Best practices for exporting enriched company data from Enlyft to your CRM

If you’re on the hook for getting good company data from Enlyft into your CRM, this guide’s for you. Maybe you’re in sales ops, maybe you’re running demand gen, or maybe you’re just the unlucky person who drew the short straw. Either way, you want accurate, up-to-date info—without spending hours wrestling with exports, imports, and broken workflows.

Here’s what actually works, what usually goes sideways, and some honest advice to save you headaches.


What is “enriched company data” and why bother?

Let’s get this out of the way: “Enriched data” just means you’re adding details that didn’t exist before. Maybe it’s industry, revenue, tech stack, or buying signals. Enlyft pulls all this together, promising cleaner, deeper company profiles.

But here’s the catch: No enrichment tool is magic. Data will never be perfect, and it’ll go stale faster than you think. The goal here is to make your CRM better—not to chase some mythical “single source of truth.”


Step 1: Get your CRM house in order first

Before you even log into Enlyft, do a quick gut check on your CRM. If it’s already a mess, dumping in more data won’t help—just like pouring clean water into a dirty glass.

Ask yourself:

  • Do you have a standard for required fields (like Account Name, Website, Industry)?
  • Are duplicate records under control?
  • Who owns data hygiene in your org? (If it’s “everyone,” it’s no one.)
  • Is your CRM set up to handle custom fields Enlyft might provide?

Pro tip: Run a quick export of your current accounts/companies. Look for obvious gaps or inconsistencies. Fix what you can now; you’ll thank yourself later.


Step 2: Define exactly what data you actually need

Enlyft gives you a ton of fields—sometimes too many. Resist the urge to grab everything “just in case.” More data isn’t always more useful. You want information that your team will actually use (and update).

Focus on:

  • Core firmographics (company size, industry, location)
  • Technographics (what software they use, if that matters to you)
  • Buying intent/signals (if you’re paying for those)
  • Unique identifiers (website domain, company ID)

Ignore (unless you have a real use case):

  • Every possible social handle (most sales reps won’t use them)
  • Obscure fields like “Founded Year” unless it matters to your ICP
  • Flaky intent data that’s more wishful thinking than actionable

Pro tip: Ask your sales and marketing team what fields they actually use. If no one can explain why you’re importing “number of patents,” skip it.


Step 3: Export data from Enlyft the right way

Now you’re ready to pull data from Enlyft. Don’t just hit “Export All” and hope for the best.

How to export:

  1. Build a targeted list: Use Enlyft’s filters to zero in on companies that fit your ideal customer profile. The smaller and tighter the list, the less cleanup work later.
  2. Select only the fields you need: Most platforms let you customize export columns. Less is more.
  3. Choose the right file format: CSV is the safe bet—almost every CRM can handle it. Avoid Excel unless you’re sure your CRM parser doesn’t choke on weird formatting.
  4. Export a sample first: Download a handful of rows and open it in your spreadsheet tool. Check for weird characters, missing data, or columns that don’t make sense.

What can go wrong:
- Enlyft sometimes uses slightly different field names than your CRM (“Company Name” vs. “Account Name”). Note these now, so you aren’t scrambling later. - Watch out for “null” or empty values. Some CRMs will overwrite good data with blanks if you’re not careful.


Step 4: Map Enlyft fields to your CRM fields (don’t wing it)

This is where most exports go sideways. If you don’t map the fields properly, you’ll end up with junk data, duplicates, or overwritten records.

What to do:

  • Make a field mapping spreadsheet: Old-school, but effective. List every Enlyft field you’re exporting and the CRM field it should go into. If your CRM supports custom fields, decide which ones need to be created before import.
  • Decide on overwrite rules: Should Enlyft data update existing records, or only fill in blanks? There’s no one right answer—it depends on your trust in Enlyft’s data and your current CRM hygiene.
  • Pay attention to unique IDs: The safest way to avoid duplicates is to match on unique fields like website domain or company ID (not just company name, which can be messy).

Pro tip: If your CRM allows it, set up a test or staging environment. Do a small import there before touching your production data.


Step 5: Import with care—don’t just “set it and forget it”

You’ve got your clean export and your mapping. Now comes the actual import.

Best practices:

  • Batch your imports: Start with a small set (say, 50–100 records). Check the results, see what broke, and fix it before importing thousands.
  • Check for errors and duplicates: Most CRMs will spit out an error report or log. Actually read it.
  • Spot-check records: Open a few records at random and see if fields landed where they should. Don’t trust “import successful” messages blindly.

What to watch for:

  • Some CRMs will create a new record for every import if you don’t map unique fields right.
  • You may need to manually merge or dedupe records—especially if your CRM’s deduplication is weak.

Step 6: Build a repeatable process, not a one-off project

If this is a one-time enrichment, you can stop here. But most teams want to keep data fresh, so you’ll want a process that doesn’t fall apart the next time.

How to keep it sane:

  • Document your steps: Write down exactly how you did the export, mapping, and import. Even if it’s just a Google Doc.
  • Automate where you can: If Enlyft integrates directly with your CRM, use it—but don’t trust it blindly. Set up rules, alerts, and regular reviews.
  • Schedule regular cleanups: Even the best data gets stale. Plan to refresh and review every quarter or so.

Pro tip: Don’t get sucked into “automate everything” promises. Manual review is still important—especially when something inevitably breaks.


What not to do (hard-earned lessons)

  • Don’t ignore data quality issues in your CRM. Bad in, worse out.
  • Don’t try to import every possible field. More data means more things to break.
  • Don’t skip backups. Always export your CRM data before a big import.
  • Don’t trust “auto-mapping” features. They’re rarely as smart as they claim.

Keep it simple—and keep improving

Enriched company data can be a game-changer, but only if you keep things practical. Don’t let the promise of “data-driven everything” turn into a never-ending side project. Get your basics right, talk to your team, and keep iterating.

You can always add more fields or automate more later. Start small, build trust in your process, and let your CRM do what it’s supposed to: make your job easier, not harder.