These simple cleanup rules help your CSV import cleanly into Segwik without errors, confusion, or messy data.
A CSV file is just a spreadsheet saved in a simple format. Segwik reads exactly what’s in that file — nothing more, nothing less.
Avoid vague headers like “Info” or “Details.”
Imports don’t have to be flawless.
The goal is clean enough — not perfect.
Use this sample spreadsheet as a starting point for your own CSV import. It includes common fields, proper formatting, and example data.
Download Sample CSV Template
A great digital card makes it easy for people to save you, contact you, book time with you, and share you—without friction.
Clean data imports faster, maps easier, and creates fewer issues later.
Importing helps you get your existing contacts into Segwik quickly so you can focus on relationships instead of retyping information.
See how familiar experiences like airlines, restaurants, dentists, retail, and online ordering guide people step-by-step — with automation quietly keeping everything on track.
Automations handle the small stuff. Journeys guide the big picture.
A journey is the step-by-step path from first contact to lasting trust — and Segwik helps you activate and guide that path.
Start with the tools that directly support your day-to-day relationships and follow-ups.
Many of these tools do similar things, just in different ways.
Segwik is designed to work alongside the tools you already use.
