...
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.
| Anchor | ||||
|---|---|---|---|---|
|
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.
...