Import Your Data

Get your shop up and running fast — import existing data in minutes

💡 Pro tip: Importing your data early creates instant value. The more data you have in the system, the more powerful your daily digest, dashboards, and automations become.

Quick CSV Imports

Material Price List

Import your material catalog with costs and selling prices

Expected CSV columns:

material_namematerial_typesuppliercost_per_sqftselling_price_per_sqft

Inventory Slabs

Import your current slab inventory with quantities and locations

Expected CSV columns:

material_namematerial_typeslab_counttotal_sqftcost_per_sqft

Customer Accounts

Import your customer list with contact information

Expected CSV columns:

account_nameemailphoneaccount_type

Employees

Import your team roster with roles and hourly rates

Expected CSV columns:

namerolecost_per_houremailphone

Advanced Tools

Migrate from Moraware

Import all your jobs, quotes, and customers from Moraware in one click

Parse Vendor Price Sheet

Upload a supplier PDF price sheet and auto-extract material pricing

Need a CSV template? Create a CSV file with the column headers shown above. The first row should be the column names, and each subsequent row is a record.