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Your contacts result from years of networking. Segwik understands both their importance and the need to keep them safe and at your disposal.
Once you export your contacts, you’ll need to import them into Segwik. We recommend you take your time with this process. Whether it’s 10 or 10,000 contacts, you’ll want to ensure the import is as clean as you need it to be.
Smart Data management is important when successfully importing. We understand working on a spreadsheet can be difficult, so we made Segwik easier to use. We limit how much information and spreadsheet work needs to be done before you can successfully import.
Take a moment to consider how Segwik uses the data after import. Segwik cannot isolate extraneous data. Do not import your spreadsheet with extra data, as Segwik cannot determine if entered data should be classified as a lead, persona, prospect, or tag.
Segwik also doesn’t need all the data you may have collected (i.e. customer numbers, payment methods, etc.) It’s important to keep only critical data.
Any information that will allow your contact, when imported, to land on a/an:
Audience
Contact Type
Persona
Status
Tag
Any information that will allow your contact, when imported, to make use of short codes:
In short: Keep it simple.
You can choose an Advanced Importing option in Segwik
From here you can apply everything you are importing at once, saving you time from having to apply attributes individually at a later time.
Consider: does this data need unique values for this attribute or does it need to be a global attribute for everyone being imported?
For example: importing everyone as a prospect VS personas being unique to each person (prospect, client, colleague, etc)
This also applies to
Customer types
Personas
Tags
For more information, see Advanced Options under the How to Import Contacts heading
Use the STATUS attribute to show how a contact moves through your CRM process
Pro Tip: You won’t need to process your spreadsheets further when handled through Segwik.
Data can only be imported into Segwik in XLS format, an older version of Excel. Ensure your contacts are ready to be imported by removing any extra data before converting from CSV, XLSX, or other formats to XLS.
Click File
Click Export
From the drop-down menu, choose Microsoft Excel
Click Select File
Click Convert to XLS
Click the red Convert button when ready
When the download is ready, click download
Your contacts are ready to import to Segwik
Click File
Choose Export
From Excel from the drop-down menu
From the Export Your Spreadsheet screen, click Advanced Options
Choose XLS from the drop-down menu
Click Next when you are ready
Save As a something you’ll remember to prepare for importing
Click Export when ready
Your contacts are ready to import into Segwik
Click on the Settings gear icon
Choose Import Data
Under the Upload Contact Data page, click Choose File
Choose your saved XLS contact file
Enter any descriptions as needed
Click Advanced Options to choose attributes for the entire contact list you are uploading
Clicking on Advanced Options will reveal the following options
Audience
Customer Type
Tags
Persona
Status
Owner
Apply the best attributes as needed
Click Upload when ready
Under the Segwik Fields page, you will see your XLS fields listed
Choose the best Segwik fields to match your XLS fields
The Segwik Fields page will load
Search or scroll for the best attributes for the available fields
Click Import when ready
Congrats! You can now find your contacts in your chosen audience!
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