Back to Support

Enter Tasks

There are 9 ways to enter tasks into GetSwift, both automatically or manually. Click on the links below to read more about each method:

MANUALLY ENTER TASKS

Method

Description

Useful for…

Simple Form

Enter a single task by simply adding address and contact information

Quickly adding tasks with only the basic information

Advanced Form

Enter a single task with expanded details

  • Includes data fields for timing / scheduling, delivery instructions, items, fees, etc.

Manually adding tasks with more detailed information

Templates

Enter a single task using a template, customized to your business details & process

  • Save common data and hide irrelevant data fields

Manually adding tasks that have commonly repeated information / task details

Batch Upload

Enter multiple tasks by uploading a CSV spreadsheet into GetSwift

Businesses that download Excel reports from a POS/ordering system, or organize their tasks in an offline spreadsheet

Returns

Enter a single task to pickup items that have already been delivered and are now being returned by the customer

Quickly entering a return order without needing to re-enter repeat information

 

AUTOMATICALLY ENTER TASKS

Method

Description

Useful for…

Email Importer

Enter tasks by automatically pulling information from order notification emails

  • There are a couple setup options depending on which system you are using

Businesses that use ordering systems that can send order notification emails

Booking Form

Enter tasks by inviting your customers to use our built-in booking form

  • Requires that you invite your end customer to create an account on GetSwift
  • You can also use third-party form builders such as Jotform or Typeform

Businesses with a stable customer base that places frequent repeat orders

API Integration

Enter tasks through a direct connection with GetSwift through our open API

  • You will need a developer who can code the API connection in JSON

Businesses that use custom ordering systems, or want additional flexibility in entering tasks

Third-party Integrations

Enter tasks through direct integrations with other platforms

  • See our list of direct third-party integrations here
  • Through our integration with Zapier, we also have connections to 1000+ different apps including Shopify, WooCommerce, Wordpress, Jotform, Typeform, Google Sheets & Forms, Acuity Scheduling, Calendly, Hubspot, Paypal, Stripe, Square, etc.

Businesses that use popular cloud-based platforms for managing e-commerce, ordering, forms, spreadsheets, scheduling, and/or payments