Overview

We’ve redesigned the Swivel Sync experience to make setup and ongoing configuration simpler, faster, and fully self-service. Previously, users needed to navigate between multiple areas of the application to configure devices, update source settings, or view sync activity. With this release, all Swivel Sync actions are consolidated into a single, unified dashboard.

Dashboard

The Swivel Sync dashboard gives you a clear view of the most important activity to monitor throughout your day. Each widget highlights key information about your device, sources, and sync activity so you can quickly identify where attention is needed.

Device Health

The Device Health widget displays the current status of your Swivel Sync device and alerts you when action is required (for example, when the device goes offline). If the device is offline, updates cannot sync to your connected policies and accounts.

🔗 Need help troubleshooting device setup issues? Please visit the Troubleshooting Device Setup.

Sources

The Sources widget shows which login sources are linked or unlinked.
Keeping sources linked ensures that all associated policies and accounts continue to update properly. If a source becomes unlinked, those policies will not sync until the source is reconnected.

🔍 Tip: Clicking on the Linked or Unlinked metric will navigate you to a filtered Institutions & Sources view.

Sync Activity

Sync Activity provides the most relevant sync attempt across all syncable policies within a rolling last 7-day period.

This breakdown gives you a clear picture of which policies have successfully updated, which may require follow-up, and which still need to be synced for the day.

Not Synced Yet	# of policies and accounts with no sync attempts yet within the last 7 days OR # of policies and accounts with no successful sync attempts within the last 7 days
Not Found	# of policies and accounts with one or more Not Found attempts and had no successful sync attempts within the last 7 days. Not Found means the policy or account can't be identified or located on the carrier or institution website with the login sources provided
Success	# of policies and accounts with at least one successful sync attempt within the last 7 days
Total Syncable	Sum of all policies and accounts eligible to sync Syncable means eligible policies and accounts with pending or open product status type from a supported carrier or institution.

🔍 Tip: Clicking any the status metric will navigate you to a filtered Swivel Sync Report view for that given carrier or institution.

🔍 Tip: To investigate Not Found results, click the metric to open a filtered Swivel Sync Report. For step-by-step troubleshooting, see 🔗 Using the Report to Investigate Sync Results in the Swivel Sync Report article.

How the Sync Queue is Prioritized

Swivel Sync auto-queues policies daily in the following priority order, with the highest priority first:

Policies with a manual force sync request
Policies that have never been synced
Policies last synced successfully with an open date in the next or upcoming calendar month
All other policies last synced successfully
Policies with a last sync attempt of incomplete or unexpected error
Policies with a last sync attempt of “Not Found”

Troubleshooting Low Success Counts

If your Sync Activity is returning lower success counts than you expect, the most common cause is initial setup time. After a login source is first created and linked, Swivel Sync works through the queue of syncable policies in the background — success counts will rise as those sync attempts complete.

🔍 Tip: Initial syncs typically take 1–5 days. For the full breakdown of timing factors and what to expect, see 🔗 What to Expect After Your First Link from the Get Started with Swivel Sync article.

Institutions & Sources

The Institutions & Sources tab provides the ability to manage and configure all connected institutions and login sources needed to sync and update your policies and accounts.