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
If you have already set up your template and reviewed the formatting information below then you scroll straight to Instructions for Importing.
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).
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.
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).
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
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).
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.
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).
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.
Instructions for Importing
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.