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Connect Florisoft to Katana

Import Florisoft orders, products, inbound shipments and warehouse stock into Katana, with tracking on each package.

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Written by Argo Ohvril

What the Katana–Florisoft integration does

Florisoft is a software provider for the ornamental horticulture industry. Its warehouse management system (WMS) covers warehouse location management, inventory management, order picking, and production processes.

By connecting Katana with Florisoft, you can:

  • Import orders as sales orders: Each Florisoft order becomes a Katana sales order, and each shipped package adds a fulfillment with carrier and tracking details.

  • Import products by SKU: Florisoft products match existing Katana items by SKU, and SKU aliases bridge SKUs that don't match.

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

  • Turn inbound shipments into stock transfers: Each Florisoft inbound shipment becomes a Katana stock transfer that updates as goods are received.

  • Map warehouses to locations: Each Florisoft warehouse links to its own dedicated Katana location.

sync diagram showing data flowing one way from Florisoft into Katana: orders become sales orders with fulfillments and tracking, products are matched by SKU, stock levels become read-only external inventory at mapped locations, and inbound shipments become stock transfers

Before you start

  • An active Florisoft Cloud account.

  • The five values the connection form asks for: your Subdomain, a SOAP username and SOAP password, and a REST username and REST password. The Florisoft system user or users behind these credentials must be authorized for API access.

  • A Katana account with permission to manage integrations.

Connect Florisoft to Katana

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

  2. Click Connect.

  3. Enter your Subdomain, SOAP username, SOAP password, REST username, and REST password, then confirm.

    the Katana Florisoft connection form showing the Subdomain, SOAP username, SOAP password, REST username, and REST password fields with the confirm button

  4. After Florisoft approves 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 Florisoft warehouse to a Katana location. Use Add to Katana to create a dedicated location for a warehouse.

    the warehouse location mapping panel on the Location tab, listing Florisoft warehouses with their mapped Katana locations, Add to Katana buttons for unmapped warehouses, and the Activate sync button in the header

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

How your daily workflow looks

  1. Florisoft picks and ships orders in its warehouses.

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

  3. Each shipped package adds a fulfillment with carrier and tracking details to its sales order.

  4. Florisoft inbound shipments appear as Katana stock transfers. Received quantities update them as goods arrive.

  5. Florisoft stock levels update as read-only external inventory at each mapped location. Reconciliation adjusts Katana's stock to match.

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

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