Connect Zoey to Katana via Extensiv Integration Manager to automate the following workflows:
Send sales orders from Zoey to Katana
Sync sales order fulfillment from Katana to Zoey
Push inventory levels from Katana to Zoey
How the connection works
In Extensiv, the order destination is a Warehouse Management System (WMS), so you'll need to Authorize Katana as a WMS to act as the source of truth for inventory in this integration.
Zoey is set as a Cart (order source). Extensiv will import sales orders with related info about products and customers from Zoey to Katana and will also pass available inventory levels from Katana to Zoey.
When Tracking info is added to a Katana sales order (SO), and the order is marked as Packed or Delivered, it passes this update to your store order in Zoey. When you ship the order in Katana, Extensiv pushes tracking info and a status update to Zoey.
Note: Adding Tracking info to a Katana SO is required for the sales order fulfillment sync to work.
Connecting Zoey 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 Order Destination (WMS), head to Extensiv and select Carts from the left-side menu > New Setup > find Zoey from the list of available carts.
In the New Zoey Setup screen, fill in the API information:
To create an API user in Zoey, refer to this documentation and Extensiv guidelines.
Adjust Zoey Cart Setup for pulling orders from your store to Katana.
In the section of General Order Options:
Review 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, then Extensiv passes the available levels from Katana to Zoey
If, for example, the minimum inventory level is set to 5, and the inventory level in Katana is more than 5, Extensiv passes the true available inventory level to Zoey. If 5 or 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.
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 Fulfilment and Returns are not supported
Your setup for importing sales orders from Zoey to Katana, syncing tracking info from Katana, and updating inventory levels in Zoey is ready.
Example orders
Order in Zoey
Order in Extensiv
Order in Katana
For any help with the setup or customizing the workflow, contact Extensiv team via Support portal.