ShippyPro is a shipping management platform that helps you automate workflows, print shipping labels in bulk, and track order statuses. Integrating Katana with ShippyPro allows you to scale your delivery processes with greater speed and efficiency.
What the integration enables
With the Katana–ShippyPro integration, you can:
Import sales orders (SOs) from Katana to ShippyPro for shipping.
Update Katana SO status automatically based on ShippyPro order status.
Sync tracking numbers from ShippyPro back to Katana.
Connecting Katana to ShippyPro
Create a ShippyPro account or sign-in
ShippyPro offers a large library of shipping carriers and supports generic carriers. You can connect Katana even if you don’t yet have an active carrier contract.
Add Katana as a Sales Channel
Once you're logged in, head to the ShippyPro Integrations Marketplace and search "Katana".
Enable Update my Katana profile with shipped orders tracking numbers and mark as shipped
Click Link my account: Katana.
Authorize connection
You will be redirected to the Katana login page to authorize the connection.
Once connected, any Not shipped and Packed SOs with a Ship to address will import from Katana into ShippyPro within 15 minutes.
After the initial connection, it may take up to 30 minutes before you can begin shipping.
Shipping a sales order via ShippyPro
Set up a Carrier in ShippyPro.
If no Katana SOs have imported, go to Katana → Sell screen > Sales orders tab > Open table, and select an SO with a valid Ship to address.
Only Not shipped SOs with a Ship to address will import to ShippyPro.
In ShippyPro, navigate to Shipping > Orders.
Open the SO to view transaction details.
Imported data from Katana includes:
Customer shipping address
SO line items (❗ a red exclamation mark means the SO has multiple line items)
Notes with SO number (highlighted with a yellow background)
(Optional) Select Edit if you need to adjust details, then click Save.
Changes made here do not sync back to Katana once the order has been imported. Learn more
Create a shipment
Press Ship order
Click Edit under Parcel to add package details (weight, dimensions, etc.).
Select your preferred carrier and click Generate label.
Click Send in ShippyPro to confirm.
Sync back to Katana
Order status updates and tracking info will sync back automatically:
Tracking number and tracking URL are sent to Katana.
If SO status in Katana was “Not shipped,” it updates to Packed.
To complete fulfillment, manually change the SO status to Delivered in Katana.
Once marked as Delivered in Katana, no further updates will sync.
Limitations
Only Not shipped SOs with a Ship to address import from Katana.
Detail field changes in ShippyPro do not sync back to Katana.
Katana’s Shipping fee is not currently supported.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]