Hello there, Saleshandy users!
CSV Enrichment in Lead Finder lets you upload your existing lead or company lists and prepare them for enrichment by correctly mapping your data fields.
This step ensures Lead Finder understands your file structure and can accurately enrich your leads.
Step 1: Upload Your CSV File
Start by uploading your CSV file into Lead Finder.
Supported format requirements:
File type: CSV (.csv only)
Max file size: 25 MB
Max columns: 100
Encoding: UTF-8
Header row: Required
What your file should include
Your CSV should contain at least one identifying field per lead, such as:
First and last name
Company name or domain
LinkedIn URL
Email (optional but helpful)
Common sources:
CRM exports
Event attendee lists
Purchased lead lists
Internal databases
Once uploaded, Lead Finder validates your file before moving to mapping.
Step 2: Understand Field Mapping
Field mapping connects your CSV columns to Lead Finder enrichment fields.
Example:
Lead Finder Field | Your CSV Column |
First Name | first_name |
Last Name | last_name |
Company Name | company |
email_address |
Auto-Detection of Fields
Lead Finder automatically detects and maps common column names.
Examples:
âfirst nameâ, âfnameâ â First Name
âcompanyâ, âorganizationâ â Company Name
âemailâ, âemail addressâ â Email
Auto-mapped fields are pre-filled, but can be changed anytime.
Step 3: Required Fields for Enrichment
People Enrichment
You must map:
First Name
Last Name
At least one of:
Company Name
Company Domain
LinkedIn URL
Email
Company Enrichment
You must map:
Company Name
At least one of:
Company Domain
LinkedIn URL
If required fields are missing, Lead Finder will block progression with a validation error.
Step 4: Preview and Validate Mapping
Before continuing, youâll see a preview of your mapped data.
This helps you confirm:
Correct column mapping
Sample values are accurate
No mismatched fields
Example:
Field | Mapped Column | Sample Data |
First Name | first_name | John, Sarah |
Company | company | Acme, TechCorp |
Common Mapping Mistakes
1. Incorrect field mapping
Mapping unrelated columns (e.g., company â email) reduces enrichment accuracy.
2. Missing identifiers
Without a valid identifier (name, email, domain, or LinkedIn), enrichment may fail.
3. Duplicate column headers
Use preview values to ensure correct column selection.
4. Incomplete name data
Missing first or last names can reduce match success for People enrichment.
What Happens After Mapping?
Once mapping is complete:
Lead Finder validates your configuration
You proceed to enrichment setup
You choose enrichment type and filters
Processing begins
FAQs
What happens if I donât map all required fields?
What happens if I donât map all required fields?
You wonât be able to proceed. Lead Finder requires minimum identifiers to ensure accurate enrichment.
Can I change mapping after uploading the file?
Can I change mapping after uploading the file?
Yes. You can update field mappings anytime before starting enrichment.
Why is my CSV not auto-mapping correctly?
Why is my CSV not auto-mapping correctly?
Auto-mapping depends on column names. If headers are unclear or unusual, you may need to map them manually.
What if my CSV has duplicate column names?
What if my CSV has duplicate column names?
Lead Finder will show sample values so you can choose the correct column during mapping.
Does mapping affect credits or pricing?
Does mapping affect credits or pricing?
No. Mapping only defines how your data is interpreted. Credits are applied only during enrichment.