Create Katana sales orders from new accepted quotes in Xero

First, we need to connect Xero and Katana MRP to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Xero to Zapier.

  Give Zapier access to your Xero account, using Xero credentials.

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  Connect Katana MRP to Zapier.

  Give Zapier access to your Katana MRP account, using Katana MRP credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Xero

  Choose the following trigger: New Quote (Triggers when a new quote is created.).

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  Then set up an Action for Katana MRP

  Choose this action: Create Sales Order (Creates a new sales order.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Xero and Katana MRP.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create Katana sales orders from new accepted quotes in Xero!