The table below summarizes each data type and the direction it flows between Zenventory and Katana.

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

Only mapped warehouses sync.

Product mapping creates a required link between each Zenventory product and a Katana item. Choose how SKUs are matched:

Products are imported by SKU. If a SKU already exists in Katana, the product is matched to it. If a SKU is unknown, Katana creates the product just-in-time.

Kits and bundles become Katana products. Add a bill of materials (BOM) of components to them in Katana. A kit order line stays a single sales order row.

A SKU alias links a Zenventory SKU to a different Katana SKU. Use aliases when the same item has different SKUs in the two systems. Upload your SKU alias mapping before you import products, so mismatched SKUs match existing Katana items instead of creating new products.

Orders import once they reach the import-from status you configure. By default, this is the "Open" state. After import, each order keeps updating automatically through every later status change.

Each Zenventory order becomes one Katana sales order, with one row per order line. The order source is shown as Zenventory.

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

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

When a Katana sales order reaches the Ready for fulfillment status, Katana pushes it to Zenventory as an outbound order. From then on, Katana tracks the order's progress through the import flow described above.

Zenventory's stock numbers appear in Katana as read-only external inventory at each warehouse's mapped location. Katana surfaces the on-hand quantity. You can't edit these numbers in Katana.

Reconciliation compares Katana's in-stock quantity with Zenventory's on-hand quantity. It runs on a schedule or on demand, and creates stock adjustments in Katana for any differences. Where Zenventory exposes lot or batch data, Katana shows it as read-only.

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

Stock transfers follow the inbound shipment's status, and received quantities update the transfer. Katana stock transfers have only two states: in transit and received. Partial receipts appear as updated expected and received quantities until the shipment is fully received. If an inbound shipment is canceled, Katana deletes its stock transfer.

To disconnect, go to Katana's Integrations page (not Settings), open the Zenventory integration, and disconnect it.

Syncing stops immediately. Katana stops importing orders, fulfillments, inbound shipments, and inventory, and stops pushing orders to Zenventory.

Records Katana has already ingested stay in Katana, including sales orders, fulfillments, stock transfers, products, and locations.