How to Migrate from Sortly to StockZip — Step by Step
Migrating from Sortly to StockZip is mostly a data cleanup and workflow setup project. The goal is to preserve your item list while moving to a simpler scan-first operating model.
Export your inventory from Sortly
Start by exporting your item list from Sortly as a CSV. Include item names, folders, quantities, values, photos if available, and any custom fields you rely on.
Keep a copy of the original export unchanged. Use a duplicate file for cleanup so you can always return to the source if a column is changed accidentally.
Clean and format your CSV
Before importing into StockZip, remove duplicate items, normalize location names, choose a single SKU or barcode field, and decide which custom fields still matter.
- Use one row per tracked item.
- Split locations into clear folders such as warehouse, shelf, van, or job site.
- Keep barcode values in a dedicated column.
- Remove unused columns that nobody will maintain.
Import into StockZip and set up barcodes
Import the cleaned CSV into StockZip, map each column, and validate a sample before importing the full list. After import, test scanning on a few important items.
Set up users, locations, and alerts
Create users for the people who move inventory, add folders for vans or job sites, and set reorder points for items that cause downtime when they run out.