Skip to content
Swivel

Importing Your Data

Import Video Tutorials

Import Tutorial: Create a New Contact and New Product

Section titled “Import Tutorial: Create a New Contact and New Product”

In this video, we’ll walk you through the process of creating a new contact and their policy information via an import.

Import Tutorial: Add a New Product to an Existing Contact

Section titled “Import Tutorial: Add a New Product to an Existing Contact”

In this video, we’ll walk you through the process of adding policy information to an existing contact.