What syncs between Katana and Evolve
The table below summarizes each data type and the direction it flows between Katana and Evolve.
Data | Direction | Status |
Orders | Two-way | Available |
Products | Evolve → Katana | Available |
Inbound stock transfers | Evolve → Katana | Available |
Inventory sync | Evolve → Katana | Available |
Locations and mapping
After you connect Evolve from Katana's Integrations page, the configuration screen opens on the Location tab. Each Evolve warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to automatically create that location.
A warehouse that has never been mapped shows Not mapped until you use Add to Katana.
To pause a mapped warehouse, click Unlink. Its status then shows Unlinked.
To resume syncing, click Relink.
Only mapped warehouses sync. Nothing syncs until you click Activate sync in the header.
Products sync
Product mapping creates a required link between each Evolve product and a Katana item. You can choose how SKUs are matched:
Direct 1:1: each Evolve SKU matches the identical Katana SKU.
Via SKU aliases: an Evolve SKU matches a different Katana SKU.
Products are imported by SKU. Existing Katana products are matched, and unknown SKUs create new products just-in-time.
Kits and bundles become Katana products. Add a bill of materials (BOM) of their components in Katana. A kit order line stays a single sales order row.
SKU aliases
A SKU alias links an Evolve SKU to a different Katana SKU. Use aliases when the same item has different SKUs in Evolve and Katana, so it maps to the existing Katana item instead of creating a duplicate. Upload your SKU alias mapping before importing products.
Orders sync
Orders from Evolve
Evolve orders are imported once they reach the configured import-from status (default: Open). After import, they keep updating automatically through every later status change.
Each Evolve order becomes one Katana sales order, with each line as one row.
The order source is shown as Evolve.
Each shipped package becomes a Katana fulfillment with carrier and tracking details.
Multi-package shipments create one fulfillment per package. Together, these fulfillments never exceed the ordered quantities.
A canceled Evolve order is deleted in Katana only if the order is still open.
Orders sent to Evolve
A Katana sales order is pushed to Evolve as an outbound order when it reaches the Ready for fulfillment status. From then on, its progress in Evolve is tracked back in Katana through the import flow above.
Canceling the Katana sales order does not cancel the pushed Evolve order.
Changes made in Katana after the push do not update the Evolve order.
Inventory sync
Evolve's stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location. On hand is the number surfaced.
Reconciliation compares Katana's in-stock quantity against Evolve's on-hand quantity only. It runs on a schedule or on demand, and creates stock adjustments in Katana for any differences. This keeps Katana's stock aligned with Evolve, which remains the source of physical truth.
Inbound shipments
Each Evolve inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when one is present, otherwise the inbound ID.
Destination: the Katana location mapped 1:1 to the inbound's Evolve warehouse.
Origin: the location assigned for each destination warehouse. This location must be mapped.
Stock transfers track the inbound status, and received quantities update the transfer. Katana stock transfers move directly from in transit to received. Partial receiving shows as updated expected and received quantities until the shipment is fully received. A canceled inbound deletes its stock transfer.
What does not sync
Products and stock changes are never pushed from Katana to Evolve.
Changes to a Katana sales order after it has been pushed do not update the Evolve order.
Canceling a Katana sales order does not cancel the Evolve order.
Returns and RMAs are not supported.
Serial numbers are not tracked. Lot and batch data is shown read-only where Evolve provides it.
Disconnecting
To disconnect, open Evolve from Katana's Integrations page. Once disconnected, orders, fulfillments, inventory and inbound shipments stop syncing, and no further sales orders are pushed to Evolve. Records already in Katana stay in place, including sales orders, fulfillments, products, stock transfers and stock adjustments.