What syncs between Katana and Packiyo
The table below summarizes each data type and the direction it moves between Packiyo and Katana.
Data | Direction | Status |
Orders | Two-way | Available |
Products | Packiyo → Katana | Available |
Inbound stock transfers | Packiyo → Katana | Available |
Inventory sync | Packiyo → Katana | Available |
Locations and mapping
After Packiyo approves the connection, the configuration screen opens on the Location tab. Each Packiyo warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create the location for a warehouse automatically.
Not mapped: the warehouse has never been mapped. Click Add to Katana to create its location.
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 Packiyo product and a Katana item. Products are imported by SKU:
If a Katana product with the same SKU already exists, the two are matched.
If the SKU is unknown in Katana, the product is created when it's first needed.
You can choose how SKUs are matched: directly 1:1, or through SKU aliases.
Kits and bundles come into Katana as products. You can add a BOM of components to them in Katana. A kit order line stays a single row on the sales order.
SKU aliases
A SKU alias links a Packiyo 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 you import products so that mismatched SKUs match existing Katana items and don't create new products.
Orders sync
From Packiyo to Katana
An order imports once it reaches the configured import-from status. The default is the "Open" state. After import, the order keeps updating automatically through every later status change. Each Packiyo order becomes one Katana sales order:
Each order line becomes one row.
The order source is Packiyo.
Each shipped package becomes a Katana fulfillment with its carrier and tracking number. A multi-package shipment creates one fulfillment per package, so one order can show several fulfillments. Together they never exceed the ordered quantities.
If an order is canceled in Packiyo, it's deleted in Katana only if the order is still open.
From Katana to Packiyo
A Katana sales order is pushed to Packiyo as an outbound order when it reaches the Ready for fulfillment status. Its progress in Packiyo then syncs back to Katana through the import flow above.
After the push, changes you make to the sales order in Katana do not update the Packiyo order. Canceling the Katana sales order does not cancel the Packiyo order.
Inventory sync
Packiyo stock levels appear in Katana as read-only external inventory at each mapped warehouse's location. Katana shows Packiyo's on-hand quantity. Stock changes in Katana are never sent to Packiyo.
Reconciliation compares Katana's in-stock quantity with Packiyo's on-hand quantity. It runs on a schedule or whenever you start it. For any difference, Katana creates a stock adjustment, so Katana's stock matches the warehouse's physical count.
Inbound shipments
Each Packiyo inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when there is one. Otherwise, it's the inbound ID.
Destination: the Katana location mapped to the inbound's Packiyo warehouse.
Origin: the location assigned for each destination warehouse. This must be mapped.
The stock transfer follows the inbound's status, and received quantities update the transfer. Katana stock transfers have two states: in transit and received. Partial receipts show as updated expected and received quantities until the shipment is fully received. If an inbound is canceled, its stock transfer is deleted.
What does not sync
Products and stock changes are not sent from Katana to Packiyo.
Changes to a Katana sales order after it's pushed do not update the Packiyo order.
Canceling a Katana sales order does not cancel the Packiyo order.
Returns and RMAs.
Serial-number tracking. Lot or batch data is shown read-only where Packiyo provides it.
Disconnecting
To disconnect, open the Packiyo integration from Katana's Integrations page and disconnect it there. Syncing stops right away: no more orders, fulfillments, inventory, or inbound shipments are imported, and no more sales orders are sent to Packiyo. Records already brought into Katana stay in Katana, including sales orders, fulfillments, products, stock transfers, and stock adjustments.