Import your history from Stocky

What to export from Stocky

• Suppliers — names, contacts, lead times, payment terms.
• Purchase orders — including the ones still open and in transit.
• Receiving and cost history — what you paid, per item, per delivery. This is the file that matters most and the one people forget.

Take more than you think you need. An extra CSV costs you a minute now; a missing one cannot be recovered after the shutdown.

Check the file before you import it

Open each CSV and confirm the SKU, supplier and cost columns actually contain values. A blank cost column will import as a blank cost, and every margin figure that follows will be quietly wrong — which is the single most expensive way to get this wrong.

Import into Purser

1. 1

   Upload the CSV

   Open Import in Purser and choose your file. Purser reads the header row and shows you which of its own fields it thinks each of your columns maps to.

2. 2

   Fix the mapping

   Your columns will not be named the way Purser names things, and that is fine. Correct any it has guessed wrong. You do not need to reformat the file.

3. 3

   Read what it tells you before you commit

   Purser shows you what will import and what will not, and why, before anything is written. Rows it cannot read are reported individually rather than silently skipped. If a row is rejected, fix it in the CSV and upload again.

After the import

• Check your suppliers did not get split in two by a trailing space in a name.
• Check the opening cost on a handful of items you know the real cost of. This is the starting point for every weighted average from here.
• Check that purchase orders still in transit came across as open, so you can receive them when the van arrives rather than raising them again.