Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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

  • The security pin must be four digits. It cannot be longer/shorter and can only include numbers.

...

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

...

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

  • 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.

...

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

...

What needs updated: This error message appears when there are duplicate phone numbers in the file. Phone numbers must be unique within Swept.

Duplicate Phone Numbers in System

Error:

What needs updated:

Duplicate Emails in System

Error:

What needs updated:

Incorrect Country Format

Error:

What needs updated:

Incorrect Timezone Format

Error:

What needs updated:

Security Pin Not Formatted Correctly:

Non-CSV File:

Missing Supplier:

Supplier Name Doesn’t Match:

No Supplier in Swept:

Too Many Locations: This error means your location import has too many locations and exceeds your Swept package limit. If you’d like to increase your limit, please reach out to customer support for more information. [just needs an error message example here].

Blank Rows:

Error:

What needs updated: