Connecting BigCommerce to Katana can easily be done directly from inside Katana. If you have multiple BigCommerce stores, you can also connect them from inside your Katana account. From the Settings screen > Integrations tab, you'll see an option to connect to another store after connecting to the first store.

To start the BigCommerce integration from within Katana:

  1. Go to the Settings screen and click on the Integrations tab.

  2. Find the BigCommerce logo under the Built by Katana section and click Connect.

  3. Add your BigCommerce store hash and click Authorize.

  4. After clicking Authorize you'll be directed to BigCommerce and you will need to log in to your store and click Confirm. After confirming, you'll be redirected to Katana's Bigcommerce setup configurator.

Configuring the Bigcommerce integration

In the integration setup, if you use multiple Locations in Katana, you can map your locations between platforms:

This step will not display if you only use a single location in Katana.

STEP 1 (only fo multiple Locations)

From the dropdown, select a Katana Location for your BigCommerce orders.
All orders placed by customers in your online store will import to this Location. If you have other sales channels connected to your BigCommerce account, these orders will also be pulled into that Katana Location. Read more

Next, determine which information to import from BigCommerce to Katana:

  • Add customers and products associated with Open orders. All your customers and products related to Open orders will be imported from BigCommerce to Katana, and this sync will remain switched on. These imported customers and products will appear in Katana's Contacts and Items screens and can be used on future Sales orders (SO). If a product uses variants in BigCommerce, a matching variant structure will be created for the product in Katana.

  • Add custom items on open orders as products. During the initial configuration of the integration, you can choose whether or not you want to import custom items from BigCommerce orders to Katana.

    If switched on, BigCommerce's custom items will be created as products in Katana. A new product will be created for each custom item, and won't be matched to products existing in Katana. (Read more)

  • Include existing and future Awaiting fulfillment status orders from BigCommerce to Katana as core functionality. This sync cannot be switched off. This imports all orders with Awaiting fulfillment status. (Read more)

  • Include existing and future Awaiting payment status orders. Select whether you also wish to import open Sales orders from BigCommerce with Awaiting Payment status. (Read more)

  • Order fulfillment statuses sync. If switched ON, when a Delivery status for a SO is changed to Delivered in Katana, the fulfillment status in BigCommerce will change to Fulfilled, and vice versa.

On the next screen, you can choose which data to import from BigCommerce to Katana during the initial connection.

STEP 2:

Import all products including sales prices.
You will be asked to define a tax rate percentage for the product import. This is only relevant if you use the "Prices Entered With Tax" setting in BigCommerce. The tax rate is required for defining product Default sales prices in Katana. Learn more here

Note: We recommend importing less than 20,000 Bigcommerce products with the initial import. A larger amount of products might make Katana slower than expected.

Check the summary of your integration settings and click Confirm.

Sales orders, customers, and products from your BigCommerce account to Katana will begin importing. It might take a few minutes for the information to appear in Katana, but you can close the import window and continue using Katana during the import.

Click Go to Sales to navigate to the Sell screen to see your newly imported Sales orders.

Once complete, you will see that the store is connected in the integrations page.

The integration is now active! All future Open SOs will be pulled automatically to Katana in real-time.

If you need to disconnect from BigCommerce, you can find more information here.

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