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Export stock transfers to Google Sheets from Katana (via Make)

Setup automation with Make to export stock transfers from Katana

Michael De Giovanni avatar
Written by Michael De Giovanni
Updated yesterday

This guide explains how to use Make to automatically export stock transfers from Katana into Google Sheets.

For background, see our Make integration overview.


Step 1: Prepare your Google Sheet

  1. Open Google Sheets and create a new spreadsheet.

  2. For easier organization, we recommend using two sheets:

    • Sheet 1: Locations

    • Sheet 2: Stock Transfers

  3. Add header rows. Possible fields for stock transfers include:

    • Stock transfer number

    • Stock transfer row(s)

    • Source location

    • Target location

    • Transfer date

    • Additional info

    • Katana internal ID

    • Created at (timestamp)

    • Updated at (timestamp)


Step 2: Create a scenario in Make

  1. In Make, click + Create a new scenario.

    Make screenshot: Shows where to find the + Create scenario button

  2. Add Katana as the first module (trigger).

  3. Choose List Stock Transfers.

    Make screenshot: highlighting the 'list stock transfers' trigger for Katana
    • This will pull all stock transfer records from Katana.

  4. Fill in the configuration fields.

    • You can map row IDs with variant IDs to fetch product/material names for each transfer row.

  5. Click Save and continue.


Step 3: Add Google Sheets as the action

  1. Add a new module: Google Sheets → Bulk Add Rows.

    Make screenshot: Highlights the 'Bulk Add Rows' action for Google Sheets

  2. Select your spreadsheet and the appropriate sheet (e.g., Stock Transfers).

  3. Map fields from Katana to the matching Google Sheets columns, for example:

    • Stock transfer number → Stock transfer number

    • Source location → Source location

    • Target location → Target location

    • Transfer date → Transfer date

    • Additional info → Additional info

    • Variant/product details (via variant ID mapping) → Stock transfer row(s)


Step 4: Run the scenario

  1. Run the scenario once.

    Make screenshot: Shows the 'Run once' button

  2. Your stock transfer data will appear in your Google Sheet.


You now have an automated workflow to export stock transfers from Katana to Google Sheets with Make.


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