The New Zapier Integration Helps You Centralize All Your SO’s

The wait is finally over! You can now import all your sales orders into Katana, using our new integration with Zapier . 🎉

What Is Zapier?

Zapier is an online automation tool that allows you to integrate all your e-commerce platforms and other apps, so you can automatically send information between each individual app.

The Katana x Zapier integration gives you the tools to automate your sale orders from your favorite e-commerce platforms.

What Do You Need to Do?

We’ve already set up and tested the integration with Google Sheets, which will allow you to import sale orders via spreadsheets, either manually or by creating triggers to set up automatic sync.

However, if you handle your sales with a different method, using Zapier, you will be able to create your own integration with your favorite apps. 🔗

How Do You Use the Zapier Integration?

In 8 easy steps, here’s how you set-up sales orders imports using the new integration:

Using Google Sheets to import sales orders to Katana.

Step 1: Firstly, if you haven’t already done so, you’ll need to set up a spreadsheet to import.

Choose an action to import your sales.
Triggers will allow you to set-up automation for your sales orders. 

Step 2: Once you are set-up, head over to Zapier, make an account. Once you’ve made an account, you can begin by selecting “Make a Zap” and choosing the spreadsheet option.

New spreadsheet Row in Google Sheets will allow you to set up automatic sale order imports.

Step 3: Set up and test your triggers.

Select Katana to create your Katana x Zapier. 

Step 4:

Now you can choose an action, you’ll want to search and select Katana.

Match customer details in spreadsheets to those details within your Katana.

Step 5: Once you’ve chosen an action, you can now match your customers on the spreadsheet and Katana before moving on to your SO's.

Create new customers via spreadsheets if their details don’t exist in Katana. 

Step 6: Map the cells from Google Sheets to the matching criteria and fields needed to create your customers.

The Katana x Zapier integration is fully set-up. 

Step 7: Now, you can add your sales orders to spreadsheets by following the same steps before, but mapping the Google sheet fields to Katana SO fields instead.

Step 8: You’re fully set up and live! The integration will continue triggering new SO’s based on new rows added to your Google Sheets.

What Does This Mean for You?

The Zapier x Katana integration means that you can now customize exactly how all the apps you work with connects with Katana, giving you the power to centralize your entire business onto one dashboard.

Get all your apps set-up and synchronized with Katana today by heading over to the Zapier marketplace and take a look at the Knowledge Base for an in-depth guide on how to complete the integration.

We’re sure that you’ll find this new update valuable, and if you have any questions, feel free to drop us an email, and we’ll be more than happy to answer them.

And until next time, happy manufacturing.