What syncs between Katana and eShipping

The table below lists each type of data and the direction it moves between eShipping and Katana.

Data	Direction	Status
Orders	Two-way	Available
Products	eShipping → Katana	Available
Inbound stock transfers	eShipping → Katana	Available
Inventory sync	eShipping → Katana	Available

Locations and mapping

After you connect eShipping, the configuration screen opens on the Location tab. Each eShipping warehouse maps 1:1 to its own dedicated Katana location.

Add to Katana automatically creates the Katana location for a warehouse.
A warehouse that has never been mapped shows Not mapped until you click Add to Katana.
To pause a mapped warehouse, click Unlink. Its status then shows Unlinked.
To resume it, click Relink.

Only mapped warehouses sync.

the warehouse location mapping panel on the Location tab of the eShipping configuration screen, listing eShipping warehouses with their mapped Katana locations, one warehouse showing status Not mapped with an Add to Katana button, one mapped warehouse with an Unlink button, and one warehouse showing status Unlinked with a Relink button

Products sync

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

Products are imported by SKU:

If an eShipping SKU matches an existing Katana product, the two are linked.
If the SKU is unknown in Katana, Katana creates the product just in time.

Kits and bundles from eShipping become Katana products. Add a BOM of components to them in Katana. A kit order line stays a single row on the sales order.

the products mapping settings screen for eShipping, showing the SKU matching choice between direct 1:1 matching and matching via SKU aliases

SKU aliasing

A SKU alias links an eShipping SKU to a different Katana SKU. Use aliases when the same item has different SKUs in eShipping and Katana. Without an alias, the import would treat the eShipping SKU as unknown and create a new product.

Upload your SKU alias mapping before you import products.

the products mapping screen with SKU alias mapping, showing a list of eShipping SKUs each paired with a different Katana SKU, and an option to upload the alias mapping before product import

Orders sync

Orders imported from eShipping

Orders import once they reach the configured import-from status. The default is the "Open" state.
Imported orders keep updating automatically through every later status change.
Each eShipping order becomes one Katana sales order, with one row per order line. The order source is eShipping.
Each shipped package becomes a Katana fulfillment with its carrier and tracking number. Multi-package shipments create one fulfillment per package. Together, these fulfillments never exceed the ordered quantities.
If an order is canceled in eShipping, Katana deletes its sales order only if that sales order is still open.

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

Orders sent from Katana to eShipping

When a Katana sales order reaches the Ready for fulfillment status, Katana sends it to eShipping as an outbound order.
From then on, the import flow above tracks the order's progress back in Katana.
Canceling the Katana sales order does not cancel the eShipping order.
Changes you make in Katana after the order is sent do not update the eShipping order.

the order push settings screen for eShipping, showing that Katana sales orders are sent to eShipping as outbound orders when they reach the Ready for fulfillment status

Inventory sync

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

Reconciliation compares Katana's in-stock quantity with eShipping's on-hand quantity. It runs on a schedule, or you can run it on demand. Where the two numbers differ, Katana creates stock adjustments so its stock matches eShipping.

the inventory sync settings screen for eShipping, showing read-only External inventory On hand quantities per mapped location and the reconciliation options to run on a schedule or on demand

Inbound shipments

Each eShipping inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when one exists. Otherwise, it is the inbound ID.

Destination: the Katana location mapped 1:1 to the inbound's warehouse.
Origin: the location assigned for each destination warehouse. This must be mapped.
The stock transfer follows the inbound status, and received quantities update the 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.
If the inbound shipment is canceled in eShipping, Katana deletes its stock transfer.

the inbound shipments screen for eShipping, showing inbound shipments with their Katana stock transfer numbers, origin and destination locations, status, and expected versus received quantities

What does not sync

Products and stock changes are never sent from Katana to eShipping.
Changes made in Katana to an order after it is sent to eShipping.
Canceling a Katana sales order does not cancel the eShipping order.
Returns and RMAs.
Serial-number tracking. Lot and batch data appears read-only where eShipping provides it.

Disconnecting

Disconnect eShipping from Katana's Integrations page. After you disconnect, syncing stops:

Katana no longer imports orders, inventory, or inbound shipments from eShipping.
Katana no longer sends sales orders to eShipping.

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

eShipping integration setup