This is a guide for setting up the import of Sales Orders from Squarespace to Katana via Integromat. The workflow will also import customers and products in case they are missing from Katana. You can use a similar approach for importing Sales Orders to Katana from other apps available on Integromat. Contact us if you need any help.

To complete the workflow, you can also set up syncing fulfillment status to Katana from Squarespace. Fulfillment status sync works only one way. If you mark the order as delivered in Katana, the status will not be synced to Squarespace.

If you want to learn more about Integromat, check our Integromat integration overview.

Note: Setting up the workflow based on the Integromat template takes less than 15 minutes. Most of the configurations are already prefilled, you just need to connect your accounts. The walkthrough in this article is lengthy because it is meant to give you further context in case you want to adjust it or troubleshoot problems.

To start importing Sales Orders from Squarespace to Katana:

1. Open the Integromat template. Of course, you can always expand and customize the scenario to meet your own individual needs.

2. Create a new scenario from the template. You will be walked through all the necessary steps.


3. The first step will automatically pop up after creating the scenario. Set up the trigger for the workflow:

- Add a new connection and follow the on-screen instructions to connect your Squarespace account.

- Select "Order Created" to trigger the import when new orders are created.

- Select a filter to import orders in a specific status. In this example, we are leaving it empty to import all new orders.

- Click "Continue" and the next step will pop up.

4. Configure the start of the integration. Select "Choose manually" and pick a recent Squarespace order to test the workflow with one order first and automate it for every new order. You can also use other options to import historic orders.

5. Get the default sales tax rate from Katana that will be used when creating Sales Orders. This means that all orders will be imported with the same default tax. If you want to customize the tax rate, you can edit the workflow after completing the initial set-up of the template:

- Add a new connection and follow the on-screen instructions to connect your Katana account.

- Select "Yes" for "Is default Sales" to get the default that is used for sales. If you select "No" or "Not defined", a random non-default tax rate will be used.

6. Find a matching customer in Katana. Select your Katana account and map the "Customer Email" to search by email.

7. If a matching customer is not found in Katana, a new one will be created. For that, we're going to add a filter that makes sure a new customer is only added when a match was not found. Select "Customer ID" from "List Customers" module and "Does not exist" as the condition.

8. Configure how new customers will be created to Katana:

- Select your Katana account.

- Map "Billing Address: First Name" and "Billing Address: Last Name" from "Squarespace - Watch Orders" module as a customer Name.

- Map "Customer Email" from "Squarespace - Watch Orders" module as customer Email.

- Map "Billing Address: Phone" from "Squarespace - Watch Orders" module as customer Phone.

- You can map other additional fields into the comment section in Katana.

9. Save the customer info to a variable. Set "New Katana Customer ID" as the variable name and "Customer ID" from "Katana - Create a Customer" module.

10. Back to the main path. After finding a matching customer from Katana (or creating a new one), we need to iterate through each Squarespace line item to match them with Katana product variants. Select "Line Items" from "Squarespace - Watch Orders" module.

11. Find a matching product variant in Katana by SKU. Select your Katana account and map the "SKU" from the "Iterator" module.

12. If a matching variant is not found in Katana, a new product will be created. For that, we're going to add a filter that makes sure a new product is added only when a match was not found:

- Select "Variant ID" from "Katana - List Variants" module and "Does not exist" as the first condition.

- Select "Type" from "Katana - List Variants", "Not equal to" and "product" as the second condition. This is needed because only product variants (not material variants) can be added to Sales Order.


13. Configure how new products will be created in Katana:

- Select your Katana account.

- Map "Product Name" from the "Iterator" module as the Name of the product.

- Map "SKU" and "Unit Price Paid: Value" from the "Iterator" module as SKU and default Sales Price of the Variant.

14. Save the variant info to a variable. Set "New Katana Product Variant ID" as Variable Name and "Variants[1]: Variant ID" from "Katana - Create a Product" module.

15. Back to the main path again. Get the product variant info from the variable that was saved in the previous step. This is needed because product creation might not happen at every import and is done in a separate path from the main one. Set "New Katana Product Variant ID" as the searchable variable name.

16. Combine the iterated transactions back together into sales order rows:

- Select "Iterator" as Source Module.

- Select "Sales Order Rows" as Target structure type. This means that the workflow is going to analyze which fields are necessary for Katana and create a mapping for them.

- Map "Quantity" from "Iterator" module as Sales Order Row Quantity.

- Use a formula to determine if the matched or newly created product variant is used to map the Variant ID.

- Map "Unit Price Paid: Value" from the "Iterator" module as Sales Order Row Price per Unit.

- Map "Tax Rate ID" from "Katana - List Tax Rates" module as the Tax Rate ID used for Sales Order Rows.

17. Get the customer info from the variable that was saved earlier. This is needed because customer creation might not happen at every import and is done in a separate path from the main one. Set "New Katana Customer ID" as the searchable variable name.

18. Configure how the Sales Orders are imported into Katana:

- Select your Katana account.

- Map "Order Number" from "Squarespace - Watch Orders" module as Order Number. It's recommended to add a prefix "S-.." to all Squarespace orders so that it would be easier to identify them in Katana.

- Use a formula to determine if the matched or newly created customer is used to map the Customer ID.

- Map "Array" from the "Array Aggregator" module as Sales Order Rows.

- Map "Created On" from "Squarespace - Watch Orders" module as Order Created Date. You can also choose to map Delivery Date from Squarespace if you don't want to use Katana default.

- Select the Katana location where to import orders to. You can select to import all orders to same location or create a formula that maps each order into separate location.

- If you want to import any other custom information, map that to Additional Info.

19. Your workflow is ready! Run once to make sure that everything works.

20. Schedule the workflow to run at an interval of your choosing. Squarespace does not support real-time data flow.

Your scenario for importing Sales Orders from Squarespace to Katana is now ready!

It's possible to customize the workflow to your needs. Contact us for more details if you need help.

To complete the workflow, you can also set up syncing fulfillment status to Katana from Squarespace.

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