Preparing Your List for Upload

7.2 Preparing Your List for Upload

The quality of your enrichment results depends directly on the quality of your input file. A clean, consistently formatted list produces the best match rates. Before uploading, take a few minutes to prepare your file.

📸 [SCREENSHOT — Enrichment upload screen showing the file format requirements]

Accepted file format:

[Placeholder: confirm the accepted file format for enrichment uploads — e.g. CSV only, or CSV and Excel]

What to include in your file:

The more information you provide per record, the better the match. At minimum, include one of the following identifiers per contact:

• Email address

• Phone number

• First name + last name + company name (combined)

• First name + last name + company domain (combined)

The more identifiers you include per record, the higher the match accuracy. A record with only a first name will match less reliably than one with a name, company, and location.

Formatting tips:

• Use a single row per contact.

• Use separate columns for first name and last name rather than a combined full name column.

• Remove duplicate rows before uploading.

• Remove any special characters or symbols from field values that may cause formatting issues.

• Make sure column headers are clear and consistent — for example, use email not Email Address or e-mail.

• Remove any rows that are completely empty.

📸 [SCREENSHOT — Example of a well-formatted input file ready for enrichment]