Migrating fromSortly to PalmFlow

Introduction

If you're considering moving from Sortly to PalmFlow, you're in the right place. Sortly is a polished general-purpose inventory app — it's just not a reseller one, so it has no idea what eBay is, what a final value fee costs you, or what an item actually made. This guide walks the move step by step, including what happens to your folder structure.

Jump ahead

• Background
• Concepts
• Before you start
• Moving your data
• What transfers
• Troubleshooting
• Pricing
• Conclusion

Background

• Sortly is visual inventory management for any kind of stuff — folders, photos, custom fields, barcode and QR labels, and pick lists. It's used for equipment, supplies, and stockrooms as much as for resale.
• It's marketplace-agnostic by design. There's no eBay integration, no fee math, and no resale profit-and-loss — it tracks what you have, not what you made on it.
• PalmFlow launched in 2026. It's reseller-native: the same physical inventory ideas — locations, labels, scanning — with eBay and Shopify sync, real fees, cost basis, and P&L wrapped around them.

Concepts

The inventory half maps closely. The reseller half doesn't exist on Sortly's side.

Before you start

One thing to think about before you export, because it's the only part of Sortly that doesn't map one-to-one.

• How your folders should become locations. PalmFlow's locations are a flat list of named places rather than a nested tree — so decide whether Garage / Shelf B becomes one location named that, or just Shelf B.
• A Sortly login. The export is under Reports.
• Your eBay account credentials.
• A PalmFlow account. The CSV importers are part of Pro.
• Your cost basis, if you weren't tracking it in Sortly. Item value isn't the same as what you paid.

Moving your data

Sortly's Inventory Summary report is the export you want — it carries every item and field, organized by folder and location, rather than whatever happens to be on screen.

1. 1

   Export the Inventory Summary report

   Sortly has a few ways to export, and this is the one that gets everything rather than a filtered view.

   1. Sign in to Sortly and open Reports.
   2. Select Inventory Summary.
   3. Click Export and choose CSV or Excel — CSV is simplest for the next step.
   4. Click Export again to download the file.
   5. Open it and check that the folder and location columns came through alongside your item details.

   If you only want part of your inventory, Advanced Search is the other route: select the items you want, then Export. The Inventory Summary is the better choice for a migration, because a filtered export is how you accidentally leave half your stock behind.

2. 2

   Turn folders into a location column

   This is the one bit of shaping this migration needs, and it's a single spreadsheet operation.

   1. Open the export in a spreadsheet.
   2. Decide on one column that holds where the item physically is, and head it location — or bin, shelf, or warehouse.
   3. If your folder path arrived split across columns, join it into that single column — Garage / Shelf B, or just Shelf B, whichever you'll actually say out loud when looking for something.
   4. Head your cost column cost, and your reference column sku.
   5. Anything else — custom fields, notes, tags — can stay. Unrecognized columns are ignored rather than misread.

   PalmFlow has tags as well as locations, and tags handle the groupings folders were doing double duty for. A column headed tags comes across, so "winter", "consignment", or "needs photos" can stop being a folder.

3. 3

   Connect eBay to PalmFlow

   This is the half of the product Sortly never had. Your listings arrive as items and your orders start recording themselves, fees included.

   1. In PalmFlow, open Settings → Integrations.
   2. Find eBay and click Connect, then authorize on eBay's own sign-in page.
   3. Choose the eBay marketplace you actually sell on.
   4. Let the first sync finish — active listings arrive as items with titles, prices, and quantities.
   5. Connect Shopify the same way if you run a store.

   Do this before the import and give your Sortly rows SKUs that match your eBay custom labels if you can. That's what stops the same item arriving twice, once from each source.

4. 4

   Import inventory, then history

   The importer shows its reading of the file before it writes anything, so the first run is a preview whether you want one or not.

   1. Go to Inventory → Import CSV and choose your shaped file.
   2. Read the preview: new items, duplicates it will skip, and every column matched or ignored.
   3. Confirm that cost and location both show as matched.
   4. Confirm — each location you named is created for you automatically.
   5. Import past sales from Orders → Import CSV and business costs from Expenses → Import CSV. An eBay Seller Hub orders report works for the sales side.
5. 5

   Check the numbers, then check a shelf

   Two checks: one on screen, one in the room.

   1. Open Reports and compare item counts against what Sortly told you.
   2. Walk to a shelf and find something in PalmFlow — the location should read the way you'd say it.
   3. Print fresh labels from PalmFlow for anything you scan. Sortly's QR codes belong to Sortly and won't resolve.
   4. Undo any import in one click from the result message if something needs fixing.

What transfers

What comes with you, and how.

Troubleshooting

The questions that actually come up partway through a move from Sortly.

Pricing

Sortly prices by unique items and user seats and is aimed at businesses of any kind; PalmFlow prices by active items and is aimed at one. Prices as of July 2026.

Sortly discounts heavily in the first year for new customers, so the first-year price and the renewal price are different numbers. Compare against the renewal.

PalmFlow annual billing drops Pro to $15.99 and Ultra to $31.99.

Conclusion

One report gets your items out, one spreadsheet column turns folders into locations, and one eBay connection adds the entire half of the job Sortly was never built for. The inventory discipline you already have carries straight across — it just starts knowing what things sold for.

An honest caveat: if you're tracking equipment, supplies, or anything that isn't for sale, Sortly is the better tool and this migration isn't for you — its folder model and custom fields go deeper than ours for general inventory. Switch when what you're tracking is stock you're selling, and you want the fees, the cost basis, and the profit in the same place as the shelf it's sitting on.