Prepare your file for Enrich a list
What file types and columns Enrich a list reads, and how it finds your columns.
Enrich a list reads most CSV files as they come. You rarely need to tidy one first.
The file
| Item | What is accepted |
|---|---|
| Type | CSV, TSV or plain text. An Excel workbook (.xls or .xlsx) is refused: use Save As, CSV UTF-8. |
| Size | Up to 60 MB. A bigger file is refused with a message to split it. |
| Separator | Comma, semicolon, tab or bar. Found automatically. |
| Encoding | UTF-8, UTF-16 or older Windows text. |
| Rows | No limit on rows. Blank lines are skipped. A title line above the headings is skipped. |
| Headings | Not needed. With none, Adapt reads what is in each column. |
The template
Download a template gives a CSV with these headings and one example row marked "(delete this row)". If you leave the example in, it is skipped.
Company name, Company number, Registered address, Trading address, Postcode, Telephone, Other telephones, Email, Other emails, Website, Director name, Director email, LinkedIn page, Facebook, Instagram, Sector, Company status, SIC codes.
How your columns are found
Adapt recognises the usual words, for example Tel, Mobile, Business name, Postal code, URL, CRN, Registered office. A column called "Company No" is never taken for the name. If it cannot tell which column holds the company name, it shows "Which column is the company name?" with your headings as buttons. Click the right one and matching starts.
The line under the progress bar says which columns it is matching on, and how many other columns stay with your rows.
What is matched on
| Your column | Used for matching? |
|---|---|
| Company name | Yes |
| Postcode | Yes, with the name |
| Website | Yes, first choice |
| Yes, the website part, for a row with no website. A free mailbox such as Gmail is never taken for a company's site. | |
| Country | Used to leave non-UK rows out |
| Company number, telephone, address | Kept, not matched on yet |
Before you start
Put a website where you have one. It is exact. A name needs every word to match and, with a postcode, the postcode area too, so it is stricter.