Skip to main content

How sales orders (SOs) sync between WooCommerce and Katana

This integration pulls all open Sales orders from WooCommerce to Katana and establishes a two-way sync for fulfillment statuses

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Katana’s WooCommerce integration automatically pulls open sales orders into Katana and keeps fulfillment statuses in sync between both systems.


Which orders sync

  • After connecting, all existing open sales orders with “Processing” status are imported from WooCommerce to Katana.

  • New WooCommerce orders with “Processing” status are pulled in automatically.

  • Orders with other statuses (Payment pending, On hold, Completed, Cancelled) are not synced.

Note: Foreign currency SOs are imported in their original currency and converted into Katana’s base currency.


How order data is mapped

When orders sync, fields are mapped as follows:

WooCommerce field

Katana field

Notes

Order #

Sales order #

-

Date created

Created date

-

Delivery date

Not available in WooCommerce → Katana uses Created date + 14 days (default, editable).

Customer

Customer name

Matched if customer exists; otherwise, a new customer is created. Read more

Line item

Line item

Matched to existing Katana products; otherwise, a new product is created. Read more

Quantity

Quantity

-

Cost

Price per unit

If WooCommerce prices include tax → Katana = Woo Price ÷ (1+tax rate). If exclude tax → Katana = Woo Price.

Tax rate

Tax %

-

Currency

Currency

-

Discounts (item/order level)

Discount %

Basket-level promotions are proportionally spread across items. Katana records these as percentages. Read more

Billing address

Bill to

-

Shipping address

Ship to

-

Discounts via third-party plugins: Katana only supports native WooCommerce coupons. Discounts applied via plugins may not sync correctly.


Editing or deleting synced orders

  • Editing a synced order in WooCommerce does not update the order in Katana (and vice versa).

  • Deleting an order in one system does not delete it in the other.

  • The only exception: fulfillment statuses do sync (see below).

  • A hidden WooCommerce ID ensures the same order is not imported twice, even if deleted in Katana.


Two-way fulfillment status sync

  • When an SO is Delivered in Katana → status becomes Completed in WooCommerce.

  • When an SO is Completed in WooCommerce → status becomes Delivered in Katana.

  • Partially delivered does not sync to WooCommerce.

  • For batch-trackable items, fulfillment initiated in WooCommerce automatically assigns batches in Katana using FIFO (first in, first out).


Multi-location and multi-store setups

  • If you have multiple locations in Katana, your WooCommerce store must be mapped to one during integration. Orders from WooCommerce are imported into that location.

  • If you connect multiple WooCommerce stores, each can be mapped to the same or different Katana locations.

  • Sync behavior (orders, customers, products, stock) is identical across all stores.

  • If the same SKU exists in multiple stores, stock levels from Katana are synced to all of them.


Key takeaways

  • Only Processing orders sync from WooCommerce.

  • Order edits/deletions don’t sync — only fulfillment statuses do.

  • Katana always ensures Default sales prices are tax-excluded.

  • Discounts sync if applied with native WooCommerce coupons.

  • Multi-location and multi-store setups are fully supported with proper mapping.


Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

Did this answer your question?