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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

Written by David Lorbiecke

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]

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