Importing transaction data helps ensure your client records are complete — so you can view historical transfers, deposits, and withdrawals directly in each client’s profile.
📌 Note: Swivel Sync keeps policy and account values current but it does not create or update individual line-item transactions (such as contributions, withdrawals, or transfers).
If you’d like to include detailed transaction history, you can manually import those records using the Transaction Import.
What You’ll Need
Before you begin, make sure you have:
A CSV file of your clients’ transfer history using the column headers below
Access to Swivel’s Data Import tool (Owner and/or Manager User Role)
Prepare Your CSV File
Your file should include the following required column headers:
Column Header Name | Description | Example |
Product Number | The Policy or Account number tied to the transaction | 1137532, CM954321U, 9999-7878 |
Transaction Type | The transaction type identifies the type of activity that occurs within an account or policy.
| Swivel has the following Transaction Types pre-configured for your account:
|
Status | The status of the transaction. | Pending, Complete |
Transaction Date | Date of the transaction | 01/01/2025
**Important: Date must be in mm/dd/yyyy format. |
Amount | Amount of the Transaction | $6500, $25000
**Important: Amount must be in number or currency format. |
Advice | Any information that you would like included as a Transaction Note. | Personal Check #1234, 2020 Roth, etc. |
📌 Note: Make sure the column headers match exactly and all format requirements are observed -- any extra spaces, typos, or incorrect format will cause the import to fail.
CSV Example
Import your File
Go to Settings → Account → Import
Choose Transaction Import as your import type
Upload your CSV file and select INSERT ONLY
Please note: Insert and Update nor Update Only are recommended for this import.
Click Import
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