Integrations
Guides, tips, and general information about the Katana's different integrations
By David and 2 others3 authors165 articles
Amazon FBA
Integration between Katana and Amazon FBA
- Amazon FBA integration overviewLearn how to manage your Amazon FBA products and shipped orders with Katana — keeping inventory and related production under control
- How to connect Amazon FBA to KatanaLearn how to connect your Amazon FBA account to Katana, ensuring inventory matching and delivery of shipped orders to Katana.
- Mapping Amazon products and SKUs to Katana itemsSKUs are used to match products/variants to their corresponding inventory in Katana
- How Amazon FBA inventory sync and reconciliation operatesThe Amazon FBA integration allows you to sync inventory between the two systems and schedule inventory alignment.
- How to import and fulfill orders from Amazon FBAThe Amazon FBA integration allows Shipped orders to be sent to Katana as Delivered orders.
- Auto-create Katana stock transfers for Amazon FBA inbound shipmentsThrough the Amazon FBA integration, you can choose to automatically create a stock transfer to match an inbound shipment.
Amazon FBM
Amazon Fulfilled by Merchant integration
- Amazon FBM integration overviewSync self-fulfilled Amazon orders, real-time inventory, and tracking between Amazon and Katana.
- How to connect Amazon FBM to KatanaConnect to Amazon FBM, set up product mapping and inventory sync, and configure your fulfillment location.
- Importing Amazon FBM products and mapping SKUs to Katana itemsLink your FBM listings to Katana items - including dual FBA/FBM SKUs on a single product with SKU aliases.
- How Amazon FBM inventory sync operatesKatana pushes stock to your FBM listings in real time. Choose the stock value sent.
- How to manage and fulfill Amazon FBM ordersFBM orders land in the Sell screen's Open table - pick, pack, and ship them, add tracking, and Katana updates the Amazon order automatically.
- BigCommerce integration overviewLearn how to manage BigCommerce order fulfillment while keeping inventory and related production in control
- How to connect to BigCommerceFind out how to connect to BigCommerce and configure the integration to your needs.
- Mapping BigCommerce locations in 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 (SOs) sync between BigCommerce and KatanaOrders from BigCommerce to Katana, changes made to orders in BigCommerce, and two-way sync of fulfillment statuses
- Add custom items as products: imported BigCommerce sales ordersYou can choose whether or not to import custom items on BigCommerce Sales Orders to Katana
- Syncing fulfillment statuses between BigCommerce and KatanaFurther information on the 4 ways that fulfillment statuses sync between BigCommerce and Katana
- How customers are imported from BigCommerce to KatanaThere are three cases where customers are imported from BigCommerce to Katana
- How products are imported from BigCommerce to KatanaFind out more about how products are transferred 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
- Sync stock levels from Katana to BigCommerceFind out how to easily sync stock levels from Katana to BigCommerce
- How to reconfigure the BigCommerce integration connectionAdjust the BigCommerce connection configuration when changes are needed
- How to disconnect BigCommerce from KatanaEasily disconnect the BigCommerce integration from Katana
- BigCommerce integration: videos playlistSee how to set up the BigCommerce integration, how the integration works, and what benefits it provides
HubSpot
Guides for the HubSpot integration
- HubSpot integration overviewSeamlessly connect Katana with HubSpot for efficient order and inventory management.
- How to connect HubSpot to KatanaSeamlessly connect Katana with HubSpot for efficient order and inventory management.
- How to configure HubSpot workflowsStreamline your workflow by configuring HubSpot to automatically create SOs in Katana.
- How to manage data mapping with HubSpotMaster data mapping between HubSpot and Katana for seamless workflow and data accuracy.
- Onboarding videos: QuickBooks Online integrationSee how to set up the QuickBooks and Katana integration, how the integration works, and what benefits it provides
- QuickBooks Online integration: basic overviewIntegrate QuickBooks Online with Katana to seamlessly synchronize sales, purchases, and inventory data.
- How to connect/disconnect QuickBooks OnlineLink QuickBooks Online to Katana for easy financial tracking and management.
- How to configure the QuickBooks Online integrationConfigure the QuickBooks Online integration with Katana to have seamless synchronization of financial and inventory data.
- Syncing Katana purchase orders to QuickBooks Online as billsSync POs from Katana to QuickBooks Online as bills for precise financial management.
- Syncing stock with QuickBooks OnlineHow to sync stock to QuickBooks from Katana data
- Sending stock adjustments to QuickBooks OnlineSend stock adjustments to QuickBooks Online for accurate financial records.
- Sending manufacturing operations cost to QuickBooks OnlineLearn about sending operation costs to QuickBooks Online for clearer financial tracking.
- Syncing Katana sales orders to QuickBooks Online as invoicesSync sales orders from Katana to QuickBooks as invoices for accurate financial tracking.
- Mapping tax rates with QuickBooks OnlineMap tax rates between Katana and QuickBooks for consistent tax calculations and financial accuracy.
- How to manage multiple currencies with QuickBooks Online integrationSell and purchase in multiple currencies and create matching accounting documents in QuickBooks
- How to handle credit notes with QuickBooks OnlineManage accounts for sales order returns with credit notes.
- Deleting invoices and bills created in QuickBooks Online via KatanaInfo on deleting invoices and bills created in QuickBooks via Katana
- QuickBooks Online FAQsSix of the most common QuickBooks Online questions
- Shopify integration overviewLearn how to manage the fulfillment of Shopify orders while keeping the inventory and related production in control
- How to connect Shopify to KatanaLearn how to connect your Shopify store to Katana, ensuring seamless synchronization of orders and inventory for streamlined operations.
- Mapping Shopify locations in KatanaMap Shopify locations to Katana to ensure accurate inventory tracking and streamline multi-location order fulfillment. Map where stock is held, where orders are fulfilled, and which Shopify locations receive inventory…
- How to enable Shopify's "Payment pending" SOs from syncing to KatanaHow to prevent syncing Sales orders with "Payment pending" status from Shopify
- How to import custom items from ShopifyChoose whether or not you want to import custom items from Shopify sales orders to Katana
- How customers are imported from Shopify to KatanaKeep customer records in sync between Shopify and Katana via import.
- Importing products from Shopify to KatanaDetermine how Products are imported from Shopify to Katana
- Importing initial stock levels and cost from Shopify to KatanaHow to import initial stock levels from Shopify to Katana
- How tax rate affects default sales prices for imported Shopify productsThe tax rate setting is important for defining Default Sales Prices for products in product cards in Katana
- How sales orders sync between Shopify and KatanaOpen sales orders, changes made to orders, and a two-way sync of fulfillment statuses
- How to manage returns between Shopify and KatanaMake return management easier by keeping them aligned between Shopify and Katana.
- Sync stock levels from Katana to ShopifySync stock levels from Katana to Shopify for real-time inventory updates and efficient e-commerce management.
- How to prevent separate channel sales orders from affecting the available stock in ShopifyPrevent Sales orders from other channels from affecting the available stock in Shopify
- How to reconfigure the Shopify integrationHow to change Shopify connection configurations
- How to disconnect ShopifyDisconnect from Shopify in two steps
- How Shopify POS (Point-of-Sale) orders sync to KatanaShopify POS (Point-of-Sale) orders are imported to Katana similarly to Shopify online orders or orders from any sales channel in Shopify
- How SO changes in Shopify affect MOs in KatanaChanges synced to the sales orders are applied to Manufacturing orders only if the Manufacturing orders are Make-to-order
- How to manage multiple currencies with ShopifyManage multiple currencies through the Shopify integration
- How to manage Shopify kits and bundles in KatanaIn Shopify, kits/bundles are typically created as separate products
- How Shopify SO line item properties for products are displayed in KatanaShopify add-ons for providing additional product customization options will show as line item properties on Sales orders
- WooCommerce integration overviewThis integration makes it easy to manage the fulfillment of WooCommerce orders while keeping the inventory and related production in control
- How to connect WooCommerce to KatanaYou can connect WooCommerce to Katana from within Katana
- How to map WooCommerce orders to a Katana locationIf you have created multiple locations in Katana, you can select a Katana location where your WooCommerce orders are imported to
- How WooCommerce's tax rate setting affects the default sales prices for imported productsThe tax rate setting is important for defining Default sales prices for products on product cards in Katana
- How customers are imported from WooCommerceCustomers can be imported from WooCommerce to Katana in three cases
- How products are imported from WooCommerceProducts can be imported from WooCommerce to Katana in three cases
- Importing initial stock levels from WooCommerceHow to import initial stock levels from WooCommerce to Katana?
- How to set initial costs for stock imported from WooCommerceYyou can import all your products and stock levels from WooCommerce to Katana
- How sales orders (SOs) sync between WooCommerce and KatanaThis integration pulls all open Sales orders from WooCommerce to Katana and establishes a two-way sync for fulfillment statuses
- How to sync stock levels from Katana to WooCommerceHow to sync stock levels from Katana to WooCommerce?
- How to prevent separate channel sales orders from affecting the available stock in WooCommerceHow to prevent sales orders from other channels from affecting the available stock in WooCommerce?
- How to connect multiple WooCommerce storesYou can connect multiple WooCommerce stores to Katana
- How to reconfigure the WooCommerce integrationHow to change WooCommerce connection configurations?
- How WooCommerce SO line item properties for products are displayed in KatanaIn WooCommerce, you can add metadata to items on sales orders to display additional information about the product
- How to manage WooCommerce bundles in KatanaIn WooCommerce, product bundles can be created using a WooCommerce plugin for Product Bundles
- How to manage multiple currencies in WooCommerceHow to manage multiple currencies with WooCommerce integration
- Videos playlist: WooCommerce integrationSee how to set up the WooCommerce integration, how the integration works, and what benefits it provides
- Xero integration overviewUse our Xero native integration to keep your accounting in sync with Katana
- How to connect Xero to KatanaIt takes only a few easy steps to connect Xero to Katana.
- How to sync Katana sales orders (SOs) to Xero as invoicesEasily create invoices in Xero based on Katana sales orders.
- How to sync Katana purchase orders (POs) to Xero as billsCreate bills in Xero based on Katana Purchase orders and Outsourced purchase orders
- How to map tax rates between Xero and KatanaTax rates ensure that taxes are accounted for correctly in Xero when creating invoices based on Katana Sales orders
- How to reconfigure the Xero integrationReconfiguring the Xero integration allows you to make needed changes.
- How to manage multiple currencies with XeroSell and purchase in multiple currencies and create accounting documents in Xero that have other currencies than your Katana base currency
- How to delete invoices created in Xero via KatanaInvoices and bills created in Xero via the Katana integration can only be deleted in Xero
- How to "sync" stock to Xero from KatanaHow to sync stock to Xero to record stock levels from Katana data.
- How to disconnect the Xero integrationDisconnect from Xero in two easy steps
- Xero FAQsAnswers to six of the most common questions related to the Xero to Katana integration
- Videos playlist: Xero integrationSee how to set up the Xero and Katana integration, how the integration works and what benefits it provides
- Extensiv Integration Manager (FKA CartRover)Extensiv Integration Manager integrates Katana with popular shopping carts, marketplaces, shipping, or warehouse management systems
- Adobe Commerce (FKA Magento) integration (via Extensiv)Adobe Commerce is a highly flexible open-source platform that specializes in building e-commerce websites.
- Amazon Seller Central (Seller-fulfilled) integration (via Extensiv)Connect to the giant e-commerce platform and one of the largest retailers
- Amazon Seller Central (Fulfilled-by-Amazon) integration (via Extensiv)Connect to the giant e-commerce platform and one of the largest retailers
- eBay integration (via Extensiv)eBay is one of the most popular seller marketplaces
- Etsy integration (via Extensiv)Connect Katana with Etsy using Extensiv Integration Manager
- Faire integration (via Extensiv)Faire is an online wholesale B2B marketplace connecting manufacturers with retailers.
- Lightspeed Retail POS integration (via Extensiv)Lightspeed Retail is a cloud-based point-of-sale system for retail businesses, offering tools to manage inventory, sales, customer relationships, and payments across multiple channels and locations.
- PrestaShop integration (via Extensiv)PrestaShop is one of the leading open-source e-commerce solutions.
- ShipBob integration (via Extensiv)Connect Katana with ShipBob via Extensiv for streamlined order and inventory management.
- ShipHero integration (via Extensiv)Integrate Katana with ShipHero for effective order and inventory synchronization
- Shippo integration (via Extensiv)Integrate Shippo to streamline your shipping process and save time.
- ShipStation integration (via Extensiv)Fulfill your orders with ShipStation, a fast and simple web-based shipping software that makes your life easier.
- Squarespace integration (via Extensiv)An all-in-one platform for creating and hosting professional websites without needing to code
- Walmart Marketplace integration (via Extensiv)Walmart Marketplace is the e-commerce platform of the well-known retail brand for businesses in the US or Canada.
- Zoey integration (via Extensiv)Use Extensiv to connect to Zoey's B2B ecommerce mobile app
- Make integration overviewMake offers you a powerful code-free solution for setting up custom integrations and automation
- Setting up a Katana connection in MakeHow to set up Katana connection in Make
- How to send an email (Gmail) when SOs are Delivered (via Make)Setup automation to send an email when a sales order is delivered
- Importing sales orders from Etsy to Katana (via Make)Setup the import of sales orders from Etsy to Katana
- Sync fulfillment status to Etsy from Katana (via Make)Setup a workflow that marks an order as shipped in Etsy when a Sales order delivery status is changed to Delivered in Katana
- Bulk add purchase orders from Google Sheets (via Make)The Make integration makes it easy to add Purchase orders in bulk to Katana
- Add suppliers from Google Sheets to Katana (via Make)Setup automation with Make to import suppliers data to Katana
- Export suppliers to Google Sheets from Katana (via Make)Setup automation with Make to export suppliers data from Katana
- Export customers to Google Sheets from Katana (via Make)Setup automation with Make to export customers data from Katana
- Export stock transfers to Google Sheets from Katana (via Make)Setup automation with Make to export stock transfers from Katana
- Importing sales orders from Squarespace to Katana (via Make)Setup the import of Sales orders from Squarespace to Katana
- Sync fulfillment status from Squarespace to Katana (via Make)Setup a workflow that marks order status as Delivered in Katana when it's fulfilled in Squarespace
- Importing sales orders from Wix to Katana (via Make)Setup the import of Sales orders from Wix to Katana via Make (ex Integromat)
- 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
- Importing sales orders from Amazon Seller Central to Katana (via Zapier)A guide for setting up the import of Sales orders from Amazon Seller Central to Katana via Zapier
- Import sales orders and customers from eBay to Katana (via Zapier)A guide for setting up the import of Sales orders from eBay to Katana via Zapier
- Importing sales orders and customers from Ecwid to Katana (via Zapier)A guide for setting up the import of Sales orders from Ecwid to Katana via Zapier
- Importing sales orders to Katana from Google Sheets (via Zapier)This is a guide for setting up a Zap for importing Sales orders from Google Sheets to Katana
- Importing customers to Katana from Google Sheets (via Zapier)A guide for setting up a Zap for importing Customers from Google Sheets to Katana
- Perform a one-time sales order import from Google Sheets (via Zapier)You can create a Zap for doing a one-time import of your historical Sales orders from Google Sheets
- Importing sales orders from Magento to Katana (via Zapier)A guide for setting up the import of sales orders (SOs) from Magento to Katana via Zapier
- Importing sales orders from Pipedrive to Katana (via Zapier)A guide for setting up the import of sales orders from Pipedrive to Katana via Zapier
- Importing sales orders from Salesforce to Katana (via Zapier)A guide for setting up the import of Sales orders from Salesforce to Katana via Zapier
- Importing sales orders from Shift4Shop (formerly 3dcart) to Katana (via Zapier)A guide for setting up the import of sales orders from Shift4Shop to Katana via Zapier
- Importing sales orders from Square to Katana (via Zapier)A guide for setting up the import of sales orders from Square to Katana via Zapier
Third-party integrations
Integrations that haven't been built by or with the assistance of Katana
- 2Ship integrationAutomate shipping processes, compare shipping costs, and find the best rate and service
- Accountero integrationAccountero provides real-time data, smart analysis, actionable insights, and timely access to financial experts, services & apps.
- BOM Configurator (via DataAutomation)Create products with BOMs directly from Shopify.
- ConverSight integrationAn AI analytics platform super-charged for supply chain companies.
- Easy Insight integrationA cloud analytics and reporting platform that can power your business with real-time dashboards
- JIKKO integrationJIKKO helps to streamline complex manufacturing processes, reduce costs, and improve productivity
- LilyPad Vortex integrationA one-stop customer portal for order entry and inventory availability
- Outvio integrationAutomate and streamline post-sales processes
- Owlery integrationThis integration allows you to connect Katana to Owlery's all-in-one logistics platform.
- Pipe17 integrationSynchronize and automate order and inventory flows by connecting your order databases to your 3PLs, ERP, and more
- Prospect CRM integrationA cloud-based CRM designed explicitly for Wholesalers, Distributors, and Manufacturers who sell physical products B2B
- Replyco integrationReplyco is an e-commerce helpdesk platform that centralizes all your customer messages into one inbox.
- ShippyPro integrationShippyPro can automate shipping management workflow, print labels in bulk, and track order status
- Shiptheory integrationA shipping management platform that connects manufacturers with carriers to automate shipping labels, manifests, and tracking operations
- SparkLayer integrationEnable B2B for your ecommerce platform using SparkLayer to enable the syncing of customers and price data to SparkLayer.
- SPS Commerce integrationSPS Commerce streamlines order processing, inventory synchronization, and invoicing.
- Starshipit integrationUse Starship it to help manage your shipping and fulfillment and sync updates with Katana.
- StockTrim integrationAn automated demand forecasting and inventory planning software app
- SyncHub integrationConnect Katana to popular reporting and BI tools
- Syncware integrationSoftware to automate orders, shipments, and inventory for multi-channel consumer product brands.
- TikTok shop integration (via Pipe17)Connect Katana to your TikTok shop for automated order processing and inventory sync.
- Tradegecko integration (video)See how to set up the Tradegecko and Katana integration, how the integration works and what benefits it provides
- Workclout integrationDeliver the highest quality products and services to your customers
- Managing order fulfillment with Shipstation, Katana, and Shopify/WooCommerceStreamline order fulfillment across Katana, Shopify, and ShipStation for efficient shipping.
Katana MCP
Connect Katana with your favorite AI
- Katana MCP OverviewLearn about the Katana MCP and learn how it can transform how you work with Katana.
- How to connect Katana to Claude (MCP)Find out how to connect Katana to Claude (including Claude Desktop).
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- Unable to connect AI through Katana MCP?Why you might not be able to connect