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Connect Helm WMS to Katana

Map Helm WMS warehouses to Katana locations, import products by SKU, and see stock and inbound shipments in Katana.

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Written by Argo Ohvril

What the Katana–Helm WMS integration does

Helm WMS is a multichannel order-management and warehouse-management platform for eCommerce businesses. It manages orders, shipping, inventory, warehouse workflows, and connections to sales channels, marketplaces, and couriers from one platform.

By connecting Katana with Helm WMS, you can:

  • Map warehouses to locations: Each Helm WMS warehouse is linked to its own dedicated Katana location, and only mapped warehouses sync.

  • Import products by SKU: Helm WMS products match existing Katana products by SKU, unknown SKUs create new products, and SKU aliases bridge mismatched SKUs.

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

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

sync diagram showing Helm WMS on one side and Katana on the other, with one-way arrows from Helm WMS to Katana labeled: warehouses to locations, products by SKU, read-only stock levels, and inbound shipments to stock transfers

Before you start

  • An active Helm WMS account.

  • The details the Katana connection form asks for: your Username and Password used to log in to Helm, and your Helm Central domain.

  • A Katana account with permission to manage integrations.

Connect Helm WMS to Katana

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

  2. Click Connect.

  3. Enter your Helm Username, Password, and Helm Central domain, then confirm.

    the Katana connection form for Helm WMS showing three fields: Username, Password, and Helm Central domain (example <a href="https://yourcompany.myhelm.app" rel="nofollow noopener noreferrer" target="_blank">https://yourcompany.myhelm.app</a>), with the confirm button

  4. Once Helm WMS 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 your Helm WMS warehouses to Katana locations, using Add to Katana to create a dedicated location for each warehouse.

    the Helm WMS configuration screen in Katana on the Location tab, listing Helm WMS warehouses with their mapped Katana locations, an Add to Katana button for unmapped warehouses, status Connected with Sync inactive, and the Activate sync button in the header

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

How your daily workflow looks

  1. Helm WMS remains the source of truth for physical stock in your mapped warehouses.

  2. New or updated Helm WMS products are imported into Katana by SKU.

  3. Inbound shipments created in Helm WMS appear in Katana as stock transfers.

  4. As Helm WMS receives the stock, received quantities update the matching stock transfer until it is fully received.

  5. Helm WMS stock levels update as read-only External inventory at each mapped location, and reconciliation creates stock adjustments for any differences.

  6. You plan purchasing and production in Katana using these up-to-date stock figures.

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