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Canary7 integration setup

Map warehouses to locations, match products by SKU or alias, and set up order, inventory and inbound shipment syncs.

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Written by Argo Ohvril

What syncs between Katana and Canary7

Data flow between Canary7 and Katana

The table below summarizes each data type and the direction it moves between Canary7 and Katana.

Data

Direction

Status

Orders

Canary7 → Katana

Available

Products

Canary7 → Katana

Available

Inbound stock transfers

Canary7 → Katana

Available

Inventory sync

Canary7 → Katana

Available

Locations and mapping

After the connection is approved, the configuration screen opens on the Location tab. Each Canary7 warehouse maps to its own dedicated Katana location.

  • A warehouse that has never been mapped shows Not mapped. Click Add to Katana to create its Katana location automatically.

  • To pause a mapped warehouse, click Unlink. Its status then shows Unlinked.

  • To resume syncing, click Relink.

Only mapped warehouses sync.

the warehouse location mapping panel on the Location tab, listing Canary7 warehouses with their statuses (mapped, Unlinked, Not mapped) and the Add to Katana, Unlink, and Relink buttons

Products sync

Product mapping creates a required link between each Canary7 product and a Katana item. You choose how SKUs are matched:

  • Direct 1:1 matching.

  • Matching through SKU aliases.

Products import by SKU. If a Katana product already has the SKU, the two are matched. If the SKU is unknown, Katana creates the product when it's needed.

Kits and bundles become Katana products. Add a bill of materials (BOM) of components to them in Katana. On an order, a kit line stays a single sales order row.

the products mapping settings screen showing the SKU matching choice between direct 1:1 matching and SKU aliases

SKU aliases

A SKU alias links a Canary7 SKU to a different Katana SKU. Use aliases when the same item has different SKUs in the two systems. Upload your SKU alias mapping before you import products.

the products mapping screen with SKU alias mapping, showing Canary7 SKUs paired with different Katana SKUs and the option to upload an alias mapping file

Orders sync

Orders flow one way, from Canary7 into Katana.

  • Which orders import: an order imports once it reaches the import-from status you configure. The default is the Open state.

  • Status updates: after import, the order keeps updating automatically through every later status change in Canary7.

  • How orders appear: each Canary7 order becomes one Katana sales order. Each order line becomes one row, and the order source is Canary7.

  • Fulfillments and tracking: 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, they never exceed the ordered quantities.

  • Cancellations: if an order is canceled in Canary7, Katana deletes it only while the Katana sales order is still open.

the order sync settings screen with the import and status options, showing the import-from status selector set to Open

Inventory sync

Canary7 stock levels appear in Katana as read-only External inventory. Each warehouse's stock shows at its mapped Katana location, and the number shown is Canary7's On hand quantity.

Reconciliation compares Katana's in-stock quantity with Canary7's on-hand quantity. It runs on a schedule or on demand. Where the two differ, Katana creates stock adjustments to match.

the inventory sync settings screen showing External inventory per mapped location and the reconciliation schedule and run-now options

Inbound shipments

Each Canary7 inbound shipment becomes one Katana stock transfer.

  • Number: the PO number when one exists, otherwise the inbound ID.

  • Destination: the Katana location mapped to the inbound's warehouse.

  • Origin: the location assigned for each destination warehouse. This location must be mapped.

The stock transfer follows the inbound's status, and received quantities update the transfer. If an inbound is canceled, Katana deletes its stock transfer.

Katana stock transfers have only two states: in transit and received. While an inbound is partially received, the transfer shows updated expected and received quantities until everything has arrived.

the inbound shipments screen showing Canary7 inbounds as Katana stock transfers with number, origin, destination location, status, and expected versus received quantities

What does not sync

  • Katana does not send sales orders to Canary7. Orders flow from Canary7 into Katana only.

  • Katana does not push products or stock changes to Canary7.

  • Returns and RMAs.

  • Serial number tracking. Lot and batch data is shown read-only where Canary7 provides it.

Disconnecting

To disconnect, open the Canary7 integration from Katana's Integrations page and disconnect it. Syncing stops right away: no new orders, inventory updates, or inbound shipments come in from Canary7.

Records already brought into Katana stay in Katana. This includes sales orders, fulfillments, products, and stock transfers.

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