Create Katana Sales Orders from Square Orders

When an order is created in Square (through Square POS, online ordering, or API), Square sends a webhook to MESA triggering this workflow. The webhook captures complete order data including customer ID, line items with catalog object IDs and quantities, total amounts, currency, discounts, and timestamps.

This step retrieves the Square customer record using the customer ID from the order webhook. It returns complete customer data including given name, family name, company name, email address, phone number, and complete address with all components. This comprehensive data enables creation of detailed Katana customer and sales order records.

This loop iterates through the order's line items array. For every product, the loop executes catalog object retrieval to fetch SKU information. This per-product processing builds the SKU list needed for Katana product matching in later steps.

This step retrieves the Square catalog object using the catalog object ID from the line item. It returns catalog data including item variation details with SKU, pricing, and product attributes. The SKU is captured for Katana product matching.

This step queries Katana's customer database using the Square customer's email address with limit 1 to return only the first match. It searches for customers matching the email and returns customer records including Katana customer ID if found. If no match exists, the array is empty.

This Paths step establishes a branching structure with two possible routes: Path 1 (customer exists) and Path 2 (customer doesn't exist). The workflow evaluates conditions on each path and executes the appropriate branch. This prevents attempting to create duplicate customers or referencing customer IDs that don't exist.

This path checks if the Katana customer array is not empty. If true (customer found), the workflow follows Path 1 which matches products and creates the sales order. If false (no customer found), this path is skipped and Path 2 executes instead.

This custom JavaScript step queries Katana's variants endpoint with the SKU list collected from the loop.

// Gets SKU array from loop
const skusListSquare = vars.loop_1.items;
// Creates query string like "sku=SKU1&sku=SKU2&sku=SKU3"
const skusParameter = skusListSquare.map(sku => `sku=${sku}`).join('&');
// Queries Katana API with OAuth
const oauth = new Oauth('refresh_token', 'katana');
const response = oauth.get(`${baseUrl}?${skusParameter}`);
// Returns matching Katana variants with IDs
Mesa.output.next({skus_list_katana: skusListKatana});

The code sends an authenticated GET request to Katana's API, passing all SKUs as query parameters, and returns matching product variants including Katana variant IDs needed for the sales order line items.

SKU matching requirement: This assumes you use the same SKUs in both Square and Katana. If SKUs differ, you'd need custom mapping logic.

This step creates a Katana sales order using the existing customer ID. The sales order includes:

1. order_no: "1" (can be customized to use Square order number)
2. customer_id: Existing Katana customer ID
3. order_created_date: Square order timestamp
4. currency: Order currency from Square
5. sales_order_rows: Array of line items with quantity, variant_id (from Katana product matching), price_per_unit, and total_discount
6. addresses: Shipping address array with complete customer address from Square

The sales order creation triggers Katana's manufacturing workflow, allocating materials, scheduling production, and updating inventory forecasts.

This path checks if the Katana customer array is empty. If true (no customer found), the workflow follows Path 2 which creates a new customer then creates the sales order. If false (customer exists), this path is skipped.

This step creates a Katana customer using Square customer data. It includes:

1. name: Full name combining given and family names
2. first_name: Customer's first name
3. last_name: Customer's last name
4. company: Company name if provided
5. email: Email address
6. phone: Phone number
7. addresses: Array with shipping address including all address components

The created customer is returned with Katana customer ID used in the subsequent sales order creation.

This step is identical to step 9, using the same custom code to match Square SKUs with Katana product variants. It's duplicated in Path 2 to ensure product matching happens after customer creation.

This step is identical to step 10 except it uses the newly created Katana customer ID from step 12. All other sales order details (line items, pricing, shipping address) remain the same.