Data Imports
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      1. Swept Support Center
      2. Getting Started with Swept
      3. Data Imports

      How do I import Clients into Swept?

      Learn how to import your Client details using the data imports feature.

       

      The data import feature is located in the Settings section of the Swept Web App. 

      Who Has Access to This Feature?

      Only Admin Managers have access to completing imports.

      How to prepare your data?

      Setting up your spreadsheet in preparation for importing your data is key.  

      1. Download the Clients Import File here: Clients Import File
      2. Save the file as a .CSV file after it has been downloaded.  For instructions on how to save as a .CSV in Excel and Google Sheets click here.
      3. 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. 
      4. 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".
      5. 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

      6. Timezones must be entered exactly how the timezone appears in Swept before the brackets.   Ex. 

        • 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

      7. Phone numbers must include the + before the country code.

      ⚠️ To add a phone number with the + symbol you must include an apostrophe before the + for formatting purposes.  All phone numbers must be entered in this format '+15555555555.  

      How to import the data?

      • Log in to the Swept Web App.

      • On the Dashboard page, click on the avatar (blue circle with your initials) in the upper right-hand corner.  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 

      • On the Data Imports page, select "Import Locations"

      • Click on Download Clients 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 at the bottom of the page in Swept and click on here where it says "Click here to select a file".

      • Browse your computer for your file and 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 were 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.

      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 necessary changes, such as 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 into Swept.

      • Check out a short video here: How to save a CSV in Google Sheets