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Importer

Importer

Bring people and organisations in bulk without duplicates. Upload a CSV or Excel file, map your columns, review every row, then save the mapping for next time.

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General

Importer

Importer — Overview

Bulk‑create and update People and Organisations by uploading and mapping CSV or Excel files.
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September 18, 2026
Importer

Running the import & the Import Overview

Run imports, view overview, download reports and track post‑import actions in SwiftFox.
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September 18, 2026
Importer

Importer — Frequently asked questions

Import bulk data, map columns, match records and resolve errors in SwiftFox.
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September 18, 2026

Workflows

Importer

Reviewing & resolving duplicate matches

Resolve duplicate matches before importing data to ensure clean imports.
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September 18, 2026
Importer

Importer — Workflows: step-by-step

Configure, map, review and run data imports in SwiftFox with step‑by‑step workflows.
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September 18, 2026
Importer

Matching strategies

Choose the right matching strategy for SwiftFox imports to update or add records accurately
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September 18, 2026
Importer

Saving & reusing mapping profiles

Save, share and reuse column mapping profiles for recurring data imports.
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September 18, 2026
Importer

Column-to-field mapping

Map spreadsheet columns to SwiftFox fields accurately and fix mismatches.
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September 18, 2026
Importer

Starting an import & the three-step flow

Start a SwiftFox import, upload files, map columns and review results
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September 18, 2026
Importer

Choosing what to import & the Guidelines / sample CSV

Import contacts: choose record type, follow CSV guidelines and use sample template
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September 18, 2026
Importer

Validating data & fixing errors

Validate and fix data errors for seamless imports.
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September 18, 2026

Limitations & best practice

Importer

Importer — Limitations & best practice

Master swift, clean imports by navigating file limits, field support and best‑practice checklist.
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September 18, 2026