How are Sales Orders synced between WooCommerce and Katana?
Katana x WooCommerce integration pulls all open Sales Orders from WooCommerce to Katana and syncs the fulfillment status two-ways.
Syncing Sales Orders from WooCommerce to Katana
After the initial connection, all your existing open Sales Orders will be synced from WooCommerce to Katana. Later, when a new Sales Order is created in WooCommerce, it will be automatically pulled to Katana.
- Only Sales Orders with "Processing" status will be imported from WooCommerce.
- Sales Orders with any other status (e.g. "Payment pending", "On hold", "Completed", "Cancelled") will not be synced from WooCommerce.
Sales Order data from WooCommerce is imported to Katana data fields as follows:
|Order #||Sales order #||-|
|Date created||Created date||-|
|-||Delivery date||Delivery date is not available in WooCommerce, thus Katana default value of "Created date + 14 Days" is used in Katana.|
|Customer||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.|
|Cost||Price per unit||If taxes are included in WooCommerce price then: Katana Price per unit = WooCommerce (Cost - discount amount)/(1+ tax rate).|
If taxes are not included in WooCommerce price then: Katana Price per unit = WooCommerce (Cost - discount amount).
|Tax rate||Tax %||-|
When a Sales Order is pulled from WooCommerce to Katana, a WooCommerce 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 WooCommerce, Katana will not import this order again in the future.
Editing or deleting a Sales Order is not synced
Editing data in either WooCommerce 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 lines items are not synced. This does not apply to the fulfillment status, please see below.
Deleting Sales Orders in either Katana or WooCommerce 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 WooCommerce:
- When the Delivery status for a Sales Order is changed to "Delivered" in Katana, the fulfillment status in WooCommerce will change to "Completed".
- When the fulfillment status for a Sales Order is changed to "Completed" in WooCommerce, the Delivery status in Katana will change to "Delivered".
Sales order sync if multiple WooCommerce stores are connected to Katana
If you have connected more than one WooCommerce 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 WooCommerce store.