how to

Format your CSV for lead enrichment

Lead enrichment CSV

Prepare the file you want to use

  1. Open up Google Sheets or Excel.
  2. Select a Blank Spreadsheet or Workbook.
  3. Drop in the emails, phone numbers, or social profiles that you want to enrich in one column.

    Note: Use the first row to give columns a proper column name (see chart below).

Using the wrong column name for a column will cause enrichment errors, use this chart as a guide to properly name your columns.

Add more data for accuracy

Adding more data points to a spreadsheet will not only increase the probability of a match, but also will increase the accuracy of the returned data.

  • Drop in additional data like first_name, last_name, company, location, etc. under separate columns. Optional if enriching email, phone numbers, or social profiles.

    Note: Additional data like company, school, or location is required to enrich full names (or first_name AND last_name).
Lead enrichment data
Saving lead enrichment file

Save and download

  1. Click on File from the menu and go to download as.
  2. Select Comma-separated values from the menu.
  3. Name and save your file.

Upload your CSV file into Orbitly

  • Go to your Orbitly dashboard.
  • Drag and drop your file to upload the CSV file you want to enrich.
  • Once the file has been enriched, you can Download your enriched file.

    Note: If your remaining enrichment credit balance is not enough to enrich the file, you will be prompted to purchase additional credits before proceeding.

All the social profiles you need

Start with an email address, phone number, or full name and Orbitly will find all available social profiles associated with the account so you can reach and connect with leads on any platform.

LinkedIn

Angellist

Facebook

Instagram

Medium

Twitter

Quora

Google

Myspace

Pinterest

Youtube

Vimeo

Meetup

Reddit

Gravatar

Dribbble

Github

Crunchbase

Indeed

Behance

Vimeo

Gitlab

Flickr

Wordpress

Aboutme

minimum lead enrichment requirements

Minimum CSV requirements

Orca uses a combination of data points to enrich information on a lead record.

The minimum combination of data points an uploaded CSV must contain to return a match is shown on the left.

Turn records into full contact details

Reveal all the marketing and sales data you need to reach and connect with the people that matter most for your business.

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