Resources/Switch from Sortly

Moving from Sortly to trakr.

Export, import, count once. The whole move takes an afternoon, and a Sortly export needs no column mapping at all.

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Four steps, one afternoon

1

Export from Sortly

Take the CSV export out of your current account. Nothing needs cleaning up first.

2

Check the columns

Names, barcodes, prices and notes come across as they are. trakr recognises a Sortly export without a mapping step.

3

Import into trakr

Up to 5 MB or 5,000 rows at a time. Your categories and storage areas come with it.

4

Count once

Stock levels come from counting, not from a file. One count after the import and every number on the screen is real.

What to expect

Your catalog carries over

Product names, barcodes, cost and retail price, minimum levels, notes, categories and storage areas all arrive with the import.

Your stock levels do not

trakr derives on-hand from counts rather than from a file, so the first count is what sets your opening numbers. It is one extra step, and it is the reason the numbers can be trusted afterwards.

Nothing to pay to find out

trakrGo is free for one location with unlimited products, so you can import and count before deciding anything.

Questions about switching

Do I have to map the columns by hand?

No. A Sortly export is recognised automatically, so the columns line up without you touching them.

Will my quantities come across?

No, and that is deliberate. Stock levels in trakr come from counting. Import the catalog, run one count, and your opening numbers are numbers somebody actually saw.

How big can the file be?

Up to 5 MB or 5,000 rows per import. Split a larger catalog across a few files.

What does it cost to move?

Nothing. trakrGo is free forever for one location, with no cap on products.

Can I keep using my existing barcodes?

Yes. Whatever barcodes are in the export stay with the products, and the phone camera reads them.

Related features

Import & Export

Bring a CSV in, take CSV/PDF out.

Products & Catalog

Photos, barcodes, min levels.

Counting

Storage, category and mixed counts.

Bring your catalog over this afternoon.

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