This guide explains how to import sales orders (SOs) from Google Sheets into Katana using Zapier.
Use this method for either a one-time bulk import or continuous imports.
For more details on Zapier in general, see our Zapier integration overview
Setting up the zap
Tip: Save time by using pre-made templates:
Step 1: Create a new Zap
Log in to your Zapier account.
Click Create > Zap.
Step 2: Set up the trigger (Google Sheets)
Select Google Sheets as the app.
Choose the trigger event: New Spreadsheet Row.
This runs when a new row is added to the sheet (representing a new SO or SO line).
If you choose New or Updated Spreadsheet Row, editing a row will also create a new SO in Katana — updates are not supported.
Connect your Google Sheets account.
Press Continue and select the spreadsheet and worksheet where SOs will be entered, and then click Continue again.
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.
This matches customers from the sheet with existing Katana customers.
Connect your Katana account.
Press Continue and configure the customer search:
Search By: Email address.
Search Term: Select the Customer Email column from Google Sheets.
(Optional) Enable Create Katana Customer if it doesn’t exist yet.
Map fields from Google Sheets (name, email, address) to Katana fields.
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.
Connect your Katana account.
Press Continue and configure sales order fields:
Customer ID
Choose Custom and select Find or Create Customer → ID (Katana’s internal ID, not visible in the UI).
Customer reference
Optional text/data field
Order number
Use the SO number column from the sheet.
If multiple rows have the same SO number, they will be grouped into one order with multiple line items.
Location
Select a single Katana location.
You cannot dynamically map a location from the sheet; all orders will import to one chosen location.
Created date
Choose a date column from the sheet, or type “today” to use the import date.
Delivery date
Map to a delivery date column in the sheet.
Line items (map from sheet columns):
Variant Sku → Variant SKU
Quantity → Quantity
Price Per Unit → Price per unit
Tax rate Id
Choose a Katana Tax Rate ID.
You cannot map tax rates from the sheet; all orders will use the same chosen rate.
Press Continue and Test the action to confirm.
Step 5: Turn on the Zap
Once tested, turn on your Zap by pressing Publish in top right. New rows in your Google Sheet will now automatically import as sales orders in Katana.
Limitations & notes
SKUs: Variant SKUs must already exist in Katana. Missing SKUs will prevent lines from importing. Zapier cannot create new items.
Tax rates: Cannot be mapped from the sheet; all SOs use one selected Katana tax rate.
Locations: All imported SOs are assigned to one Katana location (cannot vary by row).
Dates: Multiple formats are supported, but Zapier interprets them as MM/DD/YYYY when using
/or..Row handling:
Only new rows appended at the bottom of the sheet are imported.
Rows added in between existing rows will not import.
Data accuracy: Enter complete and correct data before import. Editing rows after they’re added may cause errors.
Workflow summary
Add a new row in Google Sheets (SO or SO line).
Zapier matches or creates the customer in Katana.
Zapier creates a sales order in Katana with mapped fields.
Katana manages stock, production, and fulfillment.
You can now continuously or one-time import sales orders from Google Sheets into Katana.
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