Improve Your CSV Data With CSV Enrichment

Article author
Eric Zrinsky
  • Updated

Overview

CSV Enrichment

Marketing teams and sales managers with large lists of contacts need the ability to easily keep them up to date for effective segmentation and targeted engagement.

Apollo's CSV Enrichment feature allows you to add available contact from Apollo's database directly to a CSV file. This is a great way to leverage the vast amount of data available in Apollo in other systems that you use every day, but have not directly integrated with Apollo.

CSV Enrichment works for both people and companies.

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Limitations and Specifications

Apollo supports CSV files with a maximum size of 1,000 total rows. Files with more than 1,000 rows will cause an error. You will need to split the CSV into separate smaller files with fewer than 1,000 rows. 

The CSV Enrichment feature is available to all pricing tiers with the following limitations:

Pricing Tier Number of Records Enriched
Free 1,000
Basic 1,000
Professional 1,000
Custom 1,000
 
Enrichment Records Do Not Reset

Please note, the limits for records that you can enrich via CSV does not reset at the end of your billing cycle. Customers on Custom plans can purchase additional credit packages. If you would like to purchase a credit package or upgrade your product tier, please contact the Apollo Sales team.

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Upload a CSV to Enrich People

 
CSV Enrichment Does Not Save Contacts to Apollo

Please note, CSV Enrichment does not save contacts to the Apollo database. If you would like to learn more about importing contacts from a CSV file into Apollo, refer to "Upload a CSV of Contacts to Apollo".

Launch Apollo and navigate to the Enrich section.

Enrich

Click "CSV Enrichment" in the navbar or click Upload CSV.

CSV Enrichment

Click + Select CSV.

Select CSV

In the new modal, click Edit Settings in the "Enrich People" section to configure the default demographic fields provided in the CSV file that you want to enrich.

Edit Settings

In the "Contact CSV Enrichment Settings" modal, click the checkbox next to any field to disable it and click it again to re-enable it. By default, all fields are enabled.

 
CSV Fields

Please note, the fields are user-specific. Changes that you make are not reflected for other users.

Fields

When you're finished, click Save Settings.

Save Settings

Click Select CSV in the "Enrich People" section to upload a CSV from your computer.

Select CSV

Browse to the CSV file on your computer and then click Open.

Enrich People

You should be aware of the number of available records that you have remaining for your account. This is the maximum number of CSV rows that Apollo can enrich with your current plan.

Remaining Rows

If you have uploaded the wrong CSV file in error or if you need to swap in a different file, click the Reupload CSV button and select the correct file.

Re-Upload CSV

In order to map "Apollo Fields" to the columns in your CSV, you must manually map the required "CSV Column Headers" listed in the warning message the top of the screen.

Fields

Map all of the items in at least one of the following groups:

  • First Name, Last Name, Company URL
  • First Name, Last Name, Company Name
  • Person Linkedin URL
  • Email

To do this, select the appropriate "CSV Column Header" from the dropdown for each of the required fields.

Column Header

When you are finished mapping the required and optional "CSV Column Headers" to their corresponding "Apollo Field," click the Next button.

Submit

On the next screen, use the blue toggles to enable or disable Email Enrichment and Mobile Number Enrichment.

Enrichment

Apollo will now attempt to enrich the data in your CSV file. You will receive an email once the file is ready to download. Click Done to dismiss the modal.

Upload Complete

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Upload a CSV to Enrich Companies

 
CSV Enrichment Does Not Save Contacts to Apollo

Please note, CSV Enrichment does not save accounts to the Apollo database. If you would like to learn more about importing accounts from a CSV file into Apollo, refer to "Upload a CSV of Accounts to Apollo".

Launch Apollo and navigate to the Enrich section.

Enrich

Click "CSV Enrichment" in the navbar or click Upload CSV.

Enrich

Click + Select CSV.

Select CSV

In the new modal, click Edit Settings in the "Enrich Companies" section to configure the default demographic fields provided in the CSV file that you want to enrich.

Edit Settings

In the "Contact CSV Enrichment Settings" modal, click the checkbox next to any field to disable it and click it again to re-enable it. By default, all fields are enabled.

 
CSV Fields

Please note, the fields are user-specific. Changes that you make are not reflected for other users.

Fields

When you're finished, click Save Settings.

Save Settings

Click Select CSV in the "Enrich People" section to upload a CSV from your computer.

Select CSV

Browse to the CSV file on your computer and then click Open.

Upload CSV

You should be aware of the number of available records that you have remaining for your account. This is the maximum number of CSV rows that Apollo can enrich with your current plan.

Available Records

If you have uploaded the wrong CSV file in error or if you need to swap in a different file, click the Reupload CSV button and select the correct file.

Reupload CSV

In order to map "Apollo Fields" to the columns in your CSV, you must manually map the required "CSV Column Headers" listed in the warning message the top of the screen.

Manual Mapping

Map at least one of the following required fields:

  • Account Website
  • Account Linkedin URL
  • Account Domain

To do this, select the appropriate "CSV Column Header" from the dropdown for each of the required fields.

Select Column Header

When you are finished mapping the required and optional "CSV Column Headers" to their corresponding "Apollo Field," click the Next button.

Submit

Apollo will now attempt to enrich the data in your CSV file. You will receive an email once the file is ready to download. Click Done to dismiss the modal.

Upload Complete

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Check Enrichment Process and Download CSVs

Once you have uploaded a CSV file, you can check the progress of the upload on the CSV Enrichment screen.

Launch Apollo and navigate to the Enrich section.

Enrich

The "Enriched CSVs" screen now displays various data about any CSV files that you have uploaded for enrichment.

Enriched CSVs

  1. Name: Displays the file name for each of the uploaded CSVs
  2. Type: Displays whether the CSV is related to companies (Account) or people (Contact)
  3. Progress: Displays the number of rows that Apollo has already reviewed in each of the CSV files
  4. Total Records: Displays the total number of rows in each CSV file
  5. Matched Records: Displays the number of rows from each CSV file that Apollo was able to match to an entry in the database
  6. Duplicates: Displays the number of rows in each CSV that contain a duplicate account or contact
  7. View Report: Displays the CSV Enrichment Report, which shows how much data from your CSV Apollo enriched
  8. Download: Download the CSV file once Apollo has finished reviewing and enriching it

If you have a large number of CSV files or if you want to limit which ones are currently displayed, select a filter option from the dropdown.

Filter CSVs

  • Most Recent: Displays the CSV files in descending order from newest to oldest
  • Contact Enriched: Displays only CSV files that have been enriched for people
  • Account Enriched: Displays only CSV files that have been enriched for companies

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