Keep Your Business Operations and Accounting Synchronized with Katana + Xero
Keep Your Business Operations and Accounting Synchronized with Katana + Xero
Automation is your best friend. Avoid tedious manual data hauling from one system to another and focus on things that matter - your brand, your products, and your customers.
Connecting Katana and Xero keeps your orders synchronized in both systems. Prevent situations where figures in different platforms do not match. Your whole team will benefit and your accountant will love it.
Synchronize invoices
Synchronize invoices
Track sales order statuses with Katana’s visual dashboard and push invoices to Xero in just one click.
Transfer your bills
Transfer your bills
Easily turn your purchase orders from Katana into bills in Xero.
Keep contacts in sync
Keep contacts in sync
All your customer and supplier contact details are transferred with invoices and bills from Katana to Xero.
How Does the Katana + Xero Integration Work?
How Does the Katana + Xero Integration Work?
When Xero is connected with Katana, you can create invoices and bills, which will automatically update your Xero account. Click the created invoice or bill in Katana to open the document in Xero.
To create an invoice, select “Create Invoice” from the “Invoice” column in the “Sell” screen.
To create an invoice, select “Create Invoice” from the “Invoice” column in the “Sell” screen.
Import sales orders from Xero to Katana via Zapier
Import sales orders from Xero to Katana via Zapier
Besides our native integration that allows you to push sales orders from Katana to Xero, you can also set up an automatic sales order import from Xero to Katana via Zapier.
Depending on your workflow, you can set up an automation to import either approved quotes or paid invoices that are waiting for fulfilment in order to track your inventory and manufacturing more efficiently.
How to Connect Katana with Your Xero Account?
How to Connect Katana with Your Xero Account?
Sign up to Katana with a 14-day free trial and open the “Integrations” list from the “Settings” menu.
From there, you can connect your Xero account. It’s as simple as that!
A short on-boarding wizard will take you through a couple of configuration steps and you are all set.
Smart Manufacturing Made Simple
Smart Manufacturing Made Simple
Raw material tracking and bill of materials
Smart priority-based production planning
Make to order and make to stock support
Multi-channel and multi-location
Manufacturing floor-level control
Outsource manufacturing
Katana is the #1 modern manufacturing and inventory management software for scaling businesses selling both online and offline. Get started today with a 14-day free trial and let us show you what the future looks like. No credit card required.
About Xero
About Xero
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
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