What will import from Redtail to Swivel?
Redtail Activities
Migrated activities/activity types map to appointments/appointment types in Swivel
Migrated activities are viewable from the respective contact record.
Migrated activities will not be viewable on the Swivel Calendar experience
Redtail Memberships
Migrated memberships are not supported at this time.
Migrated spousal relationships are preserved and visible on contact associations and household views in Swivel
Redtail Seminars/Seminar Attendance
Migrated seminars map to seminar events in Swivel
Migrated seminar attendances will default to Pending event registration statuses in Swivel
What data does not migrate over?
🔍 Tip: Need more? Ask us about setting up a Data Migration meeting to complete a SOW. Please note, additional fees may apply.
Troubleshooting Redtail Import Errors
Error: Note with ID XXX cannot be imported: matching object not found
Meaning: The contact associated to this note was previously deleted so the note cannot be imported.