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Katana MRP: API to HubSpot

Overview of what information we get from the Katana Sales Orders and Customers API, and how it's written to HubSpot (Deals, Contacts, Companies).

Sales Orders → Deals

Each Sales Order in Katana becomes a Deal in HubSpot. Webhooks trigger real-time sync on creation or updates.

Katana fieldDescriptionHubSpot propertyNotes
idUnique Sales Order IDkatana_idUsed for ID link mapping
customer_idCustomer IDkatana_customer_idLinks to Contact/Company
order_noOrder numberdealname, katana_order_no
order_created_dateCreation datekatana_order_date
delivery_datePlanned delivery dateclosedate, katana_delivery_date
picked_datePicked/packed datekatana_picked_date
location_idShipping location IDkatana_location_id
statusOrder statuskatana_status
currencyCurrencydeal_currency_code, katana_currency
conversion_rateCurrency conversion ratekatana_conversion_rate
conversion_dateConversion rate datekatana_conversion_date
invoicing_statusInvoicing statuskatana_invoicing_status
totalOrder total (incl. taxes)amount, katana_total
total_in_base_currencyTotal in base currencykatana_total_base_currency
additional_infoAdditional notesdescription, katana_additional_info
customer_refCustomer referencekatana_customer_ref
ecommerce_order_typeE-commerce platformkatana_ecommerce_type
ecommerce_store_nameE-commerce store namekatana_ecommerce_store
ecommerce_order_idE-commerce order IDkatana_ecommerce_order_id
product_availabilityProduct availability statuskatana_product_availability
product_expected_dateProduct expected datekatana_product_expected_date
ingredient_availabilityIngredient availability statuskatana_ingredient_availability
ingredient_expected_dateIngredient expected datekatana_ingredient_expected_date
production_statusProduction statuskatana_production_status
created_atCreated timestampkatana_created_at
updated_atUpdated timestampkatana_updated_at

Customers → Contacts & Companies

Customer data from Katana is synced as Contacts. For business customers, a Company is also created.

Katana fieldDescriptionHubSpot propertyNotes
idUnique customer IDkatana_customer_id
nameCustomer namefirstname, lastname / company name
emailEmail addressemail
phonePhone number (E.164 format)phoneNormalized to international format
addresses[]Address detailsaddress, city, zip, country
default_address.countryCountry (for phone number prefix)

HubSpot objects

For each Sales Order, a Deal, Contact and optionally Company are created and linked together.

ObjectFieldsPurpose
Dealdealname, amount, closedate, pipeline, dealstage + alle katana_*One Deal per Sales Order; linked to Contact and Company.
Contactemail, phone, firstname, lastname, katana_customer_idOne Contact per customer; matching on email or phone number.
Companyname, katana_customer_id, domainCompany for business customers; linked to Contact.

Processing flow

Katana webhooks trigger sync. Sales Order data is fetched, customer data is synced as Contact/Company, and the Deal is created or updated with all relevant properties.