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Connect Unis to Katana

Send Ready for fulfillment sales orders to Unis and import its orders, tracking, stock levels, and inbound shipments.

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Written by Argo Ohvril

What the Katana–Unis integration does

Unis is a logistics and fulfillment provider whose services include warehouse management, inventory control, fulfillment, transportation, and supply-chain integration.

By connecting Katana with Unis, you can:

  • Import orders as sales orders: Each Unis order becomes a Katana sales order, with each shipped package recorded as a fulfillment with carrier and tracking.

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

  • Import products by SKU: Existing Katana products are matched by SKU, and SKU aliases bridge SKUs that differ between the two systems.

  • See Unis stock levels in Katana: Unis stock appears as read-only external inventory at each warehouse's mapped Katana location.

  • Track inbound shipments as stock transfers: Each Unis inbound shipment becomes a Katana stock transfer that updates as it is received.

  • Map warehouses to locations: Each Unis warehouse is linked to its own dedicated Katana location.

sync diagram showing Katana and Unis side by side: sales orders flowing from Katana to Unis; orders, fulfillments with tracking, products, inbound shipments as stock transfers, and read-only stock levels flowing from Unis into Katana at mapped locations

Before you start

  • An active Unis account with API access. Your Unis representative sets this up.

  • The credentials the Katana connection form asks for: Username, Password, Company ID, and Customer ID. Your Unis representative provides these once API access is in place.

  • A Katana account with permission to manage integrations.

Connect Unis to Katana

  1. In Katana, open the Integrations page and find the Unis tile.

  2. Click Connect.

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

    the Katana Unis connection form showing four input fields labeled Username, Password, Company ID, and Customer ID, with a confirm button

  4. Once Unis 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 Unis warehouse to its own Katana location. Use Add to Katana to create a new dedicated location automatically.

    the Location tab of the Unis configuration screen listing Unis warehouses, each with an Add to Katana option or a mapped Katana location, the status showing Connected and Sync inactive, and the Activate sync button in the header

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

How your daily workflow looks

  1. Your Katana sales order reaches Ready for fulfillment and is sent to Unis as an outbound order.

  2. Unis picks, packs, and ships the order.

  3. Orders and their status changes land in Katana as sales orders. Each shipped package becomes a fulfillment with carrier and tracking.

  4. Unis inbound shipments appear in Katana as stock transfers, which update as stock is received.

  5. Unis stock levels update as read-only external inventory at your mapped locations.

  6. You plan purchasing and production in Katana using the up-to-date data.

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