Sync Shopify Orders to Katana MRP

5 min setup
No coding required
Runs automatically

When Shopify orders have to be keyed into Katana by hand, production planning runs behind and stock numbers drift. This workflow creates a Katana sales order for each paid Shopify order, matching the customer and adding every line item by SKU, so Katana can reserve stock or plan manufacturing right away.

Shopify logo icon
Shopify Order Paid (Trigger)
Katana Get List of Customers
Katana Create Customer
katana logo icon
Katana Create Sales Order

How it works

5 steps to get every paid Shopify order into Katana without retyping it

Shopify logo icon

Shopify Order Paid (Trigger)

App connector: Shopify • Time to complete: 1 minute

Runs when an order is paid.

Katana Get List of Customers

App connector: Katana • Time to complete: 1 minute

Look for a Katana customer with the order's email.

Logic

App connector: Logic • Time to complete: 1 minute

If no Katana customer matches, create one with the order's name, email and address. Otherwise use the existing customer.

Katana Create Customer

App connector: Katana • Time to complete: 1 minute

Create the Katana customer when the previous step found none.

katana logo icon

Katana Create Sales Order

App connector: Katana • Time to complete: 1 minute

Create the sales order for that customer with the Shopify order number as the order number, and a row for each line item matched to the Katana variant by SKU, with quantity and price.

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Ready to get every paid Shopify order into Katana without retyping it

Get setup in 5 minutes.

Use this template →

FAQs

Doesn't Katana already connect to Shopify?

Katana has its own Shopify integration. This workflow is for merchants who want control over which orders are sent, how they're numbered, or who sell from more than one store.

What if a SKU isn't in Katana?

Katana can't add a row for a SKU it doesn't know, so keep SKUs matching in both systems. You can add a filter to skip or flag orders with unknown SKUs.

Can Katana update Shopify when the order ships?

Yes, with a second workflow that starts from Katana's Sales Order Delivered trigger and fulfills the Shopify order.

Personalize this template

Customize this workflow even further:

Send only some orders
Add a filter on order tags or products so only made-to-order or wholesale orders become Katana sales orders.
Include shipping
Add Katana's shipping fee action to carry the Shopify shipping charge onto the sales order.

You're in good company

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PetFriendly

"It's like Zapier but exactly designed for Shopify. I have been able to complete all the workflows that I've needed."

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"The MESA team has been amazing at helping us set up our automations. We would highly recommend this app!"

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Rothy's

get every paid Shopify order into Katana without retyping it

5 min setup • Fully supported if you need help