Skip to main content

Connect Smart Warehousing to Katana

Push Ready for fulfillment sales orders to Smart Warehousing and import tracking, stock levels and inbound shipments.

A
Written by Argo Ohvril

What the Katana–Smart Warehousing integration does

Smart Warehousing is a third-party logistics and fulfillment provider. Its proprietary SWIMS warehouse management and inventory system gives clients real-time inventory and order visibility.

By connecting Katana with Smart Warehousing, you can:

  • Import orders as sales orders: Each Smart Warehousing order becomes a Katana sales order that keeps updating as its status changes, with fulfillments, carrier and tracking added as packages ship.

  • Send sales orders for fulfillment: A Katana sales order is pushed to Smart Warehousing as an outbound order when it reaches the Ready for fulfillment status.

  • Import products by SKU: Existing Katana products are matched by SKU, unknown SKUs create new products, and SKU aliases bridge SKUs that don't match.

  • See stock levels at mapped locations: Smart Warehousing stock appears as read-only External inventory at each warehouse's mapped Katana location.

  • Track inbound shipments as stock transfers: Each inbound shipment becomes a Katana stock transfer that updates as goods are received.

sync diagram showing Katana and Smart Warehousing side by side: arrows from Smart Warehousing to Katana labeled Orders and fulfillments, Products, Inventory (read-only), and Inbound shipments → Stock transfers, plus one arrow from Katana to Smart Warehousing labeled Sales orders (Ready for fulfillment)

Before you start

  • An active Smart Warehousing account with API access set up by your Smart Warehousing representative.

  • The credentials the connection form asks for: your Customer ID, Username and Password, provided by Smart Warehousing.

  • A Katana account with permission to manage integrations.

Connect Smart Warehousing to Katana

  1. Open Katana's Integrations page and find the Smart Warehousing tile.

  2. Click Connect.

  3. Enter your Customer ID, Username and Password, then confirm.

    the Smart Warehousing connection form in Katana showing the Customer ID, Username and Password fields and the confirm button

  4. Once Smart Warehousing has approved the connection, the configuration screen opens on the Location tab. The integration status shows Connected with Sync inactive, and an Activate sync button appears in the header. Map each Smart Warehousing warehouse to its own Katana location. Use Add to Katana to create a dedicated location automatically.

    the warehouse location mapping panel on the Location tab, listing Smart Warehousing warehouses each mapped to a Katana location, with an Add to Katana option, the Connected / Sync inactive status and the Activate sync button in the header

  5. Click Activate sync to start syncing data with Smart Warehousing. Nothing syncs until you do this.

How your daily workflow looks

  1. Katana sends a sales order to Smart Warehousing when the order reaches the Ready for fulfillment status.

  2. Smart Warehousing picks, packs and ships the order.

  3. Orders and their status changes land in Katana, and each shipped package becomes a fulfillment with carrier and tracking.

  4. Inbound shipments to Smart Warehousing appear in Katana as stock transfers and update as goods are received.

  5. Smart Warehousing stock levels update as External inventory at your mapped locations.

  6. You plan purchasing and production in Katana using up-to-date orders and stock.

Related Articles
Did this answer your question?