What the Katana–CartonCloud integration does
CartonCloud is a logistics software platform that combines warehouse management (WMS) and transport management (TMS) for 3PLs, carriers, and in-house logistics operations.
By connecting Katana with CartonCloud, you can:
Import orders as sales orders: Each CartonCloud order becomes a Katana sales order that keeps updating through later status changes, with fulfillments, carriers, and tracking numbers.
Send Katana sales orders to CartonCloud: A Katana sales order is pushed to CartonCloud for fulfillment when it reaches Ready for fulfillment, and cancelling it in Katana cancels the pushed order.
Import products by SKU: Existing Katana products are matched by SKU, and SKU aliases bridge SKUs that differ between the two systems.
See stock levels at mapped locations: CartonCloud stock appears as read-only External inventory at each warehouse's mapped Katana location.
Track inbound shipments as stock transfers: Each CartonCloud inbound shipment becomes a Katana stock transfer that updates as stock is received.
Map warehouses to locations: Each CartonCloud warehouse links to its own dedicated Katana location.
Before you start
An active CartonCloud account.
The details of a CartonCloud API client, which the Katana connection form asks for. To create API clients, your CartonCloud user needs the Administrator role with the 'Allow this user to edit other Users' option selected.
A Katana account with permission to manage integrations.
Connect CartonCloud to Katana
In Katana, open the Integrations page and find the CartonCloud tile.
Click Connect.
Enter the CartonCloud API client details the connection form asks for, then confirm.
Once CartonCloud 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 CartonCloud warehouse to a Katana location, using Add to Katana to create a dedicated location for it.
Click Activate sync to start syncing data with CartonCloud. Nothing syncs before you do this.
How your daily workflow looks
You create a sales order in Katana. When it reaches Ready for fulfillment, Katana sends it to CartonCloud as an outbound order.
CartonCloud picks, packs, and ships the order.
Orders and their fulfillments, with carrier and tracking details, land in Katana. Orders entered directly in CartonCloud import as sales orders too.
Inbound shipments to your CartonCloud warehouses appear in Katana as stock transfers and update as stock is received.
CartonCloud stock levels update in Katana as read-only External inventory at each mapped location.
You plan purchasing and production in Katana using these up-to-date numbers.