How do I import Supplies in Swept?

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

🎯 Before importing Supplies, ensure your SUPPLIERS have been set up in Swept. To learn how to set up SUPPLIERS, click here.

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

Go to Supplies on the left-hand navigation.
Admin Managers will see an option to Import Supplies.
Download the import file for Supplies here: Supplies Import File
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.
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.
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".
The Supplier field is required and must be entered exactly how it was added to Swept.
You can add supplies with duplicate names so be careful you are not entering duplicates! If you add a duplicate supply you can manually delete it. You can only restore a deleted supply by manually adding it back.

Log in to the Swept Web App.
Go to Supplies on the left-hand navigation.
Admin Managers will see an option to Import Supplies. Click there and on the bottom of the screen there is an import option.
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.

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

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