---
title: 'Exact Synergy + Katana'
url: 'https://www.staging38.commercient.com/product/exact-synergy-katana/'
date: '2026-06-19T10:21:49-04:00'
modified: '2026-06-19T10:21:49-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Katana, giving your team access to Exact Synergy 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 Exact Synergy and Katana, keeping inventory levels, product data and purchase orders aligned between the ERP and inventory system. This keeps Exact Synergy and Katana in sync so operational decisions are made from current data regardless of which system is used.

## What syncs

- Connect Katana Reorder Points to Exact Synergy Purchase Orders
- Sync Exact Synergy Items Costs to Katana
- Sync Exact Synergy Inventory to Katana Stock
- Import Katana Purchase Orders into Exact Synergy as Purchase Orders
- Update Katana Products from Exact Synergy Items
- Sync Exact Synergy Customers and Vendors to Katana

## Why Commercient

### Payment and cash management

Sync Exact Synergy Payments and receipt data to Katana so financial records and customer payment status are current in both platforms.

### Quote and estimate management

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

### Customer data alignment

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

### Order and transaction sync

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

## About Exact Synergy

Exact Synergy is a workflow, document management and HR platform that integrates with Exact ERP systems, managing HR processes, documents, approvals and collaboration.

## 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

### Can new records created in Katana be imported into Exact Synergy?

Commercient can support importing new records created in Katana into Exact Synergy when included in the integration scope. Direction and object coverage depend on project configuration.

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

Commercient provides ongoing support for the Exact Synergy 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 Exact Synergy and Katana?

Commercient can connect Exact Synergy 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 Exact Synergy Customers sync to Katana automatically?

Yes, Commercient can sync Exact Synergy 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 Exact Synergy?

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