What syncs between Katana and DaVinci
The table below summarizes how data moves between DaVinci and Katana.
Data | Direction | Status |
Orders | DaVinci → Katana | Available |
Products | DaVinci → Katana | Available |
Inbound stock transfers | DaVinci → Katana | Available |
Inventory sync | DaVinci → Katana | Available |
Locations and mapping
Connect DaVinci from Katana's Integrations page: find the DaVinci tile, click Connect, and enter the credentials the form asks for. Your DaVinci contact can help you set up API credentials. Once DaVinci approves the connection, the configuration screen opens on the Location tab. The status shows Connected with Sync inactive. Nothing syncs until you click Activate sync in the header.
Each DaVinci warehouse maps to its own dedicated Katana location. Click Add to Katana to create that location.
A warehouse that has never been mapped shows Not mapped.
To pause a mapped warehouse, click Unlink. Its status then shows Unlinked. Click Relink to resume it.
Only mapped warehouses sync.
Products sync
Product mapping creates a required link between each DaVinci product and a Katana item. You choose how SKUs are matched:
Direct 1:1: the DaVinci SKU matches the Katana SKU exactly.
SKU aliases: a mapping table links different SKUs.
Products are imported by SKU. If a SKU already exists in Katana, it matches that product. If a SKU is unknown, Katana creates the product when it is needed.
Kits and bundles become Katana products. Add a bill of materials (BOM) for the components in Katana. A kit on an order stays a single sales order row.
SKU aliasing
A SKU alias links a DaVinci 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 importing products, so items match correctly instead of creating new products.
Orders sync
Orders flow one way only, from DaVinci into Katana.
Which orders import: orders import once they reach the configured import-from status. The default is the Open state.
Status updates: after import, each order keeps updating automatically through every later status change in DaVinci.
Structure: each DaVinci order becomes one Katana sales order, and each order line becomes one row. The order source is shown as DaVinci.
Fulfillments and tracking: each shipped package becomes a Katana fulfillment with its carrier and tracking number. A shipment with several packages creates one fulfillment per package, so one order can show several fulfillments. Together, these fulfillments never exceed the ordered quantities.
Cancellations: a canceled DaVinci order is deleted in Katana only if the sales order is still open. Canceling a sales order in Katana does not cancel the order in DaVinci.
Inventory sync
DaVinci stock levels appear in Katana as read-only External inventory. Stock is shown at the Katana location mapped to each warehouse. The number shown is DaVinci's on hand quantity.
Reconciliation compares Katana's in-stock quantity against DaVinci's on-hand quantity. It runs on a schedule or on demand, and creates stock adjustments in Katana for any differences. Katana never sends inventory changes to DaVinci.
Inbound shipments
Each DaVinci inbound shipment becomes one Katana stock transfer.
Number: the transfer uses the PO number when there is one. Otherwise, it uses the inbound ID.
Destination: the Katana location mapped to the inbound's warehouse.
Origin: the location assigned to each destination warehouse. This location must be mapped.
Status and quantities: the transfer follows the inbound's status, and received quantities update the transfer.
Cancellations: canceling an inbound deletes its stock transfer.
Katana stock transfers have two states: in transit and received. Partial receipts show as updated expected and received quantities until the shipment is fully received.
What does not sync
Orders are not sent from Katana to DaVinci. Orders flow one way, from DaVinci into Katana.
Product changes are not sent from Katana to DaVinci.
Stock and inventory changes are not sent from Katana to DaVinci.
Returns and RMAs are not synced.
Serial numbers are not tracked.
Lot and batch data appears read-only, and only where DaVinci provides it.
Disconnecting
To disconnect, open the DaVinci tile on Katana's Integrations page and disconnect the integration. Order, inventory, and inbound shipment syncing stops immediately. Records already imported into Katana stay in Katana, including sales orders, fulfillments, products, and stock transfers.