Imports
Import your leads, contacts, and event attendance
Book of Business Imports
FAQs- Wealthbox Import to Swivel
Appointment ImportThis article walks you through how to import appointments associated to contacts into Swivel
Transaction ImportThis guide will show you how to format and import transactions for your clients accounts and policies
Commission ImportGet started tracking commissions in Swivel with the Commission Import.
Redtail Data Migration
Instructions and support to import your Redtail data into Swivel
Redtail Import to SwivelThis article walks you through everything you'll need to do to migrate from Redtail to Swivel.
Redtail to Swivel: What will my data look like?
FAQs - Redtail Database Import
Data Cleanup After Migrating from RedtailAfter migrating your data into Swivel, it’s recommended you complete a cleanup process to ensure your information is accurate, organized, and ready for full use of Swivel’s automation, segmentation, and…
WealthBox Data Migration
Instructions and support to import your WealthBox data into Swivel
Wealthbox Import to SwivelThis article walks you through everything you'll need to do to migrate from Wealthbox to Swivel
Wealthbox to Swivel: What will my data look like?
Data Cleanup After Migrating from WealthboxAfter migrating your data into Swivel, it’s recommended to complete a cleanup process to ensure your information is accurate, organized, and ready for full use of Swivel’s automation, segmentation, and…