This is a guide for setting up the import of Sales Orders from Fulfillment by Amazon (FBA) to Katana via Zapier.

This guide is relevant if you are only using Fulfilled by Amazon (FBA) orders in Amazon. FBA is part of the Amazon Seller Central. If you have other types of orders (other than FBA) in Amazon, we suggest using the following guide.

The current guide enables you to import customer data on the FBA orders to Katana. While the Amazon Seller Central Zapier integration allows you to import other types of Amazon orders, it does not allow you to import any customer data.

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

To start importing Sales Orders from Fulfillment by Amazon (FBA) to Katana:

1. In your Zapier account, create a new Zap.

2. Enter a name for the Zap.

3. Choose a trigger:

- Find and select "Fulfillment by Amazon (FBA)".

- Select a Trigger event: “New Fulfillment Order”. This will start the Zap every time a new order is created in Amazon that is marked to be fulfilled by Amazon.

- Choose your Amazon account and log in. Initial setup requires generating an API key. You can find a walkthrough from Zapier help doc.

You can then test the trigger and continue.

4. Choose an action to find or create a customer:

- Click on the "+" button at the end of your workflow.

- Find and select "Katana".

- Select an Action Event: we recommend selecting "Find customer" as the first action. This will enable you to match customers in Amazon to your customers in Katana and avoid creating duplicates.

- Choose your Katana account and log in.

- Select a “Search By” field. This is a field in Katana that is used for matching to the customer from the order. This is typically a unique identifier for the customer and we are going to use the e-mail address in this case.

- Select a Search Term. We are going to select "Notification email" from Amazon in this case. That’s also the only available customer email field.

- If you wish to create new customers in Katana if a matching e-mail does not already exist, enable "Create Katana MRP Customer if it doesn't exist yet". Then map the fields from Amazon to respective fields in Katana.

You can now test the action and continue.

5. Create an action to create a sales order:

- Click on the "+" button at the end of your workflow.

- Find and select "Katana".

- Select an Action Event: "Create Sales Order".

- Choose your Katana account and log in.

- To fill the “Customer ID”, go to "Custom", then “2. Find or Create Customer in Katana MRP” and select "ID" from the Katana section.

Important! Zapier expects Katana Customer ID to be inserted here. Katana ID was matched or created in the previous step “Find or Create Customer”.

- As an Order Number, choose an appropriate identifier from Amazon fields. We recommend using “ID” paired with the keyword “FBA-“. This will generate orders “FBA-1”, ”FBA-2”, etc., and thus help to identify them from other orders.

- Choose a Katana Location to which you wish to send all sales orders from Amazon with this Zap. Clicking on the Location field will display the list of all existing Locations on your chosen Katana account.

- Choose a “Created Date”. Choose a field from Amazon which indicates the creation date of the sales order, for example, “Received Date time”.

- Choose a “Delivery Date”. You can choose an appropriate field from Amazon. We selected an estimated shipping date for this example.

- Choose the “Order Fulfillment Order Item Member Seller Sku”, “Order Fulfillment Order Item Member Quantity”, and “Order Fulfillment Order Item Member Per Unit Declared Value Value” columns from Amazon to respective fields in Zapier.

Important! The Variant SKU for an item on a Sales Order line must already exist in Katana. If the Variant SKU does not yet exist in Katana, then the sales order (line) will not be imported to Katana. New items cannot be created in Katana via Zapier.

- Choose a Tax Rate ID. You cannot map a Tax Rate from Amazon to a Tax rate in Katana at a sales order or sales order line item level (if you have taxes enabled for your product). All sales orders and line items will be assigned the same chosen tax rate (from the list that includes all existing tax rates in Katana).

Continue and test the action.

Your Zap for importing Sales Orders from Fulfillment by Amazon (FBA) to Katana is now ready for turning on!

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