Katana Integration
The B2B quoting layer for your Katana MRP.
Product and stock sync from Katana, with sales order creation from accepted quotes when an Order Sync Rule is active.
Connector Technical Specs
Integration Overview
How TackQuote connects with Katana
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
TackQuote connects to Katana Cloud Inventory (Katana MRP) through its REST API so quotes are built from live products and stock, and accepted quotes are written back as Katana sales orders. Product, price, and inventory data refresh on a two-hour scheduled pull plus an on-demand refresh, and sales orders are created when an accepted quote matches an active Order Sync Rule — ideal for manufacturers running Katana for production and inventory.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and Katana to maintain complete system alignment.
Master Price Book Sync
Sync contract pricing matrices, volume discount tiers, and customer-specific price books from Katana.
Sales Order & Invoice Post
Post accepted quotes directly as sales orders or accounts receivable invoices into Katana GL accounts.
Net Terms & Credit Limit Check
Validate buyer credit balances and payment terms in Katana before enabling Net-30 quote checkout.
Tax Code & AR Ledger Mapping
Align tax jurisdiction codes and line-item revenue accounts across Katana and TackQuote.
Capabilities
What's included in the Katana connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
Product & Variant Sync
TackQuote pulls Katana products, variants, and prices into the quote builder on a scheduled cadence.
Sales Order Creation
Accepted quotes create Katana sales orders with products, quantities, and customer mapped across. Order creation is not automatic on acceptance: it runs when an active Order Sync Rule targets this connection, or when the buyer checks out against it after you switch on Integrations → Use for checkout.
Buyer → Customer Mapping
When an order is created, TackQuote looks the buyer up in Katana by email and creates a customer record if none exists. This happens per order; customers are not synced into TackQuote.
Stock & Availability
In-stock and expected quantities pull into TackQuote so reps quote realistic lead times.
Setup Guide
4 steps to connect Katana
TackQuote connects to Katana via its REST API using an API key. Products and stock refresh every two hours; sales orders are pushed only when an accepted quote matches an active Order Sync Rule.
Generate a Katana API key
In Katana, go to Settings → API and generate a personal access token for TackQuote.
Connect in TackQuote
Enter your API key in TackQuote Integrations → Katana. TackQuote verifies access and begins the product sync.
Map products and order defaults
Confirm product and price mapping and set the sales order defaults used when quotes are accepted.
Go live
Build quotes from live Katana products. Accepted quotes create sales orders and matched customers once an active Order Sync Rule targets this connection — connecting alone does not enable it.
Requirements
What you need to get started
Prerequisites for authenticating Katana with your TackQuote tenant.
- Katana Cloud Inventory account with API access
- Katana API key (personal access token)
- TackQuote Starter plan or above
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect Katana and all 79 connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about Katana
Does TackQuote respect Katana production lead times?
TackQuote pulls in-stock and expected quantities so reps can quote realistic availability. Full production scheduling stays in Katana as the system of record.
What do I need to connect TackQuote to Katana?
A Katana Cloud Inventory account with API access enabled and a personal access token from Settings → API. TackQuote Starter plan or above is required.
How current is the stock data used in quotes?
Products, variants, and stock levels refresh on a two-hour scheduled pull plus an on-demand refresh, while sales orders push to Katana only when an accepted quote matches an active Order Sync Rule.
Workflow Ecosystem
Works seamlessly alongside Katana
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect Katana?
Start your free 14-day TackQuote trial. Connect Katana in under 5 minutes with zero credit card required.