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      Bulk Import Locations into Swept

      Learn how to import your Locations using the data imports feature.

       

      🚨 This functionality is ONLY available in the Optimize, Scale, and Loyalty Package. Please speak to our support team about upgrading your plan.

      How to prepare your data before importing it?

      Properly preparing your spreadsheet before importing your data is crucial for a successful import process.

      1. Go to Locations and in the top right corner, Admin Managers will see the option to Import Locations. 
      2. Download the import file here: Locations Import File
      3. Save the file as a .CSV file after it has been downloaded.

      DO NOT edit or remove any cells in this file except the row with the sample data.  All data in the header columns must not be edited. 

      1. Columns with an * are mandatory. If you attempt to import the file without these fields completed, the file import will generate an error "mandatory information missing".
      2. Country data must be entered as the 2-letter country abbreviation. Both letters need to be capitalized. Examples:

        • CA - Canada

        • US - United States of America

        • AU - Australia

        • GB - United Kingdom

      3.  Timezones must be entered exactly how the timezone appears in Swept before the brackets.   Examples in bold below:

      • 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


      DO NOT INCLUDE THE BRACKETS OR INFORMATION AFTER THE BRACKETS. 

      How to avoid duplicate Locations?

      • The import will allow you to import duplicate locations.  Review your sheet carefully before importing.
      • If duplicate locations are accidentally added to your Swept account, they can be manually deleted. 
      • If you delete a Location it is permanently removed from Swept and can only be restored manually. 

      How to Import your data?

      • Sign in to the Swept Desktop. 

      • Go to Locations, select " Bulk Import Locations"

      • Click on Download Locations Import Template and fill out the information. Refer to the preparation section above.

      • Complete the template and save it as a .CSV file (Comma Separated Values). 

      • Scroll to the "Import Locations" section and select the file.

      • Click Begin Import to start the import.

      If no formatting issues, a confirmation message will appear for the import.

      If errors occur during import, you will see them displayed. Missing mandatory fields will result in a specific error. Additional errors will appear if other issues are present in the file.