How to Use the Enrichment Function

The Enrichment Function in B2B Rocket enhances your existing data by filling in missing details using our extensive B2B database. Whether you're working with a CRM or a CSV file, this feature helps you retrieve accurate and valuable information about people or companies, ensuring your outreach and business processes are as effective as possible.

The Enrichment Function allows you to enhance data in two key categories:

✅ Adds details such as:

Sample:

✅ Provides company-level data including:

Sample:

💡 Tip: The more data you provide upfront, the better the enrichment results!

✅ Click the Upload button and choose whether to enrich People or Companies.

✅ Select and upload a CSV file containing your data.

💡 Tip: Ensure your CSV file includes at least one required identifier (email, LinkedIn URL, company website).

Once your file is uploaded, you'll need to map fields correctly:

✅ The first column displays headers from your uploaded CSV file.

✅ The second column (B2B Rocket Mapping) shows available fields for enrichment.

✅ Manually match each CSV header with the corresponding B2B Rocket enrichment field.

✅ Choose "Do Not Import" for columns you don’t need.

💡 Tip: Double-check your mappings to prevent errors in your enriched data!

Before submitting, decide how data should be updated:

🔹 Auto-Fill:

✔️ Fills in only blank cells without modifying existing data.

🔹 Auto-Overwrite:

✔️ Replaces both blank and existing data with updated information from the B2B Rocket database.

📝 If your dataset lacks last names, use Auto-Overwrite to fill them in while keeping first names intact with Auto-Fill.

📝 If your data is already complete, Auto-Fill ensures nothing changes unnecessarily.

💡 Tip: Use Auto-Fill for minor updates and Auto-Overwrite for full refreshes of outdated data!

✅ Click "Submit" to start the enrichment process.

✅ Your submission will be added to the processing queue.

✅ Larger files may take a few minutes to complete.

💡 Tip: You can continue working while the system processes your file—just check back later!

✅ Refresh the page after a few minutes.

✅ Completed files will be available for download.

✅ If an error occurs, the system will indicate the reason, allowing you to correct and re-upload the file.

💡 Tip: Always review enriched data before importing it back into your CRM!

The Enrichment Function allows you to organize and manage your processed files:

📌 Active Files

📌 Archived Files

📌 Download or Archive

💡 Tip: Regularly archive files you no longer need to maintain a clean and efficient workflow!

✅ For People Enrichment:

✅ For Company Enrichment:

💡 Tip: The more unique identifiers you provide, the higher the accuracy of the enriched data!

The process typically takes a few minutes, but larger files may take longer.

💡 Tip: You can check the processing queue status on your dashboard!

⚠️ If your enrichment fails, the system will indicate the reason for failure (e.g., missing identifiers, incorrect file format).

✅ You can correct the issue in your CSV file and re-upload it.

💡 Tip: Always double-check that your CSV file contains the required identifiers before uploading!

✅ Yes! You can upload large CSV files with multiple contacts or companies to enrich them all at once.

💡 Tip: Bulk enrichment saves time and ensures all your records stay updated in one go!

B2B Rocket pulls data from a reliable and frequently updated database. However, if you notice inaccuracies:

✅ You can manually update the information in your CRM.

✅ Contact support for further assistance.

💡 Tip: Cross-check your enriched data with your CRM before making updates!

Need help using the Enrichment Function? We’ve got you covered!

✅ Join our weekly onboarding webinars

🗓 Tuesdays, 12-1 PM EST (Live Q&A included)

✅ Contact our support team via live chat

💬 Available in the bottom-right corner of your screen

💡 Tip: If you're new to B2B Rocket, attending an onboarding session can help you get up to speed quickly!