{!!@$headlines->page_title!!}

How Importing Works in Segwik (Beginner Guide)

This guide explains how to import contacts into Segwik using the mobile app or the web, depending on how organized your data already is.

Importing on the Segwik App (Phone Contacts)

Importing on the Segwik mobile app is the fastest way to get started. This method syncs contacts directly from your phone.

Best for quick setup
  • Install the Segwik app
  • Allow access to your phone contacts
  • Select which contacts you want to sync

Segwik pulls in names, phone numbers, and emails exactly as they exist on your device.

This method is simple and fast, but it does not include advanced field mapping or cleanup.

Importing on the Web (CSV Imports)

Web-based importing is designed for more structured contact lists. This is how you bring in data from spreadsheets, CRMs, or email platforms.

Best for organized data
  • Prepare a CSV file
  • Clean up names, emails, and phone numbers
  • Map columns to Segwik fields
  • Apply attributes during import if needed
  • Confirm and import

CSV importing gives you more control over how contacts are organized from the start.

If you want contacts pre-organized, CSV imports should be cleaned and mapped before importing.

Handling Duplicates

Segwik checks for duplicate contacts during import.

  • Existing contacts are detected
  • Duplicates can be prevented during import
  • Duplicates can also be reviewed and managed after

You don’t need to worry about accidentally importing the same person multiple times.

Optional: Try It Now or Wait

Optional task

You can try importing a small set of contacts now to see how it works.

  • Sync a few phone contacts using the app
  • Or wait and import together during your session

Install the Segwik App

Phone contact importing requires the Segwik mobile app.