The Enrichment feature enables you to automatically add missing details to your records, making your data more complete and reliable. Whether you’re uploading a CRM export or a simple CSV file, Enrichment pulls accurate information about people and companies from our B2B database.
This ensures that your outreach is more personalized and your business processes run smoothly with the latest, most up-to-date data.
In this documentation, we will explore the steps to:
Let’s get started 🚀
Navigation
Step 1: Log in to your account and click on the Enrichment icon on the left sidebar.
Step 2: You will land on the Enrichment dashboard, where you can view all uploaded files and their enrichment status.
Upload and Enrich Data
Enrichment works in two modes: People Enrichment (for contacts) and Company Enrichment (for organizations).
Step 1: Click on the Upload button at the top-right corner.
Step 2: Select whether you want to enrich People or Companies.
Step 3: Choose a CSV file that contains your records and click on the Open button.
Note: Make sure your file includes at least one required identifier:
People → Email address or LinkedIn URL
Companies → Website domain or LinkedIn URL
Step 4: After uploading, map your CSV headers to the enrichment fields:
The first column shows headers from your file.
The second column lets you choose the matching enrichment field.
Select Do Not Import for columns you don’t need.
💡 Tip: Double-check mappings to avoid incorrect enrichment results. |
Step 5: Before submitting, decide how new data should be added:
Auto-Fill → Only fills blank cells, keeps your existing data untouched.
Auto-Overwrite → Updates both blank and existing cells with the latest database info.
Step 6: Click Submit to start the process. Your file will move to the processing queue. Larger files may take a few minutes.
💡 You can continue working while enrichment is running. |
Once completed, the status changes from Processing to Completed.
Manage Enriched Files
To manage your uploaded enrichment files. You can check their status, download results, or archive them for later reference.
Download Enriched File
Download the enriched results to update your CRM or run further analysis.
Step 1: Locate the file with the “Completed” status and click the Download button in the Enriched File column.
Step 2: The enriched CSV file will be saved to your system.
Archive or Download Original File
Step 1: Click on the vertical ellipsis (⋮) in the Options column next to the file.
Option | Description |
Archive | Moves the file from the Enrichment tab to the Archived tab, where it can be accessed later. |
Download Original File | Downloads the unmodified CSV file you uploaded before enrichment. |