Introduction to Imports

Imports are a powerful way to bring large amounts of data into Swivel efficiently and accurately. Understanding how imports work helps ensure your data lands exactly where it should. Following the proper workflow reduces errors and prevents duplicates.

By importing your data correctly, you can:

• Avoid manual data entry
• Reduce errors when adding contacts, accounts, policies, or event attendees

Tip

🔍 Tip: Always prepare your data carefully before importing. See Preparing Your Data for Import for guidance.

Common Import Scenarios

Users typically import data into Swivel in the following situations:

• Adding new contacts
• Adding client accounts or policies to existing contacts
• Tracking event attendance
• Importing transactions, appointments, or compensation data

Supported Import Types

Swivel supports importing the following types of data:

Import Type	Description
Contacts	Basic contact details
Client Accounts & Policies	Associated policy and account information
Event Attendance	Attendees for specific marketing events
Transactions	Contribution and withdrawal entries
Appointments	Appointment records
Compensation	Compensation records

Tip

🔍 Tip: Templates are available for some import types to make formatting and field mapping faster and more reliable. For all import types, the required headers are documented in the Help Center.

How the Import Process Works

Importing data into Swivel generally follows these steps:

1. Prepare your file
2. Upload your file
3. Map fields
4. Review duplicates
5. Finalize the import

Where to Go Next

• Import Templates
• Preparing Your Data for Import