Integrations
Guides, tips, and general information about the Katana's different integrations
BigCommerce integration: videos playlistSee 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 (SOs) 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
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.
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: 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.
Mapping tax rates with QuickBooks OnlineMap tax rates between Katana and QuickBooks for consistent tax calculations and financial accuracy.
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.
Syncing stock to QuickBooks OnlineHow to sync stock to QuickBooks from Katana data
Sending manufacturing operations cost to QuickBooks OnlineLearn about sending operation costs to QuickBooks Online for clearer financial tracking.
Sending stock adjustments to QuickBooks OnlineSend stock adjustments to QuickBooks Online for accurate financial records.
How to manage multiple currencies with QuickBooks Online integrationSell and purchase in multiple currencies and create matching accounting documents in QuickBooks
Deleting invoices and bills created in QuickBooks Online via KatanaInfo on deleting invoices and bills created in QuickBooks via Katana
How to handle credit notes with QuickBooks OnlineManage accounts for sales order returns with credit notes.
QuickBooks Online FAQSix 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.
How sales orders sync between Shopify and KatanaOpen sales orders, changes made to orders, 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 ShopifySync stock levels from Katana to Shopify for real-time inventory updates and efficient e-commerce management.
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
How to manage returns between Shopify and KatanaMake return management easier by keeping them aligned between Shopify and Katana.
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
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 (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
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
Videos playlist: Xero integrationSee how to set up the Xero and Katana 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
Connecting XeroConnect Xero to Katana in only a few easy steps
Mapping Xero tax ratesTax rates ensure that taxes are accounted for correctly in Xero when creating invoices based on Katana Sales orders
Syncing Katana sales orders to Xero as invoicesCreate invoices in Xero based on Katana sales orders with a single click
Syncing Katana Purchase orders to Xero as billsCreate bills in Xero based on Katana Purchase orders and Outsourced purchase orders
How to manage multiple currencies with Xero integrationSell and purchase in multiple currencies and create accounting documents in Xero that have other currencies than your Katana base currency
Disconnecting XeroDisconnect from Xero in two steps
Reconfiguring a Xero integrationHow to reconfigure Xero integration
Deleting invoices created in Xero via Katana integrationInvoices and bills created in Xero via the Katana integration can only be deleted in Xero
Syncing stock to XeroHow to sync stock to Xero to record stock levels from Katana data.
Xero FAQAnswers to six of the most common questions related to the Xero to Katana integration
Adobe Commerce (previously Magento) integrationAdobe Commerce is a highly flexible open-source platform that specializes in building e-commerce websites.
Amazon Seller Central integration (Seller-fulfilled)Connect to the giant e-commerce platform and one of the largest retailers
Amazon Seller Central integration (Fulfilled-by-Amazon)Connect to the giant e-commerce platform and one of the largest retailers
eBay integrationeBay is one of the most popular seller marketplaces
Extensiv Integration Manager (ex CartRover)Extensiv Integration Manager integrates Katana with popular shopping carts, marketplaces, shipping, or warehouse management systems
Faire integrationFaire is an online wholesale B2B marketplace connecting manufacturers with retailers.
Lightspeed Retail POS integration
PrestaShop integrationPrestaShop is one of the leading open-source e-commerce solutions.
ShipBob integrationConnect Katana with ShipBob via Extensiv for streamlined order and inventory management.
ShipHero integrationIntegrate 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
Walmart Marketplace integrationWalmart Marketplace is the e-commerce platform of the well-known retail brand for businesses in the US or Canada.
Zoey integrationUse Extensiv to connect Zoey directly to Katana
Etsy integrationConnect Katana with Etsy using Extensiv Integration Manager
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 Wix to KatanaSetup 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
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
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 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
Third-party integrations
Integrations that haven't 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.
Easy Insight reporting and analyticsA cloud analytics platform that can power your business with real-time dashboards
JIKKO integrationJIKKO helps to streamline complex manufacturing processes, reduce costs, and improve productivity
Outvio integrationAutomate and streamline post-sales processes
Owlery integration
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 integration overviewReplyco 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
Syncware integrationSoftware to automate orders, shipments, and inventory for multi-channel consumer product brands.
Shiptheory integrationA shipping management platform that connects manufacturers with carriers to automate shipping labels, manifests, and tracking operations
StockTrim integrationAn automated demand forecasting and inventory planning software app
SyncHub integrationConnect Katana to popular reporting and BI tools
TikTok shop integrationConnect Katana to your TikTok shop via Pipe17 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
SPS Commerce integrationSPS Commerce streamlines order processing, inventory synchronization, and invoicing.
Managing order fulfillment with Shipstation, Katana, and Shopify/WooCommerceStreamline order fulfillment across Katana, Shopify, and ShipStation for efficient shipping.