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Connect Excelsior to Katana

Bring Excelsior orders, tracked fulfillments, stock levels, and inbound shipments into Katana from mapped warehouses.

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Written by Argo Ohvril

What the Katana–Excelsior integration does

Excelsior is a web-based warehouse management and order-fulfillment system operated by Excelsior Integrated, a third-party logistics provider for ecommerce merchants, retailers, and other businesses. It manages orders, inventory, shipments, and fulfillment through a customer portal, WMS, and API.

By connecting Katana with Excelsior, you can:

  • Import orders as sales orders: Each Excelsior order becomes one Katana sales order, and shipped packages arrive as fulfillments with carrier and tracking details.

  • Import products by SKU: Excelsior products match existing Katana products by SKU, and SKU aliases can bridge SKUs that differ between the two systems.

  • See Excelsior stock levels: Excelsior stock appears as read-only external inventory at each warehouse's mapped Katana location.

  • Track inbound shipments as stock transfers: Each Excelsior inbound shipment becomes a Katana stock transfer that updates as goods are received.

  • Map warehouses to locations: Each Excelsior warehouse links to its own dedicated Katana location, and only mapped warehouses sync.

sync diagram showing Excelsior on one side and Katana on the other, with one-way arrows from Excelsior to Katana labeled: orders to sales orders, shipped packages to fulfillments with tracking, products by SKU, read-only stock levels at mapped locations, and inbound shipments to stock transfers

Before you start

  • An active Excelsior account.

  • Your Excelsior API Key and API Password. You can request these from Excelsior.

  • A Katana account with permission to manage integrations.

Connect Excelsior to Katana

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

  2. Click Connect.

  3. Enter your API Key and API Password in the connection form, then confirm.

    the Katana Excelsior connection form showing two input fields labeled API Key and API Password, with the confirm button

  4. Once Excelsior has approved 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 Excelsior warehouse to a Katana location. Click Add to Katana to create a dedicated location for a warehouse.

    the Excelsior configuration screen open on the Location tab, listing Excelsior warehouses with their mapping status (Not mapped) and an Add to Katana button for each, the status showing Connected and Sync inactive, and the Activate sync button in the header

  5. Click Activate sync to start syncing data with Excelsior. Nothing syncs before you activate sync.

How your daily workflow looks

  1. Excelsior receives and fulfills your orders.

  2. Orders that reach the configured import-from status appear in Katana as sales orders and keep updating as their status changes.

  3. Shipped packages arrive in Katana as fulfillments with carrier and tracking details.

  4. Inbound shipments to Excelsior appear as stock transfers in Katana and update as goods are received.

  5. Excelsior stock levels update as read-only external inventory at your mapped locations.

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

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