Uploading a List for Enrichment

Prepare Your List

• Verify you have sufficient credits for the enrichment

• Make sure your list is saved as a CSV

• Includes the correct identifier columns for the enrichment you want (email, name, company, etc.)

• Remove any unnecessary columns to streamline the process

• Ensure your data is clean and formatted consistently

• Maximum file size: 10,000 records (10mb)

Step 1: Navigate to the List Upload Page

1. Log in to your LeadMagic account

2. From the dashboard, click on the "Enrichment Type" you want in the left side navigation menu.

Step 2: Upload Your File

1. Click the "Upload CSV" button or drag and drop your file into the designated area in the middle of the screen

2. Select your CSV file from your computer

3. Wait for the file to upload (progress will be displayed)

4. Once uploaded, LeadMagic will show you what fields your columns are mapped to.

Step 3: Configure Field Mapping

1. Review the preview of your data to ensure it was mapped correctly

2. Map your list columns to LeadMagic fields:

   • For each column in your file, use the dropdown menu to select the corresponding LeadMagic field

   • Required fields will be marked with an asterisk (*)

   • Common fields include: First Name, Last Name, Email, Company, Domain, LI Profile URL

   • If a column doesn't have a matching field, you can select "Do Not Import" or "Custom Field"

Step 4: Review and Confirm

1. Verify your selection:

   • Select the number of records to be enriched.

   • Enter a descriptive name for your list (e.g., "March 2025 Prospects")

   • Click the "Start Enrichment" button to begin the process

   • The enrichment typically takes 10-15 minutes and you get an email when it begins and when it’s complete.

Step 5: Access Your Enriched Data

1. Once enrichment is complete, you'll receive a notification (in-app and/or email)

2. Navigate to the "Lists" section of your dashboard

3. Find your list (it will be marked as "Enriched")

4. Click on the list name to view the results.

Working With Enriched Data

Viewing Results

• Browse the enriched data directly in the LeadMagic interface

• Filter and sort by any field

• View match rate statistics and data quality indicators

Exporting Results

1. Click the "Download" button under “Live Result File” in that specific enrichment tool’s “History” section

2. Select your preferred format:

   • Google Sheets

   • CSV (most common)

   • XLSX

   • Direct CRM export (if integrated)

3. Choose which fields to include in your export

Taking Action on Results

• Create segments based on enrichment data

• Start outreach sequences

• Import to your CRM or marketing automation platform

• Set up monitoring for data changes

Troubleshooting Common Issues

Low Match Rates

• Check that your input data has sufficient identifiers

• Verify company names are standardized

File Upload Errors

• Ensure your file is in the correct format (CSV)

• Check for special characters or formatting issues

• Reduce file size if exceeding the maximum limit

Field Mapping Confusion

• Reference the Field Mapping Guide for detailed explanations

• Use the "Sample Value" preview to confirm correct mapping