Integrating Katana

Katana is a manufacturing ERP software. Syncware integrates via their open API. The following workflows are support for this integration:

  • Orders/Shipments
  • Purchase Orders
  • Products
  • Inventory

To integrate Katana with your Syncware account, you'll need to

  1. Add Katana
  2. Connect your Katana account
  3. Map your workflows
  4. Configure your settings

Add Katana

  1. From the navigation menu, select Integrations.
  2. On the Integrations page, click ADD INTEGRATION.
  3. On the Integrations List page, search Katana, click ADD.
  4. You will be presented with the applicable fees for the integration. To proceed, click REVIEW.
  5. You will be presented with a summary of the fees that will be billed to you. If you approve, click APPROVE.

Result

Katana will be added to your Syncware account as an integration.

Connect your Katana account

  1. From the navigation menu, select Integrations.
  2. On the Integrations page, Katana will be displayed as an integration with action buttons to the right, click Configure.
  3. On the Configure Integration page, click Connect. This will take you to your Katana account where you will sign in and complete the instructions listed.

Result

Your Katana integration will be connected to Syncware.

Map your workflows

Before you begin, ensure you've reviewed the instructional video for building your workflow with Sync Builder.

  1. From the navigation menu, select Integrations > Sync Builder.
  2. On the Sync Builder page, Katana will be displayed in the Integrations and Actions menu to the left. Use the arrow to display the Katana available actions.

While you can customize your workflow in many ways, the following Katana actions are available for use:

Workflow Action
Orders/Shipments GetOrders

UploadOrders

GetShipments

UploadShipments
Products GetProducts

UploadProducts
Purchase Orders GetPurchaseOrders

UploadPurchaseOrders
Inventory GetInventory

UploadInventory
Lists (logistical details required for processing orders) GetLists

  1. From the menu, click and drag the actions that you would like to add to the workspace on the right.
  2. Once you have added the actions for your workflow, click SAVE.

Result

Your Katana actions are ready to be configured and verified.

Configure your settings

  1. From the navigation menu select Integrations.
  2. Click the Configure button to the right of your Katana integration.
  3. On the Configure Integration page, select the integration fields that you would like configured and input the required information.

While you can configure and customize your integration in many ways, our customers use the following fields most often:

Field Name Field Guide Suggestion
Auto Add Customer Toggle this configuration on to add new customers to Katana when a matching customer is not found.
Debug Detailed, in-depth sync logs will be displayed to help identify problems for troubleshooting
Display Products When turned on, all product information will be imported and displayed in the Products Tab during product import from Katana. By default, only the product name and ID will be stored in Syncware.
Location Filter Use this configuration to specify the location/warehouses to connect.
Order Status Filter Use this configuration to select specific orders to import to Syncware based on the order status.
Purchase Order Status Filter Use this configuration to specify which purchase orders are imported to Syncware.
  1. Click SAVE in the top right corner of the page once complete.

Result

Your Katana settings have been configured.

Still need help? Contact Us Contact Us