What syncs between Katana and Sojo
The table below summarizes the data that moves between Sojo and Katana.
Data | Direction | Status |
Orders | Two-way | Available |
Products | Sojo → Katana | Available |
Inbound stock transfers | Sojo → Katana | Available |
Inventory sync | Sojo → Katana | Available |
Locations and mapping
After Sojo approves the connection, the configuration screen opens on the Location tab. The integration shows Connected with Sync inactive. Nothing syncs until you click Activate sync in the header.
Each Sojo warehouse maps 1:1 to its own dedicated Katana location:
Add to Katana creates the location for a warehouse that shows Not mapped.
Unlink pauses a mapped warehouse, and its status shows Unlinked.
Relink resumes a paused warehouse.
Only mapped warehouses sync.
Products sync
Product mapping creates a required link between each Sojo product and a Katana item. Choose how to match SKUs: either direct 1:1 or through SKU aliases.
Katana imports products by SKU.
Existing Katana products with a matching SKU are linked.
Unknown SKUs create new Katana products automatically when they're first needed.
Kits and bundles become Katana products. You can add a BOM of components to them in Katana. A kit order line stays a single sales order row.
SKU aliases
A SKU alias links a Sojo SKU to a different Katana SKU. Use aliases when the same item has different SKUs in Sojo and in Katana. Upload your SKU alias mapping before importing products, so mismatched SKUs link to your existing items instead of creating new products.
Orders sync
Orders from Sojo
Orders import once they reach the configured import-from status. The default is the Open state. After import, they keep updating automatically through every later status change.
Each Sojo order becomes one Katana sales order, with one row per line. The order source is Sojo.
Each shipped package becomes a Katana fulfillment with carrier and tracking details.
Multi-package shipments create one fulfillment per package. These fulfillments never exceed the ordered quantities in total.
A canceled Sojo order is deleted in Katana only if the sales order is still open.
Orders from Katana
A Katana sales order is pushed to Sojo as an outbound order when it reaches the Ready for fulfillment status. After that, the import flow above tracks its progress back in Katana.
Canceling the Katana sales order does not cancel the Sojo order.
Changes you make in Katana after the push do not update the Sojo order.
Inventory sync
Sojo is the source of physical stock truth.
Sojo's stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location.
On hand is the number shown.
Reconciliation compares Katana's in-stock quantity against Sojo's on-hand quantity. It runs on a schedule or on demand.
For any difference, reconciliation creates stock adjustments so Katana's stock matches Sojo's.
Inbound shipments
Each Sojo inbound shipment becomes one Katana stock transfer:
The transfer number is the PO number when there is one. Otherwise it's the inbound ID.
The destination is the Katana location mapped to the inbound's warehouse.
The origin is the location assigned for each destination warehouse, and it must be mapped.
The stock transfer tracks the inbound status, and received quantities update the transfer.
A canceled inbound deletes its stock transfer.
Katana stock transfers have two states: in transit and received. Partial receiving shows as updated expected and received quantities until the shipment is fully received.
What does not sync
Products and stock changes from Katana are never pushed to Sojo.
Changes to a Katana sales order after it's pushed don't update the Sojo order.
Canceling a Katana sales order doesn't cancel the Sojo order.
Returns and RMAs don't sync.
Serial numbers aren't tracked. Lot and batch data is shown read-only where Sojo provides it.
Unmapped or unlinked warehouses don't sync.
Disconnecting
You can disconnect Sojo from Katana's Integrations page. When you disconnect, syncing between Sojo and Katana stops immediately. All data already imported into Katana stays in place, including products, sales orders, fulfillments, stock transfers and stock adjustments.