What syncs between Katana and Finale
The table below summarizes how each type of data moves between Katana and Finale.
Data | Direction | Status |
Orders | Two-way | Available |
Products | Finale → Katana | Available |
Inbound stock transfers | Finale → Katana | Available |
Inventory sync | Finale → Katana | Available |
Locations and mapping
Once Finale approves the connection, the configuration screen opens on the Location tab. Each Finale warehouse maps 1:1 to its own dedicated Katana location:
Add to Katana automatically creates the location for a warehouse.
A warehouse that has never been mapped shows Not mapped.
To pause a mapped warehouse, use Unlink. Its status then shows Unlinked.
To resume it, use 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 Finale product and a Katana item. You choose how SKUs are matched: either directly 1:1 or through SKU aliases.
Products are imported by SKU.
Existing Katana products with a matching SKU are linked.
Unknown SKUs create new Katana products just-in-time.
Kits and bundles become Katana products. Add a BOM of components to them in Katana. A kit order line stays a single sales-order row.
SKU aliases
A SKU alias links a Finale SKU to a different Katana SKU. Use aliases when the same product has mismatched SKUs in Finale and Katana. Upload your SKU alias mapping before importing products, so that items match correctly instead of creating duplicates.
Orders sync
Orders from Finale to Katana
Orders import once they reach the configured import-from status (by default, the "Open" state). They keep updating automatically through every later status change.
Each Finale order becomes one Katana sales order, with one row per line.
The order source is Finale.
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.
If an order is canceled in Finale, it is deleted in Katana only if the order is still open.
Orders from Katana to Finale
A Katana sales order is pushed to Finale as an outbound order when it reaches the Ready for fulfillment status. After that, its progress is tracked back in Katana through the import flow above.
Canceling the Katana sales order does not cancel the pushed Finale order.
Changes you make in Katana after the push do not update the Finale order.
Inventory sync
Finale's stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is the on-hand quantity.
Reconciliation compares Katana's in-stock quantity against Finale's on-hand quantity only. It runs on a schedule or on demand. When the two numbers differ, reconciliation creates stock adjustments for the difference, so Katana's stock reflects Finale.
Inbound shipments
Each Finale inbound shipment becomes one Katana stock transfer:
Number: the PO number when one is present; otherwise, the inbound ID.
Destination: the Katana location mapped to the inbound's warehouse.
Origin: the location assigned for each destination warehouse. This location must be mapped.
Stock transfers follow the inbound's status, and received quantities update the transfer. Katana stock transfers move straight from in transit to received, so partial receiving appears as updated expected and received quantities until the shipment is fully received. If an inbound is canceled, its stock transfer is deleted.
What does not sync
Products and stock changes are never pushed from Katana to Finale.
Changes made in Katana to an order after it has been pushed do not update the Finale order.
Canceling a Katana sales order does not cancel the Finale order.
Returns and RMAs are not synced.
Serial numbers are not tracked. Lot/batch data is shown read-only where Finale exposes it.
Unmapped or unlinked warehouses do not sync.
Disconnecting
To disconnect, open the Finale tile on Katana's Integrations page. After you disconnect, data stops syncing in both directions: no new imports, no updates, and no order pushes. Records already brought into Katana stay in place, including sales orders, fulfillments, products, stock transfers, and stock adjustments.