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.

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.

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.

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.

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.

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.

The Device tab provides the ability to configure and connect your assigned Swivel Sync device to your specific Swivel account.