Migration guide
OrderCircle to Crate
OrderCircle is a standalone B2B ordering portal priced by how many orders you take each month. Crate gives buyers the same branded ordering at their own prices and terms, on the catalog you already keep in Square, Clover or Shopify, and prices by plan instead of by order count.
By the Crate teamUpdated
The short answer
- OrderCircle Silver is $199/month for up to 25 orders a month and Gold is $299 for up to 50. Unlimited orders and your own business domain start at Platinum, $399/month.
- Crate Starter is $50/month and Growth $80/month, with no order cap and your own domain on every plan.
- Your Square, Clover or Shopify catalog syncs in, so there is no second product list to keep.
Why switch to Crate
- A bill that does not grow with your orders. Twenty cafes ordering every week is more than 80 orders a month: past Gold's 50, so OrderCircle Platinum at $399. Crate Growth is $80/month at any order count.
- Your own domain from the first plan. Every Crate plan can run the portal on a subdomain of your website, such as wholesale.yourbrand.com. OrderCircle's Silver and Gold plans use an OrderCircle subdomain.
- Square catalog and orders, not just payments. Crate imports your Square items and stock, and confirmed wholesale orders land in Square on the same items. OrderCircle's Square page covers taking payments and saving cards.
- Keep QuickBooks Online and ShipStation. Crate connects to QuickBooks Online on every plan, and buys shipping labels through your own ShipStation or Shippo account from the order page.
- Standing orders and roaster tools. On Growth, buyers set, skip and pause weekly, 14-day or 28-day orders. Roast weekdays, cutoffs and a production sheet are built in.
When staying put is fine: OrderCircle may still fit if you rely on its two-way Shopify stock sync, its Xero connection, credit limits per buyer or more than one currency.
Cost: OrderCircle vs Crate
| Plan | Price |
|---|---|
| OrderCircle Starter Silver (up to 25 orders a month, OrderCircle subdomain) | $199/month |
| Starter Gold (up to 50 orders a month, OrderCircle subdomain) | $299/month |
| Starter Platinum (unlimited orders, your own business domain) | $399/month |
| Enterprise Silver+, Gold+ and Platinum+ | $599 to $999/month |
| Crate Starter (up to 20 active buyers) | $50/month |
| Crate Growth (up to 50 active buyers) | $80/month |
| Crate Plus (more than 50 active buyers) | $150/month |
What each OrderCircle feature becomes in Crate
| OrderCircle | In Crate |
|---|---|
| Custom pricing per buyer (source) | Price lists per account, prices for one customer, and quantity breaks |
| Payment terms per buyer (source) | Prepaid, COD or Net 7 to Net 90, set per account |
| Credit limits per buyer (source) | Not in Crate. Buyers on terms see open balances in their portal, and Crate sends overdue reminders. |
| Minimum order quantities on products (source) | A wholesale order minimum, plus a minimum and a case multiple for each size |
| Square integration for card payments (source) | Square catalog and stock sync, and confirmed orders sent into Square on the same items |
| QuickBooks Online, ShipStation and Xero connections (source) | QuickBooks Online and ShipStation (or Shippo) on every plan. Crate has no Xero connection. |
How to switch
- 01Bring your products. Connect Shopify, Square or Clover and your catalog syncs. No store? Upload a product spreadsheet.
- 02Upload your customers. Upload the customer CSV in any column layout. Each account needs a business name and an email. Set payment terms, such as Net 30, as you import.
- 03Set prices. Recreate your price lists and customer prices. Send us your export and we will help.
- 04Invite buyers. Run both tools side by side until prices check out, then invite each buyer to their portal.
What to export from OrderCircle
| Data | How to get it |
|---|---|
| Products | Nothing to export if your catalog lives in Square, Shopify or Clover: connect it and it syncs. Otherwise upload a product spreadsheet. |
| Customers | OrderCircle's public site documents CSV imports but not exports, and its help center needs a login. Ask OrderCircle support for a CSV of your accounts with business name, email and payment terms. (source) |
| If OrderCircle syncs to QuickBooks Online | OrderCircle syncs items and customers with QuickBooks, so they are there too. In QuickBooks Online, open Settings, then Export data, switch on the lists you need and select Export to Excel. (source) |
| Prices and terms | Note each buyer's custom pricing and payment terms, or ask OrderCircle support to include them in the export. Send them to us and we will help rebuild your price lists and customer prices. |
| Orders | Your OrderCircle order history stays in OrderCircle, and in QuickBooks if you sync it. Crate starts new order history from your switch date. |
Keep in mind: OrderCircle's pricing page lists monthly prices and does not describe a contract term, so check when your plan renews before you set a switch date.
Keep in mind: Run both side by side until each buyer has placed a first order in Crate, and keep your OrderCircle exports for reference.
Questions about leaving OrderCircle
- How much does OrderCircle cost?
- OrderCircle lists Starter Silver at $199/month for up to 25 orders a month, Gold at $299 for up to 50, Platinum at $399 for unlimited orders and your own business domain, and Enterprise plans from $599 to $999, in USD with a 14-day trial.
- Can I export my data from OrderCircle?
- OrderCircle's public site describes CSV imports but not exports, and its help center needs a login, so ask OrderCircle support for CSV files of your customers, products and prices. If OrderCircle syncs to QuickBooks Online, you can also export your lists from QuickBooks under Settings, Export data.
- Does Crate limit how many orders I take?
- No. Crate plans are priced by plan, from $50/month, and none of them caps orders per month.
- Does Crate have credit limits like OrderCircle?
- No. Crate sets payment terms per account, from prepaid and COD to Net 90, shows buyers their open balances in the portal and sends overdue reminders. If you need a hard credit limit on each buyer, OrderCircle lists one.
Send us your OrderCircle export
Upload your customer list and we will help set up prices before your buyers move.
14-day free trial. No credit card required.
Sources
- 1. OrderCircle pricing
- 2. OrderCircle FAQ: CSV imports and integrations
- 3. OrderCircle Square integration
- 4. OrderCircle Shopify integration
- 5. OrderCircle wholesale terms
- 6. QuickBooks Online: export your data
Based on published information on the review date. Plans change, so check with the provider.