Redtail to Swivel Import
Data Cleanup After Migrating from RedtailThis article explains common data issues that appear after migrating from Redtail to Swivel, including duplicates and placeholder values such as “Unspecified” or “Redtail”.
FAQs - Redtail Database Import
Redtail Migration FAQs
How to Import Data from Redtail: Step-by-Step GuideThis article walks you through everything you'll need to do to migrate from Redtail to Swivel.
Data Cleanup Checklist: Redtail to SwivelMany of Swivel’s features—including filtered lists, reports, automations, and Swivel Sync—rely on clean and consistent data. Use the checklist below to identify and resolve common data issues after migrating from…