What syncs between Katana and Excelsior
The table below shows each type of data and the direction it moves between Excelsior and Katana.
Data | Direction | Status |
Orders | Excelsior → Katana | Available |
Products | Excelsior → Katana | Available |
Inbound stock transfers | Excelsior → Katana | Available |
Inventory sync | Excelsior → Katana | Available |
Locations and mapping
After Excelsior approves the connection, the configuration screen opens on the Location tab. Each Excelsior warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create that location automatically.
Not mapped: the warehouse has never been mapped. Use Add to Katana to create its location.
Unlinked: you paused a mapped warehouse with Unlink. Click Relink to resume it.
Only mapped warehouses sync. Nothing syncs until you click Activate sync in the header.
Products sync
Product mapping creates a required link between each Excelsior product and a Katana item. Choose how to match SKUs: direct 1:1, or through SKU aliases.
Products are imported by SKU. If a SKU already exists in Katana, the Excelsior product matches that Katana product. If Katana doesn't recognize a SKU, it creates the product just-in-time.
Excelsior kits and bundles become Katana products. Add a bill of materials (BOM) with the components in Katana. A kit order line stays a single sales order row.
SKU aliases
A SKU alias links an Excelsior SKU to a different Katana SKU. Use aliases when the same product has different SKUs in Excelsior and Katana. Upload your SKU alias mapping before you import products, so each product matches the correct Katana item.
Orders sync
Orders flow one way only, from Excelsior to Katana.
When orders import: An Excelsior order imports when it reaches the import-from status set in your settings. The default is the "Open" state.
Status updates: After import, the order updates automatically in Katana through every later status change in Excelsior.
How orders appear: Each Excelsior order becomes one Katana sales order, with one row per order line. The order source shows as Excelsior.
Fulfillments and tracking: Each shipped package becomes a Katana fulfillment with its carrier and tracking number. A multi-package shipment creates one fulfillment per package, so one order can show several fulfillments. Together, these fulfillments never exceed the ordered quantities.
Cancellations: If an order is canceled in Excelsior, Katana deletes the matching sales order only if it's still open.
Inventory sync
Excelsior's stock numbers appear in Katana as read-only External inventory, at each warehouse's mapped location. The number shown is Excelsior's on-hand quantity. You can't edit it in Katana.
Reconciliation compares Katana's in-stock quantity with Excelsior's on-hand quantity. It runs on a schedule, or you can run it on demand. When the two numbers differ, Katana creates stock adjustments to match Excelsior.
Inbound shipments
Each Excelsior inbound shipment becomes one Katana stock transfer.
Number: The PO number if there is one. Otherwise, the inbound ID.
Destination: The Katana location mapped to the inbound's Excelsior warehouse.
Origin: The location you assign for each destination warehouse. This location must be mapped.
The stock transfer follows the inbound's status, and received quantities update it. Katana stock transfers have two states: in transit and received. Partial receiving shows as updated expected and received quantities until the shipment is fully received. If an inbound is canceled, Katana deletes its stock transfer.
What does not sync
Katana doesn't send orders to Excelsior. Orders flow one way, from Excelsior to Katana.
Katana doesn't send products or stock changes to Excelsior.
Returns and RMAs.
Serial-number tracking. Lot and batch data appears read-only where Excelsior provides it.
Warehouses that aren't mapped, or are unlinked.
Disconnecting
To disconnect, go to the Excelsior tile on Katana's Integrations page. Syncing between Excelsior and Katana stops. Records already imported into Katana stay in place, including sales orders, fulfillments, products, and stock transfers.