The table below summarizes each data flow between Katana and Shipedge.

After you connect, the configuration screen opens on the Location tab. Each Shipedge warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create that location automatically.

Only mapped warehouses sync.

Product mapping creates a required link between each Shipedge product and a Katana item. Choose how SKUs are matched: direct 1:1 or through SKU aliases.

Products are imported by SKU:

Kits and bundles from Shipedge become Katana products. Add a bill of materials (BOM) with the components in Katana. A kit order line stays a single row on the sales order.

An SKU alias links a Shipedge SKU to a different Katana SKU. Use aliases when the same product has a different SKU in each system. Upload your SKU alias mapping before you import products so that mismatched SKUs match existing Katana products.

A Shipedge order imports once it reaches the configured import-from status (default: Open). After import, it keeps updating automatically through every later status change.

When a Katana sales order reaches the Ready for fulfillment status, Katana pushes it to Shipedge as an outbound order. Katana then tracks its progress through the import flow above. Canceling the Katana sales order doesn't cancel the Shipedge order. Changes you make in Katana after the push don't update the Shipedge order.

Shipedge stock levels appear in Katana as read-only external inventory at each warehouse's mapped location. The number shown is Shipedge's on-hand quantity. Katana never sends inventory changes to Shipedge.

Reconciliation compares Katana's in-stock quantity with Shipedge's on-hand quantity. It runs on a schedule or on demand. When the numbers differ, Katana creates stock adjustments for the difference. This keeps the stock that Katana uses for planning aligned with your warehouse.

Each Shipedge inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when one exists. Otherwise, it's the inbound ID.

The stock transfer follows the inbound status, and received quantities update the transfer. If the inbound is canceled, Katana deletes its stock transfer. Katana stock transfers have only two states: in transit and received. Partial receipts show as updated expected and received quantities until the shipment is fully received.

To disconnect, go to Katana's Integrations page and open the Shipedge integration. Syncing stops right away. Katana no longer imports orders, fulfillments, inbound shipments, or inventory updates, and no longer pushes sales orders to Shipedge. Records already imported into Katana stay there, including sales orders, fulfillments, stock transfers, products, and locations.