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 that line will not import.
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 that line will not import.
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 that line will not import.
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 that line will not import.