Details
Data imports allows you to upload cleaners, clients, locations and supplies to your Swept account through the Settings section of the desktop app. This means you can now upload information in bulk whenever you need to!
Who Has Access to This Feature?
Only admin managers have access to completing imports.
Spreadsheet Set Up
Each import type has different fields to fill out. With the different fields there is specific formatting/structure required. Please see below how to set up your file for importing. Click on an import type to be taken to that specific section.
Cleaners Import
The cleaners import will allow you to bulk add your cleaners to Swept. Download the import file for cleaners here: Cleaners Import File
Formatting
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. 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).
Clients Import
The clients import will allow you to bulk add your clients to Swept. Download the import file for clients here: Clients Import File
Formatting
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. 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).
Locations Import
The locations import will allow you to bulk add your locations to Swept. Download the import file for locations here: Locations Import File
Formatting
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).
Supplies Import
The supplies import will allow you to bulk add your supplies to Swept. Download the import file for supplies here: Supplies Import File
Formatting
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).
Instructions for Importing
Sign in to the Swept Desktop App at https://app.sweptworks.com/.
Once you log in you will land on the Dashboard page. Click on the avatar in the upper right hand corner and select Settings.
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Scroll down the page to where you see the Data Imports section. Click on the button underneath that reads Import Your Data.
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You will then be navigated to the Imports section of Settings. Click on the type of import you wish to do to begin.