What syncs between Katana and OIA Global

The table below summarizes each data flow between Katana and OIA Global.

Data	Direction	Status
Orders	Two-way	Available
Products	OIA Global → Katana	Available
Inbound stock transfers	OIA Global → Katana	Available
Inventory sync	OIA Global → Katana	Available

Locations and mapping

After you connect OIA Global from Katana's Integrations page, the configuration screen opens on the Location tab. Each OIA Global 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 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 OIA Global configuration screen, listing OIA Global warehouses each paired with its own Katana location, showing one row with an Add to Katana button and Not mapped status, one mapped row with an Unlink button, one row with Unlinked status and a Relink button, and the Activate sync button in the header

Products sync

Product mapping creates the required link between each OIA Global product and a Katana item. First, choose how SKUs are matched: direct 1:1, or through SKU aliases.

Katana imports products by SKU. If a SKU already exists in Katana, the OIA Global product is matched to that item. If a SKU is unknown, Katana creates the product when it's needed.

OIA Global kits and bundles become Katana products. To track their components, add a bill of materials (BOM) to the product in Katana. On a sales order, a kit line stays a single row.

SKU aliases

A SKU alias links an OIA Global 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. That way, mismatched SKUs match your existing Katana items.

the products mapping screen with SKU alias mapping, showing an uploaded alias list where each OIA Global SKU is paired with a different Katana SKU

Orders sync

Orders from OIA Global

OIA Global orders import into Katana once they reach the configured import-from status (default: Open). After that, they update automatically through every later status change. Each OIA Global order becomes one Katana sales order, with one row per order line and OIA Global as the order source.

Each shipped package becomes a Katana fulfillment with carrier and tracking details. A multi-package shipment creates one fulfillment per package, so one order can show several fulfillments. Together, these fulfillments never exceed the ordered quantities.

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

the order sync settings screen with the import and status options for OIA Global, showing the import-from status selector set to Open

Orders from Katana

Katana pushes a sales order to OIA Global as an outbound order when it reaches the Ready for fulfillment status. Its progress then syncs back to Katana through the import flow above.

Canceling the Katana sales order does not cancel the OIA Global order. Changes you make in Katana after the push do not update the OIA Global order.

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

Inventory sync

OIA Global's stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location. Katana shows the On hand quantity. Katana never sends inventory changes to OIA Global.

Reconciliation compares Katana's in-stock quantity with OIA Global's on-hand quantity. It runs on a schedule or on demand. For any difference, it creates a stock adjustment, so your Katana stock matches what the warehouse reports.

the inventory sync settings screen for OIA Global, showing read-only External inventory with On hand quantities per mapped location and the reconciliation options for scheduled or on-demand runs

Inbound shipments

Each OIA Global inbound shipment becomes one Katana stock transfer. The transfer number is the PO number if one exists. 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's status, and received quantities update the transfer. If an inbound is canceled, its stock transfer is deleted.

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.

the inbound shipments screen showing an OIA Global inbound as a Katana stock transfer numbered by its PO number, with origin and destination locations, In transit status, and expected versus received quantities

What does not sync

Products and stock changes are never pushed from Katana to OIA Global.
Katana-side changes to a sales order after it's pushed to OIA Global.
Canceling a Katana sales order does not cancel the OIA Global order.
Returns and RMAs.
Serial numbers. Lot and batch data appears read-only where OIA Global provides it.

Disconnecting

To disconnect, open the OIA Global integration from Katana's Integrations page and disconnect it. Syncing stops right away:

No new orders, fulfillments, inbound shipments, or inventory updates import.
No sales orders are pushed to OIA Global.

Records already synced stay in Katana, including sales orders, fulfillments, products, stock transfers, and stock adjustments.

OIA Global integration setup