You can connect WooCommerce to Katana from within Katana software.
1. Go to "Settings" and click on the "Integrations" tab.
2. Find a WooCommerce logo and click "Connect".
3. Enter your WooCommerce store address and click "Authorize".
4. You are then directed to a WooCommerce page, asked to log in to your store and click "Approve".
Next, you can determine which information to import from WooCommerce to Katana at initial connection:
5. Importing customers. If the option is switched ON, all your customers will be imported from WooCommerce 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 WooCommerce customers with the initial import.
6. Importing products. If the option is switched ON, all your products will be imported from WooCommerce. You can access products in the "Items" screen in Katana.
If you have a Variable Product in WooCommerce, then a product with a matching variant structure will be created in Katana. Katana will also create an additional variant for the parent product. Read more.
If you switch the option OFF, new products will be created in Katana only for those items that appear on imported Sales Orders.
Note: You can import up to 20,000 WooComemrce 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 WooCommerce. The tax rate is required for defining Default Sales Prices for products in Katana. Learn more here.
7. Importing initial stock levels of products from WooCommerce to Katana. If switched ON, all inventory levels of products will be imported from WooCommerce to Katana. This will create a Stock Adjustment in Katana for recording those stock levels. Read more.
If you choose to import stock levels from WooCommerce to Katana, you need to determine the initial cost for the product stock for Katana. WooCommerce 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 the 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 WooCommerce. Learn more here.
On the next page, select which information you would like to keep syncing between Katana and WooCommerce:
8. Importing open Sales Orders from WooCommerce to Katana is core functionality. This sync cannot be switched off.
Only Sales Orders with "Processing" status will be imported from WooCommerce. Read more.
Note: You can import up to 1000 WooCommerce Sales Orders with the initial import.
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 WooCommerce will change to "Completed", and vice versa. Read more.
10. Sync stock levels from Katana to WooCommerce. If the stock sync from Katana to WooCommerce is switched ON, Katana will automatically sync stock levels for each product from Katana to WooCommerce in real-time. Read more.
11. Commitments from orders created in Katana reduce the availability of stock in WooCommerce. You can select whether Sales Orders created directly in Katana affect the stock levels in WooCommerce or not. For example, if you enter large wholesale orders manually to Katana but wish to prevent those from reducing the available stock in WooCommerce, you can opt-out from this option. Read more.
After making your choices, click "Next".
Check the summary of your integration settings and click "Confirm".
12. The import of Sales Orders, customers, products and stock levels from your WooCommerce 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 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 WooCommerce in real-time if you chose to enable it.