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Connect XB Fulfillment to Katana

Push ready sales orders to XB Fulfillment and import shipments with tracking, on-hand stock, and inbound transfers.

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Written by Argo Ohvril

What the Katana–XB Fulfillment integration does

XB Fulfillment is a Southern California third-party logistics provider that offers warehousing, inventory management, pick-and-pack, shipping, kitting, and distribution services. Its web-based customer portal shows order status, receipts, shipments, and on-hand inventory.

By connecting Katana with XB Fulfillment, you can:

  • Import orders as sales orders: Each XB Fulfillment order becomes a Katana sales order that keeps updating, and each shipped package adds a fulfillment with its carrier and tracking.

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

  • Import products by SKU: Products match existing Katana products by SKU, and SKU aliases connect SKUs that don't match.

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

  • Turn inbound shipments into stock transfers: Each XB Fulfillment inbound shipment becomes a Katana stock transfer that tracks receiving.

sync diagram showing Katana on the left and XB Fulfillment on the right. One arrow from Katana to XB Fulfillment is labeled 'Sales orders (Ready for fulfillment)'. Arrows from XB Fulfillment to Katana are labeled 'Orders and fulfillments with tracking', 'Products by SKU', 'Inventory (read-only)', and 'Inbound shipments → stock transfers'.

Before you start

  • An active XB Fulfillment account with API access set up by your XB Fulfillment representative.

  • The credentials the connection form asks for: Username, Password, Source, and Company ID, provided by XB Fulfillment.

  • A Katana account with permission to manage integrations.

Connect XB Fulfillment to Katana

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

  2. Click Connect.

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

    the Katana XB Fulfillment connection form showing four input fields labeled Username, Password, Source, and Company ID, with a confirm button at the bottom

  4. After XB Fulfillment approves 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 XB Fulfillment warehouse to a Katana location. Use Add to Katana to create a dedicated location.

    the XB Fulfillment configuration screen open on the Location tab, listing XB Fulfillment warehouses with a Katana location next to each and an 'Add to Katana' button, with status 'Connected', 'Sync inactive', and an 'Activate sync' button in the header

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

How your daily workflow looks

  1. Your Katana sales orders reach the Ready for fulfillment status and are sent to XB Fulfillment.

  2. XB Fulfillment picks, packs, and ships the orders.

  3. Orders and their status changes land in Katana, and each shipped package adds a fulfillment with carrier and tracking.

  4. XB Fulfillment inbound shipments appear in Katana as stock transfers and update as stock is received.

  5. Stock levels at your mapped locations update in Katana as read-only external inventory.

  6. You plan purchasing and production in Katana using the latest data.

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