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

Learn how to prepare and import a carrier book of business, work through imported contacts, continue an existing import, and map carrier-specific fields using the Contacts / Client Accounts &…

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

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

Post-Migration Tips

Tailored Experience

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