After your data is imported or migrated into Swivel, review it to make sure your data is organized correctly and ready for you and your team to use.

This article covers cleanup after both data migrations and CSV imports:

The areas you need to review depend on the data you brought into Swivel.

If your migration or import includes product data, review the Product Data section below to make sure your book of business is organized correctly. If it includes contact data, review your Contact Categories and Contact Statuses to make sure your team has a clear and consistent way to manage contacts.

Some records may need to be updated because Swivel didn't have enough information to determine how to organize them during the migration or import, or couldn't match imported information to an existing Swivel record.

You don't need to complete everything at once. Work through the sections that apply to your data and make updates as needed.

If you migrated product data or imported a book of business, review the following areas to make sure your products and related records are organized correctly.

During an import or migration, Swivel may not have enough information to determine how a carrier or institution should be categorized. When this happens, it may be assigned to Redtail, Wealthbox, or Unspecified as its Institution Type.

Swivel comes pre-configured with these Institution Types:

Review the carriers and institutions assigned to Redtail, Wealthbox, or Unspecified, and change them to the appropriate Institution Type.

After you've reassigned all carriers and institutions to the appropriate Institution Type, delete any Institution Types you no longer need.

Swivel comes pre-configured with many common carriers and institutions. During a migration or import, Swivel attempts to match the imported information to these existing records.

Sometimes Swivel can't make a match because the name is spelled or formatted differently. When this happens, you may see multiple carriers or institutions that represent the same organization.

Review your carriers and institutions for duplicates and merge records that represent the same organization.

When you find duplicate carriers or institutions, check whether one of the records is a Swivel pre-configured record.

If one record is assigned to the correct Institution Type and the other is assigned to Redtail, Wealthbox, or Unspecified, the record with the correct Institution Type is likely the pre-configured record. Keep that record and merge the other record into it.

For example, if you have two records for the same insurance carrier:

Keep the record assigned to Insurance Carrier and merge the other record into it.

If both records have the correct Institution Type, choose the record you want to keep based on which one contains the most accurate or complete information.

After merging, review the carrier or institution to confirm that the correct Institution Type is assigned.

Review your products to make sure they are organized correctly and appear under the appropriate Product Line and Product Type.

For a step-by-step review of your imported or migrated products, see How Do I Audit Products After an Import or Migration?

Review your Product Statuses for duplicate or overlapping statuses.

After a migration or book of business import, you may have multiple Product Statuses that represent the same product state. Review your statuses and merge any that overlap so your team has a clear and consistent way to track products.

After merging, review the affected products to confirm that the correct Product Status is assigned.

During a migration or book of business import, you may see duplicate agents or generic agent names, such as Redtail Agent or Wealthbox Agent.

Review your Agents and merge records that represent the same person.

If you imported or migrated contact data, review your Contact Categories and Contact Statuses to make sure your team has a clear and consistent way to manage contacts.

Review your Contact Categories for duplicate, overlapping, or unnecessary categories.

During a migration or import, some categories may also contain information that would be better tracked using a Contact Status or another field.

Consolidate categories that represent the same thing, and move information to the appropriate field when needed.

For more information, see How to Consolidate Contact Categories.

Review your Contact Statuses for duplicate or overlapping statuses.

If multiple statuses represent the same stage or situation, consolidate them so your team has a clear and consistent way to track contacts.

For more information about consolidating Contact Categories and Contact Statuses, see How to Consolidate Contact Categories.

Before you finish your cleanup, review each of these areas:

Once you've completed the checklist, your data should be organized and ready for you and your team to use in Swivel.