Swivel

This article walks you through everything you'll need to do to migrate from Wealthbox to Swivel

Wealthbox Import to Swivel

Wealthbox to Swivel: What will my data look like?

After migrating your data into Swivel, it’s essential to complete a cleanup process to ensure your information is accurate, organized, and ready for full use of Swivel’s automation, segmentation, and…

Data Cleanup After Migrating from Wealthbox

Boni Newberry

Celeste Olson

Instructions and support to import your WealthBox data into Swivel

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