What syncs between Katana and JayGroup
The table below summarizes each type of data in this integration and the direction it moves.
Data | Direction | Status |
Orders | Two-way | Available |
Products | JayGroup → Katana | Available |
Inbound stock transfers | JayGroup → Katana | Available |
Inventory sync | JayGroup → Katana | Available |
Locations and mapping
After the connection is approved, the configuration screen opens on the Location tab. Each JayGroup warehouse maps 1:1 to its own dedicated Katana location.
Add to Katana creates a new Katana location for a warehouse that shows Not mapped. A warehouse shows Not mapped when it has never been mapped.
Unlink pauses a mapped warehouse. Its status then shows Unlinked.
Relink resumes syncing for an unlinked warehouse.
Only mapped warehouses sync. Nothing syncs until you click Activate sync in the header.
Products sync
Product mapping creates a required link between each JayGroup product and a Katana item. You choose how SKUs are matched: direct 1:1, or through SKU aliases.
Products are imported by SKU.
If a Katana product already has the SKU, the JayGroup product is matched to it.
If the SKU is unknown in Katana, Katana creates the product when it is first 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 row on the sales order.
SKU aliases
A SKU alias links a JayGroup SKU to a different Katana SKU. Use aliases when the same item has different SKUs in JayGroup and Katana. Upload your SKU alias mapping before importing products, so mismatched SKUs match existing Katana items instead of creating new products.
Orders sync
Orders from JayGroup to Katana
Orders import once they reach the configured import-from status. The default is the "Open" state. After import, each order keeps updating automatically through every later status change.
Each JayGroup order becomes one Katana sales order, and each order line becomes one row.
The order source shows as JayGroup.
Each shipped package becomes a Katana fulfillment with its carrier and tracking number. A multi-package shipment creates one fulfillment per package. Together, the fulfillments never exceed the ordered quantities.
A canceled JayGroup order is deleted in Katana only if the sales order is still open.
Orders from Katana to JayGroup
When a Katana sales order reaches the Ready for fulfillment status, Katana sends it to JayGroup as an outbound order. The import flow above then tracks its progress back in Katana.
Canceling the Katana sales order does not cancel the JayGroup order.
Changes you make in Katana after the order is sent do not update the JayGroup order.
Inventory sync
JayGroup's stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is JayGroup's On hand quantity. Katana never sends inventory changes to JayGroup.
Reconciliation compares Katana's in-stock quantity with JayGroup's on-hand quantity. It runs on a schedule or on demand, and creates stock adjustments in Katana for any differences.
Inbound shipments
Each JayGroup 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 warehouse.
Origin: the location assigned to each destination warehouse. The origin location must be mapped.
The stock transfer follows the inbound's status, and received quantities update the transfer.
A canceled inbound deletes its stock transfer.
Katana stock transfers have two states: in transit and received. Partial receiving shows as updated expected and received quantities until the shipment is fully received.
What does not sync
Products and stock changes are never sent from Katana to JayGroup.
Changes made in Katana to an order after it is sent to JayGroup do not update the JayGroup order.
Canceling a Katana sales order does not cancel the JayGroup order.
Returns and RMAs.
Serial-number tracking. Lot and batch data is shown read-only where JayGroup provides it.
Warehouses that are unlinked or not mapped.
Disconnecting
To disconnect, open the JayGroup tile on Katana's Integrations page and disconnect the integration. Syncing stops immediately: no new orders, fulfillments, inventory, or inbound shipments come from JayGroup, and no sales orders are sent to JayGroup. Records already brought into Katana stay in place, including sales orders, fulfillments, products, stock transfers, and stock adjustments.