00:00:05:08 - 00:00:33:18
Today we're exploring how to create a spreadsheet for importing data into SwiftFox. To get started, let's head into the importer. The importer can be accessed by clicking the plus icon at SwiftFox’s navigation bar. Here you can add people, organisations, or import data. Click Import data. If you do not have the option to import data, you will need to speak to a SwiftFox administrator in your organisation.

00:00:33:22 - 00:01:03:35
The first step is where you upload your spreadsheet. The easiest way to create your spreadsheet is by using our sample file, which you can download and add your own data to. To download, simply click on the blue download text. Opening the download will open Excel and show you several columns we have created that cover the most used columns for importing, including first name, last name, mobile, landline, email, and organisation.

00:01:03:39 - 00:01:28:13
You can add as many more columns as you wish, including our custom field or category type columns. Paste your data into the spreadsheet in the correct columns, and once you're ready, save your spreadsheet. You can either save it as an Excel or CSV file. The SwiftFox importer takes both now. Back in SwiftFox, you are ready to attach and get started.

00:01:28:17 - 00:01:55:27
Let's conclude with a couple of handy pointers. You can use your own spreadsheet. You don't need to use our sample file. Just ensure that the columns in your spreadsheet matched fields or columns in SwiftFox And make sure you view our guidelines for importing data into SwiftFox. Our team has published all the tips and tricks for structuring your data to minimise the risk of errors and maximise the chance of importing clean data.

00:01:55:31 - 00:01:59:24
Easy as that. Now you know how to create a spreadsheet for importing.