At Swivel, onboarding is designed to move fast--because we know your time is valuable. You're in the driver's seat, and we'll guide you with clear steps, resources, and expert support along the way.

This guide will walk you through everything you need to get your team up and running--from data import and setup to user training and next steps.

Onboarding is broken into 5 different topics covering everything from new user training to leveling up with advanced features.

You set the pace. We'll make sure you never feel stuck. Let's get started!

Time to get your data in Swivel! Follow the step-by-step guides below based on where your data is coming from:

🔗 Redtail Data Migration

🔗 Wealthbox Data Migration

🔗 .csv File Imports

Each guide walks you through preparing, formatting, and importing your data so you can get up and running quickly and confidently.

Once your data import is complete, Swivel is ready to be your primary CRM. While you work through the other onboarding steps, you and your team will also complete new user training.

Want to fast-track training? Check out the Swivel Quick Start Cheat Sheet!

Your data’s in—now let’s get it organized! Follow the guides below to clean things up and make sure your records are accurate and ready to use:

🔗 Data Cleanup After Migrating From Redtail

🔗 Data Cleanup After Migrating from Wealthbox

🔗 Storing Clean Product Data (ongoing maintenance for Swivel Sync)

📺 How to Merge Duplicate Contacts

Now it’s time to connect your tools. Getting these connections in place ensures your communications and appointments flow smoothly within Swivel from day one.

Follow the guides below to get everything synced quickly:

🔗 Connect Microsoft Outlook Email & Calendar

🔗 Connect Google Email & Calendar

🔗 Add Email Signature

🔗 Connect Intulse

🔗 Connect RingCentral

For our Premier and Enterprise customers, you'll also set up your Swivel Sync.

🔗 Setting up your Swivel Sync Device

🔗 Managing Sources

🔗 Linking Sources

Be sure to visit the full Swivel Sync Collection for FAQs and list of supported Carriers.

Make Swivel work for the way you run your business! Customize your pipelines, set up Tasks, create contact lists, and manage seminars.

🔗 Create and Customize Pipelines to track Opportunities

🔗 Swivel Task Experience

🔗 Create & Manage Contact Lists

🔗 Contact Lists FAQs

📺 Sending Emails to a Contact List

🔗 Swivel Summary Overview & Mapping

Save time and stay on top of your business by setting up automations, workflows, and email or text campaigns.

🔗 Automations

🔗 Workflows

🔗 Email Templates

🔗 Email Campaigns

🔗 Text Campaigns

With your data imported, connections set up, and features customized, you’re now live and ready to dive in, explore, and leverage these tools to streamline your workflow, stay organized, and grow your business.

We’re here to support you every step of the way—happy Swiveling!