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Everstox integration setup

Map warehouses to locations and configure two-way orders, SKU-matched products, inventory, and inbound transfers.

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Written by Argo Ohvril

What syncs between Katana and Everstox

Data flow between Everstox and Katana

The table below shows how each type of data moves between Katana and Everstox.

Data

Direction

Status

Orders

Two-way

Available

Products

Everstox → Katana

Available

Inbound stock transfers

Everstox → Katana

Available

Inventory sync

Everstox → Katana

Available

Locations and mapping

Connect Everstox from Katana's Integrations page with the Shop ID and API Token you got from your Everstox onboarding contact. After the connection is approved, the configuration screen opens on the Location tab. Each Everstox warehouse maps 1:1 to its own dedicated Katana location. Click Add to Katana to create that location automatically. A warehouse that has never been mapped shows Not mapped. To pause a mapped warehouse, click Unlink. Its status then shows Unlinked. Click Relink to resume it. Only mapped warehouses sync. Nothing syncs until you click Activate sync in the header.

the warehouse location mapping panel on the Location tab of the Everstox configuration screen, listing Everstox warehouses with their statuses (Not mapped, mapped to a Katana location, Unlinked), the Add to Katana, Unlink and Relink actions, and the Activate sync button in the header

Products sync

Every Everstox product must be linked to a Katana item, and products are matched by SKU. First, choose how SKUs are matched: directly (1:1) or through SKU aliases. During import:

  • Everstox SKUs that already exist in Katana match the existing products.

  • Unknown SKUs create new Katana products when they're first needed.

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

the products mapping settings screen for Everstox, showing the choice between direct 1:1 SKU matching and matching via SKU aliases

A SKU alias links an Everstox SKU to a different Katana SKU. Use one when the same item has different SKUs in the two systems, for example when Everstox uses its own codes. Upload your SKU alias mapping before you import products, so mismatched SKUs link to the correct Katana items instead of creating new products.

the products mapping screen with SKU alias mapping, showing Everstox SKUs paired with different Katana SKUs and the option to upload an alias mapping file

Orders sync

Everstox orders import into Katana once they reach the configured import-from status (by default, the Open state). After that, they keep updating automatically through every later status change. Each Everstox order becomes one Katana sales order, with one row per order line. The order source is shown as Everstox.

Each shipped package becomes a Katana fulfillment with the carrier and tracking number. Multi-package shipments create one fulfillment per package, but the fulfillments together never exceed the ordered quantities. If an Everstox order is canceled, Katana deletes the sales order only if it is still open.

the order sync settings screen for Everstox with the import-from status option (default Open) and order status options

Orders also flow out of Katana. When a Katana sales order reaches the Ready for fulfillment status, it is pushed to Everstox as an outbound order. Katana then tracks its progress like an imported order. Canceling the Katana sales order does not cancel the Everstox order. Changes you make in Katana after the push do not update the Everstox order.

the order push settings screen for Everstox, showing that Katana sales orders are sent to Everstox when they reach the Ready for fulfillment status

Inventory sync

Everstox stock levels appear in Katana as read-only External inventory at each warehouse's mapped location. On hand is the number shown. You can't edit these quantities in Katana, and Katana never sends stock changes to Everstox.

Reconciliation compares Katana's in-stock quantity with Everstox's on-hand quantity, either on a schedule or on demand. Any differences become stock adjustments in Katana, so your stock levels and planning reflect what is physically in the warehouse.

the inventory sync settings screen for Everstox, showing read-only External inventory on hand per mapped location and the reconciliation schedule and run-now options

Inbound shipments

Each Everstox inbound shipment becomes one Katana stock transfer. The transfer number is the PO number when there is one; otherwise, it's the inbound ID.

  • Destination: the Katana location mapped to the inbound's warehouse.

  • Origin: the location assigned to each destination warehouse. This must be mapped.

Stock transfers follow the inbound status, and received quantities update the transfer. Katana stock transfers have only two states, in transit and received. Partial receipts therefore show as updated expected and received quantities until the shipment is fully received. A canceled inbound deletes its stock transfer.

the inbound shipments screen showing Everstox inbounds as Katana stock transfers with PO or inbound number, origin and destination locations, status, and expected versus received quantities

What does not sync

  • Products and stock changes are never pushed from Katana to Everstox.

  • Changes to a Katana sales order after it is pushed don't update the Everstox order.

  • Canceling a pushed Katana sales order doesn't cancel the Everstox order.

  • Returns and RMAs don't sync.

  • Serial numbers don't sync. Lot and batch data appears read-only where Everstox provides it.

  • Warehouses that are unmapped or unlinked don't sync.

Disconnecting

To disconnect, go to Katana's Integrations page, open Everstox, and disconnect it. Syncing stops immediately: no more orders, fulfillments, inbound shipments, or inventory updates arrive, and no sales orders are pushed to Everstox. Records already brought into Katana stay in your account, including sales orders, fulfillments, stock transfers, products, and stock adjustments.

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