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Connecting Katana is a one-time approval. You do not need to create an app, copy API keys, or understand OAuth 2.0. Where to find it: Settings → Integrations
OAuth 2.0 is a secure approval flow between Katana and Owlery. You sign in to Katana and approve access. Katana then gives Owlery a revocable token instead of sharing your password.

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Before You Start

You need:
  • A Katana account with permission to authorize integrations
  • Your Owlery sign-in
  • Access to the Katana account you want to connect
If you belong to more than one Katana account, confirm that you are signed in to the correct account before you approve access.

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Connect Katana

1

Open Katana in Owlery

In Owlery, go to Settings → Integrations. Find Katana and click Connect.
2

Sign in to Katana

Owlery sends you to Katana’s secure sign-in page. Sign in with a Katana account that can authorize integrations.If your browser blocks the new page, allow pop-ups for Owlery and click Connect again.
3

Approve Access

Review the access request and approve it. This lets Owlery synchronize the Katana records described in Reading Data from Katana.You do not need to copy the authorization code shown in Katana’s technical documentation. Katana sends it directly to Owlery.
4

Return to Owlery

Katana sends you back to Owlery. Confirm that the Katana integration shows Connected.

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What Owlery Handles

Owlery maintains the registered Katana application, exchanges the one-time approval for secure tokens, stores those tokens, and refreshes access automatically. Your team does not need to create or rotate credentials. Katana publishes the underlying flow in Setting up OAuth 2.0. That page is written for developers; the steps above are all you need for the Owlery connection.

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Troubleshooting

Ask a Katana administrator or account owner to complete the connection. Then return to Settings → Integrations and try again.
Go back to Settings → Integrations and click Connect again. Complete the approval in one browser session. If it still fails, send the error message to support@owlery.ai.
Disconnect Katana in Owlery. Sign out of the incorrect Katana account, sign in to the intended account, and repeat the connection steps.

Next: Reading Data from Katana

See which Katana records Owlery synchronizes after authorization.