What syncs between Katana and SmartPack
The table below shows each type of data and how it moves between Katana and SmartPack.
Data | Direction | Status |
Orders | SmartPack → Katana | Available |
Products | SmartPack → Katana | Available |
Inventory sync | SmartPack → Katana | Available |
Locations and mapping
After the connection is approved, the configuration screen opens on the Location tab. Each SmartPack warehouse maps to its own Katana location:
Add to Katana creates a Katana location for a SmartPack warehouse and maps them to each other.
Unlink pauses a mapped warehouse. Its status shows Unlinked.
Relink resumes syncing for an unlinked warehouse.
A warehouse that has never been mapped shows Not mapped until you click Add to Katana.
Only mapped warehouses sync.
Products sync
Product mapping is a required link between each SmartPack product and a Katana item. First, choose how SKUs are matched: direct 1:1 or via SKU aliases. Products import by SKU:
If a SmartPack SKU matches an existing Katana product, the two are linked.
If a SKU is unknown in Katana, a new product is created when it's first needed.
Kits and bundles from SmartPack become Katana products. You can add a BOM of components to them in Katana. A kit on an order stays a single sales order row.
SKU aliases
A SKU alias links a SmartPack SKU to a different Katana SKU. Use aliases when the same item has different SKUs in SmartPack and Katana. Upload your SKU alias mapping before importing products. Otherwise, the mismatched SKUs won't match and Katana creates new products for them.
Orders sync
Orders flow one way only, from SmartPack into Katana:
Import: SmartPack orders are imported once they reach the import-from status you configure. The default is the Open state.
Sales orders: Each SmartPack order becomes one Katana sales order, and each order line becomes one row. The order source is SmartPack.
Status updates: Imported orders keep updating automatically through every later status change in SmartPack.
Fulfillments and tracking: Each package shipped in SmartPack becomes a Katana fulfillment with the carrier and tracking number. A shipment with several packages creates one fulfillment per package, so one order can show several fulfillments. Together, these fulfillments never exceed the ordered quantities.
Cancellations:
An order canceled in SmartPack is deleted in Katana only if the Katana sales order is still open.
Canceling a sales order in Katana doesn't cancel the order in SmartPack.
Inventory sync
SmartPack stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is SmartPack's On hand quantity. You can't edit it in Katana.
Reconciliation compares Katana's in-stock quantity with SmartPack's on-hand quantity. It runs on a schedule or on demand. Katana creates stock adjustments for any differences, so stock in Katana stays in line with SmartPack.
What does not sync
Katana doesn't push products or stock changes to SmartPack.
Katana doesn't send sales orders to SmartPack. Orders only flow from SmartPack into Katana.
Inbound shipments from SmartPack don't sync, so no stock transfers are created from them.
Returns and RMAs don't sync.
Serial numbers aren't tracked. Lot and batch data is shown read-only where SmartPack provides it.
Disconnecting
To disconnect, go to the Integrations page in Katana and open the SmartPack integration. When you disconnect, syncing stops immediately: no new orders, fulfillments, products or stock updates come in from SmartPack. Data already imported, such as sales orders, fulfillments and products, stays in Katana.