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Katana integration for Outvio
Katana integration for Outvio

Learn how to integrate with Katana in a few steps, and you’ll be ready to synchronise your orders arriving in Katana to Outvio 🚀

Jose avatar
Written by Jose
Updated over 2 years ago

🤔 What is Katana?

Integrating with Katana allows you to unite all your key business tools, apps, and platforms by keeping your manufacturing data and teams in sync. Automate data flows between the services you use most to make Katana the central point of truth for your manufacturing business.

With Katana, you can:

  • automate sales order imports from multiple e-commerce shops and platforms to keep your teams aligned

  • keep your accounting, sales orders, and inventory counts accurate and in sync with accounting integrations

  • create custom dashboards and visuals for your manufacturing data with reporting integrations

  • bridge the gap between sales and manufacturing by automating sales imports from your CRM of choice.

🛠 Connecting Katana to Outvio

1. Go to Settings > Third-party integrations > Katana > SET UP > Save

2. You will be redirected to the Katana login page to authorise the connection

3. Aaaaand… that’s it! 🚀 The integration is now Active and you are ready to ship your orders with Outvio.

📝 Things to note

Data sharing between Katana and Outvio

When you connect Katana to Outvio, any SO (with an existing Ship to address) in a Not shipped or Packed delivery status will be imported to Outvio from Katana within ten minutes.

When importing from Katana to Outvio, the following information will be added to Outvio:

  • Delivery data from the customer's shipping address on the SO

  • Invoice data from the SO

  • Shipment contents from the sales order line items

❗ Once orders are imported to Outvio, further changes made to a SO will not sync between platforms

Once a SO is shipped via Outvio, the following data is sent back to Katana:

  • SO status is updated to Packed once a shipping label is generated

  • A tracking number is added to the SO after you generate a shipping label (if one is provided by the courier)

Shipping a SO via Outvio

  • If there aren't any Sales Orders imported to Outvio from Katana yet, make your way to the Katana Sell screen and select a SO with a Ship to address (required for the SO to be imported to Outvio).

  • Edit the shipment data before packing. Product unit weight and Harmonized System (HS) code are required fields.

❗ The flag icon turns green once an order is ready for packing

  • Once you have all your products in parcels, printed the label and shipped, it will sync to Katana and mark the SO as Packed.

  • The tracking number is synced to an order once the shipping carrier generates the number for your shipment

  • Mark your SO as Delivered in Katana once it has reached your customer

❗ This integration does not support Partial-packing, Partial-delivery, or Returns

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