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ShipHero integration (via Extensiv)

Integrate Katana with ShipHero for effective order and inventory synchronization

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated today

Integrate Katana with ShipHero via Extensiv Integration Manager for streamlined order and inventory management.

ShipHero is an all-in-one Warehouse Management System (WMS) and Order Management System (OMS) that helps e-commerce businesses streamline their warehousing, inventory management, order fulfillment, and shipping processes.


What you can do

By connecting ShipHero ↔ Katana, you can:

  • Send sales orders (SOs) from Katana to ShipHero.

  • Push inventory levels from ShipHero to Katana.

  • Sync fulfillment & tracking updates from ShipHero back to Katana.


How it works

  • Katana as Cart (Order Source):
    Katana sends SOs (with product + customer data) to ShipHero via Extensiv.

  • ShipHero as WMS (Order Destination):
    Extensiv imports orders into ShipHero and adjusts inventory levels in Katana to match ShipHero data.

    • Sync frequency is set in Extensiv (minimum: hourly).

    • If discrepancies exist, Extensiv creates Stock Adjustments in Katana.

  • Fulfillment Updates:

    • SOs are sent to ShipHero when created (Not Shipped) or when marked as Packed (you choose in Extensiv settings).

    • Once an order is shipped in ShipHero, tracking info is added and the status updates to Delivered in Katana.


Setting Up ShipHero with Katana

Step 1: Connect ShipHero to Extensiv

  1. Log in to Extensiv (or create an account).

  2. Connect ShipHero as WMS (Order Destination) by selecting ShipHero v2 from the dropdown list.

    Extensiv screenshot: Highlighting where to find ShipHero inside WMS

  3. In ShipHero, add a third-party developer to grant Extensiv access.

    • ShipHero provides an Access Token and Refresh Token.

    • Copy these tokens into Extensiv.

      Extensiv screenshot: Highlighting the Access token and Refresh Token fields for connecting ShipHero

  4. Click Test WMS Connection to confirm.

    Extensiv screenshot: Highlighting the Test WMS Connection button

  5. Save your settings.


Step 2: Connect Katana to Extensiv

  1. In Extensiv, go to Carts → New Setup → Katana.

    Screenshot highlighting the + New Setup button for creating a Cart on Extensiv

  2. Click Grant Us API Access.

    Screenshot highlighting the Grant Us API Access button in Extensiv
    • A Katana login window opens.

    • Log in with your Katana credentials and authorize Extensiv.

  3. Extensiv confirms if authorization is successful.


Step 3: Configure Katana cart setup

Extensiv screenshot: Shows the Katana Cart config
  • Order Import Status → choose when SOs are sent to ShipHero:

    • Not Shipped, Partially Packed, Partially Delivered, Packed, Delivered.

  • Order Confirmation Status → choose what Katana status updates to when ShipHero pushes tracking info:

    • Delivered or Packed.

  • Warehouse Location ID → enter the Katana location ID to sync inventory.

    • If unknown, click Test to see all location IDs in your Katana account.

      Extensiv screenshot: Test successful message

General Order Options:

Extensiv screenshot: General order config
  • Earliest Order Date – define from when orders should be pulled.

  • Translate Item Code – map SKUs from Katana → ShipHero using Product Aliases.

General Inventory Options:

Extensiv screenshot: General inventory config
  • Minimum Inventory Level – prevents overselling. Read more.

    • Example: If set to 0, Extensiv passes the actual stock.

  • Push Inventory Using Alias – sync inventory using mapped SKUs.

  • Select Katana Warehouse Location – define which Katana location to sync inventory from.


Step 4: Configure ShipHero WMS settings

Extensiv screenshot: ShipHero WMS cart config
  • Order Warehouse – choose the ShipHero warehouse for orders (leave blank to use default).

  • Default Order Email – required by ShipHero. If no email is provided, this default is used.


Step 5: Test & save

  1. Review your settings.

  2. Click Test at the bottom of the page.

  3. If successful, click OK to save changes.

You’re ready to:

  • Send SOs from Katana → ShipHero.

  • Sync fulfillment + tracking from ShipHero → Katana.

  • Keep Katana inventory updated with ShipHero stock.


Need help?

For setup assistance or custom workflows, reach out to the Extensiv team via their Support portal.


Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

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