This guide explains how to import sales orders (SOs) from Squarespace to Katana using Make.
The workflow also:
Imports customers and products if they are missing in Katana.
Let's you set a default sales tax rate.
Can be customized for additional data fields.
For background, see our Make integration overview.
Setup time: Less than 15 minutes (using the pre-made Make template).
Fulfillment status sync only works from Squarespace → Katana. If you mark an order as Delivered in Katana, it will not update in Squarespace.
Set up the automation
This guide will walk you through each step of the pre-made template to better understand the connection and customize it to your needs.
Step 1: Open the Make template
Open the Make template for Katana → Squarespace sales order import.
Create a new scenario.
Step 2: Configure the trigger (Squarespace)
Click on the first module, and log in to your Squarespace account.
Select Order Created as the trigger.
(Optional) Apply a filter to only import orders with a specific status.
Example: leave it empty to import all new orders.
Click Save and choose where to start, and click Save again.
Step 3: Get the default sales tax (Katana)
Add a new connection to your Katana account.
Make sure Yes is selected for Is Default Sales, so the default tax rate is applied to imported orders.
Important: Ensure a default sales tax is configured in Katana. If not, the scenario will fail.
Step 4: Handle customers (Katana)
Open the next module (List Customers).
Double-check that customer matching in Katana uses Customer Email.
Save and take a look at module #4 (router). This branching off shows what happens when no match is found.
Open module #5 (Create a Customer) and verify:
Map Display Name → Billing Address: First Name and Billing Address: Last Name.
Map Email → Customer Email.
Map Phone → Billing Address: Phone.
(Optional) Map other fields to the Comment section in Katana.
Save and open module #6 (Set Variable)
Verify the customer ID as a variable (e.g.,
New Katana Customer ID) and Save.
Step 5: Handle products
Iterate through each line item from the Squarespace order (module #7).
Try to find a matching product variant in Katana by SKU.
If no match is found, create a new product (module #11):
Condition: only add if
Variant IDdoes not exist and type is not “material”.Map Name → Product name.
Map SKU and Sales Price → SKU and Unit Price Paid: Value.
Save the variant ID (module #12) as a variable (e.g.,
New Katana Product Variant ID).
Step 6: Build Sales Order rows
Use the Iterator module as the source (module #14).
Select Katana – Create a Sales Order: Sales Order Rows as the target structure.
Map:
Quantity → SO row quantity.
Variant ID → from matched/created variant.
Price per Unit → Unit Price Paid: Value.
Tax Rate ID → from Katana default tax.
Step 7: Create the sales order in Katana
Use the Katana connection again (module #16).
Map fields as follows:
Order Number → Squarespace Order Number (recommend prefix
S-to distinguish).Customer ID → from matched/created customer.
Sales Order Rows → from Array Aggregator.
Created On (Squarespace) → Order created date.
Delivery Date → optionally map from Squarespace, otherwise Katana defaults apply.
Location → select a Katana location (fixed or use formula per order).
Additional Info → map any other custom data.
Step 8: Test and run the workflow
Run the scenario once with a test order.
Verify that the SO, customer, and products were created correctly in Katana.
Step 9: Schedule the workflow
Set an interval for the workflow to run automatically.
Squarespace does not support real-time sync.
Save and activate the scenario.
Your workflow for importing Sales orders from Squarespace to Katana is now ready!
You can further customize this scenario or add fulfillment syncing (Squarespace → Katana).
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]