Getting started with imports in Swivel begins with understanding what data you want to bring in and where it’s coming from. Different situations require different import processes.
Most users fall into one of these categories:
Migrating from another CRM
Importing contacts from a spreadsheet
Importing additional records like client accounts or policies
Choose the path below that best matches your situation.
Migrating from Another CRM
If you previously used another CRM and want to move your existing database into Swivel, start with the guide for your current system. Choose your CRM below:
Using a Different CRM?
If you're migrating from a CRM other than Redtail or Wealthbox, our Professional Services team may assist with your data migration.
Our team will:
Review your current CRM
Determine what data can be migrated
Provide a Statement of Work (SOW) outlining the scope and timeline
To get started, contact our team at [email protected].
Importing Contacts from a Spreadsheet (CSV)
If your contacts are stored in a spreadsheet (such as Excel or Google Sheets), you can import them directly using a CSV file.
Follow our step-by-step instructions here:
This process includes:
Downloading the contact import template
Formatting your spreadsheet to match the required fields
Uploading your CSV and mapping the fields during import
Importing Client Accounts & Policies
You’ll likely want to import your clients’ accounts and policies so they are connected to their contact records in Swivel.
This is especially important if you plan to use Swivel Sync (available with Premier subscriptions) to connect to carriers/institutions and automatically update policy and account values.
Access our video guides:
Importing Additional Client Records
You can also import additional types of data into Swivel. Click on the import type below for step-by-step instructions:
Transactions (contributions & withdrawals)