🚧 IMPORTANT! Your import file must include headers. Please reference the import template as an example. For additional questions, please visit our Imports FAQs.
Downloading Import Template Files
Follow the instructions below to locate the Contact Tab Import template and to learn more about the data elements used in the import file. We recommend using the import template each time contacts are imported into Swivel.
🚨 Warning! Before you import, please review the Import File Scrubbing Best Practices and Checklist to ensure your data will import as cleanly and accurately as possible.
🔍 Tip: Using the Swivel Import Template reduces the risk of having data be marked as Do Not Import by default.
🔍 Tip: The first row of the Swivel Import Template has the proper headers for your file. The second row has example data (i.e. JJ Doe).
Import Template: Contacts, Leads, and/or Clients Tab
Follow the instructions below to locate your Import template from either the Contacts, Leads, or Clients tab.
Click Contacts (or Leads or Clients) in the left-hand navigation menu.
Click the Import button at the top of the page.
New Import modal pop-up appears > click Template to download the Import template.
Locate the template in your downloads and open the .csv file.
Save the .csv file in a place that is easy to find as you will fill it out and upload it to import your contacts.
Fill out the template based on the fields listed in the Import Fields section below.
For the next steps, follow the instructions found on the Import Instructions article, and/or watch the Import Video Tutorials.
Import Template: Event Attendance
Follow the instructions below to locate the Event Attendance Import template and to learn more about the data elements used in the import file.
Click Marketing on the left-hand navigation menu.
From the Open Events widget (or View All Events page), find the respective event record for your import. Navigate to the event record page by clicking the event name.
From the event record page, go to the Registered section. Click the Import button.
New Import modal pop-up appears > click Template to download the Event Import template.
Locate the template in your downloads and open the .csv file.
Save the .csv file in a place that is easy to find as you will fill it out and upload it to import your event attendance.
Fill out the template based on the fields listed in the Event Import Fields section.
For the next steps, follow the instructions found on the Import Instructions article, and/or watch the Import Video Tutorials.
Import Template Fields
Below lists the importing fields and descriptions for import files. It is important to note that the fields can vary based on the location you are importing from. It also notates which fields are required for importing the contact successfully.
Contact, Lead, and Clients Tab Import Fields
Field | Required | Description |
Full Name |
| Single-line free text (e.g., Jane Smith) |
First Name | Yes | Single-line free text (e.g., Jane) |
Middle Name |
| Single-line free text (e.g., Ann or A) |
Last Name | Yes | Single-line free text (e.g., Smith) |
Suffix |
| Valid options include Jr, Jr., Sr, Sr., I, II, III, IV |
Gender |
| Valid options include Male, Female |
Personal Note |
| Free text |
Birthdate |
| Valid formats include: MM/DD/YYYY, MM/DD/YY, MM-DD-YY, MM-DD-YYY |
SSN |
| Valid formats include XXX-XX-XXXX, XXXXXXXXX, or XXXX |
Medicare # |
| Valid formats include XXXXXXXXXXX or XXXX-XXX-XXXX |
County |
| Contact's residence county |
Contact Category |
| Valid options include pre-configured contact categories or Single-line free text to create a new value |
Contact Status |
| Valid options include pre-configured contact categories or Single-line free text to create a new value |
Marital Status |
| Valid options include Single, Married, Divorced, Separated, Domestic Partnership, or Widowed. If left blank, defaults to Single. |
Primary Email |
| Single-line free text (e.g., [email protected]). Limit 1 email per cell. |
Primary Phone |
| Valid formats include XXX-XXX-XXXX, (XXX)XXX-XXXX, or XXXXXXXXXX (e.g., 913-948-8700, (913) 948-8700, 9139488700) |
Primary Address Line 1 |
| Single-line free text (e.g., 10820 Shawnee Mission Pkwy) |
Primary Address Line 2 |
| Single-line free text (e.g., Suite 301) |
Primary Address City |
| Single-line free text (e.g., Shawnee) |
Primary Address State |
| Valid formats include abbreviated or full State name (e.g., KS or Kansas) |
Primary Address Zip Code |
| Valid formats include 5-digit or 9-digit zip codes (e.g., 66203 or 66203-3547) |
Tags |
| Can correspond to currently configured tags as well as created brand new tags using the import. |
Additional Notes |
| Multi line Free Text field of notes associated to a contact. (Any text included in this field is imported as one complete note) |
Product Number |
| The policy or account number of the product. |
Insured |
| The insured person(s) on the policy if different than the Product Owner. |
Institution |
| The Institution who services the product (i.e. Allianz, UHC, Schwab) |
Institution Type |
| The type of Institution. Default options include: Insurance Carrier, Broker-Dealer, and Custodian. |
Product |
| The name of the policy or account (i.e. Allianz 222, AARP Medicare Advantage, Simple IRA). |
Product Type |
| The type of product or account such as Fixed Index Annuity, Medicare Advantage, and/or Simple IRA. |
Product Line |
| The main line of business such as Annuities, Life Insurance, and/or AUM. |
Product Status |
| Status of product as of a specific date. |
Product Status Date |
| Date of the product status. |
Status Indicator |
|
|
Plan Type |
|
|
Product Value |
|
|
Product Agent |
| The Agent of Record for the policy or account. |
Event Attendance Import Fields
Below is a list of fields that are used as column headers when completing Event Attendance Imports.
Field | Required | Description |
Full Name |
| Single-line free text (e.g., Jane Smith) |
First Name | Yes | Single-line free text (e.g., Jane) |
Middle Name |
| Single-line free text (e.g., Ann or A) |
Last Name | Yes | Single-line free text (e.g., Smith) |
Suffix |
| Valid options include Jr, Jr., Sr, Sr., I, II, III, IV |
Gender |
| Valid options include Male, Female |
Personal Note |
| Free text |
Birthdate |
| Valid formats include MM/DD/YYYY, MM/DD/YY, MM-DD-YY, MM-DD-YYY |
SSN |
| Valid formats include XXX-XX-XXXX, XXXXXXXXX, or XXXX |
Medicare # |
| Valid formats include XXXXXXXXXXX or XXXX-XXX-XXXX |
Contact Category |
| Valid options include pre-configured contact categories or Single-line free text to create a new value |
Contact Status |
| Valid options include pre-configured contact categories or Single-line free text to create a new value |
Marital Status |
| Valid options include Single, Married, Divorced, Separated, Domestic Partnership, or Widowed. If left blank, defaults to Single. |
Primary Email |
| Single-line free text (e.g., [email protected]). Limit 1 email per cell. |
Primary Phone |
| Valid formats include XXX-XXX-XXXX, (XXX)XXX-XXXX, or XXXXXXXXXX (e.g., 913-948-8700, (913) 948-8700, 9139488700) |
Primary Address Line 1 |
| Single-line free text (e.g., 10820 Shawnee Mission Pkwy) |
Primary Address Line 2 |
| Single-line free text (e.g., Suite 301) |
Primary Address City |
| Single-line free text (e.g., Shawnee) |
Primary Address State |
| Valid formats include abbreviated or full State name (e.g., KS or Kansas) |
Primary Address Zip Code |
| Valid formats include 5-digit or 9-digit zip codes (e.g., 66203 or 66203-3547) |
Tags |
|
|
Confirmed |
| Valid options include: True, False |
Attendance Status |
| Valid options include: Attended, Canceled, No Show, Waitlisted |
Additional Notes |
| Multi line Free Text field of notes associated to a contact. (Any text included in this field is imported as one complete note) |
Advanced Import Field Options
Advanced importing options are available to users who:
Need to import additional data for a given contact record then provided in the Import template.
Need to import data in bulk using a .csv file and override the Required or Default Options.
Additional headers and fields available to import are provided below. Headers can be listed in any order within an import file.
Additional Contact Importing Fields
Field | Description |
Deceased | Valid options include True, False |
Death Date | Valid format is MM/DD/YYYY |
Email Name | Single-line free text (e.g., Home, Work, Personal, Other) |
Email Address | Single-line free text (e.g., [email protected]) |
Phone Name | Single-line free text (e.g., Home, Work, Mobile) |
Phone Number | Valid formats include XXX-XXX-XXXX, (XXX)XXX-XXXX, or XXXXXXXXXX (e.g., 913-948-8700, (913) 948-8700, 9139488700) |
Address Name | Single-line free text (e.g., Home, Work, Vacation, Other) |
Address Line1 | Single-line free text (e.g., 10820 Shawnee Mission Pkwy) |
Address Line2 | Single-line free text (e.g., Suite 301) |
Address City | Single-line free text (e.g., Shawnee) |
Address State | Valid formats include abbreviated or full State name (e.g., KS or Kansas) |
Address Zip Code | Valid formats include 5-digit or 9-digit zip codes (e.g., 66203 or 66203-3547) |
Assigned To | Also referred to as Servicing Agent. Valid options must be the First and Last Name of an existing account user with Agent role permission (e.g., John Smith). |
Lead Source | Valid options are pre-configured existing Lead Source (e.g., Referral) or Single-line free text to create a new value |
Office | Valid options are pre-configured existing Offices or Single-line free text to create a new value. |
Product Interests | Valid option are pre-configured existing Product Offering Types or Single-line free text to create a new value. |
Zone | Valid option are pre-configured marketing Zones or Single-line free text to create a new value. |
If any of the Import Modal fields (Assigned To, Lead Source, Office, or Product Interest) are also included on the .csv and the values in the import file are different than what is selected in the Import Modal fields, the import file will override this selection.
Importing Company Contact Types
By utilizing the Full Name column header, users can import Company Contact Types with the desired Company name in this field.
Ensure Company is selected as the Contact Type in the Default Options of the import modal when completing the Importing Your File(s) instructions.
NOTE: We recommend importing Company Contact Types in a separate file then Individual Contact Types to be sure all data is imported correctly.