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Connect Finale to Katana

Import Finale orders, products, stock, and inbound shipments, and push ready Katana sales orders to Finale to fulfill.

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Written by Argo Ohvril

What the Katana–Finale integration does

Finale is a cloud-based inventory and warehouse management platform for multi-warehouse inventory, order fulfillment, procurement, and ecommerce operations.

By connecting Katana with Finale, you can:

  • Import orders as sales orders: Each Finale order becomes a Katana sales order that keeps updating through later status changes, with shipped packages added as fulfillments with carrier and tracking.

  • Send Katana sales orders to Finale for fulfillment: When a Katana sales order reaches Ready for fulfillment, it is pushed to Finale as an outbound order. Cancelling it in Katana cancels it in Finale.

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

  • See Finale stock levels: Finale's stock numbers appear as read-only external inventory at each mapped Katana location.

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

sync diagram showing Katana and Finale side by side, with arrows from Finale to Katana for orders, fulfillments with tracking, products, read-only inventory, and inbound shipments becoming stock transfers, and arrows from Katana to Finale for sales orders at Ready for fulfillment and order cancellations

Before you start

  • An active Finale account.

  • The credentials the connection form asks for: your Finale API Key, API Secret, and Account Name.

  • A Katana account with permission to manage integrations.

Connect Finale to Katana

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

  2. Click Connect.

  3. In the connection form, enter your API Key, API Secret, and Account Name exactly as they appear in your Finale account, then confirm.

    the Katana connection form for Finale showing three input fields labeled API Key, API Secret (masked), and Account Name, with a confirm button

  4. Once Finale 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 Finale warehouse to its own Katana location. Use Add to Katana to create a dedicated location for a warehouse.

    the Finale configuration screen on the Location tab listing Finale warehouses, each with an Add to Katana button or its mapped Katana location, status labels such as Not mapped, and the Activate sync button in the header next to the Connected and Sync inactive status

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

How your daily workflow looks

  1. You create sales orders in Katana. When an order reaches Ready for fulfillment, Katana sends it to Finale.

  2. Finale picks, packs, and ships the orders.

  3. Finale orders and their status changes appear in Katana as sales orders. Shipped packages are added as fulfillments with carrier and tracking.

  4. Finale inbound shipments become Katana stock transfers, which update as stock is received.

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

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

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