Linking Katana as a source

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Alpha release

This source is currently in alpha. The interface and available tables may change.

The Katana connector syncs products, materials, variants, and more into the PostHog data warehouse, so you can analyze them alongside your product data.

Prerequisites

Credentials that can read the data you want to sync. PostHog only reads data, so read access is enough.

Adding a data source

  1. In PostHog, go to the Sources tab of the data pipeline section.
  2. Click + New source and click Link next to this source.
  3. Enter your credentials (see Configuration below) and click Next.
  4. Select the tables you want to sync, choose a sync method and frequency, then click Import.

Once the syncs are complete, you can start querying this data in PostHog.

Enter your Katana API key to sync your Katana Cloud Inventory (MRP) data.

Generate an API key in Katana under Settings > API (an active API access add-on / Professional plan is required). The key is sent as a Bearer token and has read access to your factory's data.

You'll be asked for:

  • API key: for example Your Katana API key.

Sync modes

Each table can be synced in one of several modes, depending on what the source supports:

  • Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
  • Incremental – only new or updated rows are synced on each run, using a cursor field (such as an updated_at timestamp). Cheaper than a full refresh, but deletes aren't captured.
  • Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
  • Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.

See sync methods for a full explanation of how each mode works and how to choose between them.

All Katana tables are full refresh. Each sync replaces the contents of the table.

Configuration

OptionTypeRequired
API keypasswordYes

Supported tables

TableDescriptionSync methodIncremental fieldPrimary key
products

Sellable/producible items in the factory, each with one or more variants.

Incremental, Full refreshupdated_at, created_at—
materials

Raw materials and ingredients consumed by manufacturing orders.

Incremental, Full refreshupdated_at, created_at—
variants

Individual SKUs of a product or material, carrying sales/purchase prices and barcodes.

Incremental, Full refreshupdated_at, created_at—
services

Sellable services offered alongside physical products.

Incremental, Full refreshupdated_at, created_at—
customers

Customers you sell to, including contact and billing details.

Incremental, Full refreshupdated_at, created_at—
suppliers

Suppliers you purchase materials and products from.

Incremental, Full refreshupdated_at, created_at—
sales_orders

Customer sales orders, including status, fulfillment and invoicing state.

Incremental, Full refreshupdated_at, created_at—
purchase_orders

Purchase orders raised to suppliers for materials and products.

Incremental, Full refreshupdated_at, created_at—
manufacturing_orders

Production orders that manufacture products from materials.

Incremental, Full refreshupdated_at, created_at—
sales_returns

Returns raised against sales orders, with refund and restock status.

Incremental, Full refreshupdated_at, created_at—
stock_adjustments

Manual stock corrections that increase or decrease on-hand quantities.

Incremental, Full refreshupdated_at, created_at—
stock_transfers

Movements of stock between two locations.

Incremental, Full refreshupdated_at, created_at—
stocktakes

Physical inventory counts and the adjustments they produce.

Incremental, Full refreshupdated_at, created_at—
inventory_movements

Append-only log of every inventory movement created by Katana resources.

Incremental, Full refreshcreated_at—
inventory

Current on-hand, committed and expected stock per variant and location. Full refresh only.

Full refresh——
price_lists

Named price lists used for customer-specific pricing. Full refresh only.

Full refresh——
locations

Warehouses and factories where stock is held and orders are fulfilled.

Full refresh——
tax_rates

Tax rates applied to sales and purchase orders.

Full refresh——

Troubleshooting

  • If the connection fails with an authorization error, the API key is wrong, expired, or has been revoked. Create a new one, then reconnect the source.
  • If a table syncs no rows, the credential may not have access to that data. Check its permissions, then reconnect the source.

If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.

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