Integrations

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

Rainer Loopere avatar Jana avatar Dayvid Lorbiecke avatar
113 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 over a week ago

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 over a week ago

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 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
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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
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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
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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 Integromat
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Written by Dayvid Lorbiecke
Updated over a week ago

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 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
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Written by Dayvid Lorbiecke
Updated over a week ago

QuickBooks Online integration overview

Our QuickBooks integration helps keep your accounting in sync with Katana
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Written by Dayvid Lorbiecke
Updated over a week ago

Connecting QuickBooks Online

Ten easy steps to connect QuickBooks Online with Katana
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Written by Dayvid Lorbiecke
Updated over a week ago

QuickBooks Online tax rates mapping

Tax rate mapping ensures that taxes are accounted for correctly
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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
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Written by Dayvid Lorbiecke
Updated this week

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 this week

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 over a week ago

Disconnecting QuickBooks Online

Disconnect in two steps
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Written by Dayvid Lorbiecke
Updated over a week ago

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 over a week ago

Syncing stock to QuickBooks Online

How to sync stock to QuickBooks from Katana data
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Written by Dayvid Lorbiecke
Updated this week

QuickBooks Online FAQ

Six of the most common QuickBooks Online questions
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Written by Dayvid Lorbiecke
Updated this week
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 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
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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
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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
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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
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

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 over a week ago

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 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?
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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 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
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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
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

Changing Shopify connection configurations

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

Disconnecting Shopify

Disconnect from Shopify in two steps
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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
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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
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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 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
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

Connecting WooCommerce

You can connect WooCommerce to Katana from within Katana
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Written by Dayvid Lorbiecke
Updated over a week ago

Connecting multiple WooCommerce stores

You can connect multiple WooCommerce stores to Katana
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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

The tax rate setting is important for defining Default sales prices for products on product cards in Katana
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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
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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

In WooCommerce, you can add metadata to items on Sales orders to display additional information about the product
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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
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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 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
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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
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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

In WooCommerce, product bundles can be created using a WooCommerce plugin for Product Bundles
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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

If you have created multiple locations in Katana, you can select a Katana location where your WooCommerce orders are imported to
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

Connecting Xero

Connect Xero to Katana in nine steps
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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
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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
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

Disconnecting Xero

Disconnect from Xero in two steps
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Written by Dayvid Lorbiecke
Updated over a week ago

Reconfiguring a Xero integration

How to reconfigure Xero integration
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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
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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.
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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
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

Outvio integration

Automate and streamline post-sales processes
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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
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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
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago

StockTrim integration

An automated demand forecasting and inventory planning software app
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Written by Rainer Loopere
Updated over a week ago

SyncHub integration

Connect Katana to popular reporting and BI tools
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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
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Written by Dayvid Lorbiecke
Updated over a week ago
Zapier

Zapier integration overview

Zapier enables you to easily connect your apps and automate workflows
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Written by Dayvid Lorbiecke
Updated over a week ago

Basics of creating Zaps

Zaps can only be created within Zapier, not in Katana
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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
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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
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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
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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
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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

You can create a Zap for doing a one-time import of your historical Sales orders from Google Sheets
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Written by Dayvid Lorbiecke
Updated over a week ago