You can connect BigCommerce and Katana from within Katana.

You can also connect multiple BigCommerce stores to your Katana account if needed. The option to connect another store becomes visible on the Settings screen > Integrations tab after connecting the first store.

To initiate the BigCommerce integration from within Katana:

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

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

3. Enter your BigCommerce store hash and click "Authorize".

4. You are then directed to a BigCommerce page where you're asked to log in to your store and click "Confirm". When you confirm you will be redirected to Katana's Bigcommerce setup configurator.

Configuring Bigcommerce integration

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

If you have a single location in Katana, this step will not be displayed.

STEP 1: From the dropdown select a Katana Location for your BigCommerce Online Store orders. All orders placed by customers on your online store will be imported to that Location. If you have other sales channels to your BigCommerce account, then orders from other channels will also be pulled into that Katana Location. Read more

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

1. Add customers and products associated with open orders. This sync cannot be switched off, and all your customers and products related to open orders will be imported from BigCommerce to Katana. These customers and products will appear in Katana's "Contacts" and "Item" screens and can be used on future Sales Orders. If a product is using variants in BigCommerce, then a matching variant structure will be created for the product in Katana.

2. Add custom items on open orders as products - During the initial configuration of Katana x BigCommerce integration, you can choose whether or not you wish to import custom items on BigCommerce Sales Orders to Katana.

If switched ON, BigCommerce custom items will be created as products in Katana. A new product will be created for each custom item, and custom items are not matched to products existing in Katana. (Read more)

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

4. 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)

5. Order fulfillment statuses sync. If switched ON, then when the Delivery status for a Sales Order 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 at initial connection.

STEP 2: Import all products including sales prices. You are also 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 Default Sales Prices for products in Katana. Learn more here

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

Check the summary of your integration settings and click "Confirm".

The import of Sales Orders, customers, and products from your BigCommerce account to Katana will start. It may take a few minutes for the information to appear in Katana. You can close the import pop-up window and continue using Katana during the import; Katana will keep processing the information in the background.

When fully integrated you will see that the store is connected to the integration screen.

Click "Go to Sales" to navigate to Katana "Sell" screen to see your newly imported Sales Orders.

The integration is now active! All your future open Sales Orders will be pulled automatically to Katana in real time.

If at any point you would need to disconnect from BigCommerce then you can find more information here.

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