Katana's integration with Shopify ensures seamless synchronization of sales orders (SOs), keeping your inventory and production processes aligned.
Automatic import: After connecting Shopify to Katana, all existing open SOs with an "Unfulfilled" status are imported. New SOs created in Shopify will automatically sync to Katana in real-time.
Payment status options: During setup, choose to import SOs with either "Paid" status only or include those with "Payment pending" status.
Draft orders: Draft SOs in Shopify are not synced to Katana.
Location mapping: SOs are imported to the corresponding Katana location based on your Shopify location mappings.
Multi-currency support: For Standard, Professional, and Professional Plus plans, SOs in multiple currencies are converted to Katana's base currency upon import.
Data mapping between Shopify and Katana
Shopify field | Katana field | Notes |
Order number | Sales order # | Direct mapping. |
Created date | Created date | Direct mapping. |
------ | Calculated in Katana | Since Shopify doesn't provide this, Katana calculates it as Created Date + Default Delivery Time (editable in Settings > General). |
Customer name | Customer name | If the customer exists in Katana, it's matched; otherwise, a new customer is created. |
Billing address | Bill to | Direct mapping. |
Shipping address | Ship to | Direct mapping. |
Line items | Line items | Products are matched by SKU; if not found, new products are created. |
Line item properties | Line item properties | Custom options (e.g., from product add-ons) are imported. |
Custom items | Products or Services | Imported if enabled during integration setup. (either as a Product or Service, depending on choice). |
Quantity | Quantity | Direct mapping. |
Price | Price per unit | If Shopify prices include tax: Katana Price = Shopify Price / (1 + Tax Rate). If not: Katana Price = Shopify Price. |
Tax Rate | Tax % | Direct mapping. |
Currency | Currency | Imported for Standard or higher plans. |
PO Number | Customer reference # | Direct mapping. |
Discounts | Discount % | Order-level discounts are proportionally allocated to line items in Katana. |
Note: A hidden Shopify ID is added to each imported SO in Katana to prevent duplicate imports, even if the order is deleted in Katana.
If enabled during integration setup, the following changes in Shopify SOs will sync to Katana:
Quantity adjustments
Adding or removing line items.
Order cancellations.
Order deletions.
Order archiving.
These changes will reflect in Katana's production schedule, especially for Make-to-Order (MTO) manufacturing orders.
Limitations:
Changes to customer details, addresses, order numbers, dates, and product customization options are not synced.
When enabled, fulfillment statuses sync between Shopify and Katana as follows:
From Katana to Shopify:
Marking an SO as Delivered in Katana updates it to "Fulfilled" in Shopify.
Marking an SO as "Partially Delivered" in Katana updates it to "Partially Fulfilled" in Shopify.
From Shopify to Katana:
Marking an SO as "Fulfilled" in Shopify updates it to Delivered in Katana.
Marking an SO as "Partially Fulfilled" in Shopify updates it to Partially Delivered in Katana.
Note: For batch-trackable items, Katana assigns batches using the FIFO (First-In, First-Out) method when fulfillment is initiated from Shopify.
Managing multiple Shopify stores
If you have multiple Shopify stores connected to Katana:
Each store's integration operates identically.
Products with matching SKUs across stores are recognized as the same in Katana, preventing duplicates.
You can map each Shopify store to the same or different Katana locations as needed.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]