How to

Format your CSV for Orbitly Lead Enrichment

minimum csv requirements for data enrichment

Minimum CSV requirements

Orbitly uses a combination of data points, like a social profile, email,  phone number, or name and company, to find and complete missing data on lead records.
Make sure the CSV you are uploading contains the minimum combination of data points shown in the chart on the left.

Naming columns properly

To ensure data accuracy during enrichment, use the chart below as a guide to properly name columns when preparing your CSV for lead enrichment.
Naming columns properly for lead enrichment

Add lead records to the CSV file you want enrich

  1. Open up Google Sheets or Excel.
  2. Select a Blank Spreadsheet or Workbook.
  3. Add in the emails, phone numbers, social profiles, or name and company that you want to enrich in their respective columns.
Lead enrichment CSV
Lead enrichment data

More data, more accuracy

Adding more data points to lead records in your spreadsheet will increase the probability of a match, and increase the accuracy of the returned data.

Download and upload

Save the file as a comma-separated values spreadsheet. Open Orbitly and drop the file into the enrichment area. Select the required criterion for enrichment, i.e. must include phone numbers. Once the file is enriched, you can download and use the enriched data in your favorite sales outreach tool.
Saving lead enrichment file
Find and add leads into a spreadsheet, even if it's just their name and company.
Find and add leads into a spreadsheet, even if it's just an email or name and company.
How to format your csv properly
Upload your list and Orbitly will turn incomplete records into full contact profiles.
Upload your list and Orbitly will turn incomplete records into full contact profiles.
Read the Sales Hacker Handbook
Download and import newly enriched lead list into your sales enablement software.
Download and import enriched lead list into your favorite sales engagement tool or crm.
Essential sales enablement software

Orbitly is more than just another email finder

Find social media profiles by name or email, so you socialize your outreach and take sales beyond just cold calls and emails.
Find LinkedIn profile by email or nameFind Facebook profile by email or nameFind Twitter profile by email or nameFind Github profile by email or nameFind Angel List profile by email or name