Migrate your Orderry data

Client profiles in Orderry hold contact details, interaction history, individual discounts, and a linked asset profile. We map Client records 1:1, preserving custom fields, rating scores, and the client-asset relationship. Import via XLS with field mapping is well-documented.

Tickets are the primary work-order object, supporting status tracking, custom fields, and file attachments. We migrate Tickets preserving all status transitions and linked Client and Asset references. Bulk import via XLS is supported.

Orders represent completed or in-progress repair transactions with line items, pricing, and payment status. We migrate Orders preserving product and service line items, totals, and payment records. A recent workflow update (2026) changed how custom services and products are added.

Estimates share a schema with Orders but represent uncommitted quotes. The conversion to an Order changes record type and ID. We migrate Estimates as-is and flag which ones were converted so the destination CRM reflects the original quote state.

Products include SKU, pricing, cost, serialization, and warehouse stock levels. We map Products preserving all inventory attributes. Note: products must be in-stock or manually added to Orders if out-of-stock; we flag this for customers migrating inventory.

Orderry supports multiple warehouse locations with stock per warehouse. We migrate Warehouse records and stock levels, maintaining per-warehouse quantities as separate line items on the Product record.

Purchase Orders are the procurement stage before stock posting. We migrate open Purchase Orders and can also migrate completed ones as historical records. Purchase Orders can be converted directly into a Posting document.

Employee records include clock-in/clock-out logs, scheduling assignments, and role. We migrate Employees preserving name and role. Attendance and payroll history may require separate export handling depending on plan tier.

Orderry supports multiple business locations per subscription. We migrate Location records and associate them with Tickets, Orders, and Employees. The Hobby plan caps at 1 fixed location.

Asset profiles are linked to Client records and hold product serial numbers, warranty info, and repair history. We migrate Assets preserving the Client link. Custom asset fields may require manual mapping if the destination CRM uses a different asset model.

Orderry maintains accounts for different payment types, client/supplier balances, and financial reporting. We migrate account balances and open settlements. Historical transaction detail may be limited depending on what was recorded in Orderry.

Orderry allows custom fields on Tickets, Orders, Clients, and Products. We detect and preserve custom field definitions and values during migration. Custom field types (dropdown, text, date) are mapped to equivalent destination field types where possible.