Switching
Switch to ItemTally in an afternoon.
One CSV, matched column by column, checked before anything is written. Your old labels keep scanning, and you can import again later to update instead of starting over. Pick where you're coming from.
Where are you coming from?
- Excel or Google Sheets Save the sheet as CSV, upload it, check what each column becomes, and import. Then print labels and invite the team. Keep the spreadsheet open the whole time; you can import the same file again later to update what's there. 7 steps · about an hour
- Sortly Export Sortly's Inventory Summary report, save it as CSV and upload it. ItemTally recognises Sortly's columns, rebuilds your folder tree, fetches photos from their public links and attaches your barcodes. Then decide which items you lend. 7 steps · about an hour
- Snipe-IT Export your assets from Snipe-IT as CSV, upload them, and fix three column matches by hand (Asset Tag, Default Location and the second value column). Asset tags stay as scannable codes, so your labels keep working. Licences and depreciation stay behind. 7 steps · about an hour
- Cheqroom Export your items from Cheqroom as CSV with all fields, upload, and match the name, code and location columns. Then rebuild kits, re-create upcoming reservations and hand out what's currently in custody. History stays in Cheqroom's reports. 7 steps · about an hour
- BoxHero Export your items from BoxHero's Data Center, save as CSV and upload. ItemTally recognises the BoxHero layout and maps name, barcode, cost and attributes. Check that your quantity column is set to Quantity, and split per-location quantities into one import per location. 6 steps · about an hour
- Shelf.nu Export your assets from Shelf as a standard CSV, add a Type column, upload, and fix three column matches. Your own barcodes come across; plan to print ItemTally labels for anything that only has a Shelf QR code. 6 steps · about an hour
The shape of every switch
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Export what you have
A CSV from your spreadsheet or your current tool. Messy is fine; the next steps show you what's wrong.
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Upload and match columns
Columns are matched by their headers, with a live preview of the items they make. Exports from Sortly, BoxHero and ItemTally are recognised outright. Unknown columns can become custom fields.
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Check, then import
The Check step lists exactly what will be created, the new folders, and why any row would be skipped. Nothing is written until you import. Upload again as often as you like.
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Labels and people
Old barcodes and asset tags are attached, so existing labels keep scanning. Print new labels from the receipt, then invite the team: viewers are free.
The re-import trick
You don't have to switch in one go. Import now, keep the old system running for a week, then import a fresh export with Update items I already have ticked. Each row is matched to the item it already is, by code, then serial, then exact name and unit. Quantity differences post as count lines noted with the file name, and moves post as moves, so the logbook shows exactly what changed.
Inviting the team
Viewers are free on every plan. Editors manage the register (1 on Shelf, 5 on Stockroom, unlimited on Warehouse). Borrowers take and return things themselves. People who only borrow at the counter don't need an account at all: they get a My things link.
Before you import
- Save as CSV UTF-8. Excel and Google Sheets save only the tab you're on.
- Keep numbers plain: 249.00, not €249 or 1,249.
- Add a Type column with
uniquefor things you lend that have no serial number. - Write locations as paths with slashes:
Store room / Shelf 2. - Starting from nothing? Use a template whose columns already match.
Switching questions
How long does switching take?
An hour for the import for most teams, plus the time it takes to stick labels on. The guides above list the columns that need a second look for each tool.
Do my old labels keep working?
Yes, when the codes are in your export. Map that column to Barcode or code and the codes are attached to the items, so existing stickers scan to the right item. New ItemTally labels can sit alongside.
Can I run both systems for a while?
Yes. Keep using the old one, then export again and import with Update items I already have ticked. Items are matched by code, then serial, then exact name and unit, and only changes are applied. Blank cells never clear anything.
Does history come across?
No. Loans, check-outs and activity logs from other tools aren't imported. Keep your old export as the record of the past; ItemTally's logbook starts on the day you switch.
What if the import goes wrong?
It rarely gets that far, because the Check step shows every row before anything is written. If an import is interrupted, it resumes where it stopped instead of creating duplicates.
Is there a fee for moving over?
No. No migration fee and no onboarding call needed. If you're stuck on an odd file, email it to us and we'll help map it.
Stuck on an odd spreadsheet? Email it to [email protected] and I'll map it with you. Alex
An afternoon now. One register after.
Import as often as you like. Nothing is written until you've checked it.
Free for one editor and ten borrowers, with unlimited items. No card needed.