

Create Katana Sales Orders Automatically from Square Orders
Use this template100% fully customizable
Includes 7-day free trial
Live chat, email support
Setup services available
Streamline your order management process by automatically generating a sales order in Katana whenever a new order is created in Square. This MESA workflow template eliminates manual data entry, reduces errors, and keeps your inventory updated in real time. Improve operational efficiency and accelerate order fulfillment to enhance the overall customer experience.
Frequently asked questions:
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Can MESA handle the setup for me?
Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.
How this template works:
New order created in Square
Whenever a new order is created in Square, the workflow begins by capturing relevant order details.

Retrieve Square customer
The workflow retrieves customer information from Square using the customer ID provided in the order data.

Loop over Square line items
Each line item in the Square order is processed individually to ensure all products are accounted for in the sales order.

Retrieve Square line items
The workflow fetches additional details for each product in the order from the Square catalog, including SKU and pricing information.

Check for existing customer in Katana
The workflow checks if the customer already exists in Katana by matching their email address with Katana's customer database.

Create or retrieve product variants in Katana
For each product in the order, the workflow identifies the corresponding product variant in Katana based on the SKUs from Square.

Handle existing customers
If the customer does not exist in Katana, the workflow creates a new customer profile using the information from Square.

Generate sales order in Katana
A sales order is created in Katana using the processed loop data, including customer details, line items, and shipping addresses.

Create Katana Sales Orders Automatically from Square Orders
100% customizable. No code required.Rated 4.8 out of 5 stars on the Shopify App Store
Use this templateLoved by 3k+ businesses worldwide
Fully supported by automation experts.
Get help from our team of experts and industry partners, who are dedicated to ensuring your MESA experience is smooth, efficient, and tailored to your exact business needs.