Katana's Shopify integration pulls all open Sales orders (SO) from Shopify to Katana, syncs changes made to orders in Shopify to Katana, and implements a two-way sync of fulfillment statuses.
Syncing Sales orders from Shopify to Katana
After the initial connection, all your existing open Sales orders will sync from Shopify to Katana and when a new SO is created in Shopify, it will automatically pull into Katana.
Only Sales orders with an "Unfulfilled" status will import from Shopify.
During the integration connection setup, you can choose whether to only import orders with a Paid payment status or also import orders with a Payment pending status. Read more
Draft Sales orders will not be synced from Shopify.
Sales orders will be pulled to the mapped Location in Katana. Read more
Advanced, Professional, and Enterprise plans only: If your Sales orders are in foreign currencies, then Katana will import your orders in the currencies that are in Shopify and will convert order totals to Katana base currency. Read more about multi-currency.
Sales Order data from Shopify is imported to Katana data fields as follows:
Sales order #
Delivery date is not available in Shopify (only via 3rd party apps), thus Katana uses the Created date + Default delivery time for calculating the delivery date. You can edit the Default delivery time in Settings screen > General in Katana.
If the customer already exists in Katana, then the customer is matched. If the customer does not yet exist, a new customer is created in Katana. Read more
If the product already exists in Katana, then the product is matched. If the product does not yet exist, a new product is created in Katana. Read more
Price per unit
If taxes are included in Shopify price then: Katana Price per unit = Shopify (Price - discount amount)/(1+ tax rate).
Advanced or higher only. Read more
When a SO is pulled from Shopify to Katana, a Shopify ID (hidden from the user) is added to the order in Katana for future identification. This way we make sure that we do not import the same order more than once. Even if you delete an order in Katana that was imported from Shopify, Katana will not import this order again in the future.
Shopify order changes sync to Katana
You can choose to sync Shopify order changes to Katana. If you do so, then Shopify SO and SO line item changes are done in Shopify and are synced to Katana.
List of changes that sync from Shopify to Katana:
added line item
In Katana, these are reflected as adjusted quantity or deleted line item or order.
Please note that:
Shopify returns are not synced to Katana.
changes to the customer, addresses, sales order number, dates, and product customization options are not synced from Shopify to Katana.
Changes synced to Katana sales orders will automatically reflect in your production schedule and will change the Manufacturing orders in case you are making to order. Read more.
Katana Sales order changes don't sync to Shopify
Changes to the SO in Katana are not synced to Shopify, except fulfillment status, for which you can choose if it is synced two-ways or not.
Syncing fulfillment statuses in two-ways
You can choose to have fulfillment statuses sync two ways between Katana and Shopify:
When the Delivery status for a SO is changed to Partially Delivered in Katana, the fulfillment status in Shopify will change to "Partially fulfilled".
When the Delivery status for a SO is changed to Delivered in Katana, the fulfillment status in Shopify will change to "Fulfilled".
When the fulfillment status for a SO is changed to "Partially fulfilled" in Shopify, the Delivery status in Katana will change to Partially delivered.
When the fulfillment status for a SO is changed to "Fulfilled" in Shopify, the Delivery status in Katana will change to Delivered.
When fulfillment is initiated from the Shopify side and on the SO there are batch trackable items, batches are automatically assigned to your order using the FIFO (first in first out) method. See more here.
Sales order sync if multiple Shopify stores are connected to Katana
If you have connected more than one Shopify store to Katana, the integration works exactly in the same way for each store. Sales order sync, and product and customer import and matching work identically for all stores.
For example, if the same product (i.e. same SKU code) exists at multiple stores, then products will be matched (i.e. duplicates not created) in Katana if the same product has already been imported from another Shopify store.
If you have multiple Shopify stores, you can map either the same or a different Katana Location to each Shopify store. You can select another Location when you are connecting to your next store.