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Connect JayGroup to Katana

Push sales orders to JayGroup for fulfillment and get back tracking, read-only stock, and inbound transfers.

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Written by Argo Ohvril

What the Katana–JayGroup integration does

JayGroup is a third-party logistics and fulfillment provider offering warehousing, omnichannel fulfillment, inventory management, order processing, and shipping services.

By connecting Katana with JayGroup, you can:

  • Import orders as sales orders: JayGroup orders become Katana sales orders that keep updating through every later status change.

  • Send sales orders to JayGroup for fulfillment: a Katana sales order is pushed to JayGroup when it reaches the Ready for fulfillment status.

  • Track fulfillments and shipping: each shipped package becomes a Katana fulfillment with carrier and tracking details.

  • Import products by SKU: existing Katana products are matched by SKU, and SKU aliases bridge mismatched SKUs.

  • See JayGroup stock levels: JayGroup stock appears as read-only external inventory at each mapped Katana location.

  • Turn inbound shipments into stock transfers: each JayGroup inbound shipment becomes a Katana stock transfer that follows its receiving progress.

sync diagram showing Katana in the center connected to JayGroup: arrows from JayGroup to Katana labeled Orders and fulfillments, Products, Inventory (read-only), and Inbound shipments to Stock transfers; one arrow from Katana to JayGroup labeled Sales orders at Ready for fulfillment

Before you start

  • An active JayGroup account.

  • The credentials the Katana connection form asks for: your Client ID and Client Secret. Your JayGroup account manager provides these when they set up API access for you.

  • A Katana account with permission to manage integrations.

Connect JayGroup to Katana

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

  2. Click Connect.

  3. Enter your Client ID and Client Secret in the connection form, then confirm.

    the Katana JayGroup connection form showing two input fields labeled Client ID and Client Secret and a confirm button

  4. Once JayGroup 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 JayGroup 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 JayGroup warehouses with their mapped Katana locations, an Add to Katana button for an unmapped warehouse, status labels such as Not mapped, and the Activate sync button in the header

  5. Click Activate sync to start syncing data with JayGroup. Nothing syncs before you activate sync.

How your daily workflow looks

  1. Katana sends your sales orders to JayGroup when they reach the Ready for fulfillment status.

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

  3. Orders and their status changes land in Katana as sales orders, and each shipped package appears as a fulfillment with carrier and tracking.

  4. JayGroup inbound shipments appear in Katana as stock transfers that update as stock is received.

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

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

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