Imports
Import your leads, contacts, and event attendance
Book of Business Imports
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.
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.