This guide explains how to import sales orders (SOs) from Square into Katana using Zapier.
For more background, see our Zapier integration overview
Setting up the Zap
Tip: Save time by using the pre-made template.
Step 1: Create a new Zap
Log in to your Zapier account.
Click Create > Zap.
Step 2: Set up the trigger (Square)
Select Salesforce as the app.
Choose the trigger event: New Order.
Triggers whenever a new record is created.
Connect your Square account.
Press Continue and test the trigger.
Step 3: Add an action to find or create a customer (Katana)
Add a new action and select Katana.
Choose the event: Find Customer.
Prevents duplicate customers by matching Square accounts to Katana customers.
Connect your Katana account.
Configure the search:
Search By: Name (or other unique field).
Search Term: Select Name from the Square Account.
Enable Create Katana Customer if it doesn’t exist yet.
Map Square fields (name, email, address) to Katana.
Test the action before continuing.
Step 4: Add an action (Katana)
Add a new action and select Katana.
Choose the event: Create Sales Order.
Connect your Katana account.
Configure sales order fields:
Customer ID
Select Find or Create Customer → ID (Katana’s internal ID).
Customer reference
Optional text/data field
Order Number
Use Square Order Number.
Recommended: prefix with SF- (e.g., SF-00000100).
Location
Select the Katana location where Square orders should be imported.
Created Date
Map to a Salesforce field such as Created Date from the Order (step 3a).
Delivery Date
Not available in Salesforce. Leave blank or calculate from Created Date.
Line items (map from sheet columns):
Variant Sku → Variant SKU
Quantity → Quantity
Price Per Unit → Price per unit
Tax rate Id
Choose a Katana Tax Rate ID.
Test the action to confirm.
Step 6: Turn on the Zap
Once tested, turn on your Zap by pressing Publish in the top right. Salesforce orders (via Order Products) will now automatically import into Katana.
Important notes
SKUs: Variant SKUs must already exist in Katana. Missing SKUs prevent lines from importing.
Products: Zapier cannot create new products in Katana.
Tax rates: All imported orders use one chosen Katana tax rate.
Delivery date: Not provided by Square. Must be left blank or calculated.
Workflow summary
New Order in Square triggers Zap.
Zapier finds related Order, Product, and Account records.
Zapier finds or creates the customer in Katana.
Zapier creates a sales order in Katana with mapped details.
Katana groups line items into a full order.
Your Square orders are now seamlessly imported into Katana as sales orders.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]