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How Do I Upload Companies to Enrichment?

In this article you'll learn how to get in depth firmographics by uploading your list of companies to Enrichment.

Updated over 2 weeks ago

Are you needing to get detailed insight or updated information on key Accounts? You can achieve this in a couple of clicks by using our Enrichment feature for companies. And remember, downloading company data is completely free.

First thing you'll need to do is decide which data point you want to use for the Enrichment. In our platform you can use one of two options:

  1. Company Name

  2. Company Website

πŸ’‘ Tip: Company Websites will always be the more precise identifier since each website is unique to the company. If you have the company website, consider using that data point for the Enrichment.

Steps to Prepare and Upload Your CSV

  1. Download our CSV template by selecting Click Here

  2. Add your company names or websites to the template

  3. Click Upload to submit your file

  4. Fill out the optional fields on the Enrichment pop-up window

    1. Name your Export

    2. Choose where you want to receive your Enrichment Export

    3. Enter maximum number of matching companies

    4. Check the Create List box if you want to Save your Enrichment to the Lists feature in the Search Tab.

      1. Name the List

  5. Hit Confirm

See this in action!

πŸ”‘ Note: All files must be upload in CSV format. You will receive an error message if your file is formatted incorrectly.

You will receive an email as well as a notification in the app when your Export is ready to be downloaded!

Ready to learn how to Enrich your contacts? Click here!

Reach out to your CSM if you have any questions via email or through the in app chat service.

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