Connecting Ecwid with Katana

Katana is a direct-to-consumer (D2C) manufacturing & inventory management software for small and medium-sized businesses. It is a smart solution to help you track the availability of raw materials and finished goods, calculate operations costs, prioritize orders, and more.

You can connect your store to Katana, so your orders will be transferred from Ecwid to Katana, and you will know what goods need to be manufactured.

Connecting Ecwid store to Katana via Zapier

You can connect your store to Katana through Zapier, an online solution that allows you to connect different apps and services without coding. Zapier allows you to select a trigger (when something should happen) and an action (what should happen). As a result, you will have an automated task called “Zap.” For example, an order in Katana can be created automatically whenever a customer places a new order in your Ecwid store.

Before you start connecting your Ecwid store with your Katana account, you need to create a Zapier account.

You also need to have an active Katana account. You can sign up for a free 14-day trial. After your trial expires, you can subscribe to one of Katana's paid plans.

For a D2C manufacturing business, the best way to use Ecwid/Katana integration is to create a rule for new orders. Let’s say you want to start manufacturing a product every time you receive a paid order from your Ecwid store. To do so, you need a new order to appear in your Katana dashboard every time a customer places a paid order in your store. That way, you can better plan your raw materials ordering and track costs for manufacturing.

To connect Katana with your Ecwid account:

1. Sign up for an account with Zapier or log in to your existing Zapier account.
2. In your Zapier account, click Create and select Zaps.
3. Click Trigger, then select Ecwid by Lightspeed. In the opened menu on the right, click the Trigger event dropdown and select the required action. For example, New Order. 
4. If you're not automatically logged in into your Ecwid account, in the Account dropdown, click Sign In to login to your Ecwid account.
5. Click Action and select Katana. In the opened menu on the right, click the Action event dropdown and select the action you want to perform. For example, Find Customer.
6. If you're not automatically logged in into your Katana account, in the Account dropdown, click Sign In to login.
7. You can add more steps that need to be performed in Katana by clicking the "+" icon. For example, you can add new step that will have the Create Sales Order action.
8. Once you add all the steps, click Continue.
9. Set up details of your connection and click Continue.
10. Click Test step to check if the right store has been connected and if the right trigger is set up. You can skip this step.
11. Click Publish.

That’s it. Now all paid orders from Ecwid will automatically appear in your Katana dashboard. Note that there can be multiple actions but only one trigger, so you have to create different Zaps for different triggers.