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INVENTORY MANAGEMENT · MIGRATION GUIDE

Switching from Sortly to Zoho Inventory

Zoho Inventory has no Sortly importer, but its CSV import maps fields automatically. Moving adds orders, purchasing and selling-channel sync.

Jump to migration steps Read the full comparison
By Bill Belcamino · Last updated September 19, 2026 · Our methodologyResearched and fact-checked by the HelpCompare team
Switching from Sortly to Zoho InventoryVerified Sep 19, 2026

Quick verdict: Export Sortly’s inventory summary as CSV or Excel, then import items with opening stock into Zoho module by module, and connect your online stores and accounting. Most teams make this move when they start selling products and need orders.

Estimate · your inputs

Switching Cost & Friction Estimator

Most buyers only budget for the new subscription. This estimates the hidden labor, data-cleanup, and retraining cost of actually making the switch.

25,000
10

Estimate assumes: 1 hour of data-mapping/cleaning labor per 2,000 records, a blended $75/hr ops rate, tiered migration & cleaning tooling fees, and 4 hours of retraining per seat at a $45/hr fully-loaded rate.

Estimated Migration Time —
Data Friction Rating —
Total Hidden Switching Cost $0

    Why teams move from Sortly to Zoho Inventory

    Orders and purchasing

    Sales orders, invoices and purchase orders on every plan.

    Multichannel selling

    Stock sync with Shopify, Amazon, eBay, Etsy, Walmart and WooCommerce.

    Lower price for 3 users

    Standard is $29 a month on annual billing.

    How the migration actually works

    Sortly folders do not map to Zoho warehouses automatically; decide how folders become locations or item groups before importing.

    StepWhat you do
    1Clean up the item listArchive discontinued items and agree on SKUs and units before exporting, so you import only what you still stock.
    2Export from SortlyIn Reports, open Inventory Summary and export CSV or Excel with all items and fields (images come as URLs; use the Dropbox export for the image files).
    3Import into Zoho InventoryImport module by module with Zoho’s sample files and field mapping: contacts and vendors first, then items with opening stock, then warehouses and transactions.
    4Count and reconcileRun a stock count in the new tool, compare totals with the old one, and fix differences before you switch off the old tool.
    5Reconnect sales channelsConnect your online stores and accounting in the new tool, and disconnect them from the old one so stock is not updated twice.
    6Train the team and cut overPick a quiet day, freeze changes in the old tool, import final stock levels, and have everyone scan in the new app from then on.

    What this path doesn’t do for you:

    Item photos come across as URLs in Sortly’s CSV; re-attach images in Zoho. Sortly custom fields need matching custom fields in Zoho first.

    Pricing side by side

    PlanSortlyZoho Inventory
    Free plan1 user, 100 items1 user, 50 orders/month
    Entry planAdvanced $49/mo (monthly), 2 usersStandard $29/mo (annual), 3 users
    Selling channelsNot listedShopify, Amazon, eBay, Etsy, Walmart, WooCommerce
    Purchase ordersUltra and aboveAll plans (capped)
    APIEnterprise onlyAll plans

    Prices checked on each vendor’s pricing page on September 19, 2026.

    Feature parity check

    CapabilitySortlyZoho Inventory
    Import from the other toolCSV/XLSX templateCSV/TSV/XLS with field mapping
    Sales ordersNot listedYes
    Selling channelsNot listedYes
    Serial / batch trackingNot listedPremium and above
    APIEnterprise onlyAll plans

    Going the other direction, or want the full comparison first?

    Read the Zoho Inventory vs Sortly comparison Switching from Zoho Inventory to Sortly instead?
    Verified data

    Security & access: what changes when you switch

    Security, offline and access rules that differ between Sortly and Zoho Inventory. Rows where both tools are the same (2) are left out; the full side-by-side is on each tool’s page: Sortly, Zoho Inventory.

    What changesSortly (today)Zoho Inventory (after)
    ISO/IEC 27001Not publishedCertifiedsource
    Other certificationsNot publishedISO/IEC 27701, ISO/IEC 27017, ISO/IEC 27018, ISO 9001, ISO/IEC 20000-1, ISO 22301, SOC 1 Type 2, SOC 2 + HIPAA Type 2, Cyber Essentials Plus, TX-RAMP, ENS (Spain)source
    GDPR data processing agreementNot publishedDPA offeredsource
    Single sign-on (SAML/OIDC)YesEnterprisesourceYessource
    Two-factor authenticationNot publishedYessource
    Admin audit logNot publishedYessource
    Data residency choicesUS onlysourceUS, EU, India, Australia, Japan, Canada, Saudi Arabia, UAE, Singapore, Chinasource
    EncryptionNot publishedAES-256 at rest; TLS 1.2/1.3 in transitsource
    Offline modePartialIn the iOS and Android apps you disable sync to work offline and can update inventory levels on the device; changes push to the server when you reconnect, while the web app has no offline mode.sourceNot documented
    Desktop appsNot publishedWindows, macOSsource
    Offline limitsMobile apps only (not web); listed on all plans including Free.Freesource—
    Office & room hardwarePhones scan barcodes/QR codes in the app on all plans; third-party barcode scanner support and barcode label creation start on Ultra.sourceThe Windows app supports barcode scanners and RFID, weighing-scale integration and terminal payments; mobile apps scan barcodes with the phone.source
    Editorial assessment

    Before you cut over

    • Set up single sign-on in Zoho Inventory before you invite the team, so accounts are created through your identity provider rather than by hand.
    • People who rely on Sortly offline will lose that: Zoho Inventory doesn’t document an offline mode. Tell field and travelling staff before the switch.

    Checked September 19, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site — it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

    Frequently Asked Questions

    Can Zoho Inventory import from Sortly?

    Yes, by CSV or Excel: export from Sortly and import items with opening stock using Zoho’s sample files.

    Will I save money?

    For 3 users, yes: Zoho Standard is $29 a month on annual billing against $49 for Sortly Advanced (2 users).

    Do photos transfer?

    Sortly’s CSV has image URLs only; download images with its Dropbox export and re-attach them.

    What about my order history?

    Open orders can be imported; most teams keep closed orders as an exported archive rather than importing years of history.

    Canonical data for the tools on this page

    Every pricing fact, rating, AI billing model and switching guide we hold on each tool, on one page — with the date each figure was last verified.

    SortlyPricing, free plan, AI cost & every comparison›Zoho InventoryPricing, free plan, AI cost & every comparison›
    Zoho Inventory vs SortlyHead-to-head comparisonSortly vs inFlow InventoryHead-to-head comparisonZoho Inventory vs inFlow InventoryHead-to-head comparison

    Sources

    Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

    Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

    Start with the job

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    Plain-language guides: the steps, what to check before you buy, common mistakes, and every tool it takes with verified prices.

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    01 · CompareWhich tool fits your team, side by side.75 comparisons 02 · Price & approveSourced, dated pricing and a one-page brief for sign-off.Decision brief 03 · SwitchWhat moves, what you rebuild, what it costs.150 guides 04 · ShareDownload and cite the data. CC BY 4.0.Open data
    Bill Belcamino, founder of HelpCompare
    About the author

    Bill Belcamino

    Founder and author, HelpCompare

    Bill has worked in software and digital marketing for more than 20 years. He spent nine years as an engineer at HP, served as COO scaling a platform past 200,000 users, and ran Google’s $70M/year search syndication partnership at Alot.com. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

    “I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

    Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 19, 2026. No paid sponsorships, no affiliate commissions.

    Read Bill’s story How we verify pricingSpot an error? Tell Bill