Import Modal
The first step to import your information is to complete the Import Modal. This is were you will upload your .csv file.
🔍 Tip: Some fields vary between each import type. We recommend using the import templates that can be found in Swivel in each respective import location.
Import Modal
The fields listed below are all fields included on the import modal when importing from any location within Swivel. The import modal appears in all import locations.
🔍 Tip: Don't see what you need in the drop-downs? The import modal supports dynamic entry! For example, if you need to add Humana to the Institution drop-down, type Humana and when you the New badge appears it will be added with this import.
Required Import Fields
The required options (notated by a red asterisk) encompass selection items that will apply to all contacts within an import.
Field | Description |
What Type of contact records are we importing? | Also referred to as Contact Type. Default options include Individual or Company.
For more information, please visit How do Contacts work in Swivel? |
What should be the default contact category for each record | Default options include Lead and Client.
For more information, please visit How do Contacts work in Swivel? |
What should be the default contact status for each record? | Default options include New and Active.
For more information, please visit How do Contacts work in Swivel? and Contact Status Examples. |
🔍 Tip: Contact Category and Contact Status are also included on the .csv Import Template. If the value selected above in the import modal is different than what is on the .csv field, the values found on the import file will override the default selection(s).
Default Import Fields
Default Options encompass selection items that will apply to all contacts within an import. If items that require configuration have not been configured, the drop-down selection will read “No Results Found” and cannot be selected.
The Default Options include values for Contacts as well as Products.
Contact Fields | Description | Additional Configuration? (Optional) |
Lead Source | Single option select. If left blank, defaults to None.
To learn more, visit the Lead Source article. | Yes |
Product Interests | Multi-option select. You can select multiple choices. If left blank, defaults to None.
The Product Interests drop-down is a list of the Product Types configured for your account. To learn more, visit the Product Types article. | Yes |
Servicing Agent | Single option select. Valid options list existing account users with Agent role permission. If left blank, defaults to Not Assigned. | Yes |
Office Assignment | Single option select. Valid options list available office(s) to select (if applicable). If left blank, defaults to Not Assigned.
To learn more, visit the Offices section in the Data Setup article. | Yes |
Tags | Multi-option select. You can select multiple choices. Select from existing tags or create new tags by typing into text field.
To learn more, visit the Tags article. | No |
Product Fields | Description
| Additional Configuration? (Optional) |
Institution | The Financial Institution/Carrier associated to the products.
To learn more, visit the Financial Institutions article or | Yes |
Institution Type | The Type of Financial Institution. Pre-configured options include: Insurance Carrier, Broker-Dealer, and Custodian.
To learn more, visit the Financial Institutions article. | Yes |
Agent of Record | The Agent of Record for the policy. Also used to capture the Writing Agent.
To learn more, visit the User Roles article and the Agents in Swivel section.
| Yes |
🔍 Tip: Additional Configuration Needed: If you don’t see an available option for any of the fields above (excluding Tags), additional configuration may be required from the Settings page or by including a new value on your import file. See Additional Contact Importing Fields.
🔍 Tip: Remember, all values in the import modal support dynamic entry! For example, if you need to add Humana to the Institution drop-down, type Humana and when you the New badge appears it will be added with this import.
Mapping Import Fields
Once you have selected your .csv file and made any selection on the import modal, users will be brought to a Field Mapping Modal.
The far left column shows which fields within Swivel the data will be imported to.
The next three columns show 2 data rows of your .csv file. That way you can be sure to map the correct data fields exactly where you want them into Swivel.
Below is an example of the Field Mapping Modal:
To see available fields within Swivel, see above in Import Template Fields and Additional Contact Import Fields.
📌 Note: Because of the ability to map fields with the Field Mapping Modal, users can use a .csv of their choosing. It is recommended, however, to use the Import Template found in each import location to make the field mapping experience more efficient.