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Create Katana Sales Orders Automatically from Square Orders

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  • 100% fully customizable
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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:

Step 1.

New order created in Square

Whenever a new order is created in Square, the workflow begins by capturing relevant order details.

New order created in Square
Step 2.

Retrieve Square customer

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

Retrieve Square customer
Step 3.

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.

Loop over Square line items
Step 4.

Retrieve Square line items

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

Retrieve Square line items
Step 5.

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.

Check for existing customer in Katana
Step 6.

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.

Create or retrieve product variants in Katana
Step 7.

Handle existing customers

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

Handle existing customers
Step 8.

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.

Generate sales order in Katana

Create Katana Sales Orders Automatically from Square Orders

100% customizable. No code required.

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