If you have an existing customer list from another platform or system, you can save time by importing your customers into Swift in bulk.
Swift’s Customer Import tool allows you to upload a CSV file containing customer information. Once the import is complete, Swift will create customer accounts based on the information in your file.
This guide explains how to prepare your customer list, upload your CSV file, map your customer information to the correct Swift fields, and complete the import.
Before You Begin
Before uploading your customer list, make sure your file meets the following requirements:
The file must be saved in CSV format
Each customer record must include:
First name
Last name
Email address
Additional customer information can be included but is optional.
💡 Need a starting point? Download the sample CSV template to make sure your customer information is organized and formatted correctly before uploading it to Swift.
We recommend reviewing your file before importing to confirm that:
Customer names are entered correctly.
Email addresses are valid and do not contain extra spaces.
Each column has a clear heading.
Customer information is organized consistently.
How to Import Your Customer List
Step 1: Open the Customer Import Tool
In Swift Admin, go to Customers
Click Import in the top-right corner
Step 2: Upload Your CSV File
Click inside the dotted upload area to browse for your CSV file. Alternatively, you can drag and drop the CSV file directly into the dotted upload area.
Select the file from your device
Once the file has been uploaded, click Next.
Step 3: Review the Uploaded File
Swift will review your CSV file and display the number of:
Columns detected
Customer records, or rows, detected
Review this information to make sure the file was uploaded correctly. If the numbers look correct, click Next to continue.
Step 4: Review and Confirm Your Column Mapping
Swift will automatically match the columns in your CSV file to the corresponding customer fields in Swift. Review each mapping carefully to make sure the information will be imported into the correct fields.
If a column is mapped incorrectly:
Click the selected Swift Field.
Choose the correct field from the available options.
Repeat this process for any other columns that need to be updated.
Important: Make sure each required field is mapped correctly before continuing. Incorrect mapping may cause customer information to appear in the wrong field or prevent the information from being imported as expected.
Step 5: Choose Your Marketing Email Preference
You can choose whether the customers included in your import should be opted in to receive marketing emails from your facility.
To opt in all imported customers:
Select Automatically opt-in all customers to receive marketing emails.
Click Next.
If you do not select this option, customers will not automatically be opted in to receive marketing communications.
Important: Only opt customers in to marketing emails if you have received the appropriate consent to send them promotional or marketing communications.
Step 6: Review the Import Summary
Swift will display a summary of the customer records identified in your CSV file.
The summary may include:
The number of new customer accounts that will be created
The number of existing customer profiles identified for an update
Review the summary to make sure the results match your expectations before starting the import.
Step 7: Choose Whether to Notify Customers
You can choose whether Swift should send an automated email to customers after their accounts have been created.
To send the notification:
Select Notify customers when their account is created.
Continue to the next step.
If you leave this option unchecked, customer accounts will still be created, but customers will not receive an automated account-creation email.
Tip: Consider notifying your customers if you are importing your list as part of a transition to Swift. The notification can help customers understand that they can now access your facility through Swift.
Step 8: Start the Import
Once you have reviewed your file, confirmed the column mapping, and selected your preferred notification settings:
Click Start Import.
Allow the import to process.
The time required may vary depending on the number of customer records in your file.
Once the import is complete, the new customer accounts will be available in the Customers section of Swift Admin.
What Happens If a Customer Already Exists?
If a customer already exists in Swift and is also included in your CSV file, Swift will identify the existing customer record during the import.
The existing customer and their information will be skipped during the upload. Their current information in Swift will not be overwritten or changed by the import.
This helps prevent duplicate customer accounts and protects existing customer information.
Good to know: If you need to update an existing customer’s information, you may need to make the changes directly from their customer profile in Swift Admin.
What Happens After the Import?
After a customer is successfully imported:
A customer account is created in Swift.
The customer can access your facility’s Swift booking page using the email address included in the import.
The customer can select Sign In and enter their email address.
Swift will send a verification code to the customer’s email inbox.
The customer can enter the verification code to access their account.
Customers do not need to create a separate account if their email address was included in the customer import.
Need Help?
If you experience an error while uploading your customer list or have questions about formatting your CSV file, contact the Swift Support team at [email protected].
We’re happy to help you prepare your file and complete your customer import successfully.