How to move from Ricochet to ResaleOS
The short version: you don't have to do this. Our team moves Ricochet shops to ResaleOS for you, every week. You add us to Ricochet for a morning, we bring everything across, and you're taking sales on ResaleOS by lunch. That's the whole story.
The easy way — let us do it
Book a free 15-minute call. We'll walk you through it together: you add one of our team members to Ricochet (the same way you'd add a new employee), and we do everything else — every consignor, every item, every balance, every customer, every store credit. Free with any paid ResaleOS plan, and you don't have to learn a single technical thing.
Book a free 15-minute call
Pick a quiet morning that works for you. Mondays and Tuesdays before the shop gets busy are best. You don’t need to prepare anything.
On the call we'll ask a few easy questions: how many consignors you have, whether you use Ricochet Web (the $79/month online store add-on), whether you use Ricochet Pay or another card processor, and whether you use customer store credit or loyalty points. That's it.
Add one of our team members to Ricochet
Exactly the same as adding a new employee. We send a one-page sheet with screenshots so you can’t go wrong. It takes about a minute.
In Ricochet: open Settings → Employees → Add Employee.
Type the name and email we give you. Pick the Admin role (so we can see reports and consignor accounts). Save. Done.
Not an Admin in Ricochet yourself?No problem — Ricochet requires Admin access to add new users and see reports. Forward this page to your store owner. They can add us in about a minute, and that's the last thing they need to do.
Please don't give us your own password. Always add us as a new user. That way you can see exactly what we did, and you can remove us with one click when we're done.
Have coffee while we do the work
A real person on our team — not a script — logs in and brings everything across. You can keep going about your morning.
Here's what comes across, with no input from you:
- Every consignor, with their contact details, splits and the exact balance you owe them today.
- Every active item on your floor, with its photos pulled straight from Ricochet's export.
- The full history of what's sold, when, to whom, and how much each consignor earned.
- Every payout — checks, ACH, store credit — exactly as it was.
- Every customer, including loyalty points, store credit balances, and tax-exempt status.
- Your label templates and receipt format — recreated in ResaleOS so the printers you already own keep working without any new label rolls to buy.
We'll send you a quick text or email when we're ready for you. Usually around lunchtime.
Hop back on a call — we check the numbers together
We put your Ricochet numbers and your new ResaleOS numbers side by side. You confirm they match. Then you remove our access, and you’re live.
We check four things with you, on screen:
- Total number of consignors
- Total number of active items on the floor
- Total dollars you owe consignors today
- Your year-to-date sales
Each of those should match Ricochet exactly. If anything looks off, we fix it before you go live — nothing leaves this call until you're happy.
Once you say “looks good”,you go back into Ricochet and remove our user. You're now live on ResaleOS — and you can cancel the $79/month Ricochet Web add-on whenever you're ready.
Not ready to switch fully? That's fine.
You can keep Ricochet running as your main system for a week or two while you get comfortable in ResaleOS. When you're ready to switch fully, we do a quick top-up on a Sunday night and you open Monday morning on ResaleOS. You never have a day where the shop is offline.
The self-serve version, in plain English
Some shop owners like doing things themselves — totally fair. Ricochet makes this easier than most because every report exports to CSV. Plan on about an hour or two of clicking through reports. You don't need to be technical; you just need Admin access in Ricochet.
Sign in to Ricochet and open Reports
Sign in to Ricochet on your computer. Click Reports in the sidebar. Every report in Ricochet has an Export to CSV button — that's what we'll use.
If you don't see Reports, your user isn't Admin-level. Ask whoever owns the shop to bump you up temporarily, or to run the exports themselves — it only takes an hour.
Run a handful of reports and save each as a spreadsheet
For each report below, open it, leave the suggested filters in place (or set the date range to your full shop history), and click Export to CSV. Save them all to the same folder on your desktop.
The core reports
- Consignors — your full consignor list, with contact details, splits, and current balances.
- Inventory (filter: in-stock only) — everything currently on your floor.
- Sales (or Detailed Sales) — your transaction history with totals, tax, payment method.
- Customers — your buyer list, with loyalty IDs and store credit balances.
- Payouts— every check or ACH payout you've made, with consignor and amount.
- Consignor Activity — the running history behind every consignor balance.
If the detailed sales report won't give you everything, you're not crazy — Ricochet customers complain about this often. Export what it gives you and mention the gap on our call. We have backfill scripts that reconstruct the missing detail from the other reports.
Try to run them all in the same hour. Each export is a snapshot of that moment. If you export consignors on Monday and balances on Wednesday, the numbers won't quite match. Doing them back to back after close keeps everything tidy.
Sort out your item photos
Ricochet doesn't expose a one-click photo download, so you have three options:
- If you use Shopify with Ricochet: your photos are already in Shopify. We pull them automatically once you connect Shopify to ResaleOS — you don't do anything.
- If you use Ricochet Web (the storefront add-on): open a ticket with Ricochet support and ask for a full product image export. We can write the email for you — just ask.
- If neither works:skip photos. ResaleOS's AI catalog will start snapping new ones as you next handle each item — and they'll actually be sharper than the old Ricochet ones.
Put everything in one folder
Make a new folder on your desktop called something like ricochet-export. Drag every saved spreadsheet into it.
In the next step you'll pick a path: upload the spreadsheets into ResaleOS one by one yourself, or zip the whole folder and email it to us. (We'll walk you through both — pick whichever feels easier.)
Now pick one: upload it yourself, or send it to us
With your folder ready, you have two choices. Either one is totally fine — pick whichever feels easier.
Upload them yourself
Sign in to your ResaleOS account. You'll upload your spreadsheets one at a time, on the matching page for each one. No zipping needed — keep the loose CSVs you saved in step B.
- Consignors: open Accounts, click the ⋯ menu in the top-right, pick Import from Excel/CSV, and drag in your Consignors spreadsheet. ResaleOS uses AI to match up the columns, you eyeball them, click Import.
- Customers (if you ran it): same Accounts page, same ⋯ → Import from Excel/CSV, drag in your Customers spreadsheet. Consignors and customers live in the same place in ResaleOS.
- Inventory items: open Products, same ⋯ → Import from Excel/CSV, drag in your Inventory spreadsheet.
- Sales history (optional): open Sales, same ⋯ → Import from Excel/CSV, drag in your Sales spreadsheet. Most shops skip this — Ricochet stays as the historical record.
Photos can't be bulk-uploaded through the app. If you went with the Shopify route in step C they come across automatically; if you went with the Ricochet support ticket route, forward us the response and we'll re-host them onto your items.
Don't have a ResaleOS account yet? Create one in 30 seconds — no credit card needed.
Or send it to us and we'll do it
Zip the folder first. On Windows: right-click the folder, choose Send to → Compressed (zipped) folder. On Mac: right-click the folder, choose Compress. You'll end up with one file ending in .zip.
Email it to info@resaleos.co with the subject line Ricochet migration. We handle the consignor, customer, inventory and sales imports for you, chase down your photos, and reply when it's done — usually within a few hours. Same price (free), zero clicking on your end.
If the zip is too big for email, reply to our welcome email and we'll send a private upload link.
Either way, we hop on a quick call to check the numbers
Whether you uploaded yourself or sent the folder our way, we always finish with a short call to walk through ResaleOS and confirm your numbers match Ricochet exactly. We won't mark you as “live” until you're happy.
The questions we get asked most
How long does it take?
For most shops, a single morning. You add us in the morning, you're selling on ResaleOS that afternoon. Bigger multi-location shops might take a full day — but the work is on us.
Will my consignors notice?
They shouldn't. Their balance is the same, their items are the same, their payout schedule is the same. We can email each consignor about their new self-serve portal if you'd like — completely optional.
What about item photos?
If you use Shopify or Ricochet Web, your photos come across. If photos live inside Ricochet only, we ask Ricochet support to send them on your behalf and re-host them onto your items.
Do I keep my card processor?
Yes. ResaleOS connects to Stripe (in-store Terminal, online, pay-by-link invoices) and Square — no monthly surcharge like the $100/month Ricochet charges for non-Ricochet Pay processing. That surcharge stops the moment you switch.
Will my books still match?
Yes. We confirm the dollar amounts in ResaleOS match Ricochet to the penny before you go live. Your bookkeeper sees no surprises.
What if I get stuck?
We're a real team — call, email, or text us. We answer quickly. And we always do a follow-up call a few days after you're live to make sure the shop is running the way you want.
Ready when you are.
Book a free 15-minute call. We'll agree on a morning, you add us to Ricochet for a couple of hours, and you're live on ResaleOS by lunch — with your own card processor and the storefront included. Free with any paid plan.