What syncs between Katana and NRI
The table below summarizes each data flow between Katana and NRI.
Data | Direction | Status |
Orders | Two-way | Available |
Products | NRI → Katana | Available |
Inbound stock transfers | NRI → Katana | Available |
Inventory sync | NRI → Katana | Available |
Locations and mapping
After NRI approves the connection, the configuration screen opens on the Location tab. Each NRI warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create that location automatically.
Not mapped: the warehouse has never been mapped. Use Add to Katana to create its location.
Unlink: pauses a mapped warehouse, which then shows as Unlinked.
Relink: resumes syncing for an unlinked warehouse.
Only mapped warehouses sync.
Products sync
Product mapping creates the required link between each NRI product and a Katana item. Choose how SKUs are matched:
Direct 1:1: the NRI SKU matches the Katana SKU.
SKU aliases: the NRI SKU is matched through an alias.
Products are imported by SKU. If a Katana product with that SKU already exists, it is matched. If the SKU is unknown, Katana creates the product when it is first needed.
Kits and bundles become Katana products. Add a bill of materials (BOM) of components to them in Katana. A kit order line stays a single sales order row.
SKU aliasing
An SKU alias links an NRI SKU to a different Katana SKU. Use aliases when the same item has different SKUs in NRI and Katana. Upload your SKU alias mapping before the product import so mismatched SKUs match existing items instead of creating new products.
Orders sync
Orders from NRI 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 NRI order becomes one Katana sales order, with one row per line. The order source is NRI.
Each shipped package becomes a Katana fulfillment with carrier and tracking details. Multi-package shipments create one fulfillment per package. Together, these fulfillments never exceed the ordered quantities.
A canceled NRI order is deleted in Katana only if the order is still open.
Orders from Katana to NRI
A Katana sales order is pushed to NRI as an outbound order when it reaches the Ready for fulfillment status. Its progress in NRI then syncs back to Katana like an imported order.
Canceling the Katana sales order does not cancel the NRI order.
Changes made in Katana after the push do not update the NRI order.
Inventory sync
NRI's stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location. The surfaced number is NRI's on hand quantity.
Reconciliation compares Katana's in-stock quantity against NRI's on hand quantity only. It runs on a schedule or on demand, and creates stock adjustments for any differences.
Inbound shipments
Each NRI inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when one is present, otherwise the inbound ID.
Destination: the Katana location mapped 1:1 to the inbound's NRI warehouse.
Origin: the location assigned for each destination warehouse. It must be mapped.
Stock transfers follow the inbound status, and received quantities update the transfer. If an inbound is canceled, its stock transfer is deleted.
Katana stock transfers move from in transit straight to received. Partial receiving appears as updated expected and received quantities until the shipment is fully received.
What does not sync
Products and stock changes are never pushed from Katana to NRI.
Changes made to a Katana sales order after it is pushed to NRI do not update the NRI order.
Canceling a pushed Katana sales order does not cancel the NRI order.
Returns and RMAs do not sync.
Serial numbers are not tracked. Lot and batch data is shown read-only where NRI provides it.
Disconnecting
To disconnect, open the NRI integration from Katana's Integrations page. Syncing between Katana and NRI stops immediately. Records already brought into Katana, such as sales orders, fulfillments, products, and stock transfers, remain in Katana.