Integrating your Shopify store with Katana allows for seamless synchronization of products, ensuring efficient inventory management and order fulfillment.
Scenarios for product import
Products from Shopify can be imported into Katana in the following scenarios:
Initial integration setup:
During the initial connection, you can choose to import all your Shopify products into Katana.
Alternatively, only products associated with existing Shopify sales orders (SOs) will be imported.
Post-integration sales orders:
After integration, any new SOs from Shopify will trigger the import of associated products into Katana. Learn more.
Note: Product synchronization is unidirectional; products are imported from Shopify to Katana, not vice versa.
Product matching criteria
Katana employs a two-step process to match imported Shopify products with existing entries:
SKU code matching:
The SKU in Shopify is compared to the Variant Code in Katana.
Important: SKU codes are case-sensitive. For example, "code-1" in Shopify and "CODE-1" in Katana are considered different, leading to the creation of a new product variant.
Shopify ID matching:
If no SKU match is found, Katana uses the Shopify product ID for matching.
This ID is stored in Katana upon the first import and used for future identification.
If neither match is found, Katana will create a new product or variant accordingly.
Note: "Custom items" on Shopify SOs will be imported to Katana as products. Custom items will not be matched between Katana and Shopify going forward. Read more
Data mapping between Shopify and Katana
The following table outlines how product data fields are mapped during the import:
Shopify field | Katana field | Notes |
Product name | Product name | Directly mapped. |
----- | Category | Shopify doesn't have categories; this field remains blank in Katana. |
Variants | Variants | Variant structures are preserved during import. |
----- | Unit of measure | Shopify lacks this field; Katana defaults to "pcs". |
SKU | Variant code | Used for primary matching; case-sensitive. |
----- | Safety stock level | Not present in Shopify; remains blank in Katana. |
Sales price | Default sales price | Set during initial import based on tax settings; otherwise, left blank. |
----- | Cost | Defined during initial import; can be adjusted post-import. |
Non-physical products | Shopify products need to have both "Track quantity" disabled and "This is a physical product" unchecked. |
Limitations and considerations
Editing and deletion:
Changes made to products in either Shopify or Katana after import are not synchronized.
Deleting a product in one platform does not remove it from the other.
Multiple locations:
If you have multiple locations in Shopify or Katana, products from all Shopify locations are imported into all Katana locations.
Multiple shopify stores:
When connecting multiple Shopify stores to Katana, the import and matching process remains consistent across all stores.
Your feedback is invaluable to us. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]