Integrations

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

Rainer Loopere avatar Jana avatar Dayvid Lorbiecke avatar
110 articles in this collection
Written by Rainer Loopere, Jana, and Dayvid Lorbiecke
Integromat

Integromat integration overview

Integromat lets you connect apps and automate workflows in a few clicks
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Written by Dayvid Lorbiecke
Updated in the last hour

Setting up a Katana connection in Integromat

How to set up Katana connection in Integromat
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Written by Dayvid Lorbiecke
Updated over a week ago

Send an email when a sales order is created or delivered

Setup automation to send an email when a sales order is created, deleted or when status is changed
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Written by Dayvid Lorbiecke
Updated in the last hour

Importing Sales Orders from Etsy to Katana

Setup the import of Sales Orders from Etsy to Katana
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Written by Dayvid Lorbiecke
Updated in the last hour

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
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Written by Dayvid Lorbiecke
Updated in the last hour

Importing Sales Orders from Squarespace to Katana

Setup the import of Sales Orders from Squarespace to Katana
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Written by Dayvid Lorbiecke
Updated in the last hour

Sync fulfillment status to Katana from Squarespace

Setup a workflow that marks order status as "Delivered" in Katana when it's fulfilled in Squarespace
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Written by Dayvid Lorbiecke
Updated in the last hour

Importing Sales Orders from HubSpot to Katana

Setup the import of sales orders from HubSpot to Katana via Integromat
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Written by Dayvid Lorbiecke
Updated in the last hour

Setting up a HubSpot connection in Integromat

How to set up HubSpot connection in Integromat
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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 Integromat
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Written by Dayvid Lorbiecke
Updated in the last hour
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
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Written by Dayvid Lorbiecke
Updated in the last hour

QuickBooks Online integration overview

Our QuickBooks integration helps keep your accounting in sync with Katana
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Written by Dayvid Lorbiecke
Updated in the last hour

Connecting QuickBooks Online

Ten easy steps to connect QuickBooks Online with Katana
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Written by Dayvid Lorbiecke
Updated in the last hour

QuickBooks Online tax rates mapping

Tax rate mapping ensures that taxes are accounted for correctly
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Written by Dayvid Lorbiecke
Updated in the last hour

Syncing Katana Sales Orders to QuickBooks Online as invoices

Create invoices in QuickBooks based on Katana's Sales Orders
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Written by Dayvid Lorbiecke
Updated in the last hour

Syncing Katana Purchase Orders to QuickBooks Online as bills

Create bills in QuickBooks based on Katana Purchase Orders and Outsourced Purchase Orders
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Written by Dayvid Lorbiecke
Updated in the last hour

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
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Written by Dayvid Lorbiecke
Updated in the last hour

Disconnecting QuickBooks Online

Disconnect in two steps
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Written by Dayvid Lorbiecke
Updated in the last hour

Reconfiguring a QuickBooks Online integration

How to reconfigure QuickBooks integration
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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
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Written by Dayvid Lorbiecke
Updated in the last hour

Syncing stock to QuickBooks Online

How to sync stock to QuickBooks from Katana data
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Written by Dayvid Lorbiecke
Updated over a week ago

QuickBooks Online FAQ

Six of the most common QuickBooks Online questions
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Written by Dayvid Lorbiecke
Updated in the last hour
Shopify

Video: Shopify integration

See how to set up the Shopify and Katana integration, how the integration works, and what benefits it provides
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Written by Dayvid Lorbiecke
Updated in the last hour

Video: Shopify stock sync

See how our Shopify integration enables you to push accurate stock levels from Katana to Shopify in live
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Written by Dayvid Lorbiecke
Updated in the last hour

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
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Written by Dayvid Lorbiecke
Updated in the last hour

Shopify integration overview

Learn how to manage the fulfillment of Shopify orders while keeping the inventory and related production in control
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Written by Dayvid Lorbiecke
Updated in the last hour

Connecting Shopify

You can connect Shopify and Katana from within Katana or from the Shopify App Store
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Written by Dayvid Lorbiecke
Updated in the last hour

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
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Written by Dayvid Lorbiecke
Updated in the last hour

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
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Written by Dayvid Lorbiecke
Updated in the last hour

Managing multiple currencies with Shopify integration

How to manage multiple currencies with Shopify integration
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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
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Written by Dayvid Lorbiecke
Updated in the last 15 minutes

Import initial stock levels from Shopify to Katana

How to import initial stock levels from Shopify to Katana
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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
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Written by Dayvid Lorbiecke
Updated today

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?
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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
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Written by Dayvid Lorbiecke
Updated in the last 15 minutes

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
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Written by Dayvid Lorbiecke
Updated in the last 15 minutes

Setting initial cost for Shopify imported stock

You can import all your products and stock levels from Shopify to Katana
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Written by Dayvid Lorbiecke
Updated in the last 15 minutes

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
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Written by Dayvid Lorbiecke
Updated in the last 15 minutes

Managing Shopify kits and bundles in Katana

In Shopify, kits/bundles are typically created as separate products
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Written by Dayvid Lorbiecke
Updated in the last 15 minutes

Changing Shopify connection configurations

How to change Shopify connection configurations
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Written by Dayvid Lorbiecke
Updated today

Disconnecting Shopify

Disconnect from Shopify in two steps
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Written by Dayvid Lorbiecke
Updated in the last 15 minutes

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
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Written by Dayvid Lorbiecke
Updated in the last 15 minutes

Prevent Sales Orders with "Payment pending" status syncing from Shopify

How to prevent syncing Sales Orders with "Payment pending" status from Shopify
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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
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Written by Dayvid Lorbiecke
Updated in the last 15 minutes

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
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Written by Dayvid Lorbiecke
Updated in the last 15 minutes
WooCommerce

Video: WooCommerce integration

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Written by Dayvid Lorbiecke
Updated over a week ago

WooCommerce integration overview

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Written by Dayvid Lorbiecke
Updated over a week ago

Connecting WooCommerce

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Written by Dayvid Lorbiecke
Updated over a week ago

Connecting multiple WooCommerce stores

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Written by Dayvid Lorbiecke
Updated over a week ago

How the tax rate setting affects Default Sales Prices for products imported from WooCommerce

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Written by Dayvid Lorbiecke
Updated over a week ago

How Sales Orders sync between WooCommerce and Katana

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Written by Dayvid Lorbiecke
Updated over a week ago

Managing multiple currencies with WooCommerce integration

How to manage multiple currencies with WooCommerce integration
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Written by Dayvid Lorbiecke
Updated over a week ago

How metadata for products on WooCommerce sales orders is displayed in Katana

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Written by Dayvid Lorbiecke
Updated over a week ago

How products are imported from WooCommerce to Katana

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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?
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Written by Dayvid Lorbiecke
Updated today

Setting initial cost for stock imported from WooCommerce

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Written by Dayvid Lorbiecke
Updated over a week ago

How customers are imported from WooCommerce to Katana

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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?
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Written by Dayvid Lorbiecke
Updated over a week ago

Managing WooCommerce bundles in Katana

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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?
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Written by Dayvid Lorbiecke
Updated over a week ago

Changing WooCommerce connection configurations

How to change WooCommerce connection configurations?
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Written by Dayvid Lorbiecke
Updated over a week ago

Mapping WooCommerce to Katana location

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Written by Dayvid Lorbiecke
Updated over a week ago
Zapier

Zapier integration overview

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Written by Dayvid Lorbiecke
Updated today

Basics of creating Zaps

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Written by Dayvid Lorbiecke
Updated over a week ago

Video: How to Import Sales Orders from Google Sheets to Katana

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Written by Dayvid Lorbiecke
Updated over a week ago

Video: How to Import Sales Orders from BigCommerce to Katana

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Written by Dayvid Lorbiecke
Updated over a week ago

Importing Sales Orders to Katana from Google Sheets

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Written by Dayvid Lorbiecke
Updated over a week ago

Importing Customers to Katana from Google Sheets

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Written by Dayvid Lorbiecke
Updated over a week ago

Using Zapier for a one-time Sales Order import from Google Sheets

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Written by Dayvid Lorbiecke
Updated today

Importing Sales Orders from BigCommerce to Katana

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Written by Dayvid Lorbiecke
Updated today

Importing Sales Orders from Magento to Katana

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Written by Dayvid Lorbiecke
Updated today

Importing Sales Orders from eBay to Katana

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Written by Dayvid Lorbiecke
Updated over a week ago

Importing Sales Orders from Xero to Katana

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Written by Dayvid Lorbiecke
Updated today

Importing Sales Orders from Ecwid to Katana

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Written by Dayvid Lorbiecke
Updated over a week ago

Importing Sales Orders from Salesforce to Katana

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Written by Dayvid Lorbiecke
Updated over a week ago

Importing Sales Orders from Amazon Seller Central to Katana

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Written by Dayvid Lorbiecke
Updated over a week ago

Importing Sales Orders from Shift4Shop (formerly 3dcart) to Katana

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Written by Dayvid Lorbiecke
Updated over a week ago

Importing Sales Orders from Fulfillment by Amazon (FBA) to Katana

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Written by Dayvid Lorbiecke
Updated today

Importing Sales Orders from Pipedrive to Katana

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Written by Dayvid Lorbiecke
Updated over a week ago