Setting up the HubSpot integration with Katana by configuring what deals and what types of line items will be imported as sales orders (SOs). Setup involves selecting pipelines and deal stages from HubSpot and specifying if services and non-inventory items should be included.
Create Katana SOs from HubSpot deals
In the setup, you can determine which stage a HubSpot Deal needs to reach before it's sent to Katana as an SO in a not-shipped state.
Imported SOs use the default sales location for fulfillment
The HubSpot deal’s Contact is added as a Customer in Katana (if a deal only has a company attached, this is added as the Customer). Email addresses are used to avoid customer duplicates.
Inventory line items in a deal are imported as products in Katana (matched by SKU to avoid duplicates). You can also import other line item types (see below).
Deal pipeline and stage
You'll need to specify the sales pipeline and deal stage, which triggers a deal-to-sales order import. Multiple pipelines can be chosen.
Line items
Import services and non-inventory line items as products in Katana
If you select this option, line items in a HubSpot deal that are either services or non-inventory types will be imported (or matched) as an inventory item in Katana. To avoid duplicates, items are matched by SKU.
Import custom line items as products in Katana
If this option is selected, an inventory item will be created in Katana for each custom line item on a deal. Custom line items will not be matched to existing items.
Send sales order status from Katana to HubSpot
If this workflow is enabled, two Deal properties will be created in HubSpot: "Katana order status" and “Katana order link.”
Inside HubSpot, you will need to manually add these two properties ("Katana order status" and “Katana order link”) to the Deal card view.
Once the above is complete (and the integration sync is active), when HubSpot deals reach the stage where they're imported to Katana as an SO, the order's initial status will be sent back to the deal, together with the link to the SO in Katana.
When SO status changes occur in Katana (such as to Packed or Delivered), this information is automatically updated in HubSpot’s deal view.
Note: Only SOs that originate from a HubSpot deal will send order status updates back to HubSpot.
Send stock levels from Katana to HubSpot
If you enable this workflow, a Product property called "Available stock" will be created in HubSpot.
Afterward, you will need to add the "Available stock" property manually from inside HubSpot.
If stock levels change in Katana (such as a received purchase order, completed manufacturing order, or created stock adjustment), the on-hand quantities are automatically updated in HubSpot's products and line items. Available stock in HubSpot will not directly match what is shown in Katana because Katana sends to HubSpot the in-stock amount minus what is committed (from all active locations).
Note: Only items found on SOs that originate from a HubSpot deal will send stock level updates back to HubSpot.
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