Import and export

Move data in and out of CutBench.

Who can do this

Organisation admins use Settings → Import & Export.

Open Settings → Import & Export and choose Open import wizard.
Pick what you are importing:
- Customers
- Jobs
- Slabs / stock (new inventory pieces)
- Refresh stock prices (update costs on materials you already have)
Upload a CSV (column names do not need to match CutBench — you map them next).
Map each CutBench field to a column. Moraware-style headers are suggested when recognised.
Review the preview, then commit.

Customer emails, job refs, and slab codes that already exist are skipped on create imports (not updated).

Use this when a stockist sends an updated price list and you need to update materials already in CutBench — not to add new slabs.

Choose Refresh stock prices and upload the CSV.
Map unit cost (required). Map SKU when the file has it — that is the fastest exact match. Otherwise map brand, colour, and size so CutBench can suggest matches.
On preview:
- Exact SKU or slab-code matches are accepted automatically.
- Suggested matches need you to confirm (or skip the row).
- Check before → after for unit cost, end-customer sell price, and showroom sell price.
Optionally update sell prices from the new unit cost with a percent markup or a fixed amount on top of cost (applied to both end-customer and showroom prices).
Confirm and apply. Only matched rows are updated; no new stock is created.

VideoCSV import walkthrough~2 min

Video placeholder — replace with embedded recording when ready.

Scenes to record:

Download a ZIP with CSV per table and signed URLs for files. You can also export customers or jobs as individual CSVs from the same settings page.