Swivel's self-service Appointment Import allows users to import appointments or any other activity type into Swivel from another CRM or software.
Things to Know Before You Import
Users with an owner role can access the appointment import from Settings > Account > Import > Appointment Import.
Import file must be in .csv file format
Appointments in Swivel are found on both the Contact Show Page and the Calendar. See Appointments Overview & Scheduling for more information on Appointment fields and views.
Import Fields and Mapping
Once you have uploaded your .csv file, you will be brought to a mapping screen to map your file headers to headers inside Swivel. Below shows each field and what the mapping looks like in Swivel.
Field | Required | Description |
Contact Ids |
| Id(s) of the Swivel Contact(s) associated to the appointment. If attaching multiple contacts, Ids should be comma separated |
Contact Source Key |
| Source key(s) from original data source of Contact(s) associated to the appointment. If attaching multiple, keys should be comma separated. |
Contacts |
| Name of Swivel Contact(s) associated to the appointment. If attaching multiple contacts, names should be comma separated. |
Source Key |
| Unique key identifying the appointment in a original data source (useful for when an appointment is being imported from another system). |
Users | Yes | User name(s) of associated user calendars. Must be exact match to User name in Swivel. If assigning multiple users, names should be comma separated. Users is required only if User Ids are not used. |
User Ids | Yes | User Id(s) of associated user calendars. Must be exact match to user id(s) in Swivel. If using multiple, Ids must be comma separated. Users Ids is required only if Users are not used. |
Appointment Type |
| Match to existing appointment types in tenant configuration or will create new if there is not a match. Not set, default is "General" |
Status |
| Options include: Pending, confirmed, rescheduled, kept, no show, canceled, no status. *Status mapping page also included in import to map .csv values to Swivel values. |
Subject | Yes | Text field value for Subject (Name) of appointment |
Location |
| Text field value for Location of appointment |
Start On | Yes | Date the appointment starts on. Format MM/DD/YYYY HH:MM AM/PM |
End On |
| Date the appointment ends on. Format MM/DD/YYYY HH:MM AM/PM |
Description |
| Text field value for additional information on the appointment. |
FAQs
If I already have an appointment imported from an outside source and import another file with the same appointment, what will happen?
If the new appointment on the file has a matching Source Key from the outside source, then this appointment will be updated if any data is different on the new appointment. If it is not recognized, it will create a new appointment.