Q: When are sales orders (SOs) and purchase orders (POs) pushed from Katana to Xero?
A: Orders are not pushed automatically.
You decide when to send them:
Click Create invoice on an SO to push it to Xero.
Click Create bill on a PO to push it to Xero.
Q: Can I import my customers and suppliers from Katana to Xero?
A: Yes. During the initial connection, you can import customers and suppliers from Katana to Xero. Later, when you push orders from Katana, contacts are automatically matched in Xero.
Q: Should I add new contacts in Katana or in Xero?
A: Both methods work:
Add in Katana: The contact is created in Xero when you push a related SO or PO. You can then add extra details in Xero if needed.
Add in Xero: Go through the reconfiguration flow in Katana (Settings → Integrations → Disconnect Xero → Reconnect) to retrigger the import of customers and suppliers.
No duplicates will be created for previously imported contacts.
Q: Does Katana create POs in Xero?
A: No. Katana only creates bills in Xero, not POs.
Q: Does Katana automatically sync inventory levels to Xero?
A: No. Katana does not sync stock to Xero balance sheet accounts.
Katana records sales and purchases directly to the revenue and expense accounts you selected during setup.
If needed, you can record stock in Xero by creating manual journal entries based on Katana data (e.g., monthly, quarterly, or yearly). Read more
Q: Can I push invoices from Xero to Katana?
A: No. You can only push SOs from Katana to Xero as invoices — not the other way around.
We recommend creating SOs in Katana first, then pushing them to Xero to handle payments and revenue tracking.