Enriching companies from a CSV file in DealSignal is a streamlined process that leverages a powerful wizard to ensure your data is accurate and comprehensive. Here’s a concise guide to walk you through this process.
Initiating Company Enrichment from CSV
Initiating the enrichment process for contacts in DealSignal can be done straightforward:
Navigate to the "Enrich" tab in the main menu.
Select the "Companies" tab and then click on the "Enrich Companies" button
Launch an enrichement
The regular enrichment from CSV consists of three steps:
Upload the CSV file
Map file to DealSignal fields
Enrichment Settings
Step 1: Upload CSV file
In the opened Enrichment wizard, ensure that the Data Type is Companies and the selected Contact Source is From CSV
Upload your CSV file to start the enrichment process. The file should be comma-separated and no more than 10 MB in size.
If everything is done right, once the file is uploaded and pre-processed by the system, you will see the preview of the data and estimated records count for enrichment on the right.
Step 2: Map CSV fields
Click on the "Continue with this file" button and map your CSV columns to DealSignal fields on the next Mapping page.
Ensure that mandatory fields like Company Name, Website URL or Company LinkedIn URL are present in your file and correctly mapped. This step is crucial for accurate data processing. Mapping is required to find your contacts in our and our partners' databases.
For success full mapping if companies it REQUIRED that your file will contain columns with:
Company Name
AND/OR Website URL
AND/OR Company LinkedIn URL
As more data you provide, as more accurately we will match contacts and enrich them.
Step 3: Enrichment settings
Once mapping is done, click the "Save Mapping" button to proceed with enrichment settings.
In the Enrichment settings tab, you will find a bunch of settings on the right and a preview of all Verification settings on the left.
Let's go through several steps to set up your Enrichment.
Review criteria
In the Criteria section, double-check that you have uploaded the correct file and it is mapped properly.
Company enrichment settings
In this mandatory settings group, you need to define which company data you want to receive after verification. These will be those companies that are associated with contacts that we verified for you.
By default, you will always get the refreshed company profile: company name, LinkedIn URL, size, industry, and so on. Additionally, you could set up getting:
Financial & Fundraising
Intent
Technologies
Job postings data
Each additional data point will cost an additional number of credits per each enriched company.
Enrich with Intent
Using this options block you could define Intent topics that you are interested in. If a company has such an Intent, then this company will be enriched with Intent data related to these topics.
To set Intent enrichment the user needs to:
Select specific Intent topics
Define Intent Score which illustrates the general strength of Intent in the company. 0-60 is low Intent, 60-90 is normal Intent, and 90+ is high intent.
Suppression, duplicate handling, and other settings
As an option, you could manage additional settings:
Company Suppression: Exclude or add companies to suppression lists after the verification process execution
Notifications: Enable email notifications upon completion (currently always on).
Flag Duplicates: If duplicates are getting into the result, e.g. same person is in the list twice, it will be marked with a flag.
Launch enrichment
Before launching the enrichment, on the right, you could preview how many companies will be verified or how many verification credits and/or intent credits will be consumed with the current enrichment settings.
If everything is right, just click the Launch List Verification button, and the enrichment process will start immediately.
Depending on the number of contacts to enrich, the process could take up to 24 hours. You will receive notification emails on the process start and process completion.