Bulk Enrich Contacts and Companies

Written by Celeste Chung · Business Development Manager
💡 Quick Answer

Go to Sales Tools and select Smart Enrichment, download the matching CSV template from the Bulk enrichment panel. Fill in up to 100 records, click Upload CSV file, and results appear under Recent results as they complete.

If you have a list of contacts with gaps in it, you do not need to enrich them one at a time. Bulk enrichment processes up to 100 records from a single CSV upload.

Steps to Bulk Enrich Records

  1. Open Smart Enrichment: In your dashboard, go to Sales Tools and select Smart Enrichment.
  2. Download the template: In the Bulk enrichment panel, click the download template link for the type you selected.
  3. Fill in your records: Complete the required fields for each row, up to 100 records per upload. Leave optional columns blank if you do not have the information.
  4. Upload your file: Click Upload CSV file and select your completed CSV.
  5. Review the results: Completed records appear under Recent results as they finish. Click Details on any record to see what was found.

✨ Pro Tips

  • Always start from the downloaded template rather than building your own CSV, since the column headers need to match for the upload to process.
  • Split larger lists into batches of 100 and run them in sequence.

Frequently asked questions

Does this use enrichment credits?

Yes. Enriching from a contact uses 1 credit. You can check your remaining credits and top up under Manage Billing in Settings. Credits wil not be used if no additional contact infomation is found.

What happens to rows that cannot be matched?

They complete without a result and do not consume a credit. You can retry an individual record later using Run again.

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