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Integrations
Guides, tips, and general information about the Katana's different integrations
+2
128 articles in this collection
Written by
Rainer Loopere,
Rainar Essenson,
Jana
and 2 others
Replyco integration overview
Replyco is an e-commerce helpdesk platform that centralizes all your customer messages into one inbox.
Written by
Jana
Updated over a week ago
Katana API
Brief overview of Katana API
API enables you to create custom integrations with other apps to move data between systems automatically
Written by
Dayvid Lorbiecke
Updated over a week ago
BigCommerce
BigCommerce integration overview
Learn how to manage BigCommerce order fulfillment while keeping inventory and related production in control
Written by
Jim Cavill
Updated over a week ago
Connecting BigCommerce
Find out how to connect to BigCommerce and configure the integration to your needs.
Written by
Jim Cavill
Updated over a week ago
Mapping BigCommerce Locations to Katana
If you've created multiple Locations in Katana or Bigcommerce, you can map your Bigcommerce POS order locations to specific Katana Locations
Written by
Jim Cavill
Updated over a week ago
How Sales orders sync between BigCommerce and Katana
Orders from BigCommerce to Katana, changes made to orders in BigCommerce, and two-way sync of fulfillment statuses
Written by
Jim Cavill
Updated over a week ago
Syncing fulfillment statuses two ways with BigCommerce and Katana
Further information on the 4 ways that fulfillment statuses sync between BigCommerce and Katana
Written by
Jim Cavill
Updated over a week ago
How products are imported from BigCommerce to Katana
Find out more about how products are transferred from BigCommerce to Katana
Written by
Jim Cavill
Updated over a week ago
How customers import from BigCommerce to Katana
There are three cases where customers are imported from BigCommerce to Katana
Written by
Jim Cavill
Updated over a week ago
How tax rate setting affects Default sales prices on Bigcommerce imported products
The tax rate setting is important for defining Default sales prices for products in product cards in Katana
Written by
Jim Cavill
Updated over a week ago
Add custom items as products BigCommerce sales orders imported to Katana
You can choose whether or not to import custom items on BigCommerce Sales Orders to Katana
Written by
Jim Cavill
Updated over a week ago
Disconnecting BigCommerce
How to easily disconnect the BigCommerce integration
Written by
Jim Cavill
Updated over a week ago
Changing the configuration of your BigCommerce integration connection
How to change BigCommerce connection configurations
Written by
Rainar Essenson
Updated over a week ago
Sync stock levels from Katana to BigCommerce
Find out how to easily sync stock levels from Katana to BigCommerce
Written by
Rainar Essenson
Updated over a week ago
CartRover
Amazon Seller Central integration (Seller-fulfilled)
Connect to the giant e-commerce platform and one of the largest retailers
Written by
Jana
Updated over a week ago
Amazon Seller Central integration (Fulfilled-by-Amazon)
Connect to the giant e-commerce platform and one of the largest retailers
Written by
Jana
Updated over a week ago
CartRover integration
Use CartRover to integrate Katana with popular shopping carts, marketplaces, shipping, or warehouse management systems
Written by
Dayvid Lorbiecke
Updated over a week ago
Faire integration
Faire is an online wholesale B2B marketplace connecting manufacturers with retailers.
Written by
Dayvid Lorbiecke
Updated over a week ago
eBay integration
eBay is one of the most popular seller marketplaces
Written by
Jana
Updated over a week ago
Walmart Marketplace integration
Walmart Marketplace is the e-commerce platform of the well-known retail brand for businesses in the US or Canada.
Written by
Dayvid Lorbiecke
Updated over a week ago
Adobe Commerce (previously Magento) integration
Adobe Commerce is a highly flexible open-source platform that specializes in building e-commerce websites.
Written by
Jana
Updated over a week ago
PrestaShop integration
PrestaShop is one of the leading open-source e-commerce solutions.
Written by
Jana
Updated over a week ago
Integrately
Integrately overview
Integrately allows you seamlessly sync data between Katana and hundreds of apps
Written by
Jana
Updated over a week ago
Setting up a Katana connection with Integrately
How to set up Katana connection in Integrately
Written by
Jana
Updated over a week ago
Make
Make (ex Integromat) integration overview
Make offers you a powerful code-free solution for setting up custom integrations and automation
Written by
Dayvid Lorbiecke
Updated over a week ago
Setting up a Katana connection in Make (ex Integromat)
How to set up Katana connection in Make
Written by
Dayvid Lorbiecke
Updated over a week ago
Send an email when a sales order is delivered
Setup automation to send an email when a sales order is delivered
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from Etsy to Katana
Setup the import of Sales orders from Etsy to Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Sync fulfillment status to Etsy from Katana
Setup a workflow that marks an order as shipped in Etsy when a Sales order delivery status is changed to Delivered in Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from Squarespace to Katana
Setup the import of Sales orders from Squarespace to Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Sync fulfillment status to Katana from Squarespace
Setup a workflow that marks order status as Delivered in Katana when it's fulfilled in Squarespace
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from HubSpot to Katana
Setup the import of Sales orders from HubSpot to Katana via Make (ex Integromat)
Written by
Dayvid Lorbiecke
Updated over a week ago
Setting up a HubSpot connection in Make (ex Integromat)
How to set up HubSpot connection in Make (ex Integromat)
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from Wix to Katana
Setup the import of Sales orders from Wix to Katana via Make (ex Integromat)
Written by
Dayvid Lorbiecke
Updated over a week ago
QuickBooks Commerce
Video: QuickBooks Commerce integration
See how to set up the QuickBooks Commerce and Katana integration, how the integration works, and what benefits it provides
Written by
Dayvid Lorbiecke
Updated over a week ago
Connecting QuickBooks Commerce
Five simple steps to connect QuickBooks Commerce with Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
How the QuickBooks Commerce integration works
Gain more detailed insight into how the QuickBooks Commerce integrations works
Written by
Dayvid Lorbiecke
Updated over a week ago
QuickBooks Online
Video: QuickBooks Online integration
See how to set up the QuickBooks and Katana integration, how the integration works, and what benefits it provides
Written by
Dayvid Lorbiecke
Updated over a week ago
QuickBooks Online integration overview
Our QuickBooks integration helps keep your accounting in sync with Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Connecting QuickBooks Online
Ten easy steps to connect QuickBooks Online with Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
QuickBooks Online tax rates mapping
Tax rate mapping ensures that taxes are accounted for correctly
Written by
Dayvid Lorbiecke
Updated over a week ago
Syncing Katana Sales orders to QuickBooks Online as invoices
Create invoices in QuickBooks based on Katana's Sales orders
Written by
Dayvid Lorbiecke
Updated over a week ago
Syncing Katana Purchase orders to QuickBooks Online as bills
Create bills in QuickBooks based on Katana Purchase orders and Outsourced purchase orders
Written by
Dayvid Lorbiecke
Updated over a week ago
How to manage multiple currencies with QuickBooks Online integration
Sell and purchase in multiple currencies and create accounting documents in QuickBooks that have other currencies than your base currency
Written by
Dayvid Lorbiecke
Updated over a week ago
Disconnecting QuickBooks Online
Disconnect in two steps
Written by
Dayvid Lorbiecke
Updated over a week ago
Reconfiguring a QuickBooks Online integration
How to reconfigure QuickBooks integration
Written by
Dayvid Lorbiecke
Updated over a week ago
Deleting invoices and bills created in QuickBooks Online via the Katana integration
Invoices and bills created in QuickBooks via Katana integration can only be deleted in QuickBooks
Written by
Dayvid Lorbiecke
Updated over a week ago
Syncing stock to QuickBooks Online
How to sync stock to QuickBooks from Katana data
Written by
Dayvid Lorbiecke
Updated over a week ago
QuickBooks Online FAQ
Six of the most common QuickBooks Online questions
Written by
Dayvid Lorbiecke
Updated over a week ago
Shopify
Video: Shopify integration
See how to set up the Shopify and Katana integration, how the integration works, and what benefits it provides
Written by
Dayvid Lorbiecke
Updated over a week ago
Video: Shopify stock sync
See how our Shopify integration enables you to push accurate stock levels from Katana to Shopify in live
Written by
Dayvid Lorbiecke
Updated over a week ago
Video: Connecting multiple Shopify stores to Katana
See how to connect all your stores to one Katana account to manage all orders, stock, and production on a single platform
Written by
Dayvid Lorbiecke
Updated over a week ago
Shopify integration overview
Learn how to manage the fulfillment of Shopify orders while keeping the inventory and related production in control
Written by
Dayvid Lorbiecke
Updated over a week ago
Connecting Shopify
You can connect Shopify and Katana from within Katana or from the Shopify App Store
Written by
Dayvid Lorbiecke
Updated over a week ago
Mapping Shopify Locations to Katana
If you created multiple Locations in Katana or Shopify, map your Shopify Point-of-Sale order locations to specific Katana Locations
Written by
Dayvid Lorbiecke
Updated over a week ago
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
Written by
Dayvid Lorbiecke
Updated over a week ago
Managing multiple currencies with Shopify integration
How to manage multiple currencies with Shopify integration
Written by
Dayvid Lorbiecke
Updated over a week ago
How are products imported from Shopify to Katana?
There are three cases for how Products are imported from Shopify to Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Import initial stock levels from Shopify to Katana
How to import initial stock levels from Shopify to Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Sync stock levels from Katana to Shopify
How to sync stock levels from Katana to Shopify
Written by
Dayvid Lorbiecke
Updated over a week ago
Prevent the Sales orders from other channels from affecting the available stock in Shopify
How to prevent Sales orders from other channels from affecting the available stock in Shopify?
Written by
Dayvid Lorbiecke
Updated over a week ago
How customers are imported from Shopify to Katana
There are three cases where customers are imported from Shopify to Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
How the tax rate setting affects Default Sales prices for Shopify imported products
The tax rate setting is important for defining Default Sales Prices for products in product cards in Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Setting initial cost for Shopify imported stock
You can import all your products and stock levels from Shopify to Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
How custom items are imported from Shopify to Katana
You can choose whether or not you wish to import custom items on Shopify Sales orders to Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Managing Shopify kits and bundles in Katana
In Shopify, kits/bundles are typically created as separate products
Written by
Dayvid Lorbiecke
Updated over a week ago
Changing Shopify connection configurations
How to change Shopify connection configurations
Written by
Dayvid Lorbiecke
Updated over a week ago
Disconnecting Shopify
Disconnect from Shopify in two steps
Written by
Dayvid Lorbiecke
Updated over a week ago
How line item properties for products on Shopify Sales orders are displayed in Katana
Shopify add-ons for providing additional product customization options will show as line item properties on Sales orders
Written by
Dayvid Lorbiecke
Updated over a week ago
Prevent Sales orders with "Payment pending" status syncing from Shopify
How to prevent syncing Sales orders with "Payment pending" status from Shopify
Written by
Dayvid Lorbiecke
Updated over a week ago
Syncing Shopify POS (Point-of-Sale) orders
Shopify POS (Point-of-Sale) orders are imported to Katana similarly to Shopify online orders or orders from any sales channel in Shopify
Written by
Dayvid Lorbiecke
Updated over a week ago
How sales order changes synced from Shopify influence Manufacturing orders in Katana
Changes synced to the sales orders are applied to Manufacturing orders only if the Manufacturing orders are Make-to-order
Written by
Dayvid Lorbiecke
Updated over a week ago
WooCommerce
Video: WooCommerce integration
See how to set up the WooCommerce and Katana integration, how the integration works and what benefits it provides
Written by
Dayvid Lorbiecke
Updated over a week ago
WooCommerce integration overview
This integration makes it easy to manage the fulfillment of WooCommerce orders while keeping the inventory and related production in control
Written by
Dayvid Lorbiecke
Updated over a week ago
Connecting WooCommerce
You can connect WooCommerce to Katana from within Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Connecting multiple WooCommerce stores
You can connect multiple WooCommerce stores to Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
How the tax rate setting affects Default Sales Prices for products imported from WooCommerce
The tax rate setting is important for defining Default sales prices for products on product cards in Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
How Sales orders sync between WooCommerce and Katana
This integration pulls all open Sales orders from WooCommerce to Katana and establishes a two-way sync for fulfillment statuses
Written by
Dayvid Lorbiecke
Updated over a week ago
Managing multiple currencies with WooCommerce integration
How to manage multiple currencies with WooCommerce integration
Written by
Dayvid Lorbiecke
Updated over a week ago
How metadata for products on WooCommerce Sales orders is displayed in Katana
In WooCommerce, you can add metadata to items on Sales orders to display additional information about the product
Written by
Dayvid Lorbiecke
Updated over a week ago
How products are imported from WooCommerce to Katana
Products can be imported from WooCommerce to Katana in three cases
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing initial stock levels from WooCommerce to Katana
How to import initial stock levels from WooCommerce to Katana?
Written by
Dayvid Lorbiecke
Updated over a week ago
Setting initial cost for stock imported from WooCommerce
Yyou can import all your products and stock levels from WooCommerce to Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
How customers are imported from WooCommerce to Katana
Customers can be imported from WooCommerce to Katana in three cases
Written by
Dayvid Lorbiecke
Updated over a week ago
Syncing stock levels from Katana to WooCommerce
How to sync stock levels from Katana to WooCommerce?
Written by
Dayvid Lorbiecke
Updated over a week ago
Managing WooCommerce bundles in Katana
In WooCommerce, product bundles can be created using a WooCommerce plugin for Product Bundles
Written by
Dayvid Lorbiecke
Updated over a week ago
Preventing Sales orders from other channels from affecting the available stock in WooCommerce
How to prevent Sales orders from other channels from affecting the available stock in WooCommerce?
Written by
Dayvid Lorbiecke
Updated over a week ago
Changing WooCommerce connection configurations
How to change WooCommerce connection configurations?
Written by
Dayvid Lorbiecke
Updated over a week ago
Mapping WooCommerce to Katana location
If you have created multiple locations in Katana, you can select a Katana location where your WooCommerce orders are imported to
Written by
Dayvid Lorbiecke
Updated over a week ago
Xero
Video: Xero integration
See how to set up the Xero and Katana integration, how the integration works and what benefits it provides
Written by
Dayvid Lorbiecke
Updated over a week ago
Xero integration overview
Use our Xero native integration to keep your accounting in sync with Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Connecting Xero
Connect Xero to Katana in nine steps
Written by
Dayvid Lorbiecke
Updated over a week ago
Mapping Xero tax rates
Tax rates ensure that taxes are accounted for correctly in Xero when creating invoices based on Katana Sales orders
Written by
Dayvid Lorbiecke
Updated over a week ago
Syncing Katana Sales orders to Xero as invoices
Create invoices in Xero based on Katana Sales orders with a single click
Written by
Dayvid Lorbiecke
Updated over a week ago
Syncing Katana Purchase orders to Xero as bills
Create bills in Xero based on Katana Purchase orders and Outsourced purchase orders
Written by
Dayvid Lorbiecke
Updated over a week ago
How to manage multiple currencies with Xero integration
Sell and purchase in multiple currencies and create accounting documents in Xero that have other currencies than your Katana base currency
Written by
Dayvid Lorbiecke
Updated over a week ago
Disconnecting Xero
Disconnect from Xero in two steps
Written by
Dayvid Lorbiecke
Updated over a week ago
Reconfiguring a Xero integration
How to reconfigure Xero integration
Written by
Dayvid Lorbiecke
Updated over a week ago
Deleting invoices created in Xero via Katana integration
Invoices and bills created in Xero via the Katana integration can only be deleted in Xero
Written by
Dayvid Lorbiecke
Updated over a week ago
Syncing stock to Xero
How to sync stock to Xero to record stock levels from Katana data.
Written by
Dayvid Lorbiecke
Updated over a week ago
Xero FAQ
Answers to six of the most common questions related to the Xero to Katana integration
Written by
Dayvid Lorbiecke
Updated over a week ago
Zapier
Zapier integration overview
Zapier enables you to easily connect your apps and automate workflows
Written by
Dayvid Lorbiecke
Updated over a week ago
Basics of creating Zaps
Zaps can only be created within Zapier, not in Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Video: How to Import Sales orders from Google Sheets to Katana
See how you can set up a sales order import from Google Sheets to Katana via Zapier
Written by
Dayvid Lorbiecke
Updated over a week ago
Video: How to Import Sales orders from BigCommerce to Katana
See how you can set up a sales order import from BigCommerce to Katana via Zapier
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders to Katana from Google Sheets
This is a guide for setting up a Zap for importing Sales orders from Google Sheets to Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Customers to Katana from Google Sheets
A guide for setting up a Zap for importing Customers from Google Sheets to Katana
Written by
Dayvid Lorbiecke
Updated over a week ago
Using Zapier for a one-time Sales order import from Google Sheets
You can create a Zap for doing a one-time import of your historical Sales orders from Google Sheets
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from BigCommerce to Katana
A guide for setting up the import of Sales orders from BigCommerce to Katana via Zapier
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from Magento to Katana
A guide for setting up the import of Sales orders from Magento to Katana via Zapier
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from eBay to Katana
A guide for setting up the import of Sales orders from eBay to Katana via Zapier
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from Xero to Katana
A guide for setting up the import of Sales orders from Xero to Katana via Zapier
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from Ecwid to Katana
A guide for setting up the import of Sales orders from Ecwid to Katana via Zapier
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales Orders from Salesforce to Katana
A guide for setting up the import of Sales orders from Salesforce to Katana via Zapier
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from Amazon Seller Central to Katana
A guide for setting up the import of Sales orders from Amazon Seller Central to Katana via Zapier
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from Shift4Shop (formerly 3dcart) to Katana
A guide for setting up the import of Sales orders from Shift4Shop to Katana via Zapier
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from Fulfillment by Amazon (FBA) to Katana
A guide for setting up the import of Sales orders from Fulfillment by Amazon (FBA) to Katana via Zapier
Written by
Dayvid Lorbiecke
Updated over a week ago
Importing Sales orders from Pipedrive to Katana
A guide for setting up the import of Sales orders from Pipedrive to Katana via Zapier
Written by
Dayvid Lorbiecke
Updated over a week ago
Third-party integrations
2Ship integration
Automate shipping processes, compare shipping costs, and find the best rate and service
Written by
Dayvid Lorbiecke
Updated over a week ago
Easy Insight reporting and analytics
A cloud analytics platform that powers your business with real-time dashboards
Written by
Dayvid Lorbiecke
Updated over a week ago
Outvio integration
Automate and streamline post-sales processes
Written by
Jana
Updated over a week ago
Pipe17 integration
Synchronize and automate order and inventory flows by connecting your order databases to your 3PLs, ERP, and more
Written by
Dayvid Lorbiecke
Updated over a week ago
Prospect CRM integration
A cloud-based CRM designed explicitly for Wholesalers, Distributors, and Manufacturers who sell physical products B2B
Written by
Dayvid Lorbiecke
Updated over a week ago
ShippyPro integration
ShippyPro can automate shipping management workflow, print labels in bulk, and track order status
Written by
Jana
Updated over a week ago
Shiptheory integration
A shipping management platform that connects manufacturers with carriers to automate shipping labels, manifests, and tracking operations
Written by
Dayvid Lorbiecke
Updated over a week ago
StockTrim integration
An automated demand forecasting and inventory planning software app
Written by
Rainer Loopere
Updated over a week ago
SyncHub integration
Connect Katana to popular reporting and BI tools
Written by
Dayvid Lorbiecke
Updated over a week ago
Video: Tradegecko integration
See how to set up the Tradegecko and Katana integration, how the integration works and what benefits it provides
Written by
Dayvid Lorbiecke
Updated over a week ago