What syncs between Katana and Florisoft
The table below shows each data type and how it moves between Florisoft and Katana.
Data | Direction | Status |
Orders | Florisoft → Katana | Available |
Products | Florisoft → Katana | Available |
Inbound stock transfers | Florisoft → Katana | Available |
Inventory sync | Florisoft → Katana | Available |
Locations and mapping
Once Florisoft approves the connection, the configuration screen opens on the Location tab. Each Florisoft warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create that location automatically.
A warehouse that has never been mapped shows Not mapped until you click Add to Katana.
To pause a mapped warehouse, click Unlink. Its status then shows Unlinked.
To resume a paused warehouse, click 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 Florisoft product and a Katana item. You choose how SKUs are matched:
Direct 1:1: the Florisoft SKU matches the Katana SKU.
SKU aliases: a Florisoft SKU matches a different Katana SKU.
Products are imported by SKU. A Florisoft product whose SKU already exists in Katana is matched to that product. An unknown SKU creates a new Katana product just-in-time.
Kits and bundles become Katana products. Add a bill of materials (BOM) with their components in Katana. A kit order line stays a single row on the sales order.
SKU aliases
A SKU alias links a Florisoft SKU to a different Katana SKU. Use one when the same item is coded differently in the two systems. Upload your SKU alias mapping before the product import. This makes mismatched SKUs match existing Katana products instead of creating new ones.
Orders sync
Orders flow one way only: from Florisoft into Katana.
When orders import: an order imports once it reaches the configured import-from status (default: the Open state).
Status updates: after import, the order keeps updating automatically through every later status change in Florisoft.
How orders appear: each Florisoft order becomes one Katana sales order, and each order line becomes one row. The order source is shown as Florisoft.
Fulfillments and tracking
Each package shipped in Florisoft 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 they never exceed the ordered quantities.
Cancellations
If an order is canceled in Florisoft, it is deleted in Katana only while the Katana order is still open.
Canceling the sales order in Katana does not cancel the order in Florisoft.
Inventory sync
Florisoft is the source of physical stock truth. Its stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is Florisoft's On hand quantity.
Reconciliation compares Katana's in-stock quantity with Florisoft's on-hand quantity only. It runs on a schedule or on demand, and creates stock adjustments in Katana for any differences. This keeps the stock Katana works with in line with what is physically in the warehouse.
Where Florisoft exposes lot or batch data, it is shown read-only.
Inbound shipments
Each Florisoft inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when there is one; otherwise it is the inbound ID.
Destination: the Katana location mapped to the inbound's Florisoft warehouse.
Origin: the location assigned to each destination warehouse. This must be mapped.
Status: the stock transfer follows the inbound's status.
Quantities: received quantities update the transfer.
Cancellations: a canceled inbound deletes its stock transfer.
Katana stock transfers have only two states: in transit and received. While an inbound is partially received, the transfer shows updated expected and received quantities. It becomes received once fully received.
What does not sync
Katana does not send orders to Florisoft. Orders flow from Florisoft to Katana only.
Katana does not push products to Florisoft.
Katana does not push stock changes to Florisoft.
Returns and RMAs do not sync.
Serial-number tracking does not sync.
Lot and batch data is read-only, and only where Florisoft exposes it.
Disconnecting
To disconnect, go to the Integrations page in Katana, open the Florisoft integration and disconnect it.
Syncing of orders, fulfillments, products, inventory and inbound shipments from Florisoft stops. Records already brought into Katana stay in Katana, including sales orders, fulfillments, products and stock transfers.