Imports
By Boni and 3 others4 authors14 articles
Compensation ImportGet started tracking compensation in Swivel with the Compensation Import.
Transaction ImportThis guide will show you how to format and import transactions for your clients accounts and policies
Appointment ImportThis article walks you through how to import appointments associated to contacts into Swivel
Tasks ImportThis article walks you through how to import tasks into Swivel using a CSV file
Consolidating Contact Categories Using Native FieldsBest practices for cleaning up and standardizing contact categories after migrating data, including mapping information to native or custom fields.
Consolidating Contact Categories Using StatusesBest practices for standardizing contact categories and statuses, ensuring every contact has a category and a status, and consolidating state-based information into statuses.