Katana's BigCommerce integration pulls all open Sales orders from BigCommerce to Katana, syncs any changes made to orders in BigCommerce, and implements a two-way sync for fulfillment statuses.
Sync Sales orders from BigCommerce to Katana
Fulfillment status two-way sync
Syncing Sales orders from BigCommerce to Katana
Once the initial connection is made, all your open BigCommerce Sales orders will sync to Katana. Afterward, if a new Sales order (SO) is created in BigCommerce, it automatically pulls into Katana.
Sales orders with Awaiting fulfillment status will always import from BigCommerce.
During the integration connection setup, you can choose to only import orders with Awaiting fulfillment status or import both orders with Awaiting fulfillment and Awaiting payment status.
Sales orders are pulled to the mapped Location in Katana. Read more
Advanced, Professional, and Enterprise plan only: If your Sales orders are in foreign currencies, Katana will receive your orders in the same currency they have in BigCommerce and convert order totals to Katana's base currency.
Sales order data from BigCommerce is imported to Katana data fields as follows:
Sales order #
The delivery date is not available in BigCommerce (only via 3rd party apps), thus Katana uses the Created date + Default delivery time for calculating the delivery date. You can edit the Default delivery time in Settings > General in Katana.
If a customer already exists in Katana, then the customer is matched. If the customer doesn't exist, a new customer is created. Read more
If a product already exists in Katana, then the product is matched. If the product doesn't exist, a new product is created. Read more
Price per unit
If taxes are included in the BigCommerce price: Katana Price per unit = BigCommerce Price/(1+ tax rate).
Available on Katana Advanced, Professional or Enterprise only. Read more
Discount on line item, promotions, discount on sales order
If there are promotions applied at the order's basket level, such as "$10 off the order", "buy 2 get 1 free", etc., the amount discounted on the order will be allocated proportionally between the products on the sales order.
In Katana, the amount discounted is represented as a percentage. Read more about discounts
When a SO is pulled from BigCommerce to Katana, a BigCommerce ID (hidden from the user) is added to the order in Katana for future identification. Doing so ensures an order is accidentally duplicated. If you delete an order in Katana that was imported from BigCommerce, this order will not import again in the future.
Syncing fulfillment statuses two-ways
You can choose to have fulfillment statuses sync two ways between Katana and BigCommerce:
If the Delivery status for a SO is changed to Partially Delivered in Katana, the fulfillment status in BigCommerce will not change.
If the Delivery status for a SO is changed to Delivered in Katana, the fulfillment status in BigCommerce will change to "Completed".
If the fulfillment status for a SO is changed to "Completed" in BigCommerce, the Delivery status in Katana will change to Delivered.
If fulfillment is initiated from BigCommerce's side and the SO has batch-trackable items, batches are automatically assigned to your order using the FIFO (first in first out) method. See more here.
Sales order sync if multiple BigCommerce stores are connected to Katana
If you've connected more than one BigCommerce store to Katana, the integration works the same way for each store. Sales order sync, product and customer import, and matching work identically for all stores.
For example, if the same product (i.e. same SKU code) exists at multiple stores, products will be matched (i.e. duplicates not created) in Katana if the same product has already been imported from another BigCommerce store.
If you have multiple BigCommerce stores, you can either map the same or a different Katana Location to each BigCommerce store. You can select another Location when you are connecting to your next store.