Katana x Easy Insight: Optimize Your Analytics Today
Time to beef-up your analytic capabilities with our latest integration. 📊
We’re happy to announce that we’re launching our first integration with the business intelligence tool Easy Insight, an analytics service that will provide better business insights by analyzing data from Katana with customizable dashboards and reports.
The Katana x Easy Insights integration will empower you to:
- Make better business decisions by making sense of the data;
- Build automated reports and dashboards to get an accurate overview of your business; and
- Visualize data through charts, tables, calendars, etc.
What is Easy Insight?
Easy Insight is a powerful cloud-based service, which provides affordable and user-friendly business intelligence.
It’s built to integrate with your other business software, so you can gather data on any area of your business, and instantly gives you access to reporting templates, such as:
- New customers by month;
- Revenue breakdown by customers;
- Revenue breakdown of products;
- Revenue breakdown by product categories;
- Order size and fulfillment time trends; and
- Sales volume and count by month.
How to Get Started with Katana x Easy Insight?
Connecting Easy Insight and Katana doesn’t take long and is easy to do when you follow these steps:
Step 1: First, create an Easy Insight account with their 30-day free trial by clicking here.
Step 2: Form the list of connections, choose Katana, and Easy Insight will ask you to enter the Account API key for Katana (which you will need to generate in Katana).
Step 3: Go ahead and open another tab on your browser and log in to your Katana account.
Step 4: When logged into your Katana dashboard, head over to the “Settings”, select “API” from the tab, and go ahead and click “+ Add new API key”
Step 5: Copy the API key and change the description to Easy Insight and click “Done”
Step 6: Head back to Easy Insight and paste the API key into the site and click “Create”
Step 7: Easy Insight will now sync your data from Katana and then you’re done.
That’s all you need to do! Now the integration is ready to start analyzing your data for building reports in Easy Insight.
Be sure to check out the video below to see just exactly how Katana x Easy Insight integration works:
What’s Next for Katana x Easy Insight?
Currently, the integration only has access to some of Katana’s data but, as we keep developing the API, you can soon expect to find more functionalities added, such as purchase order and manufacturing order analytics.
We’re sure that you’ll find this update valuable, and if you have any questions about our API or the Katana x Easy Insight integration, please feel free to get in touch with us.
And until next time, happy integrating.