What syncs between Katana and Salesupply
The table below shows how each type of data moves between Katana and Salesupply.
Data | Direction | Status |
Orders | Two-way | Available |
Products | Salesupply → Katana | Available |
Inbound stock transfers | Salesupply → Katana | Available |
Inventory sync | Salesupply → Katana | Available |
Locations and mapping
Ask your Salesupply representative for API access. They will give you a username, password, shop owner ID and shop group ID. In Katana, go to the Integrations page, find the Salesupply tile, click Connect, and enter these credentials.
Once Salesupply approves the connection, the configuration screen opens on the Location tab. The status shows Connected with Sync inactive, and nothing syncs until you click Activate sync in the header.
Each Salesupply warehouse maps to its own Katana location. Add to Katana creates that location.
A warehouse that has never been mapped shows Not mapped.
To pause a mapped warehouse, click Unlink. It then shows Unlinked, and Relink resumes it.
Only mapped warehouses sync.
Products sync
Product mapping creates a required link between each Salesupply product and a Katana item. First, choose how SKUs are matched: direct 1:1, or through SKU aliases.
Products are imported by SKU:
If a Salesupply SKU matches an existing Katana product, the two are linked.
If the SKU is unknown in Katana, Katana creates the product when it's first needed.
Kits and bundles become Katana products. You can add a BOM of components to them in Katana. On an order, a kit line stays a single sales order row.
SKU aliasing
A SKU alias links a Salesupply SKU to a different Katana SKU for the same item. Use aliases when the two systems use different SKUs, so matching doesn't create duplicate products. Upload your SKU alias mapping before importing products.
Orders sync
Salesupply to Katana
Orders import once they reach your configured import-from status (default: Open). After that, they update automatically through every later status change.
Each Salesupply order becomes one Katana sales order, with one row per line. The order source is Salesupply.
Each shipped package becomes a Katana fulfillment with carrier and tracking details. Multi-package shipments create one fulfillment per package, never exceeding the ordered quantities.
If an order is canceled in Salesupply, Katana deletes it only if the order is still open.
Katana to Salesupply
When a Katana sales order reaches Ready for fulfillment, Katana pushes it to Salesupply as an outbound order. Its progress then syncs back to Katana like any imported order.
Changes you make in Katana after the push don't update the Salesupply order. Canceling the Katana sales order doesn't cancel the Salesupply order either.
Inventory sync
Salesupply stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is the Salesupply on-hand quantity.
Reconciliation compares Katana's in-stock quantity with Salesupply's on-hand quantity. It runs on a schedule or whenever you trigger it. When the numbers differ, Katana creates stock adjustments to match.
Katana never sends inventory changes to Salesupply.
Inbound shipments
Each Salesupply inbound shipment becomes one Katana stock transfer:
Number: the PO number if there is one, otherwise the inbound ID.
Destination: the Katana location mapped to the inbound's warehouse.
Origin: the location assigned to that destination warehouse. This must be mapped.
Stock transfers follow the inbound status. Received quantities update the transfer, and canceling an inbound deletes its stock transfer.
Katana stock transfers have two states, in transit and received. Partial receipts show as updated expected and received quantities until everything is received.
What does not sync
Products and stock changes are never pushed from Katana to Salesupply.
Katana-side changes to a sales order after it's pushed don't update the Salesupply order.
Canceling a Katana sales order doesn't cancel the pushed Salesupply order.
Returns and RMAs don't sync.
Serial numbers aren't tracked. Lot and batch data appears read-only where Salesupply provides it.
Disconnecting
Disconnect Salesupply from the Salesupply tile on Katana's Integrations page. Syncing between the two systems stops immediately.
Records already imported into Katana stay in Katana. These include sales orders, fulfillments, products, stock transfers and stock adjustments.