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ShipOut integration setup

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

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Written by Argo Ohvril

What syncs between Katana and ShipOut

Data flow between ShipOut and Katana

The table below summarizes each data type in the ShipOut integration and the direction it flows.

Data

Direction

Status

Products

ShipOut → Katana

Available

Inbound stock transfers

ShipOut → Katana

Available

Inventory sync

ShipOut → Katana

Available

Locations and mapping

After ShipOut approves the connection, the configuration screen opens on the Location tab. Each ShipOut warehouse maps one-to-one 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 syncing for 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 ShipOut configuration screen in Katana, listing ShipOut warehouses with their statuses (a mapped warehouse with its Katana location, one showing Unlinked with a Relink action, and one showing Not mapped with an Add to Katana button), plus the Activate sync button in the header

Products sync

Product mapping links each ShipOut product to a Katana item. This link is required. You can match SKUs in one of two ways:

  • Direct 1:1: The ShipOut SKU and the Katana SKU are the same.

  • SKU aliases: A ShipOut SKU maps to a different Katana SKU.

Products are imported by SKU. If a Katana product already has that SKU, it is matched to it. If a SKU is unknown, Katana creates the product when it is first needed.

Kits and bundles from ShipOut become Katana products. To track their components, add a bill of materials (BOM) to those products in Katana.

the products mapping settings screen of the ShipOut integration in Katana, showing the choice between direct 1:1 SKU matching and matching via SKU aliases

SKU aliases

A SKU alias connects a ShipOut SKU to a Katana SKU that is different from it. Use aliases when the same item has a different SKU in each system, for example when ShipOut uses a warehouse-specific code. Upload your SKU alias mapping before you import products. Otherwise, unmatched SKUs may create new products in Katana.

the products mapping screen of the ShipOut integration in Katana with SKU alias mapping selected, showing ShipOut SKUs paired with different Katana SKUs and the option to upload an alias mapping

Inventory sync

ShipOut is the source of truth for physical stock. Its stock numbers appear in Katana as read-only External inventory at each warehouse's mapped location. The number shown is ShipOut's on-hand quantity. Katana never sends inventory changes back to ShipOut.

Reconciliation compares Katana's in-stock quantity with ShipOut's on-hand quantity. You can run it on a schedule or on demand. When the two numbers differ, Katana creates stock adjustments for the difference. This keeps the stock Katana uses for planning in line with what ShipOut physically holds.

the inventory sync settings screen of the ShipOut integration in Katana, showing reconciliation options to run on a schedule or on demand, with read-only External inventory on-hand quantities per mapped location

Inbound shipments

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

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

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

The stock transfer follows the inbound's status, and received quantities update the transfer. Katana stock transfers have two states: in transit and received. If an inbound is partially received, the transfer stays in transit and shows updated expected and received quantities until everything arrives. If the inbound is canceled, its stock transfer is deleted.

the inbound shipments screen of the ShipOut integration in Katana, showing ShipOut inbounds as stock transfers with transfer number, origin and destination locations, in transit or received status, and expected versus received quantities

What does not sync

  • Sales orders: ShipOut orders are not imported into Katana, and Katana orders are not sent to ShipOut.

  • Fulfillments, carriers, and tracking numbers.

  • Products and stock changes from Katana to ShipOut. Data flows only from ShipOut into Katana.

  • Returns and RMAs.

  • Serial-number tracking. Lot and batch data is shown read-only where ShipOut provides it.

Disconnecting

Go to Katana's Integrations page, open the ShipOut tile, and disconnect the integration. Syncing stops right away for products, inventory, and inbound shipments. Records already brought into Katana stay in your account, including products, locations, stock transfers, and stock adjustments.

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