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INVENTORY MANAGEMENT · MIGRATION GUIDE

Switching from Zoho Inventory to Sortly

Sortly has no Zoho importer, so you move items by spreadsheet. Sales channels, sales orders and accounting links do not have an equivalent in Sortly.

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 Zoho Inventory to SortlyVerified Sep 19, 2026

Quick verdict: Export items and stock from Zoho as CSV, create Sortly’s custom fields, fill its bulk import template and import. This move suits teams that stopped selling through channels and now mainly track stock; Sortly lists no selling-channel integrations or sales 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 Zoho Inventory to Sortly

    Simpler app

    Photo-first items, folders and QR labels.

    Offline scanning

    Sortly’s mobile apps work offline.

    Free plan

    Up to 100 items for one user.

    How the migration actually works

    If you still sell on Shopify, Amazon or Etsy, Sortly will not sync those channels; stay on an order-management tool.

    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 Zoho InventoryIn each module choose More, then Export, and save CSV, XLS or XLSX (items, customers, vendors, orders). An admin can also email a full backup of CSVs from Settings, then Data Backup, once every 15 days.
    3Import into SortlyCreate custom fields and units first, then fill Sortly’s bulk import template (CSV or XLSX) and import from Settings, then Bulk Import. The import only adds new items.
    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.
    5Train 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:

    Sales orders, invoices, channel connections, purchase approvals and Zoho Books links have no Sortly equivalent. Sortly’s import only adds items; it cannot update existing ones in bulk below Enterprise.

    Pricing side by side

    PlanZoho InventorySortly
    Free plan1 user, 50 orders/month1 user, 100 items
    Entry planStandard $29/mo (annual), 3 usersAdvanced $49/mo (monthly), 2 users
    Selling channelsShopify, Amazon, eBay, Etsy, Walmart, WooCommerceNot listed
    Purchase ordersAll plans (capped)Ultra and above
    APIAll plansEnterprise only

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

    Feature parity check

    CapabilityZoho InventorySortly
    Import from the other toolCSV/TSV/XLS modulesCSV/XLSX template (adds items only)
    Sales ordersYesNot listed
    Selling channelsYesNot listed
    Offline mobileNot listedYes
    AccountingAll plansQuickBooks Online on Premium+

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

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

    Security & access: what changes when you switch

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

    What changesZoho Inventory (today)Sortly (after)
    ISO/IEC 27001CertifiedsourceNot published
    Other certificationsISO/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)sourceNot published
    GDPR data processing agreementDPA offeredsourceNot published
    Single sign-on (SAML/OIDC)YessourceYesEnterprisesource
    Two-factor authenticationYessourceNot published
    Admin audit logYessourceNot published
    Data residency choicesUS, EU, India, Australia, Japan, Canada, Saudi Arabia, UAE, Singapore, ChinasourceUS onlysource
    EncryptionAES-256 at rest; TLS 1.2/1.3 in transitsourceNot published
    Offline modeNot documentedPartialIn 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.source
    Desktop appsWindows, macOSsourceNot published
    Offline limits—Mobile apps only (not web); listed on all plans including Free.Freesource
    Office & room hardwareThe Windows app supports barcode scanners and RFID, weighing-scale integration and terminal payments; mobile apps scan barcodes with the phone.sourcePhones scan barcodes/QR codes in the app on all plans; third-party barcode scanner support and barcode label creation start on Ultra.source
    Editorial assessment

    Before you cut over

    • Set up single sign-on in Sortly on Enterprise before you invite the team, so accounts are created through your identity provider rather than by hand.
    • Sortly adds offline access (partial): install the desktop or mobile app for staff who work on the move.

    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 Sortly import from Zoho Inventory?

    Not directly. Export CSV from Zoho and import it with Sortly’s bulk import template.

    Will I pay more?

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

    Will my Shopify store stay in sync?

    No. Sortly lists no selling-channel integrations.

    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.

    Zoho InventoryPricing, free plan, AI cost & every comparison›SortlyPricing, 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

    Guides for the jobs this software does

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

    Track inventorySell onlineSell in person with a POSAll 50 job guides
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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