Create Katana Sales Orders Automatically from Square Orders

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

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

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

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

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

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

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

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