For additional guidance, see our Data Cleanup Checklist: Wealthbox to Swivel, which works alongside this article to help you complete all recommended post-migration cleanup tasks.
Why Clean Up Your Data After Migration
Many of Swivel’s features—including filtered lists, reports, automations, and Swivel Sync—rely on clean, consistent data. Completing a cleanup after migration helps ensure these features work as intended and that your data remains accurate and usable.
1. Ensure Successful Syncing with Carriers & Institutions
Swivel Sync pulls policy and account values directly from carrier and institution websites by matching product numbers exactly. For this process to work correctly, product numbers in Swivel must match the formats used by carriers and institutions. Even small discrepancies—such as extra characters, missing digits, or inconsistent formatting—can prevent Swivel Sync from updating values successfully.
2. Enable Accurate Segmentation and Reporting
Clean, consistent data makes segmentation and reporting more reliable. When data contains inconsistencies, duplicates, or unstandardized values:
Segments can become poorly defined
Contact lists and filtered views may not reflect accurate criteria
Reports may be less reliable for decision-making
Maintaining clean data ensures that contacts, policy records, and related fields are grouped and reported based on accurate, consistent information—supporting targeted outreach and dependable analytics.
Key Issues to Review and Resolve Post-Migration
Duplicates
Duplicate records often occur due to variations in naming, spelling, or data entry. Identifying and merging duplicates improves data accuracy and prevents confusion.
Common duplicate types:
Type | Examples |
Agents | “Pam Smith” vs. “Pamela Smith” |
Carriers & Institutions | “Am Equity” vs. “American Equity” |
Product Types | “Fixed Indexed Annuity” vs. “Fixed Index Annuity” |
Product Names | “Allianz 222 Annuity” vs. “Allianz 222” |
Contacts | “James Halpert” vs. “Jim Halpert” |
Contact Categories | “Clients” vs. “Customers” |
Video Tutorial: How to Merge Duplicate Carriers & Institutions
Unspecified Objects
After migration, some items may appear as “Unspecified” or “Wealthbox.”
Leaving objects unspecified can reduce segmentation accuracy and create confusion.
Removing “Wealthbox” References
Follow these steps:
Step 1: Clean Up Product Types
Click Settings > Advanced Setup > Product > Product Types.
Archive any unneeded product types by clicking on the 3-dot action menu and selecting Archive. (Example: If your agency does not offer Dental Insurance, archive this product type.)
Merge any duplicate product types by clicking the Merge button at the top of the page. (Example: If you observe two different naming variations for the same product type—i.e. "Fixed Index Annuity" and "Fixed Indexed Annuity"—merge them into a single product type.)
Resolve “Wealthbox Account Type”:
Click Wealthbox Account Type
For each associated product offering:
Click the 3-dot action menu and select Edit
Under Product Offering Type, select the correct type from the dropdown
Click Save
Once all associated products are reassigned, delete “Wealthbox Account Type.”
Step 2: Clean Up Product Lines
Click Settings > Advanced Setup > Product > Product Lines.
Archive any unneeded product lines by clicking the 3-dot action menu and selecting Archive. (Example: If your agency does not offer Ancillary Insurance Products, archive this product line.)
Delete the “Wealthbox” product line.
Step 3: Clean Up Institution Types
Click Settings > Advanced Setup > Product > Institution Types.
Delete “Wealthbox” as an institution type.
Step 4: Clean Up Transaction Types (If Needed)
Click Settings > Advanced Setup > Product > Transaction Types.
Delete “Wealthbox” as a transaction type.
Product Numbers in an Incompatible Format
Swivel Sync relies on exact product number matches. Any formatting discrepancies will prevent successful syncing.
Common issues:
Extra spaces, underscores, or symbols
Missing digits or leading zeros
Outdated or incorrect product numbers
Editing Product Numbers
Follow these steps:
From a contact's record, click on a product drawer. (Example: Annuities or AUMs)
Once the product drawer drops open, find a specific product, click on its 3-dot action menu, and select Edit.
Scroll to the Number field and edit the product number.
Click Save.
Merging Duplicate Contacts
Duplicate contacts can cause confusion and reporting inaccuracies. Swivel includes a Duplicate Contacts Report to help identify and merge duplicates efficiently.
From the left-hand navigation menu, click Reports > Duplicate Contact Report > Run Report.
The report detects potential duplicates based on:
Name
Phone Number
Address
Email Address
Use the Merge function to combine duplicates into a single, accurate contact record.
Streamlining Contact Categories & Statuses
Contact Categories
What are categories?
Categories group your contacts into broad classifications—such as Leads, Clients, or Prospects. Clean, consistent categories are crucial for clear segmentation and accurate reporting.
Click Settings > Data Setup > Contact Categories
Archive unneeded categories
Merge duplicates (e.g., merge “Customers” with “Clients”)
Contact Statuses
Statuses describe where a contact is within your business process
Examples for “Leads”:
New
Active or In-Progress
Not Interested
Do Not Contact
Examples for “Clients”:
Active
Inactive or Former
Click Settings > Data Setup > Contact Categories > Statuses
Archive unneeded statuses.
Merge duplicate or legacy statuses into your standard set.
Resolving Duplicate Users
When cleaning your tenant, review and resolve any inactive or duplicate users.
Follow these steps:
Click Settings > Account > Users
Click the 3-dot action menu next to the inactive or duplicate user
Click Archive
Final Checkpoint
After completing your cleanup:
No “Unspecified” or “Wealthbox” items remain
Product numbers match carrier formats
Duplicate contacts, products, and institutions are merged
Categories and statuses are standardized
Your Swivel environment will now be optimized for accurate syncing, segmentation, and reporting.