📌 Note: Only users with the Owner User Role have access to Clear Account
Before You Begin:
🛑 IMPORTANT! Clearing your account permanently deletes your data. Once complete, it cannot be undone.
If you’d like to keep a record of your current setup, export your data first. Follow the steps in Export Data via Reports to download your contacts, production reports, or transaction history as a .csv file.
How to Clear Your Account
From the left-hand navigation menu, < click Settings > Account > General
Click the Clear Account button
To confirm deletion, complete the Clear Account pop-up by typing your account name
Select from the following options:
Apply Blueprints (RECOMMENDED)- selecting this option will reapply standard Swivel configurations to your account.
Preserve Email Configuration - if your account is configured with a email account configuration, this will keep these settings in your Swivel account.
Preserve Phone Configuration - if your account is configured with a Phone/Texting account configuration, this will keep these settings in your Swivel account.
Preserve Sync Device Configuration - if your account is configured with a Swivel Sync device, this will keep these settings in your Swivel account.
Click Confirm to begin the process.
🔍 Tip: To find your account name, navigate to Settings -> Account -> General. Your account name is the top left hand corner of the General Settings box.
The system will automatically remove your account data. Depending on your data size, this can take several minutes.
What Gets Deleted
Clearing your account will permanently delete:
Contacts
Households
Opportunities
Tasks
Notes
Workflows
Campaigns
Automations
Tags
Custom fields
Contact lists
Products
Synced email and calendar
VOIP integrations
Documents
What Is Not Deleted
These items remain active in your account:
Billing and subscription information — Clearing your account does not cancel your plan. To cancel, see Billing and Subscription FAQ.
Users and paid seats — User seats remain available. To manage them, visit Manage Seats for Users.
FAQs - Delete Account
Can the Clear Account action be undone?
No. This is permanent. Please use with extreme caution. Swivel Support cannot recover deleted data once the process is confirmed.
Does clearing my account cancel my Swivel subscription?
No. This does not cancel your Swivel subscription or affect billing. To learn more visit our Billing and Subscriptions page.
🔍 Tip: Always export any reports or data you may need before proceeding.