How Wealthbox Data Migrates to Swivel

Contact Fields

Contact (Person) → Contact (Individual)

Wealthbox Field	Swivel Field	Notes
First Name	First Name
Middle Name	Middle Name/Initial
Last Name	Last Name
Nickname	Preferred Name
Suffix	Suffix
Marital Status	Marital Status
Company - Job Title	Job Title
Assigned to	Servicing Agent
Household Title = “Head”	Spouse association type Primary Contact on respective Household Added as Family Member	Household title or roles are not currently supported in Swivel. Swivel will migrate related individual contacts as “Spouse” association type.
Household Title = “Spouse”	Spouse association type Secondary Contact on respective Household Added as Family Member
Household - Household Name	Household (Association Only)	Inherits Wealthbox “Household Name” —> Swivel (e.g. Mr. & Mrs. Halpert) Household will associate both spouses as family members to the respective household. See also Household Title = Head, Household Title = Spouse
Phone Number Type	Phone Name
Phone Number	Phone
Phone Number - Primary ?	Primary Phone	Phone number with Wealthbox primary?=True
Email Type	Email Name
Email Address	Email Address
Email Address - Primary?	Primary Email	Email address with Wealthbox primary?=True
Background Information	Personal Note
LinkedIn URL	N/A
Twitter	N/A
Address Type	Address Name	In Swivel, Address Names are free-text.
Street Address 1	Address Line 1
Street Address 2	Address Line 2
City	Address City
State	Address State
Zip	Address Zip Code
Country
Mailing Address	Primary Address Line 1 Primary Address Line 2 Primary Address City Primary Address State Primary Address Zip Code	Street Address with Wealthbox mailing address?=True
Referred By	Referred By	This is a contact-oriented field in Wealthbox and Swivel.
Referrals	Referrals
Birthdate	Date of Birth
Date of death	Date of Death
Client Since	Client Since
Anniversary	N/A
SSN	SSN
Contact Source	Lead Source	Contact Sources can be customized in Wealthbox. If ‘Lead Source’ doesn’t exist, the system will dynamically create new one on migration
Contact Type	Contact Category
Status	Contact Status	Wealthbox only has “Active” and “Inactive” statuses
Gender	Gender
Tags	Tags
Website	N/A
Important Information	Personal Note
Related Contacts	N/A
Additional Information (Important Information)	Personal Note	Note: Background also maps to Personal Note. When data exists for both Background and Important Information from Wealthbox

Contact (Household) → Contact (Household)

Households without members will migrate into Swivel a contact type WB Empty Household and Unspecified contact category.

Note

📌 Note: Related Contacts are not imported from Wealthbox. Swivel imports Household Members from Wealthbox to create household associations. Contacts listed in the Related Contacts section of Wealthbox (such as friends, cousins, or other non-household relationships) are not currently imported as associations in Swivel.

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Product Fields

Accounts → Products

Wealthbox Field	Swivel Field	Notes
First Name	First Name
Middle Name	Middle Name/Initial
Last Name	Last Name
Nickname	Preferred Name
Suffix	Suffix
Marital Status	Marital Status
Contacts	Owner(s)
Creator Id / Name	N/A
N/A	Agent of Record	Wealthbox accounts will migrate with Agent of Record value = null or empty There is no account field that maps 1:1 with Swivel Agent of Record
Account 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.
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)
Account Type	Product Type	See also Product
Tax Qualified?	N/A
Tax Qual 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
Discretionary (checkbox)	N/A
Managed (checkbox)	N/A
Manager	N/A
Model Strategy	N/A
Status	Product Status	Wealthbox options include Open, Closed, Pending, Under Review
N/A	Product Status Date	There is no Wealthbox equivalent for product status date.
Issue Date	Issued Date
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”.
Asset Balance (checkbox)	N/A
Rebalance Frequency	N/A	Wealthbox options include None, Monthly, Quarterly, Semi-Annual, Annual
Coverage
Registration	N/A
Ownership Type	N/A
Owner	”Owner”	This a free text field in Wealthbox
Joint Owner	”Joint Owner”	This a free text field in Wealthbox
Insured	Insured	This a free text field in Wealthbox. Listed as the first ‘Insured’ person in Swivel
Insured 2	Insured	This a free text field in Wealthbox. Listed as the second ‘Insured’ person in Swivel
Coverage Amount ($)	“Coverage Amount”	If a value exists, the system will create product register_value “Coverage Amount”
Death Benefit Option	N/A
Riders	N/A
Payment Dates
Annual Premium ($)	“Annual Premium”	If a value exists, the system will create product register_value “Annual Premium”
Modal Premium ($)	“Modal Premium”	If a value exists, the system will create product register_value “Modal Premium”
Premium Frequency	N/A
Withdrawals Monthly ($)	N/A
Invested Initial ($)	“Invested Initial”	If a value exists, the system will create product register_value “Invested Initial”
Invested Total ($)	“Invested Total”	If a value exists, the system will create product register_value “Invested Total”
Application Date	N/A
Delivery Date	N/A
Effective Date	Effective Date
Renewal Date	N/A
Close Date	Closed Date
Beneficiaries
Name	Name
Type	Type	Primary —> Primary Secondary —> Contingent
Percentage	Percentage
Assets
Asset Name	N/A
CUSIP	N/A
Symbol	N/A
Share Balance	N/A
Share Balance Date	N/A
Share Price	N/A
Share Price Date	N/A
Asset Type (single-option)	N/A
Asset Objective (single-option)	N/A
Transactions
Rep #	N/A
Trade Date	N/A
Trade Type	N/A
Product Name	N/A
Security	N/A
Gross Amount	N/A
Share Balance	N/A
Share Price	N/A
Date Received	N/A
Date Forwarded	N/A
CUSIP	N/A
Source of Funds	N/A

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Event Data

Projects → Marketing Events

Seminar events saved as Wealthbox Projects without related ‘Events’.

Wealthbox Field	Swivel Field	Notes
N/A	Campaign	Marketing_events must be associated to a campaign in Swivel so Swivel will create a default ‘Wealthbox’ campaign.
Project	Marketing Event (or Event)	Projects can have associated calendar events in Wealthbox.
N/A	Event Type	Default to ‘Project’ type
Project Title	Event Name
Project Description	Event Description
N/A	Status	Default to ‘closed’
Created on	Start On	Projects don’t have a ‘Start On’ date attribute in wealthbox Swivel requires a ‘Start On’ date for marketing events On migration, we will use the ‘Created Date’
N/A	End On	Default to 1 hour duration from Created on date/time
N/A	Venue	Default to ‘TBD’
Organizer Name	Assigned to
Related contacts	Event attendance	Default to ‘registered’ status = true Event status mapping Event registration status = pending Event registration outcome = none
Archived = True	Record State = Archived
Visibility • visibility type • visibility_user_ids • visibility_user_names • restricted_visibility_group_id	N/A

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Task Data

Tasks → Tasks

Wealthbox Field	Swivel Field	Notes
N/A	Workspace	All Migrated Wealthbox Tasks are migrated to a “Wealthbox” workspace
Task Name	Task Name
Repeats?	N/A
Due Type	N/A	Wealthbox Due Type options include Today, Tomorrow, This Week, Next Week, Future, Specific Date
Due Date	Due Date
Due Time	N/A
Assigned to • assigned_to_id • assigned_to_type • assigned_to_name	Assignee	If a task is assigned to a “Team” in Wealthbox it comes over to swivel as “Unassigned”
Due	Status	Any value not is listed as “To Do” in Swivel unless Task is Done Then Status = Done
Priority	Priority	None -> Normal Low -> Low Medium -> Normal High -> High
Category	Category	All Category Colors come in as Blue and can be reconfigured in Settings -> Advanced Setup -> Tasks
Description	Description
Attachments	N/A
Comments	Comments
Related to “Contact”	Linked Records
Related to “Opportunity”	Tenant Task > Opportunity Tasks list	When Wealthbox tasks are associated to an opportunity, it will create a tenant “task” on a task list name “Opportunity Tasks” Note: Swivel doesn’t currently support tasks associated opportunities.
Related to “Project”	Tenant Task > Project Checklist Items	When Wealthbox tasks are associated to a project, it will create a tenant “task” on the task list name “Project Checklist” Note: Swivel doesn’t currently support tasks associated projects.

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Note Data

Notes → Notes

Wealthbox Field	Swivel Field	Notes
Replies (also referred to as ‘Comments’)	Comments

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Opportunities Data

Opportunities → Opportunities

Wealthbox Field	Swivel Field	Notes
Opportunity Name	Opportunity Name	All Migrated Wealthbox Tasks are migrated to a “Wealthbox” workspace
Contact = Individual	Contact
Contact = Household	Household
Pipeline	Pipeline
Stage	Sales Stage
Next Step	Next Step
Probability (%)	N/A
Assigned to	Assigned to
Amount (first_amount)	Amount / Premium
Target Close	Est. Closed Date
Description	Description
Opportunity Name	Opportunity Name
Contact = Individual	Contact	Opportunity can only be associated to one (1) contact in Wealthbox, one(1) household is considered a contact
Contact = Household	Household	Opportunity is associated “Household” (e.g. Pam & Jim Halpert). It is not associated to the individual contacts. The migrated opportunity is still visible on the individual contact(s) opportunity section. Current State: For Household contact types (with ‘Association Only’ setting enabled) Swivel doesn’t support opportunities associated to “Jim & Pam Halpert Household” - when creating an opportunity from the Household view, it will default to associating the opportunity to both individual contacts
Pipeline	Pipeline	If pipeline exists in Swivel (e.g. Annuities), the system will create and add the additional sales stages to the respective pipeline. If pipeline does NOT exist in Swivel, pipeline is created and respective sales stages associated to open/closed opportunity records. For Testing / Data Review: When migrating Wealthbox 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 Wealthbox.
Stage	Sales Stage	’{custom sales stage name} —> sale stage of ‘{custom sales stage name}’ with workflow step “prospect” and open status ’Lost’ sales stages —> sales stage of “Lost” with workflow step “Lost” and closed status ’Won’ sales stages —> sale stage of “Won” with workflow step “Won” and closed status
Next Step	Next Step
Probability (%)	N/A	Wealthbox supports 10%, 20%, 30%, 40%, 50%, 60%, 70%, 80%, 90%, and 100%
Assigned to	Assigned to
Amount (first_amount)	Amount / Premium	Wealthbox currently supports multiple “amounts/amount types” to be stored on an opportunity. Swivel only support one (1) amount to be stored on the opportunity. The first amount listed will migrate to the Amount/Premium value.
Target Close	Est. Closed Date
Description	Description

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Event Data

Events → Appointments

Wealthbox Field	Swivel Field	Notes
Event Name	Subject	All Migrated Wealthbox Tasks are migrated to a “Wealthbox” workspace
Category	Appointment Type
Start Date	Start Time
Start Time	Start Time	Wealthbox Due Type options include Today, Tomorrow, This Week, Next Week, Future, Specific Date
End Date	End Date
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”
Repeats?	N/A
Status: Unconfirmed Tentative Confirmed Cancelled Completed	Status Options: Pending Confirmed Canceled Kept	Unconfirmed —> Pending Tentative —> Pending Confirmed —> Confirmed Cancelled —> Canceled Completed —> Kept
Location	Location	All Category Colors come in as Blue and can be reconfigured in Settings -> Advanced Setup -> Tasks
Description	Description
Related to “Contact”	Contacts	When Related resource_type = contact , associates the events to the corresponding contact in Swivel
Related to “Opportunity”	Origin Opportunity	For Data Review: When viewing an appointment in Swivel, the appointment form doesn’t include an origin or associated opportunity field. To confirm navigate to the corresponding opportunity record in Swivel, click Edit > Origin Appointment field.
Creator, Attending User	Organizer, Calendar	Organizer - Creator From WB Calendar - First look for attending user; If no attending user, use creator See also Attending users.
Attending users	Calendar	Wealthbox supports one or multiple user attendees on calendar events. Swivel only supports associating calendar events or appointments to one (1) user calendar.
Invited contacts	N/A	See also Related to Contact
Send email invitation to new invitees and BCC the event creator (checkbox)	N/A	Creating an appointment from Swivel does not email a calendar invite to your contact recipient(s). Calendar invites are only sent to recipients when the origin event was created in Outlook or Google calendar.

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Workflow Data

Tasks → Tasks

Wealthbox Field	Swivel Field	Notes
Workflow Template
Workflow Name	Name
Sequential?	Force sequential step progression = True
Workflow For • “Contact” • “Opportunity” • “Project”		Wealthbox options include: Contact, Opportunity and Project
Description	Description
Workflow Steps
Step Name	Name
Based On	Depends On
Due	Due Date
Step Assigned To	Assignee	Wealthbox options include: “Contact Owner,” “Workflow Starter,” and specified user
Step Priority	N/A
Category	N/A
Step Description	Description
File Attachment	N/A
Comments	Workflow Step Note
Creator Id	User ID
Creator Name	User Name
Resource Id
Resource Id	Workflow Step
Created at
Updated at
External system Id	N/A
Subtasks
Name	Workflow step name
Completed	Workflow step completed? (true/false)
Completed at	Workflow step completed date
Completer_id	Related user ID
Competer_name	Related user name
Description	N/A
Due at	Workflow step due date
Priority	N/A
Repeats	N/A
Schedule	N/A
Assigned to Id	Related user ID
Assigned to type
Assigned to name
Resource Id
Resource Type
Created at
Updated at
Visibility • visibility_type • visibility_user_ids • visibility_user_names • restricted_visibility_group_id	N/A
Due Based On	N/A
Due date set	N/A
Due later interval	N/A
Due later interval value	N/A
Due later time	N/A

Note

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

What additional data does not migrate over?

The import will not bring over:

• Files/Documents
• Templates (i.e. email templates, note templates, and custom reports).
• Email communications
• Custom Fields, or Customizations

Note

📌 Note: If you are using Customizations in Wealthbox (Custom Types, Customize Data, etc.) Make sure to complete a Contact List Export and work with the Swivel Support Team on next steps to create Swivel custom fields and import the data.