You can import Production Operations using our XLS template. If you have Production Operations already available on a spreadsheet and/or if you have a large number of products in Katana, it is typically more efficient to upload operations using our import template than adding the operations manually to Katana.

You can also update your existing default Production Operations in Katana in bulk using the data import functionality. Read more here

How to import Production Operations?

1. Download a template by clicking here. You can also find the template in Katana at Settings -> Data Import -> Add new product operations -> Download template.

2. Fill in the template. We have included an "Instructions" sheet and some comments to column headers on the operations data sheet, which should help you understand the structure of the template. Please also see more guidelines below in this article. If you have any questions, reach us in chat or via e-mail support@katanamrp.com.

3. Save the filled template in .xls or .xlsx format.

Creating .xlsx on Mac: Open the spreadsheet in Numbers and choose File -> Export to -> Excel... from the menu at the top of your screen.
Creating .xlsx in Google Sheets: Open the spreadsheet in Google Sheets and choose File -> Download as -> Microsoft Excel (.xlsx).

4. In Katana, navigate to Settings -> Data Import. Click "Upload data" for "Add new product operations" and select the filled template file.

5. You can then choose whether to replace the existing Production Operations in Katana or add operation steps from the imported file to existing operations for products. If you have not entered any operations to Katana yet and are doing a first-time import, then both options have the same result.

6. Before uploading the data, Katana will analyze the imported file and show you whether there are any errors with any rows or columns. If any rows are skipped, please check the imported file, correct the mistakes, and upload it again.

7. When you click "OK, go ahead", Katana will import the operations into Katana. When the import is complete, you will receive a message indicating the total number of operation steps imported. 

You can access your Production Operations by navigating to a product card from the "Items" screen and selecting a "Production Operations" tab.

Main principles, requirements, and comments

  • When assigning operations to products in the template, you can only use products that already exist in Katana. New items will not be created by uploading operations. Use our product import template for adding new items.
  • If a product (variant) has multiple operation steps, create multiple rows for that product (variant) and enter each operation step to a new row in the spreadsheet. Make sure that you also duplicate the product Variant Code / SKU for the product on each of those lines.
  • "Product variant code / SKU" and "Product Operation name" columns are required. Make sure that the column name in the uploaded file matches exactly with our template (including the "(required)" text).
  • "Product variant name", "Resource", "Cost per hour", "Hours", "Minutes" and "Seconds" columns are optional.
  • "Product variant code / SKU (required)" is the matching criteria to products in Katana. Therefore, using Variant Code / SKU is required for products for importing operations.
  • "Product variant name" column is only included for better usability purposes if entering the item name makes it easier for you to prepare the template. The data in this field is not imported to Katana. The match to an item in Katana is only made based on the Variant Code / SKU, not by the product variant name.
  • If the Operations entered to "Product operation name (required)" field does not match with any existing Operations in Katana, then a new operation is created.
  • If the "Resource" does not match with any existing Resources in Katana, then a new Resource is created.
  • "Cost per Hour" only accepts numbers as an input (both comma or dot as a decimal separator are allowed). The base currency set in Katana is used for the cost after import.

  • "Hours", "Minutes" and "Seconds" must be entered as a number. "Minutes" and "Seconds" also accept larger values than 60 and will be automatically converted during import (e.g. 90 minutes equals 1h 30mins).

Updating existing Production Operations

Please find instructions here for updating Production Operations in bulk.