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iCreate integration setup

Set up warehouse mapping, SKU-based product import with aliases, inventory reconciliation and inbound stock transfers.

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Written by Argo Ohvril

What syncs between Katana and iCreate

Data flow between iCreate and Katana

The table below summarizes how data moves between iCreate and Katana.

Data

Direction

Status

Products

iCreate → Katana

Available

Inbound stock transfers

iCreate → Katana

Available

Inventory sync

iCreate → Katana

Available

Locations and mapping

After the connection is approved, the configuration screen opens on the Location tab. Each iCreate warehouse maps 1:1 to its own dedicated Katana location.

  • Not mapped: The warehouse has never been mapped. Click Add to Katana to create its Katana location automatically.

  • Unlink: Pauses a mapped warehouse. Its status then shows Unlinked.

  • Relink: Resumes syncing for an unlinked warehouse.

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 iCreate configuration screen, listing iCreate warehouses with their linked Katana locations, status labels (Not mapped, Unlinked) and the Add to Katana, Unlink and Relink actions, with the Activate sync button in the header

Products sync

Product mapping creates a required link between each iCreate product and a Katana item. Products and variants are imported by SKU:

  • If a SKU matches an existing Katana product, the two are linked.

  • If the SKU is unknown in Katana, the product is created in Katana when it's needed.

In the mapping settings, choose how SKUs are matched: directly (1:1) or through SKU aliases.

Kits and bundles are imported as Katana products. Add a bill of materials (BOM) with the components in Katana.

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

SKU aliasing

A SKU alias links an iCreate SKU to a different Katana SKU. Use aliases when the same item has different SKUs in the two systems, so it matches the existing Katana product instead of creating a duplicate. Upload your SKU alias mapping before importing products.

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

Inventory sync

iCreate stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is the iCreate on-hand quantity. You can't edit it in Katana.

Reconciliation compares Katana's in-stock quantity with iCreate's on-hand quantity. It runs on a schedule or on demand. When the numbers differ, Katana creates stock adjustments, so the stock levels Katana uses for planning match what's physically in the warehouse.

the inventory sync settings screen for iCreate, showing read-only External inventory on-hand quantities per mapped location and the reconciliation schedule with an on-demand reconcile option

Inbound shipments

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

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

  • Origin: The location you assign for each destination warehouse. This assignment must be mapped.

The stock transfer follows the inbound status, and received quantities update the transfer. Katana stock transfers have two states: in transit and received. Partial receipts appear as updated expected and received quantities until the shipment is fully received. If the inbound is canceled in iCreate, its stock transfer is deleted.

the inbound shipments screen showing an iCreate inbound shipment as a Katana stock transfer, with its PO number, origin and destination locations, in-transit status, and expected versus received quantities

What does not sync

  • Sales orders: iCreate orders aren't imported, and Katana doesn't send orders to iCreate.

  • Fulfillments and shipment tracking.

  • Product or stock changes from Katana to iCreate.

  • Returns and RMAs.

  • Serial-number tracking. Lot and batch data appears read-only where iCreate provides it.

Disconnecting

To disconnect, open the iCreate tile on Katana's Integrations page (not under Settings). Syncing stops immediately: no new inventory, inbound or product updates arrive from iCreate. Records already brought into Katana stay, including products, locations, stock transfers and stock adjustments.

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