Katana

What it does

Katana (opens in a new tab) is a manufacturing ERP that gives you a live view of sales, inventory and production.

SparkLayer has a direct integration with Katana. You manage your B2B customers and price lists in Katana, and SparkLayer brings them into Shopify and SparkLayer.

What syncs and in which direction

Customers and prices sync one way, from Katana. SparkLayer's Katana integration doesn't send orders to Katana.

Customer data

Customers are matched between Katana and Shopify by the primary email in Katana. SparkLayer then syncs this data into Shopify. Some details are stored in Shopify metafields: extra fields on the Shopify customer record that SparkLayer reads. The integration fills them in for you.

Price lists

SparkLayer imports each new price list automatically and creates a matching price list in SparkLayer Wholesale,Pricing,Price lists (in your Shopify admin)In your Shopify adminOpen SparkLayer Wholesale under Sales channels, then Pricing › Price lists.:

Price lists use Katana's base currency. If you give a customer a different currency in Katana, SparkLayer creates an automatic price list with currency conversion for them.

New customers

New customers created in Katana are added to Shopify as Pending accounts. If Send customers an invite email when activated in Katana is ticked, Shopify sends them an Activate your account email so they can set a password.

This email is Shopify's Customer account invite notification. You can edit it in Settings,Notifications (opens in your Shopify admin in a new tab)Opens in your Shopify adminTakes you straight to Settings › Notifications to do this now. Opens in a new tab. in the Shopify admin.

Set up Katana

Check the requirements, connect Katana, then set up your customers and price lists in Katana.

Requirements

Connect Katana

1. In the SparkLayer Dashboard, go to SparkLayer Wholesale,Integrations,Partners (in your Shopify admin)In your Shopify adminOpen SparkLayer Wholesale under Sales channels, then Integrations › Partners..
2. Under Multi-channel management, turn on the switch next to Katana.
3. Authorise SparkLayer to access your Katana account.

To change the settings later, open Katana at SparkLayer Wholesale,Integrations,Partners (in your Shopify admin)In your Shopify adminOpen SparkLayer Wholesale under Sales channels, then Integrations › Partners..

Set up customers in Katana

Katana uses the customer's Category to decide which customer group they belong to in SparkLayer.

1. In SparkLayer, go to SparkLayer Wholesale,Customers,Customer groups (in your Shopify admin)In your Shopify adminOpen SparkLayer Wholesale under Sales channels, then Customers › Customer groups. and note the tag of the group you want, for example b2b-ca for a group called B2B - Canada.
2. In Katana, create or open the customer and set their Category to that tag, for example b2b-ca.
3. Check the customer has a primary email address. It's used to match them in Shopify.

You can then set rules for the group, such as minimum orders and price lists, in SparkLayer Wholesale,Customers,Customer groups (in your Shopify admin)In your Shopify adminOpen SparkLayer Wholesale under Sales channels, then Customers › Customer groups..

Set up B2B prices in Katana

1. In Katana, go to Price lists and click + Price list.
2. Enter a Price list name, for example UKVIP.
3. On the Product pricing tab, add products and set their prices. For each product, choose an Adjustment method (for example Fixed) and an Amount. Katana shows the Final price.
4. On the Customers tab, assign the price list to customers.

SparkLayer imports the new price list automatically. See Price lists for how its fields map.

Limitations

• SparkLayer doesn't send B2B orders to Katana. The integration only brings customers and prices in from Katana.
• Shopify doesn't support separate addresses, so the default address in Katana is used as both the shipping and billing address in Shopify.
• If you remove a customer from the customer group, also remove their b2b tag from their customer account in Shopify.
• Addresses sync one way, from Katana into Shopify. Don't let customers edit addresses in SparkLayer, or new addresses won't reach Katana.
• Prices you delete in Katana aren't removed from SparkLayer. Delete them manually in SparkLayer Wholesale,Pricing,Price lists (in your Shopify admin)In your Shopify adminOpen SparkLayer Wholesale under Sales channels, then Pricing › Price lists..

Troubleshooting