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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. 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 (Download in Google Sheets) to save it save as a .CSV. For instructions on how to save as a .CSV file (Comma Separate Values file)in Excel and Google Sheets click here.
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.
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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. 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 (Download in Google Sheets) to save it as a .CSV file (Comma Separate Values file).. For instructions on how to save as a .CSV in Excel and Google Sheets click here.
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. Please note that cities with two names have an underscore _ between the names. 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
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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 (Download in Google Sheets) to save it save as a .CSV. For instructions on how to save as a .CSV file (Comma Separate Values file)in Excel and Google Sheets click here.
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. Please note that cities with two names have an underscore _ between the names. 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 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 (Download in Google Sheets) to save it save as a .CSV. For instructions on how to save as a .CSV file (Comma Separate Values file)in Excel and Google Sheets click here.
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/.
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.
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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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What needs to be updated: You may have selected the wrong import type. Make sure to select Import Cleaners, Import Clients, Import Locations or Import Supplies and use the templates given.
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How to save a file as a .CSV in Excel:
In Excel select File then Save As.
Under Save as type select CSV (comma delimited).
Make any other changes as necessary for example changing the Filename or adding it to a specific place on your computer.
Once changes are made click Save.
Check out a short video here: How to save a CSV in Excel
How to save a file as a .CSV in Google Sheets:
In Google Sheets under File move your mouse to Download. This will give additional options.
Select Comma-separated values (.csv, current sheet).
The file will save to your computer to be used to import in to Swept.
Check out a short video here: How to save a CSV in Google Sheets
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