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Bulk Enrichment Guide

Bulk Enrichment Guide

Bulk enrichment allows you to upload a CSV file with your leads and enrich hundreds or thousands of contacts at once. This guide walks through the entire process.

Overview

Best for:

  • Enriching large lead lists (100+ contacts)
  • Importing data from other tools
  • One-time data enrichment projects
  • Migrating from other enrichment services

Credits:

  • Email: 1 credit per successful enrichment
  • Phone: 10 credits per successful enrichment
  • No charge for failed enrichments

Step-by-Step Guide

1. Prepare Your CSV File

Your CSV should include as much information as possible for best results:

Required Fields (at least one):

  • First Name
  • Last Name
  • Company Name

Recommended Fields (improve match rates):

  • Email (if you want to validate/enrich phone)
  • LinkedIn URL
  • Job Title
  • Location (City, State, Country)
  • Company Domain

Example CSV:

first_name,last_name,company,title,location
John,Doe,Acme Corp,VP Sales,San Francisco
Jane,Smith,Tech Inc,CEO,New York

2. Upload Your File

  1. Navigate to Bulk Enrichment in the portal
  2. Click Upload CSV or drag and drop your file
  3. Wait for file validation
  4. Review the file preview (first 5 rows shown)

File Requirements:

  • Format: CSV (.csv) or Excel (.xlsx)
  • Max size: 10MB per file
  • Max rows: 10,000 per upload
  • Encoding: UTF-8 recommended

3. Map Your Columns

Match your CSV columns to Cleanlist fields:

  1. Auto-mapping: System suggests mappings automatically
  2. Manual adjustment: Override any incorrect mappings
  3. Skip columns: Leave unmapped if not needed
  4. Preview: See how data will be imported

Mapping Tips:

  • Use dropdown to select target field for each CSV column
  • Green checkmark = successfully mapped
  • Red warning = potential issue (review carefully)
  • You can skip columns you don't need

4. Configure Enrichment Options

Select what to enrich:

  • ☐ Email: Add 1 credit per lead to your estimate
  • ☐ Phone: Add 10 credits per lead to your estimate
  • ☐ Both: Most comprehensive option

Additional options:

  • Validate existing data: Check if provided emails/phones are valid
  • Skip duplicates: Automatically skip leads already in your lists
  • Update existing: Update leads if already enriched

5. Choose or Create Lead List

Save enriched leads to:

Option A: Existing List

  • Select from dropdown (sorted by recently created)
  • Leads will be added to selected list
  • Duplicate handling based on settings

Option B: Create New List

  • Enter list name
  • Optionally add description
  • New list created with enriched leads

6. Review and Confirm

Enrichment summary:

Total Leads: 500
Email Enrichment: 500 leads × 1 credit = 500 credits
Phone Enrichment: 500 leads × 10 credits = 5,000 credits
Estimated Total: 5,500 credits

Before clicking "Start Enrichment":

  • ✅ Verify row count is correct
  • ✅ Check credit estimate fits your budget
  • ✅ Confirm enrichment options
  • ✅ Review selected/created lead list

7. Monitor Progress

Once started:

  1. Real-time progress bar: Shows overall completion
  2. Status updates: Queued → Processing → Completed
  3. Live results: See enriched data appear in real-time
  4. Notifications: Get notified when batch completes

You can:

  • Navigate away (enrichment continues in background)
  • View the lead list while processing
  • Download partial results anytime

8. Review Results

After completion:

Success metrics:

  • Total leads processed
  • Successful email enrichments
  • Successful phone enrichments
  • Failed enrichments (no charge)
  • Credits used

Access your data:

  • View in the lead list
  • Export as CSV
  • Push to CRM integration
  • Use for outreach campaigns

Advanced Features

Duplicate Detection

Automatic deduplication:

  • Checks email, phone, and LinkedIn URL
  • Finds duplicates within the upload
  • Finds duplicates in existing lists
  • Options: Skip, Update, or Create anyway

How it works:

  1. System hashes unique identifiers
  2. Compares against existing leads
  3. Presents duplicate resolution options
  4. You choose how to handle each duplicate

Batch Processing

For very large files (5,000+ rows):

  1. Automatic batching: System splits into manageable chunks
  2. Priority queue: Your batches processed in order
  3. Resumable: Can pause/resume large batches
  4. Partial results: Access completed rows while others process

Column Validation

Before enrichment starts:

  • Email format check: Validates email structure
  • Phone format check: Validates phone numbers
  • Required field check: Ensures minimum data present
  • Warning system: Alerts you to potential issues

Best Practices

Data Preparation

  1. Clean your data first:

    • Remove obvious duplicates
    • Standardize company names
    • Fix formatting issues
    • Remove test/invalid entries

  2. Include LinkedIn URLs when possible:

    • Dramatically improves match rates
    • Enables Smart Column analysis
    • Provides additional context

  3. Standardize location data:

    • Use "San Francisco, CA, USA" format
    • Full state names or abbreviations (consistent)
    • Include country for international leads

Cost Optimization

  1. Start with a test batch:

    • Upload 10-50 leads first
    • Review match rates
    • Adjust data quality if needed
    • Scale up once satisfied

  2. Enrich strategically:

    • Only enrich fields you need
    • Email-only enrichment is more cost-effective
    • Use validation for existing data (cheaper than re-enrichment)

  3. Leverage existing data:

    • If you have emails, just enrich phones
    • Validate before enriching
    • Use Smart Columns selectively

Quality Assurance

  1. Review mapping carefully:

    • Wrong mappings = poor results
    • Check preview rows
    • Verify required fields mapped

  2. Monitor initial results:

    • Watch first 10-20 completions
    • Check data quality
    • Pause if something looks wrong

  3. Export and verify:

    • Download results
    • Spot-check accuracy
    • Validate critical fields

Troubleshooting

Low Match Rates

Problem: Only 30-40% of leads enriched successfully

Solutions:

  • Add more input data (LinkedIn URLs, job titles)
  • Check company name accuracy
  • Verify name spelling
  • Include location information
  • Try with smaller, high-quality sample

Upload Errors

Problem: CSV file won't upload

Common causes:

  • File too large (>10MB) - split into multiple files
  • Invalid encoding - save as UTF-8
  • Formatting issues - check for special characters
  • Too many columns - limit to necessary fields

Mapping Issues

Problem: Columns won't map correctly

Solutions:

  • Check for extra spaces in headers
  • Rename CSV headers to match expected format
  • Use consistent data types
  • Remove special characters from headers

Duplicate Warnings

Problem: System shows many duplicates

Solutions:

  • Review duplicate resolution options
  • Choose "Skip duplicates" if intentional
  • Use "Update existing" to refresh data
  • Clean source file before upload

Example Workflows

Workflow 1: Conference Attendee List

Scenario: Enriching 500 conference attendees

1. Export attendee list from event platform
2. Clean data: standardize company names, fix typos
3. Upload to Cleanlist bulk enrichment
4. Map: First Name, Last Name, Company, Title
5. Select: Email only (1 credit × 500 = 500 credits)
6. Create new list: "TechConf 2024 Attendees"
7. Monitor enrichment progress
8. Export enriched list
9. Import to email marketing platform

Workflow 2: Account-Based Marketing

Scenario: Enriching contacts from target accounts

1. Export contacts from Sales Navigator
2. Include LinkedIn URLs in export
3. Upload to Cleanlist
4. Map: LinkedIn URL, Name, Company, Title
5. Select: Email + Phone (11 credits × 200 = 2,200 credits)
6. Add to existing list: "Q4 ABM Campaign"
7. Use Smart Columns for qualification
8. Export qualified leads
9. Push to CRM via integration

Workflow 3: Data Migration

Scenario: Migrating from another enrichment tool

1. Export all data from previous tool
2. Filter for incomplete records (missing email or phone)
3. Upload incomplete records to Cleanlist
4. Map all available fields
5. Select: Only enrich missing fields
6. Update existing lead list
7. Validate results
8. Compare costs vs. previous tool

Learn More

CRM IntegrationsManual Enrichment Guide