This is a guide for setting up an integration with Faire via Extensiv Integration Manager. Here's how it works:
All new sales orders will be imported from Faire to Katana.
Products, customers, and tax rates on sales orders will be matched to existing products, customers, and tax rates in Katana (products are matched based on SKU code). If there's no matching information in Katana, a new product, customer, or tax rate will be created automatically.
Sync updated inventory levels from Katana to Faire
You can use a similar approach for importing sales orders to Katana from other apps available on Extensiv. Contact us if you need any help!
If you want to learn more about Extensiv, check our Extensiv Integration Manager integration overview.
How to set up an integration between Faire and Katana
2. Log in and continue setting up Katana as WMS in Extensiv. Extensiv can send orders to one system per account. This system is referred to as "WMS" in Extensiv. Click Grant Us API Access.
3. Authorize the connection by following the prompt to sign in to your Katana account. Enter the same email and password you use to log in to Katana.
4. After successful authorization, click OK to confirm. Then, click Test WMS Connection. Wait for the connection to be tested. If the test was successful, click Save.
5. Extensiv can download orders from any number of order sources called "Carts". To continue setting up the connection to Faire, select Carts from the menu on the left. Click New Setup. Find the Faire from the list of available carts.
6. In the New Faire Setup screen enter your API Token in the API Information field. If you do not already have it, obtain your API Access Token by reaching out to [email protected].
7. Adjust the settings in your Faire cart to match your preferences. Verify that the connection works by clicking Test at the bottom of the page. If the test is successful, click OK to save your changes.
8. Final step of setting up is to review the synchronization settings on the account level, referred to as "Merchant". Select Merchant from the menu on the left, then Edit Setup. You can set the schedule for the inventory synchronization with Katana.
That's it! Your setup for importing sales orders to Katana and syncing inventory back is ready.
TIP 🍀 If you need any help with the setup or customizing the workflow, the Extensiv team is happy to help. Contact them through Support portal.