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Connect Bergen to Katana

Send Ready for fulfillment sales orders to Bergen and see its tracking, stock levels, and inbound shipments in Katana.

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Written by Argo Ohvril

What the Katana–Bergen integration does

Bergen Logistics is a global third-party logistics and fulfillment provider. Its CloudX Systems platform is a cloud-based warehouse management and omnichannel fulfillment system.

By connecting Katana with Bergen, you can:

  • Import orders as sales orders: Each Bergen order becomes a Katana sales order, and shipped packages arrive as fulfillments with carrier and tracking details.

  • Send sales orders to Bergen for fulfillment: A Katana sales order is pushed to Bergen when it reaches the Ready for fulfillment status.

  • Import products by SKU: Existing Katana products are matched by SKU, and SKU aliases connect SKUs that differ between the two systems.

  • See Bergen stock levels: Bergen's stock appears as read-only external inventory at each mapped Katana location.

  • Track inbound shipments: Each Bergen inbound shipment becomes a Katana stock transfer that updates as goods are received.

  • Map warehouses to locations: Each Bergen warehouse links to its own dedicated Katana location.

sync diagram showing Katana and Bergen side by side: arrows from Bergen to Katana labeled orders, fulfillments and tracking, products, inventory (read-only), and inbound shipments to stock transfers; one arrow from Katana to Bergen labeled sales orders at Ready for fulfillment

Before you start

  • An active Bergen account with API access set up by your Bergen account manager.

  • The credentials the Katana connection form asks for: Client ID and Client secret, both provided by Bergen.

  • A Katana account with permission to manage integrations.

Connect Bergen to Katana

  1. In Katana, open the Integrations page and find the Bergen tile.

  2. Click Connect.

  3. Enter your Client ID and Client secret in the connection form, then confirm.

    the Katana connection form for Bergen with two input fields labeled Client ID and Client secret and a confirm button

  4. After Bergen approves the connection, the configuration screen opens on the Location tab. The integration status shows Connected with Sync inactive, and an Activate sync button appears in the header. Map each Bergen warehouse to a Katana location. Use Add to Katana to create a dedicated location for a warehouse.

    the warehouse location mapping panel on the Location tab, listing Bergen warehouses with their mapped Katana locations, an Add to Katana button for a Not mapped warehouse, the status Connected with Sync inactive, and the Activate sync button in the header

  5. Click Activate sync to start syncing data with Bergen. Nothing syncs until you do this.

How your daily workflow looks

  1. Katana sends sales orders to Bergen when they reach the Ready for fulfillment status.

  2. Bergen picks, packs, and ships the orders.

  3. Orders and their fulfillments, with carrier and tracking details, appear in Katana.

  4. Bergen inbound shipments appear in Katana as stock transfers and update as goods are received.

  5. Stock levels from Bergen update as read-only external inventory at your mapped locations.

  6. You plan purchasing and production in Katana using this up-to-date information.

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