Katana

Requirements

Plan: Merchants must be signed up to the Professional or Enterprise plan

Platform: Merchants must be using Shopify

Introduction

Katana is a manufacturing ERP that gives you a live look at all the moving parts of your business - sales, inventory, and production. You can learn more about Katana here.

How it works

The Katana integration for SparkLayer is available for all Shopify merchants that already use Katana and allows you to bring B2B pricing to your Shopify store. The integration works in the following ways:

Item	Details
Customers	Katana becomes the 'master' of your B2B customer data, and any changes to tagged customer records will automatically be synchronised to Shopify and SparkLayer.
Product Pricing	Price lists and product prices are imported into SparkLayer via pricing rules you set up in Katana

Configuring on SparkLayer

To configure Katana on SparkLayer, you'll need to have an approved account with Katana. Please visit the Katana website to learn more. To get started using Katana on SparkLayer, you'll first need to enable the integration.

Within the SparkLayer Dashboard, go to the Integrations section and click Partner Integrations. Under Multi-channel management, click the toggle on the right to activate the Katana integration. You'll then be prompted to authorise SparkLayer to access your Katana account.

Configuring Customers

Broadly speaking, Katana is your central location for managing B2B customer data. When customers are configured in Katana as B2B customers, SparkLayer can automatically retrieve this data and then enable the B2B ordering experience on your Shopify site.

You can then create specific rules for this customer group, e.g. minimum orders, price lists, via the Customer Group section within SparkLayer.

Customers are mapped between the systems based on the primary email set within Katana. Once this is mapped, SparkLayer will then synchronise the following data into Shopify.

Katana	Shopify / SparkLayer
Address	Shows against customer record in Shopify
Primary Telephone	Shows against customer record in Shopify
First / Last Name	Shows against customer record in Shopify
Customer Category	Shows against customer record in Shopify - matches to customer group
Company Name	Shown via metafields in Shopify
Discount Rate	Shown via metafields in Shopify
Price List	Shown via metafields in Shopify

Configuring Product Pricing

Once customers are mapped between Katana and SparkLayer, the next step is to configure your B2B pricing. As with customers, Katana is your centralised source for managing your B2B pricing.

Within Katana, go to Price Lists. To add a new price list, click the Add new price list button and complete as necessary.

In the example above, we've created two price lists; B2B and UKVIP. When creating your price list(s) in Katana, you'll be able to add pricing rules for products. In the example below, you can see pricing for the UKVIP price list.

In order for SparkLayer to map this data, price list records are automatically imported each time you add a price list in Katana. The mapping works as follows:

Field name in SparkLayer	Field name in Katana
Handle / ID	Price list ID
Name	Price list name
Currency	Currency

Price lists will be made using the Katana's base currency. Automatic price lists with currency conversion will be created for customers that are given a different currency in Katana.

Known limitations

Please note the following:

Default addresses in Katana will be mapped to Shipping and Billing address in Shopify as Shopify doesn't support independent addresses.

A customer that is removed from the customer group will also need their allocated 'b2b' tag removed from their customer account in Shopfiy.

Addresses are a 1-way sync currently, from Katana into Shopify. Its recommended to not allow address editing in SparkLayer otherwise new addresses added won't appear in Katana.

Deleted pricing in Katana will not sync back to the Shopify. You will need to manually delete the pricing from the SparkLayer dashboard.