What syncs between Katana and Mintsoft
The table below summarizes each data type and the direction it moves between Katana and Mintsoft.
Data | Direction | Status |
Orders | Two-way | Available |
Products | Mintsoft → Katana | Available |
Inbound stock transfers | Mintsoft → Katana | Available |
Inventory sync | Mintsoft → Katana | Available |
Locations and mapping
After the connection is approved, the configuration screen opens on the Location tab. Each Mintsoft warehouse maps to its own dedicated Katana location.
Add to Katana creates the Katana location for a warehouse and maps it.
A warehouse that has never been mapped shows Not mapped.
To pause a mapped warehouse, click Unlink. Its status then shows Unlinked.
To resume syncing, click Relink.
Only mapped warehouses sync. Nothing syncs until you click Activate sync in the header.
Products sync
Product mapping creates the required link between each Mintsoft product and a Katana item. Products are imported by SKU:
A Mintsoft SKU that matches an existing Katana product is linked to that product.
A Mintsoft SKU that Katana doesn't recognize creates a new Katana product when it's needed.
You choose how SKUs are matched: directly 1:1, or through SKU aliases.
Mintsoft kits and bundles become Katana products. To track their components, add a bill of materials (BOM) to the product in Katana. A kit order line stays a single row on the sales order.
SKU aliases
A SKU alias links a Mintsoft SKU to a different Katana SKU. Use an alias when the same product has a different SKU in Mintsoft than in Katana, so it maps to the existing Katana item instead of creating a duplicate. Upload your SKU alias mapping before products are imported.
Orders sync
Orders from Mintsoft
Mintsoft orders import into Katana once they reach the configured import-from status. The default is the Open state. After import, they keep updating automatically through every later status change.
Each Mintsoft order becomes one Katana sales order, with one row per order line. The order source is Mintsoft.
Each shipped package becomes a Katana fulfillment with its carrier and tracking number. A multi-package shipment creates one fulfillment per package. Together, these fulfillments never exceed the ordered quantities.
If an order is canceled in Mintsoft, Katana deletes it only if the sales order is still open.
Orders from Katana
Katana pushes a sales order to Mintsoft as an outbound order when the sales order reaches the Ready for fulfillment status. From then on, Katana tracks the order's progress in Mintsoft like an imported order.
Canceling the Katana sales order does not cancel the Mintsoft order. Changes you make in Katana after the push do not update the Mintsoft order.
Inventory sync
Mintsoft stock levels appear in Katana as read-only external inventory, at the location mapped to each warehouse. The number shown is Mintsoft's on-hand quantity. You can't edit external inventory in Katana, and Katana never sends stock changes to Mintsoft.
Reconciliation compares Katana's in-stock quantity with Mintsoft's on-hand quantity. It runs on a schedule, or you can run it on demand. For any difference, Katana creates a stock adjustment, so your Katana stock reflects the warehouse's physical stock.
Inbound shipments
Each Mintsoft inbound shipment becomes one Katana stock transfer.
Transfer number: the PO number when one exists. Otherwise, the inbound ID.
Destination: the Katana location mapped to the inbound's warehouse.
Origin: the location assigned to each destination warehouse. This must be mapped.
The stock transfer follows the inbound's status, and received quantities update the transfer. Katana stock transfers move straight from in transit to received. Until the shipment is fully received, partial receipts show as updated expected and received quantities. If the inbound is canceled in Mintsoft, Katana deletes its stock transfer.
What does not sync
Product changes and stock changes made in Katana aren't sent to Mintsoft.
Changes to a sales order in Katana after it's pushed don't update the Mintsoft order.
Canceling a Katana sales order doesn't cancel the pushed Mintsoft order.
Returns and RMAs don't sync.
Serial numbers aren't tracked. Lot and batch data appears read-only where Mintsoft provides it.
Disconnecting
To disconnect, open the Mintsoft integration from Katana's Integrations page and disconnect it. Syncing stops right away. No more orders, fulfillments, inbound shipments, or stock levels come in from Mintsoft, and Katana stops pushing sales orders to Mintsoft.
Records already brought into Katana stay in Katana. This includes sales orders, fulfillments, stock transfers, products, and locations.