The table below summarizes each data type and the direction it moves between the two systems.

After WMS Sandbox approves the connection, the configuration screen opens on the Location tab. Each WMS Sandbox warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create that location automatically. A warehouse that has never been mapped shows Not mapped until you add it.

To pause a mapped warehouse, click Unlink. Its status then shows Unlinked. Click Relink to resume it. Only mapped warehouses sync. Nothing syncs until you click Activate sync in the header.

Product mapping creates a required link between each WMS Sandbox product and a Katana item. Products are imported by SKU:

You choose how SKUs are matched, either direct 1:1 or through SKU aliases. Kits and bundles become Katana products. You can add a BOM of components to them in Katana. A kit order line stays a single sales-order row.

An SKU alias links a WMS Sandbox SKU to a different Katana SKU. Use aliases when the same item carries different SKUs in the two systems, so it matches the correct Katana product instead of creating a duplicate. Upload your SKU alias mapping before importing products.

Orders import once they reach the configured import-from status, which is the Open state by default. After import, they keep updating automatically through every later status change.

A Katana sales order is pushed to WMS Sandbox as an outbound order when it reaches the Ready for fulfillment status. From then on, its progress is tracked back in Katana like an imported order. Changes made in Katana after the push do not update the WMS Sandbox order. Canceling the Katana sales order does not cancel the WMS Sandbox order.

Stock numbers from WMS Sandbox appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is On hand.

Reconciliation compares Katana's in-stock quantity against the WMS Sandbox on-hand quantity only. It runs on a schedule or on demand, and creates stock adjustments for any differences. This keeps Katana's stock aligned with the warehouse's physical stock.

Each WMS Sandbox inbound shipment becomes one Katana stock transfer. The transfer is numbered with the PO number when one is present, otherwise with the inbound ID.

The stock transfer follows the inbound status, and received quantities update the transfer. Katana transfers move only from in transit to received. Partial receipts therefore show as updated expected and received quantities until the shipment is fully received. A canceled inbound deletes its stock transfer.

To disconnect, open the WMS Sandbox integration from Katana's Integrations page. Disconnecting stops all syncing immediately, including order imports, order pushes, fulfillment and tracking updates, inventory updates, and inbound updates. Records that have already been ingested stay in Katana, including sales orders, fulfillments, products, stock transfers, and stock adjustments.