Overview
Your data has been imported into Swivel. Before inviting your team, take a few minutes to confirm that everything imported as expected.
The goal isn't to make your data perfect before launch. It's to ensure your team has the information they need to begin working confidently in Swivel.
If you identify any issues during this review, don't worry. Some should be addressed before users begin working, while others can be cleaned up over time after your team starts using Swivel.
Today's Goal
By the end of this article, you will be able to:
Confirm your migration completed successfully.
Verify your team's core information is available.
Identify any critical migration issues.
Decide whether you're ready to invite your team.
Know what can wait until after launch.
Step 1: Spot-Check Your Data
Why This Matters
Reviewing several familiar records is the fastest way to confirm your migration worked as expected.
What to Do
Open several contacts from different parts of your business and compare them to your previous CRM to confirm the information you expect to see is available in Swivel.
Review information such as:
Contact information
Products or accounts
Notes
Opportunities (if applicable)
Tasks
Appointments
Tags
Custom fields
Servicing Agent
🔍 Tip: Start with clients you know well. Familiar records make it much easier to recognize if something is missing or incorrect.
Step 2: Identify Any Launch Blockers
Why This Matters
Before inviting your team into Swivel, make sure there aren't any issues that would prevent them from doing their day-to-day work.
📌 Note: Not every issue needs to be resolved before launch. Focus on identifying anything that would significantly impact your team's ability to use Swivel with confidence.
What to Do
Ask yourself:
Can advisors find the clients they work with?
Are expected products or accounts available?
Are important notes present (if they were included in your migration)?
Are records assigned to the correct owner or advisor?
Is any expected information missing?
If you answer yes to any of these questions, resolve those issues before inviting your team.
The following are common after a migration and can typically be addressed after launch:
Duplicate carrier or institution names
Duplicate product names
Contact category cleanup
Contact status standardization
Placeholder values such as Unspecified, Redtail, or Wealthbox
Naming convention improvements
📌 Note: Most organizations continue improving their data after they begin using Swivel. The goal is to make sure your team can work confidently—not to have every record perfectly standardized before launch.
Step 3: Decide if You're Ready to Invite Your Team
Why This Matters
Once you've confirmed your migration was successful and addressed any critical issues, the final step is deciding whether your team has everything they need to begin working in Swivel.
What to Do
You're ready to invite your team if:
✅ Your contacts have been imported.
✅ The core information your team relies on is available.
✅ No critical migration issues remain.
✅ Users can begin working confidently in Swivel.
Best Practices
Review several records instead of just one.
Compare your imported data to your previous CRM.
Resolve critical issues before inviting users.
Save lower-priority cleanup for later.
Begin using Swivel as your primary CRM after migration.
Frequently Asked Questions
What if I notice duplicate carriers or products?
That's normal after many migrations. As long as your users can perform their daily work, you can standardize and merge those records after launch.
What if information is missing?
First, compare what you expected to import with your migration guide.
If information that should have been migrated is missing, contact your onboarding specialist or Support before inviting users.
What if I see Unspecified, Redtail, or Wealthbox?
These are placeholder values created during migration when Swivel couldn't confidently classify certain information.
They're not errors and can be reviewed later as part of your ongoing data cleanup.
Should I clean up all of my data before inviting users?
No. Focus on confirming your migration was successful and resolving any issues that would prevent your team from working. Most organizations continue improving their data after launch.
What if I find issues that don't prevent my team from working?
Document them and continue onboarding. Once your team is using Swivel, you can work through lower-priority improvements over time or engage Professional Services if you'd like assistance with data cleanup.
Next Step
Great work! You've confirmed your migration is ready for launch.
Continue to Invite and Manage Your Team to add users, assign permissions, and help your team begin working confidently in Swivel.