By connecting Squarespace to Katana (via Extensiv Integration Manager), you can automate the following workflows:
Send sales orders from Squarespace to Katana
Sync sales order fulfillment from Katana to Squarespace
Push inventory levels from Katana to Squarespace
How it works
In Extensiv, the order destination is a Warehouse Management System (WMS). Authorize Katana as a WMS to act as a source of truth for inventory in this integration.
Squarespace is set as a Cart (order source). Extensiv will import sales orders with related info about products and customers from Squarespace to Katana. Extensiv also passes available inventory levels from Katana to Squarespace.
If Tracking info is added to a Katana sales order (SO), and the order is marked as Packed or Delivered, it passes this fulfillment update to your store in Squarespace. If you ship the order in Katana, Extensiv pushes the tracking info and status update to Squarespace.
Note: Adding Tracking info to a Katana SO is required for the sales order fulfillment sync to work.
Connecting Squarespace to Katana
Log in to Extensiv or create an account.
Connect Extensiv to Katana as WMS (order destination).
Once Katana is connected to Extensiv as an order destination (WMS), head to the Extensiv platform and select Carts from the left-side menu > New Setup > find Squarespace from the list of available carts.
Fill in the API information in the New Squarespace Setup screen and click Grant Us API Access. A new window containing the Squarespace log-in screen will open.
Log in and follow the instructions to authorize Extensiv for requested actions. When finished, return to the Extensiv window (it will let you know if the authorization was successful).
Adjust Squarespace Cart Setup for pulling orders from your store to Katana.
In the section of General Order Options:
Add the Earliest Order Date from when orders need to be pulled to Katana
Translate Item Code defines item SKU that will be synced from Cart to Katana (read more about Product Aliases in Extensiv)
In General Inventory Options:
Set up the Minimum Inventory Level to prevent overselling
If the Minimum inventory level setting is set to 0, Extensiv passes the available levels from Katana to Squarespace
If, for example, the minimum inventory level is set to 5, Extensiv passes the true available inventory to Squarespace if the inventory level is more than 5. If less, Extensiv tells the cart that the item has 0 inventory available
Read more about inventory sync in Extensiv
Push Inventory Using Alias (read more about Product Aliases in Extensiv)
Select the Katana warehouse Location for inventory sync
Adjust Katana WMS information for Order status and Warehouse Location where orders will be loaded in Katana.
Auto Create Missing Katana Products allows Extensiv to create new products in Katana when SKU matches are not found
Any products added to Katana will be added as new products, not variants
By default, this setting is set to “No,” which means that Extensiv declines any order containing items whose SKUs are not present in Katana. This prevents duplicate products if your sales channels use a different SKU than exists already in Katana
Create Customer Addresses: if Extensiv creates a new customer in Katana, choose whether order processing billing and shipping information should be included in the customer profile
Review the settings to ensure they match your preferences. Then, verify that the connection works by clicking Test at the bottom of the page. If the test is successful, click OK to save changes.
Note: Partial Fulfillment and Returns are not supported
You are now set to import sales orders from Squarespace to Katana, sync tracking info from Katana, and update inventory levels in Squarespace.
Order examples:
Order in Squarespace
Order in Extensiv
Order in Katana
For any help with the setup or customizing the workflow, contact the Extensiv team via the Support portal.