Moving from Stocky

You can bring your suppliers, what you buy from each of them, your purchase order history and your adjustment history from Stocky into Shelfcast. You export each one from Stocky as a CSV file (or put it together in a spreadsheet), then upload it on Shelfcast’s Import and export page. Importing is included on every plan.

There’s no direct connection between the two apps, so nothing moves until you upload a file, and nothing in Stocky changes.

Before you start

Wait for Shelfcast’s first sync to finish — Home shows Catalog synced when it has. Supplier products and purchase order lines are matched to your products by SKU or barcode, so your products need to be in Shelfcast first. Purchase orders also need your locations: import them too early and every row is skipped with “Sync your catalog before importing purchase orders.”

Import in this order

The Import and export page says it too: “Coming from Stocky? Import suppliers first, then supplier products, then purchase orders and adjustments.”

For each file, choose what you’re importing under What are you importing?, drop the CSV file in, and press Import. Shelfcast recognizes many common column names, including the ones in Stocky’s purchase order export, so you usually don’t need to rename anything. → Import a CSV has every column name.

1. Suppliers

One row per supplier. Each needs a name; email, phone, address, currency, lead time and the rest are optional.

A supplier whose name is already in Shelfcast is updated rather than added twice — but only from cells that have something in them, so a blank cell never wipes out what’s there.

2. Supplier products

One row per product and supplier, with the supplier SKU, cost, minimum order quantity and pack size.

Each row is matched to a product by its SKU, then by its barcode. Rows that match nothing are skipped with “No product has the SKU or barcode …” and the code. A supplier name that isn’t in Shelfcast yet is added as a new supplier.

Forecasts refresh when this import finishes, so suggestions start using the suppliers’ lead times, minimums and pack sizes.

3. Purchase orders

One row per order line, the way Stocky exports them. Rows with the same PO number become one purchase order.

• Status is read from the file: drafts and pending orders come in as Draft, partly received ones as Partially received, cancelled, archived or void ones as Cancelled, received, closed or complete ones as Received, and anything else as Ordered.
• Location is matched by name, otherwise your first active location.
• Lines for products Shelfcast can’t find are kept, with the title and SKU from the file, so your history stays complete.
• A PO number that’s already in Shelfcast is skipped, with “Purchase order … is already in Shelfcast”. That makes it safe to upload the same file twice.

Importing doesn’t change stock in Shopify

Imported purchase orders are a record. Shelfcast doesn’t change any stock, and doesn’t mark anything as incoming in Shopify.

Open imported orders (Ordered or Partially received) do count as incoming when Shelfcast works out suggestions. When the stock arrives, receive it in Shelfcast and it’s added straight to what’s available. Receive each delivery in one app only — if you receive the same delivery in Stocky as well, the stock is added twice.

4. Adjustment history

One row per adjustment, with the date, SKU, location, quantity change, reason and the staff member who made it.

These become entries in History with the source Imported history, so you can look back at changes made before you switched. They’re a record only: stock in Shopify isn’t changed. Stocky’s reasons are mapped to Shelfcast’s — “damaged” to Damaged, “shrinkage”, “theft” or “loss” to Shrinkage, “stocktake” to Stock count, and so on — and the original reason is kept in the note. → Read your inventory history

What doesn’t come across

• Products and stock levels. These always come from Shopify, never a file.
• Stocktakes and transfers. Shelfcast has its own stock counts. Transfers are made in Shopify.
• Additional costs on purchase orders, such as freight or duties.
• Reorder points and reorder quantities. Set them on each product’s page in Shelfcast. → Reorder points

After importing

1. Check each import under Recent imports. It shows how many rows came in, and rows skipped opens the reason for each one, by row number (the first 50 are kept).
2. Set lead times on suppliers that didn’t have one in the file. Without one, a supplier uses your default lead time — 14 days unless you’ve changed it in Settings → Planning.
3. Link any products the supplier products file missed. → Link products to suppliers
4. On Starter, set reorder points on the products you reorder, since that’s where Starter suggestions come from.

Questions about a file that won’t import? Email support@portsidelabs.io — a person reads it.