What syncs between Katana and ShipStream
The table below summarizes how data moves between Katana and ShipStream.
Data | Direction | Status |
Orders | Two-way | Available |
Products | ShipStream → Katana | Available |
Inbound stock transfers | ShipStream → Katana | Available |
Inventory sync | ShipStream → Katana | Available |
Locations and mapping
To connect, go to Katana's Integrations page, find the ShipStream tile, click Connect, and enter the API username, password, and URL from your ShipStream representative. After ShipStream approves the connection, the configuration screen opens on the Location tab.
Each ShipStream warehouse maps to its own Katana location. Click Add to Katana to create that location automatically.
A warehouse that has never been mapped shows Not mapped.
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.
Products sync
Product mapping creates a required link between each ShipStream product and a Katana item. You can match SKUs in two ways: directly (1:1) or through SKU aliases.
Products are imported by SKU:
If a ShipStream SKU matches an existing Katana product, the two are linked.
If the SKU is unknown in Katana, a new product is created when it's first needed.
ShipStream kits and bundles become Katana products. You can add a bill of materials (BOM) of their components in Katana. On a sales order, a kit line stays a single row.
SKU aliases
A SKU alias links a ShipStream SKU to a different Katana SKU. Use aliases when the same product has different SKUs in ShipStream and Katana. Upload your SKU alias mapping before importing products, so that mismatched SKUs link to the right Katana products instead of creating new ones.
Orders sync
From ShipStream to Katana
Orders import once they reach the import-from status you configure. The default is the Open state. After import, orders keep updating automatically through every later status change.
Each ShipStream order becomes one Katana sales order, with one row per order line.
The order source is ShipStream.
Each shipped package becomes a Katana fulfillment with carrier and tracking details. A multi-package shipment creates one fulfillment per package. Together, these fulfillments never exceed the ordered quantities.
If an order is canceled in ShipStream, it's deleted in Katana only if the Katana order is still open.
From Katana to ShipStream
When a Katana sales order reaches the Ready for fulfillment status, it's pushed to ShipStream as an outbound order. From then on, its progress in ShipStream syncs back to Katana in the same way as imported orders.
Canceling the Katana sales order does not cancel the ShipStream order.
Changes you make to the order in Katana after the push do not update the ShipStream order.
Inventory sync
ShipStream's stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is ShipStream's on hand quantity. You can't edit it in Katana, and Katana never sends stock changes to ShipStream.
Reconciliation compares Katana's in-stock quantity with ShipStream's on-hand quantity. It runs on a schedule, or you can run it on demand. When the numbers differ, Katana creates stock adjustments so its stock matches ShipStream.
Inbound shipments
Each ShipStream inbound shipment becomes one Katana stock transfer.
Number: the PO number when one is present, otherwise the inbound ID.
Destination: the Katana location mapped to the inbound's warehouse. This location receives the stock.
Origin: the location assigned to each destination warehouse. It must be mapped.
Status: the stock transfer follows the inbound's status. Katana stock transfers have two states: in transit and received. If an inbound is partially received, the transfer shows updated expected and received quantities until everything is received.
Cancellation: canceling the inbound in ShipStream deletes its stock transfer.
What does not sync
Products and stock changes are never pushed from Katana to ShipStream.
Changes to a sales order in Katana after it's pushed to ShipStream don't update the ShipStream order.
Canceling a Katana sales order doesn't cancel the ShipStream order.
Returns and RMAs don't sync.
Serial numbers aren't tracked. Lot and batch data appears read-only where ShipStream provides it.
Warehouses that aren't mapped, or are Unlinked, don't sync.
Disconnecting
To disconnect, go to Katana's Integrations page, open the ShipStream integration, and disconnect it. Syncing stops immediately:
Orders, fulfillments, inbound shipments, and inventory no longer import from ShipStream.
Sales orders are no longer pushed to ShipStream.
Records already brought into Katana stay in Katana. These include sales orders, fulfillments, products, and stock transfers.