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Connect BlueBox (IDrive Fulfillment) to Katana

Push ready sales orders to BlueBox, import its orders, shipments, and stock, and track inbounds as stock transfers.

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Written by Argo Ohvril

What the Katana–BlueBox (IDrive Fulfillment) integration does

BlueBox is iDrive Fulfillment’s warehouse management platform. It gives visibility into inventory, orders, shipping status, and performance metrics, and it supports fulfillment operations.

By connecting Katana with BlueBox (IDrive Fulfillment), you can:

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

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

  • Cancel pushed orders from Katana: Cancelling a pushed Katana sales order also cancels the matching BlueBox order.

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

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

  • Track inbound shipments: Each BlueBox inbound shipment becomes a Katana stock transfer.

sync diagram showing Katana sending sales orders at Ready for fulfillment and order cancellations to BlueBox (IDrive Fulfillment), and BlueBox sending orders, fulfillments with carrier and tracking, products by SKU, read-only stock levels per mapped location, and inbound shipments as stock transfers back to Katana

Before you start

  • An active BlueBox (IDrive Fulfillment) account.

  • Your BlueBox login credentials: Username and Password. Your user needs API permissions enabled. In some cases, BlueBox may need to create a dedicated API user for you.

  • A Katana account with permission to manage integrations.

Connect BlueBox (IDrive Fulfillment) to Katana

  1. In Katana, open the Integrations page and find the BlueBox (IDrive Fulfillment) tile.

  2. Click Connect.

  3. Enter your BlueBox Username and Password, then confirm.

    the Katana connection form for BlueBox (IDrive Fulfillment) showing the Username and Password fields and the confirm button

  4. After BlueBox 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 BlueBox warehouse to its own Katana location. Use Add to Katana to create the location automatically.

    the warehouse location mapping panel on the Location tab, listing BlueBox warehouses with their mapped Katana locations, Add to Katana buttons for unmapped warehouses, status shown as Connected with Sync inactive, and the Activate sync button in the header

  5. Click Activate sync to start syncing data with BlueBox (IDrive Fulfillment). No data syncs until you click this button.

How your daily workflow looks

  1. Katana sends a sales order to BlueBox when it reaches the Ready for fulfillment status.

  2. BlueBox picks, packs, and ships the order.

  3. Orders and their fulfillments, including carrier and tracking details, appear in Katana and keep updating as their status changes.

  4. BlueBox inbound shipments appear in Katana as stock transfers and update as stock is received.

  5. Stock levels from BlueBox update at each mapped Katana location.

  6. You plan production and purchasing in Katana using up-to-date order and stock data.

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