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Shippingbo integration setup

Map warehouses to locations and configure order, SKU-matched product, inventory, and inbound stock transfer syncs.

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Written by Argo Ohvril

What syncs between Katana and Shippingbo

Data flow between Shippingbo and Katana

The table below summarizes each data type and the direction it moves between Shippingbo and Katana.

Data

Direction

Status

Orders

Shippingbo → Katana

Available

Products

Shippingbo → Katana

Available

Inbound stock transfers

Shippingbo → Katana

Available

Inventory sync

Shippingbo → Katana

Available

Locations and mapping

After you connect Shippingbo, the configuration screen opens on the Location tab. Each Shippingbo warehouse maps 1:1 to its own dedicated Katana location.

  • Not mapped: the warehouse has never been mapped. Click Add to Katana to create its Katana location automatically.

  • Unlink: pauses a mapped warehouse. Its status then shows Unlinked.

  • Relink: resumes syncing for an unlinked warehouse.

Only mapped warehouses sync.

the warehouse location mapping panel on the Location tab of the Shippingbo configuration screen in Katana, listing Shippingbo warehouses with their statuses (one mapped to its own Katana location, one Unlinked with a Relink button, one Not mapped with an Add to Katana button)

Products sync

Product mapping creates a required link between each Shippingbo product and a Katana item. Choose how SKUs are matched:

  • Direct 1:1: the Shippingbo SKU must match the Katana SKU.

  • Via SKU aliases: an alias links a Shippingbo SKU to a different Katana SKU.

Products are imported by SKU:

  • If a matching Katana product exists, it is linked.

  • 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.

the products mapping settings screen for Shippingbo in Katana, showing the SKU matching options: direct 1:1 or via SKU aliases

SKU aliases

Use an SKU alias when the same product has different SKUs in Shippingbo and Katana. The alias tells Katana which of its SKUs a Shippingbo SKU refers to, so no duplicate product is created. Upload your SKU alias mapping before importing products.

the products mapping screen with SKU alias mapping, showing Shippingbo SKUs paired with different Katana SKUs and the option to upload an alias mapping file

Orders sync

Orders flow one way, from Shippingbo into Katana.

  • When orders import: an order imports once it reaches the configured import-from status. The default is the Open state.

  • Status updates: after import, the order keeps updating automatically through every later status change in Shippingbo.

  • How orders appear: each Shippingbo order becomes one Katana sales order, with one row per order line. The order source shows as Shippingbo.

the order sync settings screen for Shippingbo in Katana, showing the import-from status option set to Open and related import options

Fulfillments and tracking

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, these fulfillments never exceed the ordered quantities.

Cancellations

When an order is canceled in Shippingbo, Katana deletes the matching sales order only if that sales order is still open.

Inventory sync

Shippingbo is the source of truth for physical stock.

  • Read-only stock: Shippingbo's stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. On hand is the number shown.

  • Reconciliation: Katana compares its in-stock quantity against Shippingbo's on-hand quantity. This runs on a schedule or on demand.

  • Adjustments: where the numbers differ, Katana creates stock adjustments for the difference.

the inventory sync settings screen for Shippingbo in Katana, showing read-only External inventory on hand per mapped location and the reconciliation schedule and run-now options

Inbound shipments

Each Shippingbo inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when there is one; otherwise it is the inbound ID.

  • Destination: the Katana location mapped to the inbound's warehouse.

  • Origin: the location assigned for that destination warehouse. It 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 appear as updated expected and received quantities until the shipment is fully received. If an inbound is canceled, Katana deletes its stock transfer.

the inbound shipments screen in Katana, showing a stock transfer created from a Shippingbo inbound shipment with its PO number, origin and destination locations, status, and expected versus received quantities

What does not sync

  • Katana does not push orders to Shippingbo. Orders flow only from Shippingbo into Katana.

  • Katana does not push products or stock changes to Shippingbo.

  • Returns and RMAs do not sync.

  • Serial numbers are not tracked. Lot and batch data appears read-only where Shippingbo provides it.

Disconnecting

To disconnect, open the Shippingbo tile on Katana's Integrations page. Disconnecting stops all syncing immediately:

  • orders and fulfillments

  • products

  • inventory

  • inbound shipments

Records already imported into Katana stay in place. This includes sales orders, fulfillments, products, stock transfers and stock adjustments.

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