Swivel

New to Swivel Sync? Start here. This guide explains what Swivel Sync does and walks you through device setup, connecting carriers and institutions, linking login sources, and mapping values to…

Get Started with Swivel Sync

Troubleshoot offline Swivel Sync devices and missing heartbeats, plus network setup reference for IT teams — operating system, cybersecurity protections, network placement, and firewall configuration.

Swivel Sync Device Troubleshooting & Network Setup

The criteria a policy or account must meet to be eligible for syncing by Swivel Sync.

What Makes a Policy Syncable

Data migrated from another CRM often contains duplicate carrier names. Merge these into Swivel's standardized format to ensure clean data and optimal Swivel Sync performance.

Standardized Carrier & Institution Names

Jessica Hightower

Set up your Swivel Sync device, prepare your CRM data, and connect your first carriers and institutions.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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