Required Setup for Swivel Account Owners
Import Your Data into Swivel
Import your contacts, products, and other business data into Swivel. This guide explains your migration options, what to expect during the import process, and how to prepare for a successful transition.
Overview
Section titled “Overview”Getting your data into Swivel is one of the most important steps in your implementation.
Whether you’re migrating from another CRM or importing a book of business, the goal isn’t just to move data. It’s to give your team the information they need to begin working confidently in Swivel.
Most organizations complete their data import before inviting users into Swivel.
Your Import Options
Section titled “Your Import Options”Choose the option that best matches your organization.
Option 1: Work with Professional Services
Section titled “Option 1: Work with Professional Services”Why This Matters
Section titled “Why This Matters”Professional Services is a great option if you’re migrating a large or complex database, don’t have the time to manage the migration internally, or simply prefer to have our team handle the process for you. Our migration specialists will guide you through the process and help ensure your data is imported successfully.
By the End of This Option, You Should
Section titled “By the End of This Option, You Should”- Understand how the Professional Services process works.
- Know what information you’ll need to provide.
- Be ready to begin working with your migration specialist.
What to Do
Section titled “What to Do”- Contact your onboarding specialist or our Sales team to discuss Professional Services.
- We’ll review your migration needs and provide a quote.
- Provide your legacy CRM backup or exported data.
- Complete any requested pre-migration tasks.
- Your migration specialist will complete the import.
- Continue to Validate Your Imported Data before inviting your team into Swivel.
Option 2: Import Your Own Data
Section titled “Option 2: Import Your Own Data”Why This Matters
Section titled “Why This Matters”If you’d prefer to manage your own migration, Swivel provides step-by-step guides to help you import your data successfully. Following the appropriate guide for your CRM or import method will help ensure a smooth transition and make any necessary cleanup easier afterward.
By the End of This Option, You Should
Section titled “By the End of This Option, You Should”- Know which import guide applies to your organization.
- Complete your data import successfully.
- Be ready to validate your migration.
What to Do
Section titled “What to Do”- Choose the import guide that matches your CRM or data source.
- Review any preparation steps before beginning your import.
- Complete your import by following the step-by-step instructions.
- Verify that your data has been imported successfully.
- Continue to Validate Your Imported Data to confirm your migration before inviting your team into Swivel.
Import Guides
Section titled “Import Guides”- Redtail Data Migration
- Wealthbox Data Migration
- CSV File Import (use for importing contacts if not using a CRM)
- Book of Business Import (use to upload your client’s policies and accounts)
Before Inviting Your Team
Section titled “Before Inviting Your Team”Before inviting users into Swivel, take a few minutes to confirm:
✅ Your contacts have been imported.
✅ Your users were successfully created via the import (if Redtail or Wealthbox)
✅ The core information your team needs is available.
Frequently Asked Questions
Section titled “Frequently Asked Questions”Should my data be perfect before my team starts using Swivel?
Section titled “Should my data be perfect before my team starts using Swivel?”No. Most organizations perform some cleanup after migrating to a new CRM. We recommend transitioning to Swivel as your primary CRM once your migration is complete and improving your data over time as your team begins using the platform.
Which import option should I choose?
Section titled “Which import option should I choose?”If you’d like to manage the migration yourself, follow the import guide for your CRM or data source. If you’re migrating a large or complex database, don’t have the time to complete the migration internally, or would simply prefer our team to handle it, Professional Services is available for an additional fee.
What data can be imported into Swivel?
Section titled “What data can be imported into Swivel?”The data that can be imported depends on your legacy CRM and import method. While contacts are commonly imported, support for products, notes, activities, custom fields, and other information varies.
Before you begin, review the migration guide for your CRM to understand what data is supported, any known limitations, and whether additional imports (such as a book of business or product import) may be needed.
Additional Resources:
Section titled “Additional Resources:”🔗 How Redtail Data Migrates to Swivel
🔗 How Wealthbox Data Migrates to Swivel
Can I import my data again later?
Section titled “Can I import my data again later?”In most cases, no. Once your data has been imported into Swivel, you and your team should begin using Swivel as your primary CRM.
Continuing to use both your legacy CRM and Swivel often results in duplicate work, since changes made in your legacy CRM won’t automatically be reflected in Swivel. We can’t perform a second import to capture the activity that occurred after your initial migration.
If you have a unique situation or believe you need an additional import, Professional Services may be able to help. Contact your onboarding specialist or our Sales team to discuss your options.
Can Professional Services help clean up my data after it’s been imported?
Section titled “Can Professional Services help clean up my data after it’s been imported?”Yes. If you’ve already imported your data but would like help organizing, standardizing, or cleaning it up, Professional Services can help.
Examples include:
Section titled “Examples include:”- Data cleanup
- Book of business imports
- Custom field cleanup
- General migration assistance
Contact your onboarding specialist or our Sales team to discuss your goals and receive a quote.
What if I’m not sure which import method is right for my organization?
Section titled “What if I’m not sure which import method is right for my organization?”Your onboarding specialist and our Support team are here to help. We’ll discuss your migration goals, recommend the best approach for your organization, and answer any questions before you begin.
Next Step
Section titled “Next Step”Great work! Your data has been imported into Swivel.
Continue to Validate Your Imported Data to confirm your migration was successful, identify any critical issues, and make sure you’re ready to invite your team into Swivel.