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Integrations

Guides, tips, and general information about the Katana's different integrations

Dayvid Lorbiecke avatarRainar Essenson avatarChristopher Martin avatar
6 authors138 articles

BigCommerce

Videos playlist: BigCommerce integrationSee how to set up the BigCommerce integration, how the integration works, and what benefits it provides
BigCommerce integration overviewLearn how to manage BigCommerce order fulfillment while keeping inventory and related production in control
Connecting BigCommerceFind out how to connect to BigCommerce and configure the integration to your needs.
Mapping BigCommerce Locations to KatanaIf you've created multiple Locations in Katana or Bigcommerce, you can map your Bigcommerce POS order locations to specific Katana Locations
How Sales orders sync between BigCommerce and KatanaOrders from BigCommerce to Katana, changes made to orders in BigCommerce, and two-way sync of fulfillment statuses
Syncing fulfillment statuses two ways with BigCommerce and KatanaFurther information on the 4 ways that fulfillment statuses sync between BigCommerce and Katana
How products are imported from BigCommerce to KatanaFind out more about how products are transferred from BigCommerce to Katana
How customers import from BigCommerce to KatanaThere are three cases where customers are imported from BigCommerce to Katana
How tax rate setting affects Default sales prices on Bigcommerce imported productsThe tax rate setting is important for defining Default sales prices for products in product cards in Katana
Add custom items as products: imported BigCommerce sales ordersYou can choose whether or not to import custom items on BigCommerce Sales Orders to Katana
Disconnecting BigCommerceHow to easily disconnect the BigCommerce integration
Changing the configuration of your BigCommerce integration connectionHow to change BigCommerce connection configurations
Sync stock levels from Katana to BigCommerceFind out how to easily sync stock levels from Katana to BigCommerce

Make

Make (ex Integromat) integration overviewMake offers you a powerful code-free solution for setting up custom integrations and automation
Setting up a Katana connection in Make (ex Integromat)How to set up Katana connection in Make
Send an email when a sales order is deliveredSetup automation to send an email when a sales order is delivered
Adding Purchase orders in bulkThe Make integration makes it easy to add Purchase orders in bulk to Katana
Importing Sales orders from Etsy to KatanaSetup the import of Sales orders from Etsy to Katana
Import suppliers to Katana from Google SheetsSetup automation with Make to import suppliers data to Katana
Sync fulfillment status to Etsy from KatanaSetup a workflow that marks an order as shipped in Etsy when a Sales order delivery status is changed to Delivered in Katana
Export suppliers from Katana to Google SheetsSetup automation with Make to export suppliers data from Katana
Export customers from Katana to Google SheetsSetup automation with Make to export customers data from Katana
Export stock transfers from Katana to Google SheetsSetup automation with Make to export stock transfers from Katana
Importing Sales orders from Squarespace to KatanaSetup the import of Sales orders from Squarespace to Katana
Sync fulfillment status to Katana from SquarespaceSetup a workflow that marks order status as Delivered in Katana when it's fulfilled in Squarespace
Importing Sales orders from HubSpot to KatanaSetup the import of Sales orders from HubSpot to Katana via Make (ex Integromat)
Setting up a HubSpot connection in Make (ex Integromat)How to set up HubSpot connection in Make (ex Integromat)
Importing Sales orders from Wix to KatanaSetup the import of Sales orders from Wix to Katana via Make (ex Integromat)

QuickBooks Online

Videos playlist: QuickBooks Online integrationSee how to set up the QuickBooks and Katana integration, how the integration works, and what benefits it provides
QuickBooks Online integration overviewOur QuickBooks integration helps keep your accounting in sync with Katana
How to connect to QuickBooks OnlineLink QuickBooks Online to Katana for easy financial tracking and management.
Options for setting up QuickBooks Online integrationWhen connecting your Katana account to QuickBooks Online, you have two main choices for how the setup is done depending on your needs.
QuickBooks Online tax rates mappingTax rate mapping ensures that taxes are accounted for correctly
Syncing Katana Sales orders to QuickBooks Online as invoicesSync sales orders from Katana to QuickBooks as invoices for accurate financial tracking.
Syncing Katana purchase orders to QuickBooks Online as billsSync POs from Katana to QuickBooks Online as bills for precise financial management.
How to manage multiple currencies with QuickBooks Online integrationSell and purchase in multiple currencies and create accounting documents in QuickBooks that have other currencies than your base currency
Disconnecting QuickBooks OnlineDisconnect in two steps
Reconfiguring a QuickBooks Online integrationReconfigure your QuickBooks Online integration with Katana if it needs updating.
Deleting invoices and bills created in QuickBooks Online via the Katana integrationInvoices and bills created in QuickBooks via Katana integration can only be deleted in QuickBooks
Syncing stock to QuickBooks OnlineHow to sync stock to QuickBooks from Katana data
QuickBooks Online FAQSix of the most common QuickBooks Online questions
Sending Operations costs to QuickBooks Online
Sending Stock adjustments to QuickBooks OnlineHow to sync stock adjustments to QuickBooks Online from Katana

Shopify

Videos playlist: Shopify integrationSee how to set up the Shopify and Katana integration, how the integration works, and what benefits it provides
Video: Connecting multiple Shopify stores to KatanaSee how to connect all your stores to one Katana account to manage all orders, stock, and production on a single platform
Shopify integration overviewLearn how to manage the fulfillment of Shopify orders while keeping the inventory and related production in control
Connecting ShopifyShopify can be connected to Katana from within Katana or from the Shopify App Store
Mapping Shopify Locations to KatanaIf you created multiple Locations in Katana or Shopify, map your Shopify Point-of-Sale order locations to specific Katana Locations
How are Sales orders synced between Shopify and Katana?Open Sales orders from Shopify to Katana, changes made to orders in Shopify to Katana, and a two-way sync of fulfillment statuses
Managing multiple currencies with Shopify integrationHow to manage multiple currencies with Shopify integration
How are products imported from Shopify to Katana?There are three cases for how Products are imported from Shopify to Katana
Import initial stock levels from Shopify to KatanaHow to import initial stock levels from Shopify to Katana
Sync stock levels from Katana to ShopifyHow to sync stock levels from Katana to Shopify
Prevent the Sales orders from other channels from affecting the available stock in ShopifyHow to prevent Sales orders from other channels from affecting the available stock in Shopify?
How customers are imported from Shopify to KatanaThere are three cases where customers are imported from Shopify to Katana
How the tax rate setting affects Default Sales prices for Shopify imported productsThe tax rate setting is important for defining Default Sales Prices for products in product cards in Katana
Setting initial cost for Shopify imported stockYou can import all your products and stock levels from Shopify to Katana
How custom items are imported from Shopify to KatanaYou can choose whether or not you wish to import custom items on Shopify Sales orders to Katana
Managing Shopify kits and bundles in KatanaIn Shopify, kits/bundles are typically created as separate products
Changing Shopify connection configurationsHow to change Shopify connection configurations
Disconnecting ShopifyDisconnect from Shopify in two steps
How line item properties for products on Shopify Sales orders are displayed in KatanaShopify add-ons for providing additional product customization options will show as line item properties on Sales orders
Prevent Sales orders with "Payment pending" status syncing from ShopifyHow to prevent syncing Sales orders with "Payment pending" status from Shopify
Syncing Shopify POS (Point-of-Sale) ordersShopify POS (Point-of-Sale) orders are imported to Katana similarly to Shopify online orders or orders from any sales channel in Shopify
How sales order changes synced from Shopify influence Manufacturing orders in KatanaChanges synced to the sales orders are applied to Manufacturing orders only if the Manufacturing orders are Make-to-order

WooCommerce

Videos playlist: WooCommerce integrationSee how to set up the WooCommerce integration, how the integration works, and what benefits it provides
WooCommerce integration overviewThis integration makes it easy to manage the fulfillment of WooCommerce orders while keeping the inventory and related production in control
Connecting WooCommerceYou can connect WooCommerce to Katana from within Katana
Connecting multiple WooCommerce storesYou can connect multiple WooCommerce stores to Katana
How the tax rate setting affects Default Sales Prices for products imported from WooCommerceThe tax rate setting is important for defining Default sales prices for products on product cards in Katana
How Sales orders sync between WooCommerce and KatanaThis integration pulls all open Sales orders from WooCommerce to Katana and establishes a two-way sync for fulfillment statuses
Managing multiple currencies with WooCommerce integrationHow to manage multiple currencies with WooCommerce integration
How metadata for products on WooCommerce Sales orders is displayed in KatanaIn WooCommerce, you can add metadata to items on Sales orders to display additional information about the product
How products are imported from WooCommerce to KatanaProducts can be imported from WooCommerce to Katana in three cases
Importing initial stock levels from WooCommerce to KatanaHow to import initial stock levels from WooCommerce to Katana?
Setting initial cost for stock imported from WooCommerceYyou can import all your products and stock levels from WooCommerce to Katana
How customers are imported from WooCommerce to KatanaCustomers can be imported from WooCommerce to Katana in three cases
Syncing stock levels from Katana to WooCommerceHow to sync stock levels from Katana to WooCommerce?
Managing WooCommerce bundles in KatanaIn WooCommerce, product bundles can be created using a WooCommerce plugin for Product Bundles
Preventing Sales orders from other channels from affecting the available stock in WooCommerceHow to prevent Sales orders from other channels from affecting the available stock in WooCommerce?
Changing WooCommerce connection configurationsHow to change WooCommerce connection configurations?
Mapping WooCommerce to Katana locationIf you have created multiple locations in Katana, you can select a Katana location where your WooCommerce orders are imported to

Zapier

Zapier integration overviewZapier enables you to easily connect your apps and automate workflows
Basics of Zap creationZaps can only be created within Zapier, not in Katana
Video: How to Import Sales orders from Google Sheets to KatanaSee how you can set up a sales order import from Google Sheets to Katana via Zapier
Video: How to Import Sales orders from BigCommerce to KatanaSee how you can set up a sales order import from BigCommerce to Katana via Zapier
Importing Sales orders to Katana from Google SheetsThis is a guide for setting up a Zap for importing Sales orders from Google Sheets to Katana
Importing Customers to Katana from Google SheetsA guide for setting up a Zap for importing Customers from Google Sheets to Katana
Using Zapier for a one-time Sales order import from Google SheetsYou can create a Zap for doing a one-time import of your historical Sales orders from Google Sheets
Importing Sales orders from BigCommerce to KatanaA guide for setting up the import of Sales orders from BigCommerce to Katana via Zapier
Importing Sales orders from Magento to KatanaA guide for setting up the import of Sales orders from Magento to Katana via Zapier
Importing Sales orders from eBay to KatanaA guide for setting up the import of Sales orders from eBay to Katana via Zapier
Importing Sales orders from Xero to KatanaA guide for setting up the import of Sales orders from Xero to Katana via Zapier
Importing Sales orders from Ecwid to KatanaA guide for setting up the import of Sales orders from Ecwid to Katana via Zapier
Importing Sales Orders from Salesforce to KatanaA guide for setting up the import of Sales orders from Salesforce to Katana via Zapier
Importing Sales orders from Amazon Seller Central to KatanaA guide for setting up the import of Sales orders from Amazon Seller Central to Katana via Zapier
Importing Sales orders from Shift4Shop (formerly 3dcart) to KatanaA guide for setting up the import of Sales orders from Shift4Shop to Katana via Zapier
Importing Sales orders from Fulfillment by Amazon (FBA) to KatanaA guide for setting up the import of Sales orders from Fulfillment by Amazon (FBA) to Katana via Zapier
Importing Sales orders from Pipedrive to KatanaA guide for setting up the import of Sales orders from Pipedrive to Katana via Zapier