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Connect eShipping to Katana

Send Katana sales orders to eShipping for fulfillment and import orders, tracking, stock levels and inbound shipments.

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Written by Argo Ohvril

What the Katana–eShipping integration does

eShipping is a shipping and fulfillment platform that synchronizes orders and provides centralized shipment management.

By connecting Katana with eShipping, you can:

  • Import orders as sales orders: Each eShipping order becomes a Katana sales order, and each shipped package becomes a fulfillment with carrier and tracking details.

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

  • Import products by SKU: Products are matched to existing Katana items by SKU, and SKU aliases connect SKUs that don't match.

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

  • Track inbound shipments: Each eShipping inbound shipment becomes a Katana stock transfer that updates as stock is received.

sync diagram showing Katana and eShipping side by side: an arrow from Katana to eShipping labeled 'Sales orders (Ready for fulfillment)', and arrows from eShipping to Katana labeled 'Orders and fulfillments with tracking', 'Products by SKU', 'Stock levels (read-only)', and 'Inbound shipments as stock transfers'

Before you start

  • An active eShipping account.

  • The information the connection form asks for: Username, Password, Customer ID, Facilities, and the Environment setting (sandbox or not). The eShipping team provides the Customer ID and facilities list.

  • A Katana account with permission to manage integrations.

Connect eShipping to Katana

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

  2. Click Connect.

  3. Enter your eShipping Username and Password, your Customer ID, and your Facilities as a comma-separated list. If you are connecting a sandbox account, select the sandbox box under Environment. Then confirm.

    the Katana eShipping connection form showing the fields Username, Password, Customer ID, Facilities (comma-separated), an Environment checkbox for sandbox, and a confirm button

  4. Once eShipping 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 eShipping warehouse to its own Katana location. Use Add to Katana to create the location.

    the Location tab of the eShipping configuration screen listing eShipping warehouses, each with an Add to Katana button or its mapped Katana location, the status Connected and Sync inactive, and the Activate sync button in the header

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

How your daily workflow looks

  1. When a Katana sales order reaches Ready for fulfillment, Katana sends it to eShipping as an outbound order.

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

  3. The order and its status changes sync into Katana, and each shipped package becomes a fulfillment with carrier and tracking.

  4. Inbound shipments to your eShipping warehouses appear in Katana as stock transfers and update as stock is received.

  5. eShipping stock levels update in Katana as read-only external inventory at each mapped location.

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

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