What syncs between Katana and Teapplix
The table below summarizes each data flow between Teapplix and Katana.
Data | Direction | Status |
Orders | Teapplix → Katana | Available |
Products | Teapplix → Katana | Available |
Inventory sync | Teapplix → Katana | Available |
Locations and mapping
After you connect Teapplix from Katana's Integrations page, the configuration screen opens on the Location tab. Each Teapplix warehouse maps to its own dedicated Katana location:
Add to Katana creates a Katana location for the warehouse and maps it. A warehouse that has never been mapped shows Not mapped.
Unlink pauses a mapped warehouse, and its status shows Unlinked. Relink resumes it.
Only mapped warehouses sync. When your mapping is ready, click Activate sync in the header. Nothing syncs until you activate sync.
Products sync
Product mapping links each Teapplix product to a Katana item. Every synced product needs this link. You can match SKUs in two ways:
Direct 1:1: the Teapplix SKU matches the Katana SKU exactly.
SKU aliases: an alias connects two SKUs that don't match.
Katana imports products by SKU. When a SKU already exists in Katana, the Teapplix product is matched to that product. When a SKU is unknown, Katana creates the product just in time.
Kits and bundles are imported as Katana products. To track their components, add a bill of materials (BOM) to the product in Katana. A kit on an order still appears as a single sales order row.
SKU aliasing
An SKU alias tells Katana that a Teapplix SKU and a Katana SKU refer to the same item. Use aliases when the same product has a different SKU in Teapplix than in Katana. Upload your SKU alias mapping before you import products. This way, mismatched SKUs match your existing items instead of creating new products.
Orders sync
Orders flow one way, from Teapplix to Katana.
Which orders import: an order imports once it reaches the import-from status you configure. The default is the "Open" state.
Status changes: after import, the order keeps updating automatically through every later status change in Teapplix.
How orders appear: each Teapplix order becomes one Katana sales order, with one row per order line. The order source is Teapplix.
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 Teapplix, Katana deletes the sales order only if it is still open. Canceling a sales order in Katana doesn't cancel the order in Teapplix.
Inventory sync
Teapplix stock levels appear in Katana as read-only External inventory at each mapped warehouse's location. The number shown is Teapplix's on-hand quantity. You can't edit it in Katana.
Reconciliation compares Katana's in-stock quantity with Teapplix's on-hand quantity. It runs on a schedule or on demand. When the two numbers differ, Katana creates stock adjustments to match Teapplix. This keeps Katana's stock figures aligned with your warehouse.
What does not sync
Katana doesn't push orders to Teapplix. Orders only flow from Teapplix into Katana.
Katana doesn't push products or stock changes to Teapplix.
Inbound shipments don't sync, so no stock transfers are created from Teapplix.
Returns and RMAs don't sync.
Serial numbers aren't tracked. Lot or batch data appears read-only only where Teapplix provides it.
Disconnecting
To disconnect, go to Katana's Integrations page and open the Teapplix integration. After you disconnect, syncing stops. Records already imported stay in Katana, including sales orders, fulfillments, products, and stock adjustments.
Note: Each Teapplix account has a single API token, found under Setup → API. If you generate a new token, the old one stops working, and you'll need to reconnect Teapplix in Katana.