What syncs between Katana and I-Fulfilment
The table below summarizes each data type and the direction it moves between Katana and I-Fulfilment.
Data | Direction | Status |
Orders | Two-way | Available |
Products | I-Fulfilment → Katana | Available |
Inbound stock transfers | I-Fulfilment → Katana | Available |
Inventory sync | I-Fulfilment → Katana | Available |
Locations and mapping
Connect I-Fulfilment from Katana's Integrations page by entering your I-Fulfilment portal username and password. After I-Fulfilment approves the connection, the configuration screen opens on the Location tab.
Each I-Fulfilment warehouse maps to its own dedicated Katana location. Click Add to Katana to create that location. A warehouse that has never been mapped shows Not mapped. To pause a mapped warehouse, click Unlink. Its status then shows Unlinked. Click Relink to resume it. Only mapped warehouses sync.
Nothing syncs until you click Activate sync in the header.
Products sync
Product mapping links each I-Fulfilment product to a Katana item, and this link is required. You choose how SKUs are matched: direct 1:1, or through SKU aliases.
Products are imported by SKU:
When a SKU already exists in Katana, the I-Fulfilment product is matched to that Katana product.
When a SKU is unknown, Katana creates the product when it's needed.
Kits and bundles become Katana products. Add a bill of materials (BOM) of their components in Katana. A kit order line stays a single sales order row.
A SKU alias connects an I-Fulfilment SKU to a different Katana SKU. Use aliases when the same item has different SKUs in the two systems. Upload your SKU alias mapping before importing products so that the products match correctly.
Orders sync
I-Fulfilment orders import into Katana when they reach the configured import-from status, which is Open by default. After import, they keep updating automatically through every later status change.
Each I-Fulfilment order becomes one Katana sales order, with one row per order line.
The order source is shown as I-Fulfilment.
Each shipped package becomes a Katana fulfillment with the carrier and tracking number.
A shipment with several packages creates one fulfillment per package. Together, these fulfillments never exceed the ordered quantities.
If an order is canceled in I-Fulfilment, Katana deletes it only if the order is still open in Katana.
Orders also flow from Katana to I-Fulfilment. When a Katana sales order reaches the Ready for fulfillment status, it's pushed to I-Fulfilment as an outbound order. From then on, its progress is tracked back in Katana in the same way as imported orders.
Canceling the Katana sales order doesn't cancel the pushed I-Fulfilment order. Changes you make to the sales order in Katana after the push don't update the I-Fulfilment order.
Inventory sync
I-Fulfilment stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is the I-Fulfilment On hand quantity. Katana never sends inventory changes to I-Fulfilment.
Reconciliation compares Katana's in-stock quantity with I-Fulfilment's on-hand quantity. It runs on a schedule or on demand. When the numbers differ, Katana creates stock adjustments so that its stock matches the warehouse.
Inbound shipments
Each I-Fulfilment inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when one exists, otherwise the inbound ID.
Destination: the Katana location mapped to the inbound shipment's warehouse.
Origin: the location you assign for each destination warehouse. You must map it.
The stock transfer follows the inbound shipment's status, and received quantities update the transfer. Katana stock transfers have only two states, in transit and received. Partial receipts therefore appear as updated expected and received quantities until the shipment is fully received. If an inbound shipment is canceled, Katana deletes its stock transfer.
What does not sync
Products and stock changes are never pushed from Katana to I-Fulfilment.
Changes made in Katana to an order after it's pushed don't update the I-Fulfilment order.
Canceling a Katana sales order doesn't cancel the pushed I-Fulfilment order.
Returns and RMAs don't sync.
Serial numbers aren't tracked. Lot and batch data appears read-only where I-Fulfilment provides it.
Disconnecting
To disconnect, go to Katana's Integrations page and open the I-Fulfilment integration. Once you disconnect, syncing stops, and no further orders, fulfillments, inbound shipments or inventory updates are exchanged. Records already imported into Katana, such as sales orders, fulfillments, stock transfers and products, stay in Katana.