Katana allows you to connect to your Shopify store to enable automated synchronization of orders, inventory, and production processes. This ensures real-time updates, helping you manage e-commerce operations more effectively. By linking Shopify with Katana, you can streamline order fulfillment, maintain accurate stock levels, and improve overall production efficiency.
You can make the the connection to Shopify either from within Katana or from the Shopify App Store.
If you have multiple Shopify stores, you can connect each of them* to Katana. The option to connect another store becomes visible on the Settings screen > Integrations page after the first store has been connected.
*Note: Multiple Shopify stores can only be connected to your Katana account if your Katana account was created directly from Katana (https://katanamrp.com/sign-up) and the first Shopify store was connected from within Katana (not from Shopify App Store).
Initiating the Shopify integration from within Katana
Go to the Settings screen > Integrations page.
Find Shopify and click Connect.
Type in your Shopify store name and click Authorize.
You'll then be directed to a Shopify page where you'll be asked to log in to your store (if you're not already) and click "Install".
Initiating the integration from the Shopify App Store
Log in to your Shopify store (https://accounts.shopify.com/store-login).
Go to the "Apps" section and click "Visit the Shopify App Store".
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 Locations, what will be imported, and what you will sync between Katana and Shopify.
Inventory Locations
If you have a single Location on both platforms, the image above will not be shown.
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 different Katana Locations.
If you're using the Shopify POS, tick I use Point of Sale (POS) sales channel. This lets you select which Shopify Locations are used for POS and 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'll determine which information to import from Shopify to Katana during the initial connection.
Initial import
Select if you only want to import open sales orders (SOs) from Shopify with a "Paid" status or those orders with a "Payment pending" status. Read more
Importing custom items on open SOs. You can enable the importing of custom items on Shopify SOs to Katana as products. Learn more
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 SOs.
If switched OFF, only customers that appear on imported SOs are created in Katana. Read more
Importing products. If switched ON, all of 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, 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 SOs. 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'll also be 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
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 sync stock levels from Shopify to Katana, you'll need to determine the initial cost for the product stock for Katana.
Katana doesn't import 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 by using the Stock Level Update template you can find under the Settings screen > Data import page in Katana. Learn more.
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.
Step 3 allows you to select which information you want to keep syncing between Katana and Shopify:
Sync setup
Importing open SOs from Shopify to Katana is a core functionality that can't be switched off.
Only SOs with an Unfulfilled status 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. Read moreSync SO changes from Shopify to Katana. If switched ON, Shopify SOs and SO line item changes done in Shopify (refund, cancel, delete, archive, adjust quantity) sync to Katana, but Shopify returns aren't synced.
Sync SO fulfillment statuses. When switched ON, if the Delivery status for a SO is changed to Delivered in Katana, the fulfillment status in Shopify will change to Fulfilled (and vice versa).
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
Commitments from orders created in Katana reduce the availability of stock in Shopify. You can select whether SO created directly in Katana affect 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. Read more
After making your choices, click Next.
Confirm
Double check to make sure everything looks correct in the summary page here. If it does, press Confirm and the import of SOs, customers, products, and stock levels from your Shopify account to Katana will begin.
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 future open SOs will now be pulled automatically to Katana in real-time. SO statuses will keep syncing both ways (if you enabled the functionality during the connection) and stock levels will sync from Katana to Shopify in real-time (if you enabled the setting).
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