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How to connect WooCommerce to Katana

You can connect WooCommerce to Katana from within Katana

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated yesterday

Easily connect your WooCommerce store to Katana to sync orders, products, customers, and stock in real time.


Step 1: Start the WooCommerce integration

  1. Go to Integrations Marketplace in Katana.

  2. Find WooCommerce and click Connect.

    Screenshot showing where to find WooCommerce in Katana's Integrations Marketplace

  3. Enter your store address and click Authorize.

    Screenshot showing the pop-up where you need to enter your WooCommerce Store address

  4. You’ll be redirected to WooCommerce → log in and click Approve.

    Authorization screen for WooCommerce

Step 2: Configure the integration

You’ll complete a 4-step setup to align locations, imports, and sync options.

2.1 Inventory locations

Inventory locations step of the WooCommerce configuration
  • If you have multiple locations in Katana, select the location for WooCommerce orders and stock.

  • By default, the Main location is used.

Note: This step only appears if you have multiple locations in Katana. By default, the Main location is selected, but you can choose your preferred location. Read more.

2.2 Initial import

Initial import step of the WooCommerce configuration
  • Yes, import all customers

    • If enabled → Import all customers from WooCommerce to Katana (up to 1,000 customers).

    • If disabled → Only customers on imported sales orders (SOs) are created.

  • Yes, import all products

    • If enabled → Import all products (up to 20,000, variants included).

      • Variable products in WooCommerce create matching variants in Katana.

      • Each variant needs a unique SKU; otherwise, it won’t import.

    • If disabled → Products are created only when they appear on imported sales orders.

  • Tax settings

    • If you use the Taxes included setting in WooCommerce, enter a tax rate so Katana can calculate tax-excluded Default sales prices.

      • The option will not appear if taxes are not included in WooCommerce settings

  • Yes, import stock levels of products

    • If enabled → Import inventory levels from WooCommerce.

      • Creates a Stock adjustment in Katana for those levels.

      • Initial product costs must be defined (since WooCommerce doesn’t track them):

        • Set cost as a % of sales price (applies to all products).

        • Adjust later per product from the Stock adjustment document.

  • Import all shipping costs

    • If enabled → Shipping method, cost, and tax from WooCommerce SOs are imported into Katana SOs.

    • Note: This does not import WooCommerce shipping settings, only the cost.


2.3 Sync setup

Sync setup step of the WooCommerce configuration
    • Core functionality → All open WooCommerce SOs with Processing status are imported (limit: 1,000 at initial import).

    • If enabled → Delivery updates sync both ways:

      • Delivered in Katana → Completed in WooCommerce.

      • Completed in WooCommerce → Delivered in Katana.

    • If enabled → Katana syncs stock levels in real time from the selected Katana location to WooCommerce.

  • Commitments from Katana orders

    • If enabled → All SOs in Katana (including manual wholesale orders) reduce available stock in WooCommerce.

    • If disabled → Only WooCommerce orders reduce stock in WooCommerce.


Step 3: Confirm and activate

Confirmation step of the WooCommerce configuration
  1. Review your settings and click Confirm.

  2. Katana starts importing SOs, customers, products, and stock levels.

    • This may take a few minutes, but you can close the window and continue working.

  3. Once complete, your WooCommerce store is fully connected:

    • Future SOs sync automatically in real time.

    • Fulfillment statuses update both ways (if enabled).

    • Stock levels sync from Katana to WooCommerce (if enabled).


Key takeaways

  • Import limits: 1,000 customers, 20,000 products, 1,000 SOs during initial setup.

  • Tax and stock cost settings ensure accurate sales prices and inventory values in Katana.

  • Stock commitments can be configured to include or exclude non-WooCommerce orders.


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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