Customer Support & Billing
Clear Account
Use this guide if you’d like to remove all data from your Swivel account and start fresh.
Before You Begin:
Section titled “Before You Begin:”If you’d like to keep a record of your current setup, export your data first. Follow the steps in Export Data via Reports to download your contacts, production reports, or transaction history as a .csv file.
How to Clear Your Account
Section titled “How to Clear Your Account”-
From the left-hand navigation menu, < click Settings > Account Settings > General
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Click the Clear Account button
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To confirm deletion, complete the Clear Account pop-up by typing your account name
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Select from the following options:
- Apply Blueprints (RECOMMENDED)- selecting this option will reapply standard Swivel configurations to your account.
- Preserve Email Configuration - if your account is configured with a email account configuration, this will keep these settings in your Swivel account.
- Preserve Phone Configuration - if your account is configured with a Phone/Texting account configuration, this will keep these settings in your Swivel account.
- Preserve Sync Device Configuration - if your account is configured with a Swivel Sync device, this will keep these settings in your Swivel account.
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Click Confirm to begin the process.
The system will automatically remove your account data. Depending on your data size, this can take several minutes.
What Gets Deleted
Section titled “What Gets Deleted”Clearing your account will permanently delete:
- Contacts
- Households
- Opportunities
- Tasks
- Notes
- Workflows
- Campaigns
- Automations
- Tags
- Custom fields
- Contact lists
- Products
- Synced email and calendar
- VOIP integrations
- Documents
What Is Not Deleted
Section titled “What Is Not Deleted”These items remain active in your account:
- Billing and subscription information: Clearing your account does not cancel your plan. To cancel, see Billing and Subscription FAQ.
- Users and paid seats: User seats remain available. To manage them, visit Manage Seats for Users.
FAQs - Delete Account
Section titled “FAQs - Delete Account”Can the Clear Account action be undone?
Section titled “Can the Clear Account action be undone?”No. This is permanent. Please use with extreme caution. Swivel Support cannot recover deleted data once the process is confirmed.
Does clearing my account cancel my Swivel subscription?
Section titled “Does clearing my account cancel my Swivel subscription?”No. This does not cancel your Swivel subscription or affect billing. To learn more visit our Billing and Subscriptions page.