Swivel

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

How to Import Data from Wealthbox: Step-by-Step Guide

How Wealthbox Data Migrates to Swivel

Wealthbox to Swivel: What will my data look like?

This article explains common data issues that appear after migrating from Wealthbox to Swivel, including duplicates and placeholder values such as “Unspecified” or “Wealthbox”.

Data Cleanup After Migrating from Wealthbox

Many 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…

Data Cleanup Checklist: Wealthbox to Swivel

Boni Newberry

Celeste Olson

Wealthbox to Swivel Import

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