Get personalized onboarding plan and guidance

Katana's guided onboarding services for Advanced and Professional plans help you make the most of Katana as quickly and efficiently as possible. Here's how.
Customers enrolled in our onboarding programs get set up 2 to 3 times faster
And are twice as likely to achieve sustained long-term success

How guided onboarding services save you time and money

Receive up to 10 hours of individual guidance on setting up the account, defining the necessary onboarding steps, and setting up the most efficient workflows. Guided onboarding is required for Advanced and Professional plan subscribers, with a $600 one-time fee. See Katana's pricing >
Dedicated Implementation Manager
Receive up to 10 hours of live guidance from a dedicated Implementation Manager to define your unique onboarding steps and track progress.
Workflow and data structure coaching
Get individualized assistance to seamlessly align Katana's data and workflow setup with your business goals and operations.
Data migration guidance
Acquire expert guidance for optimizing data migration and establishing the most optimal configuration of your Katana account.
Additional support and resources
Leverage Katana's support team and partner network, and explore other valuable resources like the video academy and Knowledge Base.
Help with Katana's native integrations
Get technical advice and guidance on configuring integrations between Katana and your e-commerce and accounting software.
Post-onboarding support
Connect with our support team and enjoy ongoing assistance from your dedicated Customer Success Manager.

A simplified process

Kick-off meeting
Introductory call to map your goals and workflows and develop a tailored onboarding plan.
Milestone-based setup calls
Regular calls to discuss your progress, get further guidance and answer any questions.
Post-onboarding support
Ongoing assistance from dedicated Customer Success Manager after completing the onboarding.

Move your inventory to the cloud

Fill in the form, and schedule a call with us. We can help you with any questions and advise on the next steps.