Importing your data

The first import

When you first connect, Swann Retail copies your existing Loyverse catalog across in one pass. It brings things over in a sensible order so everything links up:

1. Categories
2. Items (and their variants)
3. Customers
4. Stock levels

This first copy is the starting point the ongoing two-way sync builds on. You can also re-run it any time from Settings → Loyverse sync with Import.

It’s safe to re-run

The import is resumable. If it’s interrupted — you close the tab, the connection drops — it picks up where it left off rather than starting over, and re-running it won’t create duplicates. A large catalog imports steadily over a few minutes (Loyverse limits how fast any app can pull data), which is normal.

Cleaning up customers

A move from Loyverse can leave a few customer records that need tidying.

• Duplicate customers. If two records share the same customer code, Swann Retail flags a duplicate-customer conflict. Use Merge customers to combine them — choose the record to keep, and the other folds into it.
• Bulk edits. You can export your customers to a spreadsheet, edit them, and import them back to fix many records at once.

After importing

Once the first import finishes, you’re synced. From here:

• Keep selling — see What syncs, and how often for how changes flow.
• Check Sync health now and then for anything that needs you (Conflicts & errors).