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SyncHub integration

Connect Katana to popular reporting and BI tools

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over 2 weeks ago

SyncHub connects Katana to popular reporting and business intelligence (BI) tools, allowing you to build custom dashboards and analytics reports.

With SyncHub, you can use Katana data in tools such as Looker, Power BI, Excel, Tableau, and many more.


What you can do with SyncHub

Diagram of how the Katana to SyncHub integration works
  • Access Katana data through the API.

  • Create advanced reports and dashboards in your BI tool of choice.

  • Sync data automatically on a schedule.


Available Katana data via SyncHub

Currently, you can access and report on:

  • Sales orders

  • Products and materials

  • Customers

  • Inventory

  • Purchasing

  • Product recipes

  • More...

    Screenshot showing what can sync between Katana and SyncHub

How to connect SyncHub to Katana

  1. Create a SyncHub account

  2. Set up your first connection

    • After logging in, you’ll see a welcome screen.

    • Click Create your first connection, and select Katana again.

      SyncHub screenshot showing the Create your first connection button

    • Choose how you'll store the data

      SyncHub screenshot asking where data will be stored

  3. Authorize the connection

    SyncHub screenshot showing the Authorization page for connecting Katana
    • Log in to your Katana account when prompted to allow SyncHub access.

  4. Sync your data

    SyncHub screenshot showing data loading into SyncHub from Katana
    • SyncHub will begin retrieving your historical Katana data.

    • Choose a reporting tool and follow the instructions for connecting it to SyncHub.


Sync frequency

  • By default, SyncHub syncs Katana data every 30 minutes.

  • You can adjust the sync frequency for each data source as needed.


Additional resources


Limitations

  • Katana’s Shipping fee is not currently supported in this integration.


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