Bulk import customers into Swift

In Swift, you can upload a CSV spreadsheet of your customers to quickly add them into your Swift account.

How to upload your customer list into Swift

1. In Swift Admin, go to the Customers page

   
   

2. Click on the Import button located in the top right corner

   
   

3. Click within the dotted box to Upload your CSV file, or simply drag and drop the CSV file into the dotted box. Click the Next button.

   
   

4. The system will display how many columns and rows were discovered in the file. Click the Next button.​

   
   

5. A pre-populated list will show the columns mapped to the corresponding fields in Swift. Please ensure the File Column is correctly mapped to the corresponding Swift Field. If not, you can click on the Swift Field and change it accordingly.

   
   

6. Optional - If you would like to opt-in all the customers in the list to receive marketing email blasts from your facility, check the "Automatically opt-in all customers to receive marketing emails" field. Click the Next button.

   
   

7. The system will provide a summary of the number of customer accounts that will be created with the import, and the number of existing customers who will have their profiles updated.

   
   

8. Optional - If you would like an automated email notification to be sent to all imported customers once their account has been imported (created), you can check the "Notify customers when their account is created" box

   
   
9. Click on the Start Import button