Step 5: Now you’ve set up the triggers, you can go ahead and set up the Action by selecting “Katana” and choosing “Find customer” to match your customer details in Katana and Salesforce.
Step 6: After logging in to your Katana account, you can customize your customer information and search for them to match customers between both accounts. You can do this by selecting “Name” from in this case.
If you want to create new customers, you can select “Create Katana MRP Customer if it doesn’t exist yet?”
Step 7: Once the customer details are filled in you can now create the next action, which will be setting up your sales order imports from Salesforce.
However, to do so, go to “Customer ID”, go to “Custom”, then “2. Find or Create Customer in Katana MRP” and select “ID” from the Katana section.
This ID is not visible within the Katana user interface, but we recommend using it as a Customer ID in the Zap as it is a unique identifier.
Step 8: As an Order Number, choose an appropriate identifier from Salesforce fields. We recommend using ID paired with a keyword “SF-”
This will generate orders like “SF-00000100”, “SF-00000200” and help you identify Salesforce orders in Katana.
Step 9: And to finally wrap this process up, you can finish by defining the:
- Dates created
- Delivery dates
- Base price of your products
- Tax rates
What does the Katana x Salesforce update mean for you?
With Zapier, you can easily bridge the gap between your sales and manufacturing orders by automating your order management from Salesforce to Katana.
The great thing about Zapier is you can seize the initiative and create your own custom integrations in a matter of minutes and without any experience in coding.
If you haven’t already, you can check out how Zapier works with their 14-day free trial and fully automate your workflows.
However, if the Katana x Salesforce integration is enough for you, you can follow the in-depth setup guide over at the Knowledge Base.
Though we understand that the setup is pretty complicated. So, if you would like help with implementation, you can arrange a call, and we’ll guide you through the process.
And that’s it for today! If you have any questions, please feel free to , and we’ll be more than happy to answer them.
And until next time, happy integrating