Skip to main content
Sign in Menu

Batch Enrich Tool

Kade Beem
  • Updated

Overview

The Batch Enrich tool allows you to upload a CSV list containing your Person, Company, or IP data and return hundreds of data points like social profiles, contact data, revenue, funding data, and more. No code, no recurring payments, just the data!

Use the Table of Contents on the left side to navigate this article.

Access

The Batch Enrich tool is accessible via the API Dashboard. Sign up for a Free account here: http://www.peopledatalabs.com/signup 

All Free and Pro plans may purchase lists from the Batch Enrich tool.

❓ Interested in using Batch Enrich, but on an Enterprise plan?
Reach out to your dedicated Customer Success Manager or send a message to the Customer Success team.

How does it work?

When you start a new job, you can select to enrich either your Person, Company, or IP list.

Each batch enrich job is completed in four steps that will be explained in greater detail in the next section:

  1. Prepare & upload your list
  2. Map your fields to PDL inputs
  3. Configure any optional parameters
  4. Preview your job and start enrichment

Behind the scenes, we are using our Enrichment APIs to find the single best match for each record in your list.

After each job is completed, you can then review the results and select any additional premium field add-ons before purchasing the list.

Step-by-step

Start a new job

Click the New enrich job button and select a Person, Company, or IP job type from the dropdown.

Prepare & upload list

This step allows you to upload your CSV for enrichment and describes the minimum requirements for running a successful job. All lists must:

  • Be in CSV format with column headers
  • Contain at least the minimum input fields required for a successful enrichment
  • Meet the minimum purchase price of $50.00
    • For Person jobs, this is a minimum of ~180 records
    • For Company jobs, this is a minimum of ~500 records
    • For IP jobs, this is a minimum of ~700 records
💡 Pro tip
To speed up the process for uploading a list, click the Download CSV Template button and transcribe your list to the template.

Map fields

This step allows you to map the fields in your uploaded list to the associated PDL input for enrichment.

  • We will attempt to map this automatically based on your column names
    • Using the template from the Prepare & upload list will ensure all fields are automatically mapped.
  • If you decide not to use the template, you can select the correct fields to map by using the dropdown in the PDL mapping column
  • Hovering over the Sample data from your list will provide a tooltip for reference of the first 10 rows in your CSV
  • Any row marked as Do not use will not be used as an input value for enrichment

Configure options

This step allows you to add additional, optional configuration parameters to your job. All Person and Company jobs have the following options:

  • Title case: If checked, the values will return in Proper Case as opposed to the default lower case.
  • Required fields: This builder allows you to define which fields must exist in the enriched record to be counted as a match. See below for detailed examples.
    • Add Rule allows you to select one or more fields with AND / OR operators
    • Add Group allows you select one or more nested fields with AND / OR operators

Simple Example

In this scenario, you have a list of companies that you are looking to enrich for funding data and revenue data. You want to make sure you are only paying for records that have funding data available or revenue data

  • Add Rule
  • Select total_funding_raised
  • Add Rule
  • Select OR from the dropdown
  • Select inferred_revenue

This example, in plain english, reads, "require all enriched companies to have a non-empty value for total_funding_raised OR inferred_revenue."

Group Example

In this scenario, you have a list of candidates that you are looking to enrich for contact data. You want to make sure that you are only pay for records that have a LinkedIn URL and either a mobile phone number or a personal email.

  • Add Rule
  • Select linkedin_url
  • Add Group
    • Select AND drop the group dropdown 
    • Add Rule
    • Select recommended_personal_email
    • Add Rule
    • Select OR in the group dropdown
    • Select mobile_phone

This example, in plain english, reads, "require all enriched records to have a non-empty value for linkedin_url AND either recommended_personal_email OR mobile_phone."

Preview & confirm

This final step allows you to confirm you configuration from all previous steps and optionally receive an email after the job has been completed.

 

If anything looks incorrect, click the Back button or click the specific step in the Step Panel on the left side to make any necessary changes.

If everything looks good, click Start Enrichment to kick off the job.

View Results

After the job has completed successfully, you may view the match rate, field fill rate, and add on additional fields before making your purchase.

The match rate represents the percentage of records we were able to enrich from your list. You only pay for matched records. 

Expand each bundle to view the percentage of records from your list that have have a value populated for the field. Click the Add button to add the field bundle to your purchase. You will pay for the Total matches regardless of the field fill rate.

Example

  • You upload a list with 1,000 records
  • We match 950 records
  • The match rate is 95%
  • 750 matches have a value for job_title
  • The field fill rate is 75%
  • You will pay for 950 records and 750 of them will have a value for job_title
💡 Pro tip
In the example above, if you only want to pay for 750 records, use job_title as a Required field in the Configure options step.

Hover over the Cost / match tooltip to understand the cost breakdown.

When you are ready to make your purchase click the Buy list button in the top right.

Download your list

After your purchase is complete, you can download your list right away... 

...or click the download icon in the table. 

Results

Your download will include a zip file with the following files:

  • data.csv: a CSV with the results of the batch enrich job
  • field_fill_rates.csv: a CSV with the field fill rates you selected for the batch enrich job
  • input.csv: a copy of the input you uploaded for the batch enrich job (name will vary based on your uploaded list)
  • README.md: A markdown file describing the contents of the zip file & usage limitations
  • status_code_counts.csv: a CSV that shows the distribution of matches (200) and non-matches (404)

Feedback

Is there a missing feature you'd like to see? We want to hear from you! 

Submit a feature request or vote on existing feature requests here: People Data Labs Roadmap

Related to

Related articles

Comments

0 comments

Please sign in to leave a comment.