Katana's integration with Shopify enables seamless synchronization between your ecommerce platform and Katana's inventory and production management system. This integration automates the flow of orders, inventory, and manufacturing data, helping businesses maintain accurate stock levels, fulfill orders efficiently, and streamline production processes.
Key features of the integration
Automated sales order import:
All open sales orders (SOs) from Shopify are automatically imported into Katana.
Future SOs are pulled into Katana in real-time.
Changes to SOs in Shopify (e.g., refunds, cancellations, deletions, quantity adjustments) are synced to Katana.
Two-way fulfillment status sync:
Marking an SO as Delivered in Katana updates the status to "Fulfilled" in Shopify, and vice versa.
Product and stock level import:
During the initial connection, you can choose to import all products and their stock levels from Shopify to Katana.
If a new SO includes a product not present in Katana, it will be automatically created upon import.
Non-physical products in Shopify are imported as service items in Katana.
Recommendation: Import stock levels only if Shopify maintains accurate inventory data.
All customers can be imported from Shopify during the initial setup.
New customers from subsequent SOs are automatically added to Katana.
Map Shopify online and Point-of-Sale (POS) locations to specific Katana locations.
SOs and stock levels are synchronized based on these mappings.
Enable continuous stock synchronization to reflect accurate inventory levels in Shopify.
Note: It's advisable to activate this feature only after ensuring Katana's stock data is accurate.
Customizations or additional options added to products in Shopify (e.g., via product options add-ons) are imported into Katana's SOs.
Tracking information sync:
Tracking details collected in Katana (e.g., from ShipStation) are synced with Shopify.
Multiple Shopify store connections:
Connect multiple Shopify stores to a single Katana account.
Each store's integration operates identically, ensuring consistent data synchronization.
Setting up the integration
Initiate connection:
Navigate to Katana's Integration Marketplace.
Search for "Shopify" and click Connect.
Authorize the connection by logging into your Shopify store.
Configure settings:
Map Shopify locations to Katana locations.
Choose data to import: products, customers, stock levels.
Set synchronization preferences for orders and stock levels.
Finalize setup:
Review and confirm your settings.
Katana will begin importing data based on your configurations.
Note: For a visual guide on setting up the integration, refer to Katana's Shopify integration videos.
Additional considerations
Material management:
Shopify doesn't manage raw materials.
Post-integration, create or import materials into Katana to manage production effectively.
Stock sync recommendations:
Activate real-time stock sync only after verifying the accuracy of stock data in Katana.
Avoid enabling this feature during the testing phase to prevent discrepancies.
Read more about how to connect Shopify.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]