Advanced Imports

Appointment Import

This article walks you through how to import appointments associated to contacts into Swivel

Swivel’s self-service Appointment Import allows users to import appointments or any other activity type into Swivel from another CRM or software.

Things to Know Before You Import

Users with an owner role can access the appointment import from Business Management > Import > Appointment Import.
Import file must be in .csv file format
Appointments in Swivel are found on both the Contact Show Page and the Calendar. See Appointments Overview & Scheduling for more information on Appointment fields and views.

Import Fields and Mapping

Once you have uploaded your .csv file, you will be brought to a mapping screen to map your file headers to headers inside Swivel. Below shows each field and what the mapping looks like in Swivel.

Field/Header Name	Required	Description
Contact Ids		Id(s) of the Swivel Contact(s) associated to the appointment. If attaching multiple contacts, Ids should be comma separated
Contact Source Key		Source key(s) from original data source of Contact(s) associated to the appointment. If attaching multiple, keys should be comma separated.
Contacts		Name of Swivel Contact(s) associated to the appointment. If attaching multiple contacts, names should be comma separated.
Source Key		Unique key identifying the appointment in a original data source (useful for when an appointment is being imported from another system).
Users	Yes	User name(s) of associated user calendars. Must be exact match to User name in Swivel. If assigning multiple users, names should be comma separated. Users is required only if User Ids are not used.
User Ids	Yes	User Id(s) of associated user calendars. Must be exact match to user id(s) in Swivel. If using multiple, Ids must be comma separated. Users Ids is required only if Users are not used.
Appointment Type		Match to existing appointment types in tenant configuration or will create new if there is not a match. Not set, default is “General”
Status		Options include: Pending, Confirmed, Rescheduled, Kept, No Show, Canceled (not Cancelled), No Status. *Status mapping page also included in import to map .csv values to Swivel values.
Subject	Yes	Text field value for Subject (Name) of appointment
Location		Text field value for Location of appointment
Start On	Yes	Date the appointment starts on. Format MM/DD/YYYY HH:MM AM/PM
End On		Date the appointment ends on. Format MM/DD/YYYY HH:MM AM/PM
Description		Text field value for additional information on the appointment.
Marketing Event Id		Relate an appointment to an existing marketing event in Swivel using the Marketing Event ID.
Marketing Event Source Key		Relate an appointment to an existing marketing event in Swivel using the Marketing Event Source Key (ID from the source system originally imported to Swivel).
Marketing Event		Relate an appointment to an existing marketing event in Swivel using the Marketing Event Name. Name must be an exact match.
Campaign Id		Relate an appointment to an existing marketing campaign in Swivel using the Campaign ID.
Campaign		Relate an appointment to an existing marketing campaign in Swivel using the Campaign name. Name must be an exact match.

FAQs

If I already have an appointment imported from an outside source and import another file with the same appointment, what will happen?

If the new appointment on the file has a matching Source Key from the outside source, then this appointment will be updated if any data is different on the new appointment. If it is not recognized, it will create a new appointment.