How Redtail Data Migrates to Swivel

Contact Fields

Contact

Redtail Field	Swivel Field	Notes
Contact Type = Individual	Contact Category = Individual • Intent = Individual • Allow Name Details = TRUE
Contact Type = Business	Contact Type = Business • Intent = Organization Type • Allow Primary & Secondary Contacts = TRUE • ALLOW Members = TRUE
Contact Type = Association	Contact Type = Association • Intent = Organization Type • Allow Primary & Secondary Contacts = TRUE • Allow Members = TRUE
Contact Type = Union	Contact Type = Union • Intent = Organization Type • Allow Primary & Secondary Contacts = TRUE • Allow Members = TRUE
Contact Type = Trust	Contact Type = Trust • Intent =Trust • Allow Primary & Secondary Contacts = TRUE • Allow Members = TRUE
Status	Contact Category
Category	Contact Status, Tag	If Redtail category is blank or empty → default to “New” contact status in Swivel Contact statuses are configured specified for each contact category in Swivel. This means if a Redtail category correlates to multiple Redtail statuses, multiple Swivel Statuses will be created in Swivel for each respective Swivel Category created. For example: A Client 100+ may appear as a status for Category 1, and another, separate status A Client 100+ will be configured on Category 2, and so forth
Keyword	Tag
Tag Group	Tag
Contact Created	Created on
Source	Lead Source
Servicing Advisor	Servicing Agent
Client Since	Client Since
Referred By	Not Support	While Swivel has a native Referred By field, unlike Redtail, this is NOT a free text field but a contact-oriented field.
Family	Household	Inherits spousal relationships
Membership	Not Supported	Swivel WILL bring over spousal relationships and respective households Swivel will NOT bring over Redtail memberships
Company Name	Name
First Name	First Name
Middle Name	Middle Name/Initial
Last Name	Last Name
Nickname	Preferred Name
Suffix	Suffix
Marital Status	Marital Status	Married → Married Single → Single Divorced → Divorced Widowed → Widowed Separated → Separated Life Partner → Domestic partnership
Gender	Gender	male → Male female → Female other → Other
DOB	Date of Birth
Death Date	Date of Death	Also marks the contact as deceased in Swivel
Tax Id	SSN
Important Information	Personal Note
Contact Communication Fields
Phone Type	Name	Direct (Home/Work/Mobile)
Number	Phone Number
is primary	-	Sets this as the contact’s primary phone, indicated by a blue star
Email Type	Name	Direct (Personal/Work)
Physical Addresses
Street Address 1	Address Line 1
Street Address 2	Address Line 2
City	Address City
State	Address State
Zip	Address Zip Code

Note

📌 Note: Family/Household Processing from Redtail to Swivel

• Families convert to Household contact type

• Head of household → primary_contact_id

• Spouse → secondary_contact_id

• Only Head of household and Spouse members are preserved in relationships

---

Product Fields

Accounts → Products

Redtail Field	Swivel Field	Notes
Number	Product Number
Company	Institution	System will check the product, then institution. If product name exists, but institution is different, the system will create a new product and institution. If none associated to an account, then created as “Other Default Redtail”
Product	Product	If product pre-exists in Swivel (e.g. from blueprint applied), the system will map the product to the pre-configured product and inherit the relationships (e.g. product type/product line/institution) If none associated to account, then will create as in as “Other Default (Company) Account” Ex: Other Default Allianz Account
Account Type	Product Type	If none associated, Swivel will create a product type of Other for this data
Tax Qualified Type	Plan Type	If plan type pre-exist in Swivel, the system will create a new plan type and associate it to the respective product type
Status	Product Status
Issue Date	Issued Date
Effective Date	Effective Date
Close Date	Closed On
Contact Ids	Product Owner(s)
Insured Name	Insured
Beneficiaries
Beneficiaries Name	Name
Beneficiaries Type	Type	Primary → Primary Secondary → Contingent
Beneficiaries Percentage	Percentage
Product Value Fields
Cash Value	”Cash Value”	If a value exists, the system will create product register_value
Face Value	”Face Value”	If a value exists, the system will create product register_value “Face Value”.
Surrender Value	”Surrender Value”	If a value exists, the system will create product register_value “Surrender Value”.
Loan Balance	”Loan Balance”	If a value exists, the system will create product register_value “Loan Balance”.
Loan Amount	”Loan Amount”	If a value exists, the system will create product register_value “Loan Amount”.
Loan Interest	”Loan Interest”	If a value exists, the system will create product register_value “Loan Interest”.

Note

📌 Note: A Redtail Product Line will be created if the migrated “account types” data does not map to existing Swivel product types.

---

Event Data

Seminars → Marketing Events

Redtail Field	Swivel Field	Notes
Name	Event Name	Marketing_events must be associated to a campaign in Swivel so Swivel will create a default Redtail campaign
Description	Event Description	Project Description
N/A	Event Type	Default to ‘Redtail’ type
Description	Event Description
Status	Event Status	Default to ‘closed’
Attendees	Attendance	Default to ‘registered’ status = true Event status mapping Event registration status = pending Event registration outcome = none
Location	Venue	If not entered, default to ‘TBD’
Organizer Name	Assigned to	Defaults to ‘Redtail Agent’

---

Workflow Data

Workflows → Workflows

Redtail Field	Swivel Field	Notes
Workflow Templates	Workflow Templates	Workflow templates will come into Swivel in unpublished status
Name	Workflow Name
Description	Workflow Description
Steps	Workflow Steps
Associated Type	Contact Type
Contact Id	Contact
Completed Date	Completed on	Preserves timestamp and marks workflow as closed

Note

📌 Note: Group assignments for workflow steps are supported in the Redtail → Swivel migration.

---

Note Data

Notes → Notes

Redtail Field	Swivel Field	Notes
Body	Description
Category	Tags
Added By	Updated by Id	Will reflect the user mapped during the Redtail user Mapping during import
Associations	Contact
Created at	Created at
Updated at	Updated at

---

Opportunities Data

Opportunities → Opportunities

Redtail Field	Swivel Field	Notes
Name	Opportunity Name
Description	Description
Amount	Amount
Close Date	Est. Closed Date
Next Step	Next Step
Opportunity Stage	Sales Stage
Source Id	Lead Source
Assigned to	Assigned to
Contact Associations	Contact
Next Step	Next Step
Pipeline	Redtail Pipeline	For Testing / Data Review: Redtail Opportunity Pipeline and sales stages. When migrating Redtail pipelines, the data only provides sales stages associated to open/closed opportunities. Depending on the opportunity record, it may or may not migrate all configured sales stages from Redtail.

---

Activity

Activities → Appointments

Redtail Field	Swivel Field	Notes
Subject	Name	All migrated Redtail Activities Tasks are migrated as Appointments but will not display as appointments on the swivel calendar
Activity Code	Appointment Type
Start Time	Start Time
End Time	End Time
All day	See also Start Date, Start Time, End Date, End Time, Attending	All-day calendar events migrate with Start Time as 12:00 AM and End Time 11:59 PM From Edit Appointment form, the duration defaults to “15 minutes”
Location	Location
Description	Description
Attendees	Appointment Contacts
Added by	Organizer	Organizer - Creator From Redtail
Completed	Appointment Status	Completed → Kept Pending → Pending Cancelled → Canceled
Activity Categories	Appointment Types

Note

📌 Note: All Migrated activities are viewable from the respective contact record.

Migrated activities will not be viewable on the Swivel Calendar experience until the Appointment Type has been changed and a user calendar associated to the appointment.

---

Custom Fields

UDF → Custom Fields

Redtail Field	Swivel Field	Notes
Field Value	Custom Field Value
Field Name	Custom Field Type	string → text text_area → text check_box → choice date → text single_select→ choice multi_string → text
Field Type	Input Type
Field Options	Field Choices	For Dropdowns

---

What additional data does not migrate over?

The import will not bring over:

• Files/Documents
• Templates (i.e. Email templates, Note templates, Appointment templates)
• Custom Reports
• Workflow Automation Rules
• Deleted Records
• System Audit Logs
• Redtail Speak Call Logs
• Additional Memberships
• Email communications
• Integrations

Tip

🔍 Tip: Need more? Ask us about setting up a Data Migration meeting to complete a SOW. Please note, additional fees may apply.