Overview
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 contacts 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.
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.
Refer to the Apollo pricing page for a breakdown of the plans with access to CSV Enrichment in Apollo.
Please note, the limits for records that you can enrich via CSV do not reset at the end of your billing cycle. On certain plans, you can purchase additional credit packages. If you would like to purchase a credit package or upgrade your product tier, please visit the pricing page or contact the Apollo Sales team.
Upload a CSV to Enrich People
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.
Click "CSV Enrichment" in the navbar or click Upload CSV.
Click + 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.
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.
Please note, the fields are user-specific. Changes that you make are not reflected for other users.
When you're finished, click Save Settings.
Click Select CSV in the "Enrich People" section to upload a CSV from your computer.
Browse to the CSV file on your computer and then click Open.
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.
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.
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.
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
To do this, select the appropriate "CSV Column Header" from the dropdown for each of the required fields.
When you are finished mapping the required and optional "CSV Column Headers" to their corresponding "Apollo Field," click the Next button.
On the next screen, use the blue toggles to enable or disable Email Enrichment and Mobile Number 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 a CSV to Enrich Companies
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.
Click "CSV Enrichment" in the navbar or click Upload CSV.
Click + 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.
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.
Please note, the fields are user-specific. Changes that you make are not reflected for other users.
When you're finished, click Save Settings.
Click Select CSV in the "Enrich Companies" section to upload a CSV from your computer.
Browse to the CSV file on your computer and then click Open.
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.
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.
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.
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.
When you are finished mapping the required and optional "CSV Column Headers" to their corresponding "Apollo Field," click the Next button.
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.
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.
The "Enriched CSVs" screen now displays various data about any CSV files that you have uploaded for enrichment.
- Name: Displays the file name for each of the uploaded CSVs
- Type: Displays whether the CSV is related to companies (Account) or people (Contact)
- Progress: Displays the number of rows that Apollo has already reviewed in each of the CSV files
- Total Records: Displays the total number of rows in each CSV file
- Matched Records: Displays the number of rows from each CSV file that Apollo was able to match to an entry in the database
- Duplicates: Displays the number of rows in each CSV that contain a duplicate account or contact
- View Report: Displays the CSV Enrichment Report, which shows how much data from your CSV Apollo enriched
- 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.
- 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