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Switch in from Katana
Eight CSV exports: products, suppliers, customers, recipes, orders, locations and serial numbers.
In the demo
Built, using CSV files. Lockstock has no live connection to Katana.
Which files to bring
Export each of these from Katana as a CSV. You do not need all of them. A file you leave out is simply not moved, and the dry run shows it as "not in file".
| File | Becomes | Columns the sample uses |
|---|---|---|
| Katana-Products.csv | Items (an In stock column becomes opening stock) | SKU, Product name, Unit of measure, Type, Default purchase price, Sales price, In stock, Reorder point, Barcode |
| Katana-Suppliers.csv | Vendors | Supplier name, Email, Phone, Payment terms |
| Katana-Customers.csv | Customers | Customer name, Email, Phone |
| Katana-Recipes.csv | Bills of materials | Product SKU, Ingredient SKU, Quantity, Unit of measure |
| Katana-Purchase-orders.csv | Open purchase orders | Purchase order no, Supplier, Item SKU, Quantity, Price per unit, Expected arrival, Received quantity |
| Katana-Sales-orders.csv | Open sales orders | Sales order no, Customer, Item SKU, Quantity, Price per unit, Delivery deadline, Shipping address |
| Katana-Locations.csv | Locations and bins | Warehouse, Bin, Bin name, Bin type |
| Katana-Serial-numbers.csv | Serial numbers | Serial number, SKU, Status, Bin |
Download all 8 samples as one zip from Switch in (pick Katana, then Sample exports) or one by one from /api/switch-in/samples/katana/<file name>. Add all.zip as the file name for the zip.
Good to know
- A Katana recipe is a bill of materials in Lockstock: the product SKU is the parent and each ingredient SKU is a component.
- The sample has no separate stock file, so opening stock comes from the In stock column on the products file. If your export has stock per location, include it and match the columns.
- Price lists and unit conversions are not part of the Katana layout here.
Steps
- Sign in as the owner and open Switch in. Only the owner can switch a shop in.
- Pick Katana at the top.
- Drop your CSV files in the box. Up to 4 MB together; split a bigger shop into two runs.
- Check the column matches. Each pair shows a sample value and how sure the match is. Change any pair you do not agree with, and pick a file type if Lockstock could not tell.
- Press Build dry run. Nothing is written yet.
- Read the totals, then the changes by record type. Approve and import when it looks right.
The dry run and approval are explained in How a switch-in works.
Related guides
- How a switch-in worksUpload, match columns, read the dry run, approve. Nothing is written until you approve.
- Switch in from FishbowlTen CSV exports cover parts, stock by bin and lot, bills of materials, orders and serial numbers.
- Export everythingOne click gives you a zip of your whole workspace. Any day, no fee.