Stowley

Migration

Move in over an afternoon, not a quarter

Bring your inventory and client list from a spreadsheet, Sortly, or Extensiv. Map columns once, preview, and commit. If you'd rather not touch a CSV, send us the export and we'll do it.

Have us load it

Three paths

Pick the one that fits how much data you have

Upload a CSV

Export from your current tool, upload it under Inventory → Bulk add, and review the column mapping. Unknown columns become custom fields.

Carry open balances

Skip the invoice history. Add a starting-balance invoice for each client that owes you, and recurring billing takes over from there.

Have us load it

Send your export and we import it into your workspace, then review it together on a call. Included with Premium and Enterprise onboarding.

Templates

Start from ours, or keep yours

The templates show every column Stowley understands, with an example row. Your own export works too: headers are matched loosely, and these sources are recognized outright.

Inventory templateClients template

Sortly

Export from Sortly → Reports → Inventory, then upload the CSV as-is.

Extensiv (3PL Warehouse Manager)

Run the Stock Status or Item report, export to CSV, and upload it.

Excel, Google Sheets, or Airtable

Any sheet with one row per item. Column names are matched loosely; unknowns become custom fields.

Columns the importer understands

  • Namerequired
  • SKU
  • SKU Prefix
  • Client SKU
  • Client
  • Project
  • Category
  • Condition
  • Status
  • Storage Environment
  • Quantity
  • Weight (lbs)
  • Length (in)
  • Width (in)
  • Height (in)
  • Insured Value
  • Warehouse
  • Zone
  • Aisle
  • Row
  • Handling Instructions
  • Notes
  • Tags
  • Images
  • In Storage Since

Order of operations

How a clean migration goes

  1. 01

    Clients first

    Import your client list so every item has somewhere to belong. Each client gets a portal code automatically.

  2. 02

    Then inventory

    Upload the inventory CSV. Items link to clients by name, locations are created as needed, and photos come along from URLs.

  3. 03

    Then the books

    Add starting-balance invoices for anything owed, set each client's storage rate, and turn on auto-pay where cards are on file.

  • Preview every row before anything is written
  • Near-duplicate names are flagged, not merged silently
  • Your old exports stay yours; nothing is deleted on our side
  • Export everything back to CSV at any time

FAQ

Migration questions

How long does a migration take?
Most operators finish in an afternoon. Import clients first, then inventory, and the importer links each item to its client by name. Photos come along if your export has image URLs.
What if my columns don't match yours?
Column names are matched loosely, and exports from Sortly and Extensiv are recognized outright. Anything we don't recognize is offered as a custom field so nothing is dropped.
Do I need to bring my invoice history?
No. Keep history in your old system or accounting software. For anything still owed, create a starting-balance invoice per client so aging and auto-pay pick up from day one.
Can you do it for us?
Yes. Send us your export and we'll load it into your workspace, then walk through it with you. This is included with Premium and Enterprise onboarding.
What about the systems around us?
Invoices flow to QuickBooks Online or Xero from the Billing page, and Enterprise workspaces get webhooks and per-client data feeds. See the developer docs for the details.

Connecting other systems? Read the developer docs.

Live demo

See the importer with your own file

The sandbox is a real workspace. Upload your export, check the mapping, and decide with the data in front of you.

Start a free trial

Quick email check-in for a demo. No strings attached.