Zaps can be created on Zapier platform, not in Katana software. Log in to your Zapier account to get started.
Learn the basics of creating Zaps in the Zapier knowledge base.
With Zapier, you can import sales orders to Katana and import customers to Katana from other apps.
Find example Zap tutorials for importing sales orders to Katana from:
We have also created templates in Zapier for the most popular Zaps, which you can use to easily set up the integrations. Please find them here.