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• Do not edit or remove any cells in this file. Data should only be entered in the table below. This includes keeping the information at the top, the headers of each column and the example given. Start adding information below the example given in the file.

• Columns with an * are mandatory. If you are missing any mandatory information then the file will not import and Swept will only give the error about mandatory information missing. No other error will be given until all mandatory information is added to the file. Please note that clients can have a valid email OR phone number to be imported if you do not have both pieces of information.

• The import file must be downloaded or exported as a .CSV file to successfully import the data into Swept. The file templates given above are .XLSX when you save the file you will want to use the Save As feature to save it as a .CSV file (Comma Separate Values file).

• To ensure phone numbers are in the correct format, type ’+ in front of the country code, followed by the phone number. Your spreadsheet program may have a hard time accepting the + formatting for the phone number. When typing in a phone number into the spreadsheet, an apostrophe ‘ should be placed before the + sign to maintain the proper phone number formatting required for Swept. Example: ‘+15555555555. The format breaks down as such: ‘ (+country code) (phone number). In the example above, the country code for Canada is 1.

• Under the Country header you are required to enter a country abbreviation. This abbreviation needs to be the two letter abbreviation for the country. Examples:

  • CA - Canada

  • US - United States of America

  • AU - Australia

  • GB - United Kingdom

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• Do not edit or remove any cells in this file. Data should only be entered in the table below. This includes keeping the information at the top, the headers of each column and the example given. Start adding information below the example given in the file.

• Columns with an * are mandatory. If you are missing any mandatory information then the file will not import and Swept will only give the error about mandatory information missing. No other error will be given until all mandatory information is added to the file.

• The import file must be downloaded or exported as a .CSV file to successfully import the data into Swept. The file templates given above are .XLSX when you save the file you will want to use the Save As feature to save it as a .CSV file (Comma Separate Values file).

• Under the Country header you are required to enter a country abbreviation. This abbreviation needs to be the two letter abbreviation for the country. Examples:

  • CA - Canada

  • US - United States of America

  • AU - Australia

  • GB - United Kingdom

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