Swivel

Celeste Olson

Boni Newberry

Bailee Walljasper

Imports

Introduction to Imports

Import Templates

Preparing Your Data for Import

Before You Import

Import Modal Overview

Import Instructions

Import Video Tutorials

🙋 Import FAQs

Book of Business Imports

Importing Your Data

Get started tracking compensation in Swivel with the Compensation Import.

Compensation Import

This guide will show you how to format and import transactions for your clients accounts and policies

Transaction Import

This article walks you through how to import appointments associated to contacts into Swivel

Appointment Import

This article walks you through how to import tasks into Swivel using a CSV file

Tasks Import

Advanced Imports

Best practices for cleaning up and standardizing contact categories after migrating data, including mapping information to native or custom fields.

Consolidating Contact Categories Using Native Fields

Best practices for standardizing contact categories and statuses, ensuring every contact has a category and a status, and consolidating state-based information into statuses.

Consolidating Contact Categories Using Statuses

Post-Migration Tips

Tailored Experience

Pricing

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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.

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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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