This article guides you on how to edit customer information within Katana. Whether it's updating contact details, addresses, or integrating changes from e-commerce platforms, learn how to keep customer data current to streamline sales processes.
Customer data can be edited on the customer card. There's no "Edit" button, just make any needed changes, and they will save automatically. You should see "All Changes saved" at the top right-hand corner of the customer card.
To edit a Customer
Navigate to the Contacts screen > Customers table and click on the name you want to edit.
Edit a field and the changes are automatically saved.
All fields are editable on a customer card.
Connected to an e-commerce or accounting platform?
If you're connected to an e-commerce or accounting platform, disconnecting and reconnecting the integration gives you an option to resync customer data, including address data.
Read more about reconnections here: Shopify, WooCommerce, Xero, QuickBooks.
Learn more here on how to manage your customer address information.
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