You can change Shopify integration settings whenever you want. Edits take effect immediately for most settings, and you don't have to disconnect or pause sync to make them.
Where to change settings
Open the Integrations Marketplace in Katana.
Find and open the configuration page for the connected Shopify store.
The configuration page contains four left-side tabs: Products, Inventory, Orders, Customers.
The header area shows the current integration status (Disabled, Sync inactive, or Sync active) and controls to activate, pause, or disconnect the store.
What can be configured in each tab
Products tab
The default tax rate (shown if your Shopify store has tax-inclusive pricing).
Whether to use Shopify's Cost per item as the default purchase price in Katana.
The Start the import button to run a product import (more on this below).
Inventory tab
The Shopify-to-Katana location mapping. You can change a Katana location for any Shopify location, and create new Katana locations from the same screen.
The inventory level sync on/off toggle.
The stock import controls — cost source (Shopify "Cost per item" vs % of sales price) and import button.
Orders tab
Determine whether to import payment-pending orders (off by default).
Decide whether to include the shipping cost as a separate line item.
How non-physical custom line items are treated (Service or Product).
Order changes from Shopify (on/off) — line items, fulfillment location updates, returns.
Sync fulfillment status on/off.
Customers tab
Includes a Start the import button to run a customer import.
Auto vs manual save
How changes are saved depends on the integration status:
Status | Behavior |
Disabled or Sync inactive | Each change autosaves immediately. The header shows "All changes saved." |
Sync active | Changes aren't activated until you click Apply new settings. Until then, live sync continues to use the prior settings. |
You can edit the configuration as much as you want and apply all edits at once — useful if sync is running and you want changes to take effect at a specific moment.
Re-importing
The Start the import button on the Products, Customers, and Inventory tabs re-runs the import. Most likely not necessary as the sync keeps things up to date, but it can be useful to:
Pull in Shopify products that aren't yet in Katana.
Re-sync customer details after large Shopify edits.
Start over on stock levels after clearing data.
Be careful with stock imports: Each stock import creates a stock adjustment that adds the imported quantities to Katana. Re-running it on a populated Katana inventory will double the stock.
Only run a stock import on a fresh setup, or after clearing existing inventory in Katana. The button is disabled when sync is active.
Changing location mappings later
You can remap a Shopify location to a different Katana location at any time. The change takes effect immediately for new orders and stock pushes. Existing Katana sales orders keep the location they were originally imported to.
If you remove a mapping (set a Shopify location to "no Katana location"), the integration moves into the Disabled state until every Shopify location has a mapping again — sync will not run.
What can't be edited
The Shopify store URL or the authorization.
To change those, disconnect and reconnect.
Tax rates per product.
Katana imports the default tax rate you set on the Products tab and applies it during product import; per-product tax handling stays in Shopify.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]