Katana's Shopify integration allows you to connect your Shopify store with Katana’s inventory and production management system. This integration automates the synchronization of orders, inventory, and manufacturing processes, helping businesses maintain accurate stock levels, fulfill orders efficiently, and streamline production.
Take a look at the Shopify integration videos for a brief visual overview of how the integration works.
The integration makes it easy to manage Shopify order fulfillment and keep inventory and related production in control. Connecting Shopify to Katana only takes a few minutes, but it can save you hours (or even days) of manual work weekly.
During setup, products, customers, and sales orders (SOs) will be pulled from Shopify to Katana in a few minutes.
Multiple Shopify stores can be connected to a single Katana account. To connect an additional store, head to the Integrations Marketplace and search "shopify", then click Connect (below Connected Integrations) when you see the result.
What is synced/imported:
Sales orders are automatically pulled into Katana from your Shopify account. During the initial connection, any existing Shopify open SOs are pulled, and Katana will continue pulling future SOs automatically. SOs and SO line item changes made in Shopify (refund, cancel, delete, archive, adjust quantity) sync to Katana.
Note: Shopify returns are not synced to Katana. Read more
If you've created multiple locations in Katana or Shopify, you can map Shopify online orders and Point-of-Sale (POS) order locations to specific Katana locations. SOs will then be pulled to the mapped locations in Katana. Shopify can also look at item availability per location and choose the best location for each item. Read more
SO fulfillment statuses can be synced between Katana and Shopify (two-way sync). Mark a SO Delivery status as Delivered in Katana, and it's automatically marked as Fulfilled in Shopify (and vice versa).
You can import all of your products and product stock levels to Katana when connecting your Shopify store. Read more
Note: We recommend importing your product stock levels from Shopify only if you keep track of the correct product stock levels in Shopify.
If a new Shopify SO includes a product that doesn't exist in Katana, the product will be automatically created in Katana when the SO is imported.
If you import product stock levels, you can immediately see the product availability for all SOs in Katana.
Line item properties for products on Shopify SOs (e.g. additional options if using any product options add-ons in Shopify) will also be pulled to Katana. Read more
If you map Shopify locations to Katana locations, product stock levels are pulled to the mapped locations in Katana. Read more
Tip: Since Shopify doesn't include information about raw materials, you should create or import materials to Katana after connecting your Shopify store. This will enable creating product recipes, tracking material availability and managing raw material stock in Katana.
You can sync real-time stock levels from Katana to Shopify. Read more
You can import all of your customers to Katana when connecting your Shopify store. Read more
After connecting, if a new Shopify SO includes a customer that doesn't exist in Katana, the customer is automatically created in Katana when the SO is imported.
Read more about how to connect Shopify.
Tracking information
If you collect tracking information inside Katana (from ShipStation, for example), it will also be synced between Shopify and Katana.
Multiple Shopify stores
If you've connected multiple Shopify stores to Katana, the integration works the same way for each store. SO sync, product and customer import and matching, and stock sync work identically for all stores. For example, if the same product (i.e. same SKU code) exists at multiple stores, the stock levels would be synced from Katana to all the Shopify stores that include that product.
You can map each connected Shopify store to the same or a different Katana Location.
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