Imports are a powerful way to bring large amounts of data into Swivel efficiently and accurately. Understanding how imports work helps ensure your data lands exactly where it should. Following the proper workflow reduces errors and prevents duplicates.
By importing your data correctly, you can:
Avoid manual data entry
Reduce errors when adding contacts, accounts, policies, or event attendees
🔍 Tip: Always prepare your data carefully before importing. See Preparing Your Data for Import for guidance.
Common Import Scenarios
Users typically import data into Swivel in the following situations:
Adding new contacts
Adding client accounts or policies to existing contacts
Tracking event attendance
Importing transactions, appointments, or compensation data
Supported Import Types
Swivel supports importing the following types of data:
Import Type | Description |
Contacts | Basic contact details |
Client Accounts & Policies | Associated policy and account information |
Event Attendance | Attendees for specific marketing events |
Transactions | Contribution and withdrawal entries |
Appointments | Appointment records |
Compensation | Compensation records |
🔍 Tip: Templates are available for some import types to make formatting and field mapping faster and more reliable. For all import types, the required headers are documented in the Help Center.
How the Import Process Works
Importing data into Swivel generally follows these steps:
Prepare your file
Upload your file
Map fields
Review duplicates
Finalize the import