Prerequisites
You'll need Katana Admin permissions in order to configure the integration using the following steps
You'll also need a CRM Free Trial - if you don't already have one go ahead and register at signup.prospectsoft.com
Step 1: Connect to Katana
In the Welcome page within your Free Trial account, the first section involves setting up your integration.
If the Welcome page isn't already open, then go to Settings, then click 'Continue Setup'. Alternatively, go directly to crm.prospect365.com/welcome.
To get up, select the 'Connect' button, and choose 'Katana' from the drop-down list. This will be pre-selected if you selected it from the drop-down when signing up for your CRM Free Trial.
Step 2: Log In to Katana
In the pop-up window, log in to Katana using your normal Katana credentials to authorize the connection.
Step 3: Sit Back & Relax!
Once connected, you'll then see a message saying that your data is importing from Katana. Depending on how much data you have to import e.g. if you have lots of customers, products and sales history, it'll take a little longer.
Checking the Status of your Integration
There's nothing more you need to do. Your data will be available shortly, and when it is, we'll add a few more links to your Welcome page to get you started.
But, if you need to come back and check the status of your integration later on, our short guide here will show you how, and explains what each status means.
Should you experience any issues when setting up the integration, remember that our Customer Success team are on hand to help out, so don't hesitate to get in contact with us here or start a chat conversation with us from the help icon in the app, or the chat link on our website.
FAQs
If you've got any questions regarding our integration drop us a message in our chat and a member of the team will help out.
How it Works
Watch this short video to learn how the integration works between the CRM and Katana!