SwiftReporter

Importing Horizon Templates

Importing Horizon Templates

On the web app, SwiftReporter can import a Horizon inspection template from two JSON files: the base library (horizon.json) and your company export. The import creates a SwiftReporter template with categories and Description/Limitation questions. Recommendation phrase chips are not imported as comments.

Import Horizon Template is web-only. It is not available on the mobile app. It is hidden when you are creating a marine survey template.

What gets imported

  • Horizon categories as SwiftReporter categories
  • Description and Limitation items as category questions (short options become dropdowns or checkboxes)
  • Company extras that belong on those questions
  • An empty Observations subcategory on each imported category
  • Optional or commercial categories last, with readable titles (for example, com air conditioning becomes Commercial Air Conditioning)

What is not imported

  • Recommendation phrases and the comment library
  • Booking, invoices, emails, logos, and contracts
  • Research Center paragraphs, illustrations, Action List items, leftover autocomplete job phrases, and one-off inspection findings

Prerequisites

  • A signed-in SwiftReporter account on the web app
  • Both Horizon JSON files: horizon.json (base library) and the company export
  • Each file 40MB or smaller
  • A residential (home inspection) workflow — Horizon import is hidden for Marine Survey

Either file alone is rejected. Import Template stays disabled until you enter a Template Name and select both files.

Steps

  1. Open Templates on the web app.
  2. Open Create New Template.
  3. Select Import Horizon Template.
  4. Enter a Template Name.
  5. Use the file picker labeled Horizon JSON files (horizon.json + company export) and select both JSON files.
  6. Click Import Template.

A create-template link can open Import Horizon Template directly from this same create-template flow.

During import

The screen shows upload progress, then:

Large libraries can take several minutes. Keep this page open.

Close and Cancel are blocked while import is running. Do not leave or refresh the page until import finishes.

What happens next

When import succeeds, the new template is available in your library. Review category names, optional commercial sections at the end, and Description/Limitation questions. Add comments later in the Comments library if you need reusable defect wording.

If a file is missing, too large, or not JSON, import does not start and you are asked to select both a Horizon base library (horizon.json) and a company export.

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