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Do not edit or remove any cells in this file except the example given under the headers. The information at the top and the headers of each column needs to be kept. Data should only be entered in the table.
The example given in the file should be removed. If this is kept then Swept will attempt to import it.
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 Desktop - Add-Edit-Delete Supplies. Please note if you delete a supply it is permanently gone from Swept and cannot be restored.
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Sign in to the Swept Desktop App at https://app.sweptworks.com/.
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Different spreadsheet programs have different workflows some of the workflows given may need to be adjusted to the program you are using.
When adding a long number in Excel or Google Sheets it may attempt to shorten the number. If you add an apostrophe ' ahead of the number it will show the full number.
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Sign in to the Swept Desktop App at https://app.sweptworks.com/.
Once you sign in you will land on the Dashboard page. Click on the avatar in the upper right hand corner and select Settings.
Scroll down the page to where you see the Data Imports section. Click on the button underneath that reads Import Your Data. * Only admin managers will see this information *
You will be navigated to the Data Imports section of the Settings page. Click on the type of import you would like to add.
Click on Download <type> Import Template to download the template and fill out the information. Please refer to the formatting section above.
Once you have your import template filled out save it as a .CSV (Comma Separated Values) within your spreadsheet program.
Click on here within Click here to select a file. Browse your computer for your file, select Open.
Click Begin Import to start the import.
If your file has no formatting issues you will see a confirmation message to confirm the import. If there was issues you will see the errors appear. Please note if all mandatory fields are not filled out you will only see the mandatory fields error. If you import a file with all mandatory fields filled out but other issues then additional errors will appear.
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If you import a file with errors the following could appearerrors below could appear. If mandatory fields are not filled out it will only give the mandatory fields error. If all mandatory fields are filled out you will see multiple errors you can refer to when reviewing your file.
Mandatory Fields
Error: The following mandatory fields are not filled out in the file: Row # in missing column #
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