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Importing Sample Data

Importing Sample Data


Learn SWELLEnterprise by exploring pre-configured sample data that demonstrates key features and workflows.


Why Import Sample Data?


Sample data helps you:

  • Understand Structure: See how data is organized
  • Learn Workflows: Follow example processes
  • Explore Features: Discover capabilities you might not know about
  • Practice Safely: Experiment without affecting real data


When to Import


Best Times:

  • Right after signup (during onboarding)
  • When learning a new module
  • Before training team members
  • When evaluating features


You Can:

  • Import at any time
  • Delete sample data later
  • Re-import if needed
  • Mix sample data with real data (not recommended)


How to Import


During Onboarding


  1. After creating your account, you'll see the onboarding welcome page
  2. Click the "Import Sample Data" button
  3. Wait for the import to complete (you'll see a loading indicator)
  4. You'll be redirected to explore the data


Note: The import process may take 30-60 seconds. Don't refresh the page during import.


After Onboarding


If you skipped sample data during onboarding:


  1. Go to Settings → Data Management
  2. Click "Import Sample Data"
  3. Confirm the import
  4. Wait for completion


What Gets Imported


CRM Module


Contacts (10-15 examples):

  • Various contact types (customers, prospects, vendors)
  • Different industries and locations
  • Complete contact information
  • Custom field examples


Companies (5-10 examples):

  • Company records with details
  • Industry classifications
  • Size and revenue information
  • Relationships to contacts


Leads (5-10 examples):

  • Leads in different pipeline stages
  • Various sources (website, referral, etc.)
  • Assigned to different users
  • With notes and activities


Finance Module


Products (10-15 examples):

  • Service offerings
  • Product catalog items
  • Different pricing models
  • Categories and descriptions


Invoices (5-10 examples):

  • Draft invoices
  • Sent invoices
  • Paid invoices
  • Different statuses and amounts
  • With line items and products


Projects Module


Projects (3-5 examples):

  • Active projects
  • Completed projects
  • Projects in different stages
  • With assigned team members


Tasks (20-30 examples):

  • Tasks in various statuses
  • Assigned to different users
  • With due dates and priorities
  • Organized in task lists


Scheduling Module


Event Types (2-3 examples):

  • Different duration types
  • Various booking configurations
  • With availability settings


Bookings (5-10 examples):

  • Past bookings
  • Upcoming bookings
  • Different statuses
  • With attendee information


Exploring Sample Data


CRM Exploration


  1. View Contacts: Go to CRM → Contacts
  • See how contacts are organized
  • Notice custom fields
  • Check contact details


  1. View Companies: Go to CRM → Companies
  • See company records
  • Notice relationships to contacts
  • Check company details


  1. View Leads: Go to CRM → Leads Pipeline
  • See leads in different stages
  • Notice pipeline workflow
  • Check lead details and activities


Finance Exploration


  1. View Products: Go to Finance → Products
  • See product catalog
  • Notice pricing and descriptions
  • Check product categories


  1. View Invoices: Go to Finance → Invoices
  • See invoice examples
  • Notice different statuses
  • Check invoice formatting
  • Review line items


Projects Exploration


  1. View Projects: Go to Projects
  • See project examples
  • Notice project structure
  • Check task organization


  1. View Tasks: Go to Projects → [Select Project] → Tasks
  • See task lists
  • Notice task statuses
  • Check assignments and due dates


Scheduling Exploration


  1. View Event Types: Go to Scheduling → Settings
  • See example event types
  • Notice configuration options
  • Check availability settings


  1. View Bookings: Go to Scheduling → Bookings (if available)
  • See booking examples
  • Notice booking details
  • Check attendee information


Learning from Sample Data


Study Data Structure


  • Fields Used: Notice which fields are populated
  • Relationships: See how records connect (contacts to companies, tasks to projects)
  • Custom Fields: See examples of custom data
  • Status Values: Understand status workflows


Follow Workflows


  • Create → Edit → Complete: Follow a task from creation to completion
  • Lead → Contact: See how a lead becomes a contact
  • Draft → Send → Paid: Follow an invoice through its lifecycle
  • Book → Confirm → Complete: Follow a booking workflow


Experiment Safely


  • Edit Records: Modify sample data to see how editing works
  • Create New Items: Add your own records alongside sample data
  • Try Features: Test features using sample data
  • Delete Items: Practice deleting (you can re-import later)


Deleting Sample Data


When you're ready to remove sample data:


Option 1: Delete All Sample Data


  1. Go to Settings → Data Management
  2. Click "Delete Sample Data"
  3. Confirm deletion
  4. All sample records are removed


Option 2: Selective Deletion


Delete sample data module by module:


  1. Go to the module (e.g., CRM → Contacts)
  2. Filter or search for sample data (often has "Sample" in name)
  3. Select items to delete
  4. Click "Delete"


Warning: Deletion is permanent. Make sure you've learned what you need before deleting.


Best Practices


  1. Import Early: Import sample data right after signup
  2. Explore Thoroughly: Take time to explore all modules
  3. Take Notes: Document workflows you want to replicate
  4. Delete When Ready: Remove sample data before adding real data
  5. Re-import if Needed: You can always import again


Troubleshooting


Import Failed?

  • Check internet connection
  • Ensure you have sufficient permissions
  • Try again (imports are idempotent)
  • Contact support if issue persists


Can't See Sample Data?

  • Refresh the page
  • Check module is activated
  • Verify import completed successfully
  • Check filters/search settings


Want to Re-import?

  • Delete existing sample data first
  • Then import again
  • Or import will skip duplicates


Next Steps


After exploring sample data:


  1. Set Up Your Real Data: Managing Contacts
  2. Configure Your Schedule: Setting Up Availability
  3. Create Your First Invoice: Creating Invoices
  4. Start Your First Project: Creating Projects


Tips


  • Don't Mix: Avoid mixing sample and real data - it can be confusing
  • Use Filters: Use filters to separate sample from real data
  • Take Screenshots: Screenshot workflows you want to remember
  • Ask Questions: Use sample data to formulate questions for support


Sample data is your learning playground - explore freely! 🎓


Updated on: 13/03/2026

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