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
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
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 essential to complete a cleanup process to ensure your information is accurate, organized, and ready for full use of Swivel’s automation, segmentation, and…