Swift

Getting Started on Swift

Welcome to Swift 🎉

This guide will walk you through everything you need to know to get setup and start running like a pro on Swift

Onboarding & Account Setup

Learn how to migrate your customer data from another platform into Swift

Migrating to Swift

How to bulk import your Customer List into Swift

Everything related to your Swift Subscription and Billing, including updating payment method, downloading receipts, and managing subscription.

Plan and Billing

Downloading the Swift Admin app to your iOS or Android mobile device

Swift Admin mobile app

Complete the essential first steps to set up your Swift account and get ready to use the platform

Account Setup

Explanation of the partnership between Swift and Stripe

How Swift works with Stripe

Creating and connecting a Stripe account to Swift

Getting Started with Stripe

Connecting the Stripe card reader to process in-person transactions

Stripe Card Reader - Point of Sale Terminal

How funds from card transactions processed in Stripe get deposited into your bank account

Stripe Payouts

Learn how to connect your Swift account to Stripe and start accepting payments safely and securely with Stripe and getting connected

Stripe

Log into Swift Admin

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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