Imagine running a fast-paced business in the sports industry, selling recording and analytics solutions, while managing complex orders across spreadsheets. That was the reality for one company that approached us with a clear pain point: how to automate sales order creation in their ERP without exposing their operations team to the sales system.
Running a fast-moving sports tech business, one team struggled to manage complex sales orders in Google Sheets while keeping their operations team out of the ERP. Their Zapier setup couldn’t handle multi-line orders so they called us in.
Then they asked us a key question:
“Can we automate the whole process, without giving our sales team direct access to the ERP?”
Yes, they could. And we showed them how with Make.
The Solution in Action
We replaced their Zapier setup with a more robust Make scenario:
- It pulled order data from Google Sheets
- Grouped all line items under the right customer and sales order
- Sent the full order into Katana, ready for the ops team to process
All this happened without needing to train salespeople on a new tool or expose sensitive ERP workflows.
“We didn’t want to cross wires between teams. Now sales does their job, ops gets what they need, and no one’s stepping on each other’s toes.”
From Manual Chaos to Automated Clarity in Two Live Sessions
We ran everything live with the client: built the workflow, tested edge cases, and got buy-in from both teams.
No long project plan. No weekslong dev cycle. Just a real solution, implemented fast.
Now, they’re using the same Make + Sheets model to automate purchase orders, returns, and more.
Want this setup?
Transform your sales operations with powerful integrations between Google Sheets and Katana ERP. Let our automation experts help you streamline your workflow and eliminate manual data entry—book a call with us today!
