Use CSV Enrichment to Improve Your CSV Data

Article author
Dustin Nathaniel Keys
Updated

Overview

Teams with large contact lists can keep contact data updated with CSV enrichment. Enrichment improves both people and company data, providing the most updated information on names, job titles, location, employment, company funding, and more. CSV enrichment is a great way to leverage the vast amount of data available in Apollo for the most effective outreach to your existing contacts.

Check out the following sections to use CSV enrichment for your people or company data.

 
1,000 Paths to Enrichment

You can upload a maximum CSV file size of 1,000 total rows. Files with more than 1,000 rows will cause an error. To work around this limitation, split large files into smaller separate CSVs that include fewer than 1,000 rows. 

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Upload a CSV to Enrich People

 
Check Your Plan

Check out Apollo plans to see which plans include CSV enrichment or credit packages. Your plan may limit the total number of record enrichments. Enrichment record limits don't reset at the end of your billing cycle. If you'd like to purchase a credit package or upgrade your plan, manage your plan.

CSV enrichment doesn't save contacts to Apollo, but you can separately upload a CSV of contacts.

To enrich a CSV of people:

  1. Launch Apollo and click Data enrichment > CSV. Click + Select CSV.
  2. Under Enrich people, click Edit settings to configure the fields you want to enrich with Apollo data.

The Edit settings button is highlighted under enrich people

  1. By default, all fields are selected, but you can pick and choose which data you want to enrich without impacting your team.

Default enrichment fields are shown

  1. When finished, click Save settings.
  2. Click Select CSV.

The Select CSV button is highlighted

  1. Select and open the CSV file on your computer.
  2. Review your available enrichment credits. Click Increase limits if your team requires more enrichment credits.

Example enrichment credits are highlighted

  1. Next, map the columns from your CSV to default fields in Apollo. You must map at least one of the following: (first name, last name, company URL) or (first name, last name, company name) or (LinkedIn URL) or (email), but map as many fields as possible to optimize enrichment results.

Example field mapping is highlighted

  1. When finished, click Next.
  2. Choose whether to enrich email addresses, mobile numbers, or both. Credits are charged separately if both are enabled.

Options are highlighted to enrich emails and phone numbers

  1. Apollo will enrich the data in your CSV and email you when the file is ready to download. Click Done or upload another CSV.

The Done button is highlighted on the CSV enrichment processing page

When you get the enriched file, upload the contacts to Apollo to engage with them. You can enroll them in a sequence, add them to a list, reach out with the dialer, or book meetings to engage and win sales — all in Apollo.

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Upload a CSV to Enrich Companies

 
Check Your Plan

Check out Apollo plans for information on which plans include CSV enrichment or credit packages. Your plan may limit the total number of record enrichments. Enrichment record limits don't reset at the end of your billing cycle. If you'd like to purchase a credit package or upgrade your plan, manage your plan.

CSV enrichment doesn't save accounts to Apollo, but you can separately upload a CSV of accounts.

To enrich a CSV of companies:

  1. Launch Apollo and click Data enrichment > CSV. Click + Select CSV.
  2. Under Enrich companies, click Edit settings to configure the fields you want to enrich with Apollo data.

The Edit settings button is highlighted under enrich people

  1. By default, all fields are selected, but you can pick and choose which data you want to enrich without impacting your team.

Default enrichment fields are shown

  1. When finished, click Save settings.
  2. Click Select CSV.

The Select CSV button is highlighted

  1. Select and open the CSV file on your computer.
  2. Review your available enrichment credits. Click Increase limits if your team requires more enrichment credits.

Example enrichment credits are highlighted

  1. Next, map the columns from your CSV to default fields in Apollo. You must map at least account website, account Linkedin URL, and account domain, but map as many fields as possible to optimize enrichment results.

Example field mapping is highlighted

  1. When finished, click Next.
  2. Apollo will enrich the data in your CSV and email you when the file is ready to download. Click Done or upload another CSV.

Upload Complete

When you get the enriched file, upload the accounts to Apollo to manage and engage with them. You can add them to a list, create plays and tasks, or book meetings to engage and win sales — all in Apollo.

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Check Enrichment Status and Download CSV

Once you've uploaded a CSV file, you can check the enrichment status and download an enriched CSV:

  1. Launch Apollo and click Data enrichment > CSV.
  2. Review all of your uploaded files, and click Download to download an enriched CSV.

Example enriched CSVs are highlighted

  1. If you have a large number of CSV files, filter by most recent, contact enriched, or account enriched:

Enriched CSV filters are highlighted

Apollo lists the following information for each uploaded file:

  • Name: The file name
  • Type: One of Account (companies) or Contact (people)
  • Progress: The number of rows Apollo has reviewed
  • Total Records: The total number of rows
  • Matched Records: The number of rows that Apollo was able to match to an entry in the database
  • Duplicates: The number of rows that contain a duplicate account or contact
  • View Report: Click to view the CSV enrichment report, which shows how much data Apollo enriched in your CSV:

Enriched CSV filters are highlighted

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