How to use the data upload and enrichment exchange (beta)

Learn how to match your company or people data with Firmable’s database, helping you enhance your prospecting and enrichment efforts

The data upload and enrichment exchange enables you to:  

• Enrich your own data: Upload your existing prospect or customer lists to enrich with new data including up-to-date contact information, enhancing the quality of your contact and company database. 
• Match customer accounts: Cross-reference your target accounts to find new people at those companies, or to exclude them from your Firmable searches so you can stay focused on finding new prospects. 
• Stay updated using signals: Track role changes, new funding, and other important updates across the accounts that matter most to you. Reach out for Signals beta access to support@firmable.com. 

Prerequisites

Before using the data upload and enrichment functionality, ensure the following:

• You are on a Teams or Teams Pro plan with Firmable. 
• You have early access to data upload and enrichment, which is currently in beta. Request early access from support@firmable.com.   
• You have a CSV file ready to upload with either People data or Company data that meet the minimum data requirements. See detailed CSV upload requirements.  

How to use the data upload and enrichment exchange 

• Open the data upload and enrichment exchange through the top right menu icon, as indicated below. 
  
• The first time you open the data exchange, select Get started.
  
• If you are returning after an initial upload, click Upload CSV.
  

• Select whether you’re uploading either People data or Company data. You can only upload one at a time for the matching process to work effectively. 
• Company CSV upload instructions:  
  • Company records must include at least one of the following columns: Website, LinkedIn URL, ABN, or Firmable ID (Firmable identifier)
  • The file size must not exceed 2.5MB
  • The file must contain no more than 5,000 rows
• People CSV upload instructions: 
  • People records must include at least one of the following columns: Work email, Personal email, LinkedIn URL, or Person ID (Firmable identifier)
  • The file size must not exceed 2.5MB
  • The file must contain no more than 5,000 rows

• Click Upload or drag and drop your CSV file to upload. One your file has been uploaded, click Continue.
• Map your upload to a list. Either:
  • Create a new list by typing the name and hitting enter; or
  • Select the dropdown to add to one of your existing lists.
    
• Once your list has been selected, map at least one column in your CSV file with the appropriate Firmable data fields. The more fields mapped, the higher the potential match rate. 
• Click Select column to open the list of your column headings within your CSV file and map to the appropriate Firmable field. For example, map your CSV column Website or Domain name, to the Firmable Website field. 
  
• Your file will then start processing and may take up to 5 minutes depending on the file size.
  
• Once your file has been processed, your screen will refresh and provide an update to highlight if the upload was successful. A summary will show the number of uploaded records and how many were matched. 
  

• Select what you want to do with your data:
  • Enrich your customer and prospect records with Firmable data: Download Firmable data matched lists or integrate Firmable data to your CRM.
  • Improve search and discovery on your accounts and prospects with matched lists: Refine or create new lists.
  • Keep track of your accounts and prospects (available with our Signals Beta feature): Track changes for companies and people on your lists using Signals. Learn more about Signals beta here.

 

 

We hope this article has helped you understand how the data upload and enrichment exchange works. If you have any other questions, don't hesitate to contact us at support@firmable.com.