Migrating from Stocky to Bookkeep Inventory

Bookkeep Inventory is a direct replacement for Stocky. When you migrate, your key Stocky data — suppliers, purchase orders, receiving history — are auto-imported into Bookkeep.

What's Included in the Migration

• Suppliers
• Purchase orders — your full PO history, including line items
• Receiving history — past receiving records are imported
• Average / weighted average cost — your cost history is preserved and maintained going forward

What's New in Bookkeep Inventory

Bookkeep Inventory includes everything Stocky offered, plus several features Stocky did not have:

• Landed cost — add fees (shipping, duties, etc.) or discounts to a receipt and allocate them across line items by value or quantity
• Full receiving reports — complete visibility into what was received and when
• Full audit trail — every change to a cost or receiving record is logged
• QuickBooks integration — push any received purchase order to QuickBooks as a bill

How to Connect Stocky and Run the Import

Step 1: Copy your Stocky API key into Bookkeep

1. Open Stocky.
2. Go to Settings → API key access
3. Copy your API key.
4. Open the Bookkeep Embedded app in your Shopify account and go to Purchase Orders → Settings.
5. Paste your Stocky API key into the field provided.
6. The import will automatically run and pull in all your suppliers and purchase orders from Stocky.

Note: Click Run Import to re-run the import at any time. Import is safe to run multiple times. If you continue using Stocky after connecting it, re-running the import will pick up any new suppliers or purchase orders added since the last run.

Working with Your Migrated Data

Suppliers

After the import, your Stocky suppliers appear in Bookkeep. You can:

• Update supplier details and notes
• View all products you've received from each supplier
• See last cost and average cost per supplier
• Set or update a catalog / supplier price per product, which will be used as the default when creating new purchase orders

Purchase Orders

Your Stocky PO history is available in Bookkeep. You can:

• View and manage existing purchase orders
• Duplicate a historic Stocky purchase order as a starting point for a new one
• Create new purchase orders using your imported suppliers and catalog prices

Receiving a Purchase Order

1. Open the purchase order and click Receive.
2. You can do multiple partial receipts — for example, receive 3 units on one receipt and the remainder on another.
3. Enter the invoice number for the receipt.
4. Enter the quantity received for each line item.
5. Add any landed costs (see below).
6. Save the receipt. Bookkeep will sync the updated cost to Shopify automatically.

Congrats! You're almost up and running in Bookkeep Inventory. For Part Two, visit Configure Your Cost Tracking Method in Bookkeep.