---
title: 'Applied Epic + Katana'
url: 'https://www.staging38.commercient.com/product/applied-epic-katana/'
date: '2026-06-19T09:57:18-04:00'
modified: '2026-06-19T09:57:18-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Katana, giving your team access to Applied Epic data directly within Katana. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Katana, keeping inventory levels, product data and purchase orders aligned between the ERP and inventory system. The integration is scoped per project to cover the objects and directions that match each customer’s specific workflow.

## What syncs

- Sync Applied Epic Items Costs to Katana
- Sync Applied Epic Inventory to Katana Stock
- Import Katana Purchase Orders into Applied Epic as Purchase Orders
- Update Katana Products from Applied Epic Items
- Sync Applied Epic Customers and Vendors to Katana
- Export Katana Stock Adjustments to Applied Epic

## Why Commercient

### Quote and estimate management

Connect Applied Epic Quotes to Katana so quoting activity is visible and consistent across both systems for sales and operations.

### Customer data alignment

Sync Applied Epic Customers to Katana so both platforms share accurate and up-to-date customer information for operations and account management.

### Order and transaction sync

Export Applied Epic Sales Orders and transactions to Katana to keep operational data aligned and support accurate workflow management across both systems.

### Product and inventory management

Update Applied Epic Items and Inventory data in Katana so teams have current product information available in both platforms.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Katana

Katana is a cloud manufacturing and inventory management platform for small manufacturers, managing production scheduling, materials, bills of materials, purchase orders and shop floor operations.

## Frequently asked questions

### What support does Commercient provide after go-live?

Commercient provides ongoing support for the Applied Epic and Katana integration after go-live. Support coverage and response times depend on the customer's support plan and service level agreement.

### What data can Commercient connect between Applied Epic and Katana?

Commercient can connect Applied Epic and Katana to sync data such as Customers, Items, Inventory, Sales Orders and Invoices. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Applied Epic Customers sync to Katana automatically?

Yes, Commercient can sync Applied Epic Customers to Katana so both platforms share consistent account data. Exact field mapping and sync frequency are configured per project.

### Can data from Katana flow back into Applied Epic?

Commercient can support data flowing from Katana back into Applied Epic when included in the integration scope. Direction and object coverage depend on project configuration.

### How often does the Applied Epic and Katana integration sync?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time options depend on system capabilities and project scope.