The table below summarizes how each type of data moves between Katana and Clarus.

After Clarus approves the connection, the configuration screen opens on the Location tab. Each Clarus warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create that location automatically.

Only mapped warehouses sync. Nothing syncs until you click Activate sync in the header.

Product mapping creates a required link between each Clarus product and a Katana item. You choose how SKUs are matched: either direct 1:1 or through SKU aliases.

Products are imported by SKU:

Kits and bundles from Clarus become Katana products. You can then add a BOM of components to them in Katana. On a sales order, a kit order line stays a single row.

A SKU alias links a Clarus SKU to a different Katana SKU. Use aliases when the same product has different SKUs in the two systems. Upload your SKU alias mapping before you import products, so mismatched SKUs match correctly instead of creating new products.

From Clarus to Katana: orders import once they reach the import-from status you configure (the default is the Open state). After import, they keep updating automatically through every later status change.

Each Clarus order becomes one Katana sales order, with one row per order line. The order source is Clarus.

Each shipped package becomes a Katana fulfillment with its carrier and tracking number. A shipment with several packages creates one fulfillment per package. Together, these fulfillments never exceed the ordered quantities.

If an order is canceled in Clarus, it is deleted in Katana only if the sales order is still open.

From Katana to Clarus: when a Katana sales order reaches Ready for fulfillment, it is pushed to Clarus as an outbound order. From then on, its progress is tracked back in Katana through the import flow above.

Clarus stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is the Clarus On hand quantity.

Reconciliation compares Katana's in-stock quantity with the Clarus on-hand quantity only. You can run it on a schedule or on demand. For any difference it finds, Katana creates a stock adjustment, so your Katana stock reflects the physical stock in the warehouse.

Each Clarus inbound shipment becomes one Katana stock transfer. The transfer number is the PO number if there is one; otherwise it is the inbound ID.

The stock transfer follows the status of the inbound shipment, and received quantities update the transfer. Katana stock transfers have only two states: in transit and received. Partial receipts therefore show as updated expected and received quantities until the shipment is fully received. If an inbound shipment is canceled in Clarus, its stock transfer is deleted.

To disconnect, go to Katana's Integrations page and open the Clarus integration. Once you disconnect, syncing stops right away: orders, fulfillments, inventory and inbound shipments no longer update, and Katana no longer pushes orders to Clarus. Records already imported into Katana, such as sales orders, fulfillments, products and stock transfers, stay in Katana.