Integrating your Shopify store with Katana enables seamless synchronization of orders, inventory, and production processes, ensuring real-time updates and streamlined operations.
Methods to connect
You can connect Shopify to Katana via:
Katana's Integrations Marketplace:
Navigate to the Integrations Marketplace.
Search for "Shopify" and click Connect.
Enter your Shopify store name and click Authorize.
Log in to Shopify and click Install.
Shopify apps store:
Log in to your Shopify store.
Go to Apps > Visit the Shopify App Store.
Search for "Katana" and click Add app.
Click Install app.
Note: To connect multiple Shopify stores, your Katana account must be created via katanamrp.com/sign-up, and the first store connected from within Katana.
Integration setup steps
After initiating the connection, follow these steps:
1. Map inventory locations:
Select a default Katana location for Shopify orders.
Map each Shopify location to a corresponding Katana location.
Unmapped Shopify locations will default to the selected Katana location.
2. Configure initial import and sync:
Sales orders (SOs):
You can choose to import only SOs with a "Paid" status or include those with a "Payment pending" status.
Opt to import all customers or only those associated with imported SOs.
Choose to import all products or only those on imported SOs.
Define tax rate settings for the product import if you use the Taxes included setting in Shopify.
Recommendation: Limit initial import to no more than 20,000 products to maintain performance.
Stock levels:
Decide whether to import initial stock levels from Shopify to Katana.
Note: Katana doesn't import cost per item from Shopify; adjust costs post-import via stock adjustments or the Stock Level Update template.
3. Set sync preferences:
Order syncing:
Enable automatic syncing of SOs and their changes (e.g., refunds, cancellations).
Fulfillment status:
Activate two-way sync between Katana and Shopify for order fulfillment statuses.
Stock levels:
Recommendation: Activate only after verifying accurate stock data in Katana.
Order commitments:
Decide if SOs created in Katana should affect stock availability in Shopify.
4. Review and confirm:
Double-check all settings.
Click Go to Sales to finalize the integration.
Katana will begin importing data based on your configurations.
Post-integration behavior
Sales orders:
New SOs from Shopify will automatically appear in Katana.
Changes to SOs in Shopify (e.g., refunds, cancellations) will sync to Katana.
Fulfillment status:
Marking an SO as Delivered in Katana updates it to "Fulfilled" in Shopify, and vice versa.
Stock levels:
If enabled, stock levels in Katana will sync to Shopify in real-time.
Note: Stock sync applies only to products existing in both platforms with matching SKUs.
Customers and products:
New customers and products from Shopify SOs will be added to Katana if they don't already exist.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]