed to "Fulfilled" in Shopify, the Delivery status in Katana will change to "Delivered".
Sales order sync if multiple Shopify stores are connected to Katana
If you have connected more than one Shopify store to Katana, the integration works exactly in the same way for each store. Sales order sync, and product and customer import and matching work identically for all stores.
For example, if the same product (i.e. same SKU code) exists at multiple stores, then products will be matched (i.e. duplicates not created) in Katana if the same product has already been imported from another Shopify store.
If you have multiple Shopify stores, you can map either the same or a different Katana Location to each Shopify store. You can select another Location when you are connecting your next store.