Organizely imports the operational records Stocky kept that Shopify does not: purchase orders, stocktakes, suppliers, and stock adjustments. This page explains how each one comes across so you know what to expect. It applies to both import methods (the Stocky API and CSV).
Your products and variants are not imported here. They come from your Shopify sync automatically. The importer simply links your records to products that are already in Organizely.
Everything imports as history, so your live stock never changes. Stocktakes and adjustments are stored as past records. Your current on-hand quantities stay owned by, and in sync with, Shopify.
How products are matched
Every imported line is matched to one of your products, in this order:
Shopify ID (inventory item id)
SKU
Barcode
Product name plus variant name (used only when there is exactly one match, never a guess)
If none match (usually because the product has not finished syncing from Shopify yet), that line is skipped and reported, while the rest of the record still imports. For the smoothest result, finish your Shopify product sync first. If two products happen to share the same barcode, Organizely will not guess between them: it leaves the line unmatched and tells you.
Purchase orders
Required: a PO number and a quantity per line.
Suppliers named on a PO are matched by name, and created automatically if they do not exist yet.
Status is translated into Organizely's PO status: "not delivered" or "partially delivered" become sent (on order); "delivered" becomes received ; "not ordered" or "unordered" become draft ; a cancelled order stays cancelled ; anything blank or unrecognized safely defaults to draft .
Costs are stored in your base currency exactly as written. This version does not convert between currencies. If a PO was placed in a different currency, the preview shows a warning naming both currencies so you can double-check those figures. (The supplier-currency cost column is not imported in this version.)
A purchase order import never changes your stock. A PO records what you ordered; receiving inventory is a separate step.
Stocktakes
The counted quantity comes from "Current Stock" and the variance comes from "Adjustment". Organizely works out the expected quantity as counted minus adjustment. Example: if you counted 40 and the adjustment was -2, the expected quantity was 42 (a shortage of 2).
A Stocky stocktake file has no identifier, so the whole file becomes one stocktake.
Re-importing the same stocktake file updates the same stocktake, it does not create a duplicate. Organizely matches it on the file's contents, so re-importing after you fix a few lines or sync more products safely updates the existing count.
Location: matched to one of your locations by name. If it is blank, your default location is used. A location that does not exist in Organizely is reported as an error (locations are not created for you), so set it up first.
Suppliers
Required: a supplier name. Everything else (address, contact, phone, website, payment terms, currency, notes) is optional.
Suppliers are matched by name , ignoring capitalization ("Acme Co" and "ACME CO" are the same supplier), and created if new.
The name is only used to recognize the supplier; it is never changed by a re-import. If you rename a supplier in your file, Organizely treats it as a brand-new supplier (which can create a duplicate), so rename suppliers inside Organizely instead.
Account number, payment method, and fax do not have their own fields yet, so they are folded into the supplier's Notes (for example, "Account number: ACME-001"). These are only set the first time. Your Notes are never overwritten on a re-import, so any notes you edit inside Organizely are kept.
Currency must be a three-letter code such as USD, EUR, or GBP. Organizely only checks that the value is three letters, so a three-letter typo like "UDS" is accepted as-is: double-check your codes. A symbol, a written-out name, or anything that is not three letters is left blank (the supplier falls back to your base currency) with a warning. The word "base" and a blank both mean "no specific currency".
A supplier that appears twice in the same file is imported once (the first row wins).
Stock adjustments
Required: an adjustment number and a signed quantity (a positive number adds stock, a negative number removes it).
Only adjustments that were actually applied in Stocky are imported. Rows with a status like "not_adjusted" are skipped on purpose, because they never changed any stock.
Reason is sorted into a standard category: words like shrinkage, loss, broken, expired, or theft become damaged ; receive, receipt, or restock become received ; sale or sell become sold ; returns or refund become returned ; count, cycle count, stocktake, or recount become cycle count ; "transfer in" and "transfer out" map across directly; adjust, adjustment, or manual become a neutral correction . If your wording is not recognized, it is filed as correction and your original words are kept in the notes, so nothing is lost.
Location works the same as for stocktakes: matched by name, blank uses your default, and an unknown location is reported as an error.
Because each Stocky bulk-export adjustment is a single line, if that line's product cannot be matched the whole adjustment cannot import. It appears under "Errored" with the message "Adjustment has no valid lines". Finish syncing your products (or fix the SKU), then re-import.
If the date cannot be read, the adjustment still imports, stamped with the time of import. Use the YYYY-MM-DD format (for example, 2026-02-01) to be safe.
Extra columns such as Cost and Employee are recognized and stored for your records (Cost is kept as a historical cost snapshot only; it does not change your live cost). Columns with no matching field are simply ignored.
What is not imported
Products and variants come from your Shopify sync, not this tool.
Transfers are handled natively by Shopify and are not part of the Stocky migration. You will not see a "Transfers" option in the import wizard under any source. Your current stock already reflects every transfer Shopify knows about. If you have old transfer history you want in Organizely, contact support.
Need help?
If anything looks off, reach out to our support team and we'll help you get your data in correctly.