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Sync stock levels from Katana to Shopify

Sync stock levels from Katana to Shopify for real-time inventory updates and efficient e-commerce management.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Sync stock levels between Katana and Shopify to ensure real-time inventory accuracy across both platforms. This prevents overselling, improves fulfillment, and enhances customer experience.


How to turn stock sync on/off

You can activate stock sync:

  • During the initial connection

  • Later via Reconfigure in the Integrations Marketplace

To toggle stock sync:

  1. Go to Integrations > Shopify.

  2. Click Manage and select Reconfigure...

    Screenshot showing the Reconfigure option for the Shopify integration

  3. In the setup wizard, go to Step 3 – Sync settings

  4. Check ✔️ Automatically synchronize stock levels from Katana to Shopify

    Screenshot highlighting the Shopify configuration where you can automatically sync stock levels from Katana to Shopify

  5. Click Next, then Confirm


Why should you sync stock?

  • Keeps your Shopify stock up-to-date based on Katana data.

  • Katana becomes your source of truth for inventory, factoring in stock on hand and committed quantities.

  • You can choose whether Katana-created Sales Orders affect Shopify stock levels.


When to turn stock sync ON or OFF

When

Recommendation

Testing Katana on live store

❌ Turn OFF

Using Katana in production

✅ Turn ON

Testing with a Shopify dev store

✅ Turn ON


How does the sync work?

1. When is sync triggered?

Sync triggers when:

  • In stock or Committed quantity changes (e.g., SO, MO, PO, or stock adjustment)

Note: Sync is not instant for your entire catalog — each product syncs when stock data changes.


To sync all items at once: Export from Katana → Import to Shopify.


2. What quantity is synced?

Synced quantity = `In stock` - `Committed`

You can exclude certain sales orders from affecting the Committed value during integration setup. Learn more


3. Kit & bundle syncing

  • Katana calculates potential stock for kits and bundles based on available components (if the In stock quantity in Katana is depleted).

  • If components are unavailable, potential stock = 0

  • Shopify shows this updated quantity to prevent overselling


4. Why use In stock - Committed instead of just In stock?

  • Shopify reduces stock on order creation

  • Katana reduces stock on order fulfillment

  • To align these models, Katana subtracts Committed from In stock to mirror Shopify’s available stock display


5. Which products are synced?

Only products with matching SKU / Variant Codes in Katana and Shopify will sync.

Katana does not create new products in Shopify.

Matching Logic:

  • SKU in Shopify = Variant Code in Katana

  • If multiple Shopify products use the same SKU, they’ll all get the same stock level

  • If multiple Katana variants share a SKU, the most recently created one is used for sync


6. Multiple Shopify stores

  • The sync logic is identical for all stores.

  • If the same SKU exists across multiple stores, it will sync to all matching products.


Stock sync with multiple locations

  • POS (e.g., retail) locations can be linked directly

  • Shopify Online Store locations will pull from the mapped Katana location

Unmapped Shopify locations will:

  • Default to a single Katana location

  • Display the same stock across all unmapped Shopify locations

  • May cause inflated total stock values in Shopify

Your Katana stock remains accurate, and Katana should be your source of truth.


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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