The table below summarizes how each type of data moves between Katana and Unis.

After Unis approves the connection, the configuration screen opens on the Location tab. Each Unis warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana next to a warehouse to create that location automatically.

Only mapped warehouses sync. Nothing syncs until you click Activate sync in the header.

Product mapping creates a required link between each Unis product and a Katana item. Choose how to match SKUs:

Products are imported by SKU. A Unis product whose SKU matches an existing Katana product links to that product. Katana creates a new product when it first encounters an unknown SKU.

Kits and bundles from Unis become Katana products. Add a BOM of components to the kit in Katana. On orders, a kit line stays a single sales order row.

A SKU alias tells Katana that a Unis SKU and a Katana SKU are the same item even though the codes differ. Use aliases when Unis stores an item under a different SKU than Katana does, so the item links to your existing product and Katana doesn't create a duplicate. Upload your SKU alias mapping before you import products.

Orders import once they reach the configured import-from status. The default is the "Open" state. After import, each order keeps updating automatically through every later status change. Each Unis order becomes one Katana sales order, each order line becomes one row, and the order source is Unis.

Each shipped package becomes a Katana fulfillment with carrier and tracking details. Multi-package shipments create one fulfillment per package, so an order can show several fulfillments. Together, these fulfillments never exceed the ordered quantities.

If an order is canceled in Unis, Katana deletes the sales order only if it's still open.

When a Katana sales order reaches the Ready for fulfillment status, Katana pushes it to Unis as an outbound order. Its progress then syncs back to Katana through the import flow above.

Canceling the Katana sales order doesn't cancel the order in Unis. Changes you make in Katana after the push don't update the Unis order.

Unis is the source of truth for physical stock. Its stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location. Katana shows the Unis on-hand quantity. You can't edit these numbers in Katana, and Katana never sends stock changes to Unis.

Reconciliation compares Katana's in-stock quantity against the Unis on-hand quantity only. It runs on a schedule or on demand, and Katana creates stock adjustments for any differences. This keeps the stock levels you plan from aligned with what Unis reports.

Each Unis inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when one is present. Otherwise, it's the inbound ID.

Stock transfers follow the inbound status, and received quantities update the transfer. Katana stock transfers have two states: in transit and received. While Unis receives a shipment in parts, the transfer shows updated expected and received quantities until everything is received. If an inbound is canceled in Unis, Katana deletes its stock transfer.

To disconnect, open the Unis integration from Katana's Integrations page. All syncing stops immediately: order import and push, fulfillment and tracking updates, inventory and reconciliation, and inbound shipment updates.

Records already brought into Katana stay in Katana. This includes sales orders, fulfillments, products, and stock transfers.