> ## Documentation Index
> Fetch the complete documentation index at: https://help.owlery.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Katana Integration

> Sync Katana orders, inventory, and products into Owlery, with supported carrier fulfillment tracking.

This page is for **Shippers**: teams that quote, tender, and pay for freight in Owlery. If the person you're helping isn't a shipper, this page doesn't apply to them.

Owlery connects to Katana and brings your orders, locations, products, materials, and inventory into Owlery. When it fits your carrier workflow, we also set up fulfillment tracking back in Katana.

> [!NOTE]
>
> After your Katana administrator authorizes the connection, Owlery discovers the account and handles validation and rollout. You choose what syncs in **Settings**.

**Where to find it:** `Settings → Integrations`

## Three Parts of the Integration

> **[Reading Data](/shippers/katana/reading-data.md)**
>
> Synchronize sales, purchase, and transfer orders plus locations, variants, and inventory.

> **[Writing Back](/shippers/katana/writing-back.md)**
>
> Add carrier tracking numbers to Katana sales-order fulfillments for a supported carrier workflow.

> **[Configuration Reference](/shippers/katana/configuration.md)**
>
> Change what syncs and how Owlery reads your data in **Settings**.

## Getting Started

**1. Connect**

A Katana administrator [connects Katana to Owlery](/shippers/katana/connect.md). The administrator signs in to Katana and approves access; Owlery handles the credentials from there.

**2. Share sample transactions**

Share representative sales orders, purchase orders, or stock transfers. Owlery learns your locations, variants, units, statuses, and fulfillment behavior from the data.

**3. Choose what syncs**

On the Katana card, click **Settings**. Choose the order types to import, and add [Import Rules](/shippers/import-rules.md) for orders you don't want in Owlery. To put the order's delivery contact on the BOL, see **Fields & Values**.

**4. Go live**

Owlery validates normal, exception, and tracking scenarios, starts synchronization, and monitors the first records.

Need help planning your Katana connection? Email [support@owlery.ai](mailto:support@owlery.ai).


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