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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 and both letters need to be capitalized. Examples:
CA - Canada
US - United States of America
AU - Australia
GB - United Kingdom
Timezones need to be entered exactly how the first part (before the square brackets []) of the timezone appears in Swept when creating a location. You can find these in the Swept Desktop app by going to Locations and clicking + Location. Scroll down and select your Country and Time zone. How the time zone appears before the square brackets is how you want to write it. Examples:
US Eastern Time Zone - America/New_York
US Central Time Zone - America/Chicago
Canada Eastern Time Zone - America/Toronto
United Kingdom - Europe/London
Melbourne Australia - Australia/Melbourne
You are able to add locations with duplicate names, be aware of any duplicates. If there are multiple of the same locations in the spreadsheet when importing, these will appear in your locations list. If duplicate locations are accidentally added to your Swept account, these can be deleted by following the instructions in the article How to Add and Manage Locations. Please note if you delete a location it is permanently removed from Swept and cannot be restored.
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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).
Before importing supplies you need to first add the supplier name. Supplier is a required field and must be entered exactly how it was added to Swept. For more information on adding a supplier check out our article Desktop - Add a Supplier
You are able to add supplies with duplicate names so be careful you are not entering duplicates! If you add a duplicate supply you can delete it within the Swept Desktop App. Here is an article on how to manager your supplies Swept+ Supplies Desktop - Add-Edit-Delete Supplies. Please note if you delete a supply it is permanently gone from Swept and cannot be restored.
Instructions for Importing
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