This is a guide for setting up the import of Sales orders (SO) from BigCommerce to Katana via Zapier. You can use a similar approach for importing Sales orders to Katana from other apps available on Zapier.
You can either follow this guide or use our Zapier template for easily setting up the Zap: template for importing Sales orders from BigCommerce.
If you want to learn more about Zapier, check our Zapier integration overview.
To start importing Sales orders from BigCommerce 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 "BigCommerce".
- Select a Trigger event: "New order". This will start the Zap every time a new order is created in BigCommerce.
- Choose your BigCommerce account and log in.
- You can customize the import to be triggered at a certain order status. We recommend using “Awaiting Fulfillment”, which indicates the order is paid and ready for you to pull into Katana.
You can then test the trigger and continue.
4. Choose an action to find or create a customer:
- 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 BigCommerce 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 in BigCommerce. 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 "Billing Address Email" from BigCommerce in this case.
- 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 BigCommerce 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. This ID is not visible in the Katana user interface, but we recommend using it as a Customer ID in the Zap as it is a unique identifier.
- As an Order Number, choose an appropriate identifier from BigCommerce fields. We recommend using ID paired with a keyword “BigCommerce-“. This will generate orders “BigCommerce-101”, ”BigCommerce-102”, etc., which will help you to easily identify BigCommerce orders in Katana.
- Choose a Katana Location to which you wish to send all sales orders from BigCommerce with this Zap. Clicking on the Location field will display the list of all existing Locations on your chosen Katana account.
- Choose “Created Date”. Choose a field from BigCommerce which indicates the creation date of the sales order.
- Choose “Delivery Date”. You can leave it empty and let Katana calculate it based on your default delivery settings or create your own calculation based on “Created Date”.
- Choose the “Products SKU”, “Products Quantity”, and “Products Base Price” columns from BigCommerce 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 BigCommerce 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 BigCommerce to Katana is now ready for turning on!