This guide explains how to import sales orders (SOs) from Etsy to Katana via Make (FKA Integromat). The workflow can also:
Import customers if they don’t exist in Katana.
Import products if their SKUs are missing.
Optionally sync fulfillment status from Etsy back to Katana.
Note: Using the pre-made Make template, setup can take less than 15 minutes. Most configurations are prefilled—you just connect your accounts. This walkthrough is detailed so you can troubleshoot or customize.
For background, see our Make integration overview
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: Start from the template
Open Templates from the left-side menu.
Find the template, Create Katana sales orders from new receipts in Etsy, and open it.
Click Create new scenario from template.
Step 2: Set up the trigger (Etsy)
Click on the first step on the left and create an Etsy connection.
You can name the connection for better ease of use and authorize the connection
Choose your results limit
Choose when to start
The trigger "Watch New Shop Receipts" should already be selected.
Click Save.
Step 3: Connect Katana and set default sales tax
Important: Make sure a default tax rate is already configured in Katana.
Add a Katana connection and log in.
Chose your Sales Tax Rate in Katana.
Select Yes for “Is default Sales”.
Finally, click Save.
Step 4: Handle customers
On the third step, you'll search for a matching Katana customer by mapping Buyer Email from Etsy (the template should automatically do this).
Click Save.
Step 5: If the customer doesn't exist
If no match is found, add a filter:
Customer ID → Does not exist.
Create a new customer in Katana (when needed):
Map Name from Etsy.
Map Buyer Email.
Optionally map phone or other details.
Save customer info to a variable:
Variable name:
New Katana Customer ID.Value:
Customer IDfrom Katana → Create Customer module.
Step 6: Handle products
Iterate through Etsy transactions.
For each transaction, search Katana for a matching variant by SKU.
Map Product Data: Sku from Etsy.
If no match is found, add a filter:
Variant ID → Does not exist (Condition).
Type → Not equal to “product” (only product variants can be added to SOs).
Create a new product in Katana (when needed):
Map Title → Product Name.
Map SKU and Sales Price.
Save variant info to a variable:
Variable name:
New Katana Product Variant ID.Variable Value:
Variants[1]: Variant IDfrom Katana → Create Product module.
Step 7: Build sales order rows
Combine transactions back into Sales Order Rows using the Array Aggregator:
Source Module:
Iterator.Target Structure type:
Sales Order Rows.
Map fields:
Quantity → Etsy Quantity.
Variant ID → Use formula to check if matched or newly created.
Price per Unit → Etsy Price.
Tax Rate ID → From Katana Tax Rates module.
Step 8: Configure the Sales Order import
Get customer info from the saved variable (
New Katana Customer ID).
Create Sales Orders in Katana:
Order Number → Etsy Receipt ID and Created Timestamp.
Customer ID → Variable from Step 4.
Sales Order Rows → Aggregated array.
Created Date → Etsy Created Timestamp.
Delivery Date → Optional (map from Etsy or use Katana default).
Location → Select a Katana location.
Additional Info → Map any extra fields you need.
Step 9: Finalize and schedule
Run the scenario once to test.
If successful, schedule the workflow at your preferred interval.
Etsy does not support real-time syncing.
Important notes
Default tax rate must exist in Katana before running the workflow.
Products: Only product-type variants can be added to SOs. Materials cannot be created automatically.
SKUs: Orders rely on SKUs. If missing in Katana, the workflow will create new products.
Fulfillment sync: You can extend the workflow to sync delivery status from Etsy to Katana.
Workflow summary
Trigger on new Etsy receipts.
Find/create customer in Katana.
Find/create product variants in Katana.
Aggregate Etsy transactions into Katana Sales Order rows.
Import the Sales Order to Katana with mapped details.
Run and schedule the workflow.
Your Etsy → Katana Sales Order import is now live!
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]