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Connect Camelot to Katana

Send Ready for fulfillment orders to Camelot, import shipments with tracking, and see warehouse stock in Katana.

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Written by Argo Ohvril

What the Katana–Camelot integration does

Camelot 3PL Software provides warehouse management software for third-party logistics, fulfillment, and public-warehouse operations. Its Excalibur WMS covers inventory, shipping and receiving, and EDI/API connectivity.

By connecting Katana with Camelot, you can:

  • Import orders as sales orders: Camelot orders become Katana sales orders, and each shipped package is added as a fulfillment with carrier and tracking details.

  • Send sales orders to Camelot for fulfillment: When a Katana sales order reaches Ready for fulfillment, Katana sends it to Camelot as an outbound order.

  • Import products by SKU: Camelot products match Katana items by SKU, and SKU aliases connect SKUs that differ between the two systems.

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

  • Track inbound shipments: Camelot inbound shipments become Katana stock transfers that update as goods are received.

sync diagram showing Katana and Camelot side by side: arrows from Camelot to Katana labeled Orders and fulfillments, Products, Stock levels, and Inbound shipments to stock transfers; one arrow from Katana to Camelot labeled Sales orders at Ready for fulfillment

Before you start

  • An active Camelot account for the warehouse that handles your stock.

  • The API credentials that the Camelot connection form in Katana asks for. Request API access from your Camelot representative to get them.

  • A Katana account with permission to manage integrations.

Connect Camelot to Katana

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

  2. Click Connect.

  3. Enter the credentials the connection form asks for, using the details your Camelot representative provided, and confirm.

    the Camelot connection form in Katana showing the credential input fields and the confirm button

  4. Once Camelot has approved 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 Camelot warehouse to its own Katana location. Click Add to Katana to create the location automatically.

    the Location tab of the Camelot configuration screen listing Camelot warehouses, each with its mapped Katana location, an Add to Katana button for unmapped warehouses, and the Activate sync button in the header

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

How your daily workflow looks

  1. A Katana sales order reaches Ready for fulfillment, and Katana sends it to Camelot as an outbound order.

  2. Camelot picks, packs, and ships the order. Orders created in Camelot also import into Katana once they reach your import-from status.

  3. Each shipped package lands in Katana as a fulfillment with carrier and tracking details, and order status changes keep updating.

  4. Inbound shipments arriving at Camelot become Katana stock transfers, and received quantities update them.

  5. Camelot stock levels update as external inventory at your mapped locations. Reconciliation creates stock adjustments for any differences.

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

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