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Xero + Katana Integrations

How to connect Xero + Katana

Zapier lets you send info between Xero and Katana automatically—no code required.

When this happens...
XeroXero
New Bank Transaction

Triggers when a new bank transaction is created.

automatically do this!
XeroXero
Add Items to Existing Sales Invoice

Adds line items to an existing sales invoice.

Supported triggers and actions

What does this mean?

How Xero + Katana Integrations Work

  1. Step 1: Authenticate Xero + Katana.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
xero logo
xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Related categories

Accounting

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katana-mrp logo
katana-mrp logo
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About Katana

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.

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