Problem this addresses
- A Sortly setup or move needs reviewed item, folder, field and quantity decisions before data changes.
Sortly Setup or Migration
Set up Sortly or plan a move and check that the records and totals match.
For businesses implementing or moving to customer-owned Sortly.
Custom quote before workFinal scope and total confirmed before payment.
- Written deliverables and exclusions
- Customer-controlled access
- Testing and handover record
Delivery workspaceSample project · no customer data
Project active
Project scope
Delivery plan and acceptance record
In deliveryRequired resultWritten and agreedChecked
Access neededNamed user · least permissionPending
Acceptance checksExamples listed before buildPending
Handover and supportTiming shown in the quotePending
1Source information matches the approved sample
2Result is repeatable by the named owner
3Failure and recovery steps are documented
4Handover notes are ready
Sortly Setup or Migration: problem, scope, and checks.
Prepare and reconcile an approved Sortly setup or move.
Included scope
- Read-only assessment of the agreed source and target
- Prepare item, location and custom-field mappings
- Complete only the owner-approved setup or migration scope
What is checked or delivered
- Source-to-target reconciliation
- Rejected and unresolved record report
From request to handover
5 visible stages keep the work, decision, and responsibility clear.
Start your request- 1
Explain the problem
Share the result you need, current tools, urgency, and limits.
- 2
Review written scope
Check what is included, excluded, timed, priced, and supported.
- 3
Approve safe access
Invite a named user with only the permissions the work needs.
- 4
Test the result
Review agreed examples, totals, exceptions, and recovery steps.
- 5
Receive handover
Get the finished work, operating notes, and support boundary.
What you receive
A finished result with a usable handover—not an unexplained file.
Written scope
The result, inclusions, exclusions, price, timing, and checks are agreed before work.
Tested delivery
The completed work is checked against the examples and acceptance points in the scope.
Handover and support
You receive operating notes, ownership details, and the exact included support period.
Price and control
Nothing starts until the written quote is clear.
The price shown is a guide. Your quote states the exact work, outside costs, payment schedule, timing, access, change process, and support before you decide.