This guide shows how to use Make to automatically export customer contacts from Katana into Google Sheets.
For background, see our Make integration overview.
Step 1: Prepare your Google Sheet
Open Google Sheets and create a new spreadsheet.
Add a header row with the following customer fields:
Name
First name
Last name
Company
Email
Currency
Phone
Comment
Default billing address ID
Default shipping address ID
Addresses
Katana internal ID
Created at (timestamp)
Updated at (timestamp)
Step 2: Create a scenario in Make
In Make, click + Create a new scenario.
Add Katana as the first module (trigger).
Choose List Customers as the action.
Check Select All for Customer IDs (to include all available customers).
Adjust the Limit field if you want to fetch more than the default number of records.
Save and continue.
Step 3: Add Google Sheets as the action
Add a second module: Google Sheets → Add Rows.
Select your spreadsheet and worksheet.
Map the Katana fields from the previous step to the matching Google Sheets columns.
Step 4: Run the scenario
Run the scenario once.
Customer data from Katana will be exported into your Google Sheet.
Step 5: Avoid duplicates
If you run the scenario multiple times, there are two ways to prevent duplicates:
Option 1: In the Katana module, adjust the Created At (min date) filter so only customers created after that date are pulled.
Option 2: Switch the module from List Customers to Watch Customers so only new customers are exported automatically.
That’s it! You now have an automated workflow to export customers from Katana into Google Sheets with Make.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]