How do I import Locations into Swept?

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

Who has access to this feature?

Only Admin Managers are granted access to complete imports.

How to prepare your data?

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

1. Download the import file here: Locations 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.   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

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.

• 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 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 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.

How to save a file as .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 be saved to your computer to be used to import into Swept.