In the Action Event, select Create Sales Order and click Continue:.In the App Event section, select Katana MRP.Click on the + sign to add another action.You can turn the Zap on now and continue setting up or skip turning on for later. Note that since you’ve already created one action (Find customer), Zapier will ask you to turn your Zap on. Now you need to create another action to create a sales order. Creating second action (create sales order) This ID is needed to create a sales order in the next step. To test, click Test & Continue.Īfter you create the Find customer action, every new customer from your Ecwid store will get a Katana Customer ID automatically. You can now test the action or skip the test.In the Name field, select Billing Person Name, in the E-mail Address field, select Email, in the Phone field, select Billing Person Phone. Then map the fields from Ecwid to respective fields in Katana. In case you want to create new customers in Katana for new emails, tick the Create Katana MRP Customer if it doesn't exist yet box.In the Search Term field, type “email” in the search field to select the Email:.In our example, we are going to use the E-mail address. This is typically a unique identifier for the customer. “Search by” is a field in Katana that is used for matching the customer from the order. In the Search by field, select E-mail address, Name, or Phone number.In the Choose an account section, choose Katana and click Continue: Once you logged into your Katana account, you will be redirected to the Zapier site to continue setting up. A new tab will open, where you can log into your Katana account or create one. You need to connect your Katana account.This will enable you to match customers in Ecwid to your customers in Katana and avoid creating duplicates. We recommend selecting Find customer as the first action. In the Action Event section, choose an event from the dropdown menu.In the App Event section, type Katana to the search field and select Katana MRP:.Once the test is passed, click Continue.Īfter the trigger event is set up, the next step is to choose an action for this trigger. To successfully pass the test, you need to have an order with the selected statuses in your Ecwid store (it’s Paid and Awaiting Processing status in our example. Click Test Trigger to confirm that the right account is connected and your trigger is set up correctly.That way, only paid orders will be imported, regardless of the fulfillment status. You can also select only Paid status in the Payment Status field and leave the fulfillment status filter empty. In our example, it’s Paid and Awaiting Processing. Now you have to Set up Trigger for a new order by choosing Payment and Fulfillment statuses.In the Choose account section, choose your Ecwid account and click Continue. Once you logged into your Ecwid account, you will be redirected to the Zapier to continue set up. A new tab will open, where you can log in to your Ecwid account. This will start the Zap every time a new order is created in Ecwid. In the Trigger Event section, select the event you need from the dropdown menu.In the App Event section, click on the Ecwid icon to choose it.In the upper left corner, enter a name for a Zap.In your Zapier account, click Make a Zap:.Log in to your Zapier account or create a new one.Creating second action (Create sales order) Step 1. To connect Katana with your Ecwid account and create a new order rule, you need to follow 3 steps: That way, you can better plan your raw materials ordering and track costs for manufacturing. To do so, you need a new order to appear in your Katana dashboard every time a customer places a paid order in your store. Let’s say you want to start manufacturing a product every time you receive a paid order from your Ecwid store. Connecting Ecwid with Katanaįor a D2C manufacturing business, the best way to use Ecwid/Katana integration is to create a rule for new orders.
#KATANA CONNECTION FAILURE TRIAL#
After your trial expires, you can subscribe to one of Katana's paid plans. You also need to have an active Katana account. This trial allows you to try out paid Zapier features.
#KATANA CONNECTION FAILURE FREE#
When you create a new Zapier account, you’re instantly enrolled in a free 14-day trial. Connecting Katana with Ecwid requires a paid Zapier plan to create several actions in a Zap.
0 kommentar(er)
