This guide explains how to import sales orders (SOs) from Shift4Shop (formerly 3dcart) into Katana using Zapier.
For background on Zapier, see our Zapier integration overview
Setting up the Zap
Tip: Use a pre-made template to save time:
Step 1: Create a new Zap
Log in to your Zapier account.
Click Create > Zap.
Step 2: Set up the trigger (Shift4Shop)
Select Shift4Shop as the app.
Choose the trigger event: New Order.
This runs whenever a new order is created in Shift4Shop.
Connect your Shift4Shop account and log in.
Press Continue and test the trigger to confirm.
Step 3: Add an action to find or create a customer (Katana)
Add a new action and select Katana.
Choose the event: Find Customer.
Prevents duplicate customers by matching Shift4Shop customers to Katana records.
Connect your Katana account.
Configure the search:
Search By: Email address.
Search Term: Select Billing Email from Shift4Shop.
(Optional) Enable Create Katana Customer if it doesn’t exist yet.
Map Shift4Shop fields (name, email, address) to Katana fields.
Press Continue and test the action before continuing.
Step 4: Add an action to create a sales order (Katana)
Add another action and select Katana.
Choose the event: Create Sales Order.
Configure sales order fields:
Customer ID
From step 3, select Find or Create Customer → ID (Katana’s internal ID).
Customer reference
Optional text/data field
Order Number
Use Shift4Shop’s Invoice Number (plus Invoice Number Prefix if available).
Recommended: prefix with S4S- (e.g., S4S-AB-1001).
Location
Select the Katana location where orders should be imported.
Created Date
Map to Shift4Shop’s Order Date.
Delivery Date
Not available in Shift4Shop.
Leave blank to let Katana calculate, or create your own rule (e.g., Created Date + X days).
Line items (map from Shift4Shop fields):
Variant Sku → Variant SKU
Quantity → Quantity
Price Per Unit → Price per unit
Tax rate Id
Choose a Katana Tax Rate ID.
Tax rates cannot be mapped from Shift4Shop; all imported SOs use the same selected rate.
Test the action to confirm.
Step 5: Turn on the Zap
Once tested, turn on your Zap. New Shift4Shop orders will now automatically import into Katana.
Important notes
SKUs: Variant SKUs must already exist in Katana. If a SKU is missing, the line will not import.
Products: Zapier cannot create new products in Katana.
Tax rates: Cannot be mapped; all imported SOs use one chosen Katana tax rate.
Delivery date: Not provided by Shift4Shop. Must be calculated or left blank.
Workflow summary
New order created in Shift4Shop.
Zapier finds or creates the customer in Katana.
Zapier creates a sales order in Katana with mapped details.
Katana manages stock, production, and fulfillment.
Your Shift4Shop sales orders are now seamlessly imported into 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]