Swivel

Learn to review and clean up your data after a migration or CSV import, including book of business imports. Review product data, carriers, institutions, agents, Contact Categories, and Contact Statuses.

Data Cleanup Checklist After an Import or Migration

Learn how to audit products after an import or migration, including imported Product Lines, placeholder products, multiple versions of the same product, matching pre-configured products, and deciding when to merge…

How Do I Audit Products After an Import or Migration?

Learn how to fix an imported or migrated product, including products in the wrong drawer, unclear or placeholder products, and imported product instances that should be updated to matching pre-configured…

How Do I Fix a Product After an Import or Migration?

Learn to consolidate Contact Categories in Swivel by merging duplicate categories, separating categories from statuses, or moving information to native or custom fields.

How to Consolidate Contact Categories

Celeste Olson

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