You can connect Shopify and Katana either from within Katana or from the Shopify App Store.
You can also connect multiple Shopify stores to your Katana account if needed. The option to connect another store becomes visible on the Settings screen > Integrations tab after connecting the first store. Here's a video on how it works.
Note: Multiple Shopify stores can be connected to your Katana account only if you created a Katana account directly from our webpage (https://katanamrp.com/sign-up) and connected the first Shopify store from within Katana (not from Shopify App Store).
To initiate the Shopify integration from within Katana:
1. Go to Settings > Integrations.
2. Find the Shopify logo and click Connect.
3. Enter your Shopify store name and click "Authorize".
4. You are then directed to a Shopify page where you're asked to log in to your store and click "Install app".
To initiate the connection from the Shopify App Store:
1. Log in to your Shopify store (https://accounts.shopify.com/store-login).
2. Go to the "Apps" section and click "Visit the Shopify App Store".
3. Find "Katana" in the App Store and select "Add app". On the next screen, click "Install app".
If you have created multiple Locations either in Shopify or Katana, you can map your locations between platforms:
If you have a single Location on both platforms, this step will not be displayed.
1. Firstly, select a Katana Location for your Shopify Online Store orders. All orders placed by customers on your online store will be imported to that Location.
If you have other sales channels to your Shopify account, then orders from other channels will also be pulled into that Katana Location, expect Shopify Point-of-Sale (POS) orders which can be mapped to other Locations in Katana.
2. If you are using Shopify POS, tick "I use POS sales channel". This enables you to select which Shopify Locations are used for POS and map each POS Location to a matching Katana Location.
The list of Locations displays all your Locations in Shopify, not only POS Locations. Select your POS Locations and map those to Katana Locations. You can create new Katana Locations by clicking on the Katana Location dropdown and selecting "+ Create new location".
All Shopify Locations that you have not selected will be mapped to the same Katana Location as your Shopify Online Store orders.
Next, you can determine which information to import from Shopify to Katana at initial connection:
1. Select whether you wish to import open Sales Orders from Shopify with "Paid" status only or also import orders with "Payment pending" status. Read more
2. Importing custom items on open Sales orders. You can choose to enable importing custom items on Shopify sales orders to Katana as products. Learn more
3. Importing customers. If the option is switched ON, all your customers will be imported from Shopify to Katana. These customers will appear in the Contacts screen in Katana and can be used on future Sales orders.
If you switch OFF the possibility to sync all customers, only those customers that appear on imported Sales orders are created in Katana. Read more
4. Importing products. If the option is switched ON, all your products will be imported from Shopify. You can access products in the Items screen in Katana.
If a product is using variants in Shopify, then a matching variant structure will be created for the product in Katana.
If you switch the option OFF, new products will be created in Katana only for those items that appear on imported Sales orders. Read more
Note: We recommend importing up to 20,000 Shopify products with the initial import. Larger amount of products might make working with Katana slower than expected.
You are also asked to define tax rate settings for the product import. This is only relevant if you use Taxes included setting in Shopify. The tax rate is required for defining Default Sales Prices for products in Katana. Learn more here
5. Importing initial stock levels of products from Shopify to Katana. If switched ON, all inventory levels of products will be imported from Shopify to Katana. This will create a Stock Adjustment in Katana for recording those stock levels. Read more
If you choose to sync stock levels from Shopify to Katana, you need to determine the initial cost for the product stock for Katana.
Katana is not importing the Cost per item from Shopify as the cost for your stock. You can adjust the cost price for each individual product after the import is completed from the Stock adjustment document that was automatically created during the initial stock import from Shopify or using the Stock Level Update template you find under the Settings screen > Data import in Katana. Learn more here
On the next page, select which information you would like to keep syncing between Katana and Shopify:
1. Importing open Sales orders from Shopify to Katana is core functionality. This sync cannot be switched off.
Only Sales orders with Unfulfilled statuses will be imported from Shopify.
During the integration connection setup, you can choose whether to import orders with Paid payment status only or also import orders with "Payment pending" status.
Read more
2. Sync Sales order changes from Shopify to Katana. If switched ON, then Shopify Sales order and Sales order line item changes done in Shopify (refund, cancel, delete, archive, adjust quantity) are synced to Katana. Shopify returns are not synced to Katana.
3. Sync Sales order fulfillment statuses. If switched ON, then when the Delivery status for a Sales order is changed to Delivered in Katana, the fulfillment status in Shopify will change to Fulfilled, and vice versa.
4. Sync stock levels from Katana to Shopify. If the stock sync from Katana to Shopify is switched ON, Katana will automatically sync stock levels for each product from Katana to Shopify in real time. Read more
5. Commitments from orders created in Katana reduce the availability of stock in Shopify. You can select whether Sales orders created directly in Katana affect the stock levels in Shopify or not. For example, if you enter large wholesale orders manually to Katana but wish to prevent those from reducing the available stock in Shopify, you can opt out of this option. Read more
After making your choices, click Next.
Check the summary of your integration settings and click Confirm.
1. The import of Sales orders, customers, products, and stock levels from your Shopify account to Katana will start. It may take a few minutes for the information to appear in Katana. You can close the import pop-up window and continue using Katana during the import, Katana will keep processing the information in the background.
2. Click Go to Sales to navigate to Katana's Sell screen to see your newly imported Sales Orders.
The integration is now active! All your future open Sales orders will be pulled automatically to Katana in real-time. Sales order statuses will keep syncing both ways if you decided to enable the functionality during the connection. Stock levels are synced from Katana to Shopify in real-time if you chose to enable it.
Note: Internet Explorer 11.0 browser is not supported by Shopify and cannot be used for connecting Katana to Shopify. We suggest using Google Chrome.