What syncs between Katana and Atomix
The table below summarizes how each type of data moves between Katana and Atomix.
Data | Direction | Status |
Orders | Two-way | Available |
Products | Atomix → Katana | Available |
Inventory sync | Atomix → Katana | Available |
Locations and mapping
After Atomix approves the connection, the configuration screen opens on the Location tab. Each Atomix warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create that location automatically.
A warehouse that has never been mapped shows Not mapped until you click Add to Katana.
To pause a mapped warehouse, click Unlink. Its status then shows Unlinked.
To resume syncing, click Relink.
Only mapped warehouses sync. Nothing syncs until you click Activate sync in the header.
Products sync
Product mapping creates the required link between each Atomix product and a Katana item. You choose how SKUs are matched: either direct 1:1 or through SKU aliases.
Products are imported by SKU:
If an Atomix SKU matches an existing Katana product, the two are linked.
If a SKU is unknown in Katana, Katana creates the product just-in-time.
Kits and bundles from Atomix become Katana products. Add a bill of materials (BOM) of the components in Katana. A kit on an order stays a single sales order row.
SKU aliases
A SKU alias links an Atomix SKU to a different Katana SKU. Use one when the same product has a different SKU in Atomix than in Katana. Upload your SKU alias mapping before products are imported, so the mismatched SKUs link to your existing Katana items instead of creating new products.
Orders sync
From Atomix to Katana
Orders import once they reach the import-from status you configure (default: Open). After that, they keep updating automatically through every later status change.
Each Atomix order becomes one Katana sales order:
Each order line becomes one row.
The order source shows as Atomix.
Each shipped package becomes a Katana fulfillment with its carrier and tracking number. A multi-package shipment creates one fulfillment per package, so one order can show several fulfillments. Together, these fulfillments never exceed the ordered quantities.
If an order is canceled in Atomix, Katana deletes the sales order only if it is still open.
From Katana to Atomix
When a Katana sales order reaches the Ready for fulfillment status, Katana pushes it to Atomix as an outbound order. From then on, the import flow above tracks its progress back in Katana.
Canceling the Katana sales order does not cancel the Atomix order.
Changes you make to the sales order in Katana after the push do not update the Atomix order.
Inventory sync
Atomix stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is Atomix's on hand quantity. You can't edit it in Katana, and Katana never sends stock changes back to Atomix.
Reconciliation compares Katana's in-stock quantity with Atomix's on hand quantity. It runs on a schedule, or you can run it on demand. When the two numbers differ, Katana creates stock adjustments for the differences.
What does not sync
Products and stock changes are not pushed from Katana to Atomix.
Changes to a Katana sales order after it has been pushed are not sent to Atomix.
Canceling a Katana sales order does not cancel the Atomix order.
Inbound shipments and stock transfers are not synced.
Returns and RMAs are not synced.
Serial numbers are not tracked. Lot and batch data appears read-only where Atomix provides it.
Disconnecting
To disconnect, open the Atomix integration from Katana's Integrations page. Once disconnected, syncing stops right away:
No more orders, products or inventory come in from Atomix.
No more sales orders are pushed to Atomix.
Records already brought into Katana stay in Katana, including products, sales orders, fulfillments and stock adjustments.