Customers can be imported from Shopify to Katana in the following cases:
You can choose to import all your customers from Shopify to Katana during the initial integration connection.
If you choose not to import all customers, only those customers will be imported to Katana during the initial connection that appears on imported Sales orders. Read more
Later, when new Sales orders are synced from Shopify to Katana, then customers on those orders are imported Katana.
Customers cannot be synced from Katana to Shopify.
Creating and matching customers
Katana matches customers imported from Shopify to your existing customers in Katana.
If a match is found, a new customer isn't created.
If a match isn't found, a new customer is created.
How Katana identifies if a customer already exists in Katana:
Check Shopify ID.
If a customer is pulled from Shopify to Katana for the first time, a hidden Shopify ID is added to the customer in Katana for future identification. If the same customer is pulled in the future, Katana matches the ID. This means that if you edit any information for this customer in Shopify (e.g. change the name or e-mail address), Katana will still identify it as the same customer. In this case, other information will be overwritten in Katana.
Checking e-mail addresses.
If there isn't a Shopify ID match, email addresses will be compared instead. If there is an email address match, but the customer name doesn't match, the customer name in Katana is overwritten with the Shopify value. If there are multiple email address matches, a new customer is created in Katana.
Checking customer names.
If there is no match with Shopify ID and the email for the customer doesn't exist in Shopify, the customer name will be used to make the match. If a single customer name match exists in Katana, the customer is matched. If there are multiple or no customer name matches, a new customer is created.
If there is no match with Shopify ID and the customer's email exists in Shopify but doesn't match with Katana, the customer name will be used to make the match. If a single customer name match exists in Katana and this customer doesn't have an email address in Katana, the customer is matched and the email address added to this customer in Katana. If a single customer name match exists in Katana and this customer doesn't have a matching email address, a new customer is created. If there are multiple customer name matches, a new customer is created in Katana.
Customer data between Shopify and Katana is matched as follows:
Shopify | Katana | Comments |
Customer name | Customer name | - |
E-mail address | E-mail address | - |
Phone number | Phone number | - |
- | Comments | Will be left blank in Katana. |
Default address | Billing address | - |
- | Default shipping address | Katana will default to using shipping address = billing address. |
- | Other shipping addresses | If Shopify customer has multiple addresses on the customer card then Katana will import 10 addresses as "other shipping addresses" |
Editing or deleting a customer is not synced
Editing data in either Shopify or Katana for a customer that has already been imported does not reflect in the other system. Any changes to the customer name, e-mail address, phone number, addresses, or comments are not synced.
Deleting customers in either Katana or Shopify does not delete the customer automatically in the other system.
Syncing new customers when the integration is already enabled
After you have enabled the Shopify x Katana integration, new customers created in Shopify or Katana are not synced to the other system automatically.
New customers are imported from Shopify to Katana if:
The customer is included in a sales order that is synced from Shopify to Katana.
The reconfiguration flow for Shopify integration is completed in Katana and you select to import all your customers. Read more here.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]