Spiideo AB Business Case

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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.

The sales team recorded new orders in a Google Sheet. Initially, they used Zapier to connect with their ERP system, Katana. But it hit a wall — Zapier couldn’t handle orders with multiple line items, which were the norm, not the exception.

The frustration grew. Manual workarounds were error-prone. That’s when they turned to us for help — and we introduced Make.com.

To build a Make automation that could pull data from Google Sheets, group multiple line items under a single order, and push it cleanly into Katana.

This principle became the backbone of the solution — protecting each team’s space while allowing the process to scale with confidence.

• Replaced Zapier with Make.com for greater flexibility and control.

• Built an automated flow that reads the spreadsheet, groups line items, and creates full sales orders in Katana.

• Kept sales and operations decoupled — sales remains on the spreadsheet, operations get ready-to-process orders in the ERP.

The client saw — in real time — how automation could fix bottlenecks, save time, and reduce costly errors. They’re now planning to replicate the same model for other parts of the business.

If your sales operations still rely on disconnected tools, manual processes, or fragile integrations, the issue may not be your team — it may be the systems connecting them.

Book a call with us and see how we can help.