Transaction Import

Importing transaction data helps ensure your client records are complete, so you can view historical transfers, deposits, and withdrawals directly in each client’s profile.

Note

📌 Note: Swivel Sync keeps policy and account values current but it does not create or update individual line-item transactions (such as contributions, withdrawals, or transfers).

If you’d like to include detailed transaction history, you can manually import those records using the Transaction Import.

Note

📌 Note: Imports cannot be undone once completed. If an import is run incorrectly, records must be removed manually or via bulk actions.

What You’ll Need

Before you begin, make sure you have:

• A .csv file of your clients’ transfer history using the column headers below
• Access to Swivel’s Data Import tool (Owner and/or Manager User Role)

Prepare Your CSV File

Your file should include the following required column headers:

Column Header Name	Description	Example
Product Number	The Policy or Account number tied to the transaction	1137532, CM954321U, 9999-7878
Transaction Type	The transaction type identifies the type of activity that occurs within an account or policy. See: Transactions and Transaction Types	Swivel has the following Transaction Types pre-configured for your account: • Contribution • Incoming Transfer • Outgoing Transfer • Premium Payment • Withdrawal
Status	The status of the transaction.	Pending, Complete
Transaction Date	Date of the transaction	01/01/2025 **Important: Date must be in mm/dd/yyyy format.
Amount	Amount of the Transaction	$6500, $25000 **Important: Amount must be in number or currency format.
Advice	Any information that you would like included as a Transaction Note.	Personal Check #1234, 2020 Roth, etc.

Note

📌 Note: Make sure the column headers match exactly and all format requirements are observed — any extra spaces, typos, or incorrect format will cause the import to fail.

CSV Example

Import your File

1. Go to Business Management → Transaction Import → Import

2. Upload your CSV file and select INSERT ONLY

   Please note: Insert and Update nor Update Only are recommended for this import.

3. Click Import