> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.swellsystem.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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

2. **View Companies**: Go to CRM → Companies
   - See company records
   - Notice relationships to contacts
   - Check company details

3. **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

2. **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

2. **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

2. **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](./modules/crm/managing-contacts.md)
2. **Configure Your Schedule**: [Setting Up Availability](./modules/scheduling/setting-up-availability.md)
3. **Create Your First Invoice**: [Creating Invoices](./modules/finance/creating-invoices.md)
4. **Start Your First Project**: [Creating Projects](./modules/projects/creating-projects.md)

## 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! 🎓