Automate and streamline your post-sales processes by connecting Katana with Outvio.
What is Outvio?
Outvio helps you automate order fulfillment, manage post-sales workflows, and strengthen your customer experience. With the integration, you can:
Import and ship sales orders (SOs) from Katana to Outvio and print labels in bulk.
Update Katana SO statuses based on order updates in Outvio.
Sync carrier tracking numbers from Outvio back to Katana.
Data sharing between Katana and Outvio
From Katana → Outvio
When you connect Katana to Outvio, any SO with a shipping address and a delivery status of Not shipped or Packed will be imported into Outvio within 10 minutes.
Imported data includes:
Delivery details (customer shipping address)
Invoice information from the SO
Shipment contents (line items from the SO)
Note: Once imported, changes made to an SO in Katana will not sync to Outvio.
From Outvio → Katana
When a shipment is processed in Outvio:
SO status is updated to Packed once a shipping label is generated.
Tracking number is added to the SO (if provided by the courier).
Connecting Outvio to Katana
Create an account in Outvio using a business email address.
In Outvio, go to Settings > Third-party integrations > Katana > SET UP > Save.
You’ll be redirected to the Katana login page — log in and authorize the connection.
The integration is now active, and you can ship SOs from Outvio.
Shipping a sales order via Outvio
Set up your warehouse
In Outvio, activate a warehouse as a pick-up location before sending shipments.
Warehouse activation can take up to 24 hours.
Outvio currently supports shipping from the USA and Europe.
Import an SO from Katana
Ensure your Katana SO has a shipping address.
Imported SOs will appear in Outvio > Orders list.
Prepare the shipment
Edit shipment data before packing.
Required fields:
Product unit weight
Tip: The flag icon turns green once an order is ready for packing.
Pack and select carrier
Choose Start packing, then select carrier and shipment options.
On the Shipping Queue page, adjust package dimensions, apply insurance, and confirm carrier choice.
Confirm and ship
Link your company billing details to Outvio before printing labels (steps here).
Click Print label and ship. Labels will be generated and synced with Katana.
Sync results in Katana
SO is marked as Packed or Ready for packing.
Tracking number is added when generated by the courier.
Once delivered, you need to manually mark the SO as Delivered in Katana.
Limitations
Partial packing, partial delivery, and returns are not supported.
Katana’s Shipping fee field is not supported.
Support
If you need help with setup or workflow customization, contact Outvio via the Help bubble in the app’s top bar.
With this integration, Katana and Outvio work together to streamline shipping and post-sales operations, saving you time while improving customer experience.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]