Required Setup for Swivel Account Owners
Validate Your Imported Data
Confirm your migration was successful by reviewing your imported data, identifying any critical issues, and determining whether you're ready to invite your team into Swivel.
Overview
Section titled “Overview”Your data has been imported into Swivel. Before inviting your team, take a few minutes to confirm that everything imported as expected.
The goal isn’t to make your data perfect before launch. It’s to ensure your team has the information they need to begin working confidently in Swivel.
If you identify any issues during this review, don’t worry. Some should be addressed before users begin working, while others can be cleaned up over time after your team starts using Swivel.
Today’s Goal
Section titled “Today’s Goal”By the end of this article, you will be able to:
Section titled “By the end of this article, you will be able to:”- Confirm your migration completed successfully.
- Verify your team’s core information is available.
- Identify any critical migration issues.
- Decide whether you’re ready to invite your team.
- Know what can wait until after launch.
Step 1: Spot-Check Your Data
Section titled “Step 1: Spot-Check Your Data”Why This Matters
Section titled “Why This Matters”Reviewing several familiar records is the fastest way to confirm your migration worked as expected.
What to Do
Section titled “What to Do”Open several contacts from different parts of your business and compare them to your previous CRM to confirm the information you expect to see is available in Swivel.
Review information such as:
Section titled “Review information such as:”- Contact information
- Products or accounts
- Notes
- Opportunities (if applicable)
- Tasks
- Appointments
- Tags
- Custom fields
- Servicing Agent
Step 2: Identify Any Launch Blockers
Section titled “Step 2: Identify Any Launch Blockers”Why This Matters
Section titled “Why This Matters”Before inviting your team into Swivel, make sure there aren’t any issues that would prevent them from doing their day-to-day work.
What to Do
Section titled “What to Do”Ask yourself:
Section titled “Ask yourself:”- Can advisors find the clients they work with?
- Are expected products or accounts available?
- Are important notes present (if they were included in your migration)?
- Are records assigned to the correct owner or advisor?
- Is any expected information missing?
If you answer yes to any of these questions, resolve those issues before inviting your team.
The following are common after a migration and can typically be addressed after launch:
- Duplicate carrier or institution names
- Duplicate product names
- Contact category cleanup
- Contact status standardization
- Placeholder values such as Unspecified, Redtail, or Wealthbox
- Naming convention improvements
Step 3: Decide if You’re Ready to Invite Your Team
Section titled “Step 3: Decide if You’re Ready to Invite Your Team”Why This Matters
Section titled “Why This Matters”Once you’ve confirmed your migration was successful and addressed any critical issues, the final step is deciding whether your team has everything they need to begin working in Swivel.
What to Do
Section titled “What to Do”You’re ready to invite your team if:
Section titled “You’re ready to invite your team if:”✅ Your contacts have been imported.
✅ The core information your team relies on is available.
✅ No critical migration issues remain.
✅ Users can begin working confidently in Swivel.
Best Practices
Section titled “Best Practices”- Review several records instead of just one.
- Compare your imported data to your previous CRM.
- Resolve critical issues before inviting users.
- Save lower-priority cleanup for later.
- Begin using Swivel as your primary CRM after migration.
Frequently Asked Questions
Section titled “Frequently Asked Questions”What if I notice duplicate carriers or products?
Section titled “What if I notice duplicate carriers or products?”That’s normal after many migrations. As long as your users can perform their daily work, you can standardize and merge those records after launch.
What if information is missing?
Section titled “What if information is missing?”First, compare what you expected to import with your migration guide.
If information that should have been migrated is missing, contact your onboarding specialist or Support before inviting users.
What if I see Unspecified, Redtail, or Wealthbox?
Section titled “What if I see Unspecified, Redtail, or Wealthbox?”These are placeholder values created during migration when Swivel couldn’t confidently classify certain information.
They’re not errors and can be reviewed later as part of your ongoing data cleanup.
Should I clean up all of my data before inviting users?
Section titled “Should I clean up all of my data before inviting users?”No. Focus on confirming your migration was successful and resolving any issues that would prevent your team from working. Most organizations continue improving their data after launch.
What if I find issues that don’t prevent my team from working?
Section titled “What if I find issues that don’t prevent my team from working?”Document them and continue onboarding. Once your team is using Swivel, you can work through lower-priority improvements over time or engage Professional Services if you’d like assistance with data cleanup.
Next Step
Section titled “Next Step”Great work! You’ve confirmed your migration is ready for launch.
Continue to Invite and Manage Your Team to add users, assign permissions, and help your team begin working confidently in Swivel.