Data Imports
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      3. Data Imports

      How do I import Supplies in Swept?

      Learn how to import your Supplies 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?

      Data imports allow you to upload cleaners, clients, locations and supplies to your Swept account. The data import feature is located in the Settings section of the desktop app. 

      Who Has Access to This Feature?

      Only Admin Managers are granted access to complete imports.

      How to prepare your data?

      🎯 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.  

      1. Download the import file for Supplies here: Supplies 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. The Supplier field is required and must be entered exactly how it was added to Swept. 

      6. 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.  

      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 Supplies 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 .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.

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