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Connecting Shopify

Shopify can be connected to Katana from within Katana or from the Shopify App Store

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

When connecting your Shopify store to Katana, you can make this connection either from within Katana or from the Shopify App Store.

If you have multiple Shopify stores, you can connect all of them* to Katana if you want. The option to connect another store becomes visible on the Settings screen > Integrations tab after the first store has already been connected.

*Note: Multiple Shopify stores can only be connected to your Katana account if your Katana account was created directly from Katana ( and the first Shopify store was connected from within Katana (not from Shopify App Store).

Initiating the Shopify integration from within Katana

  1. Go to the Settings screen > 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".

Initiating the integration from Shopify's App Store

  1. Log in to your Shopify store (

  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've created multiple Locations either in Shopify or Katana, you can map your locations between platforms:

Shopify integration setup

Once you've initiated the integration, you'll need to follow a quick 4-step setup to align your Locations, what will be imported, and what you will sync between Katana and Shopfiy.

Inventory Locations

If you have a single Location on both platforms, the picture above will not be displayed.

  1. 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 connected to your Shopify account, orders from those channels will also be pulled into that Katana Location, except Shopify Point-of-Sale (POS) orders which can be mapped to other Locations in Katana.

  2. If you are using the Shopify POS, tick "I use POS sales channel". This lets you select which Shopify Locations are used for POS and then you can map each POS Location to a matching Katana Location.

The list 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".

Any Shopify Locations that haven't been 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:

Initial import

  1. Select whether you only want to import open Sales orders from Shopify with "Paid" status 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 this option is switched ON, all of 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 switched OFF, only 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 switched OFF, new products will only be created in Katana for 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

  6. Import shipping cost. If turned on, any shipping costs on Shopify SOs will be imported to Katana SOs.

    Data imported from Shopify to Katana:

    • Name of the shipping

    • Price

    • Tax rate if applicable

    Note: This will not import any of Shopify's shipping settings, only the cost of shipping on Sales orders.

On step 3, select which information you want to keep syncing between Katana and Shopify:

Sync setup

  1. Importing open Sales orders from Shopify to Katana is a core functionality and can't be switched off.

    Only Sales orders with Unfulfilled statuses will be imported from Shopify.
    During the integration connection setup, you can choose whether to only import orders with Paid payment status or also import orders with a "Payment pending" status.
    โ€‹Read more

  2. Sync Sales order changes from Shopify to Katana. If switched ON, Shopify Sales order and Sales order line item changes done in Shopify (refund, cancel, delete, archive, adjust quantity) sync to Katana, but Shopify returns are not synced.

  3. Sync Sales order fulfillment statuses. If switched ON, if 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 switched ON, Katana automatically syncs 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. 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.

Review the integration settings

Double check to make sure everything looks correct in the summary page here. If all looks good, go ahead and press Confirm and 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 by clicking Go to Sales and continue using Katana during the import, Katana will keep processing the information in the background.

The integration is now active! All of your future open Sales orders will be pulled automatically to Katana in real-time. Sales order statuses will keep syncing both ways if you enabled the functionality during the connection and Stock levels sync from Katana to Shopify in real-time (if you enabled the setting).

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.

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