If you've spent any time wrangling company data, you know getting it enriched is only half the battle. Actually getting that enriched data into your CRM—cleanly, reliably, and without losing hours to error messages—is what really matters. This guide is for anyone who wants their CompanyEnrich data to actually show up where their sales, marketing, or ops teams need it: in the CRM.
No tricks, no “digital transformation” talk. Just real steps, honest advice, and some pitfalls to dodge.
Step 1: Prep Your Data in CompanyEnrich
Before you even think about exports and integrations, make sure your CompanyEnrich data is ready for prime time. Garbage in, garbage out.
- Audit your enrichment: Did CompanyEnrich actually fill in the fields you care about? If you notice a lot of blanks (industry, employee count, etc.), take a second look at your enrichment settings or source data.
- Check for duplicates: CompanyEnrich is decent at deduplication, but it's not magic. Remove any obvious duplicates to avoid chaos in your CRM.
- Review field mapping: Make a quick list of the fields you want in your CRM. Do the names match? If not, plan to map them later.
Pro tip: Don’t try to export every field “just in case.” Start with what your team actually uses—expanding later is easier than cleaning up a mess.
Step 2: Decide How You’ll Export (Manual vs. Automatic)
CompanyEnrich offers a few ways to get your data out. Each has pros and cons.
Option A: Manual CSV Export
- Best for: One-time imports, small batches, or if you don’t trust anyone (or anything) but yourself.
- How it works: You download a CSV from CompanyEnrich and upload it to your CRM.
Option B: Direct CRM Integration
- Best for: Ongoing, seamless workflows (and if you want to avoid spreadsheets forever).
- How it works: CompanyEnrich connects directly to your CRM (Salesforce, HubSpot, etc.) and syncs data automatically or on a schedule.
Option C: API Export
- Best for: Developers, or if you have custom flows or an unusual CRM.
- How it works: You (or your dev team) use the CompanyEnrich API to pull data into your own systems.
Honest take: Most folks start with CSV, then move to direct integration once the workflow is dialed in. APIs are great, but only if you have technical resources.
Step 3: Export Your Data
Let’s break down each option, so you don’t waste time clicking around.
A. Manual CSV Export
- Log in to CompanyEnrich and navigate to your enriched dataset.
- Filter the data if needed—no sense exporting more than you have to.
- Click the “Export” button (usually top right) and select CSV.
- Wait for the download (and check your email if it’s a big file).
- Open the CSV and scan for anything weird—broken characters, missing headers, etc.
Gotchas: - CompanyEnrich sometimes exports dates or numbers in odd formats. Open the CSV in something reliable (Excel, Google Sheets) and spot-check. - Large exports might get chunked into multiple files. Don’t miss any pieces.
B. Direct CRM Integration
- Go to the Integrations section in CompanyEnrich.
- Select your CRM (Salesforce, HubSpot, Pipedrive, etc.).
- Authorize the connection—you’ll need admin rights in your CRM for this.
- Map CompanyEnrich fields to CRM fields. Don’t just accept the defaults; double-check these.
- Choose sync options: One-time push, scheduled sync, or real-time (if available).
- Run a test sync with a small data set. Seriously, don’t skip this.
- Check your CRM for imported records. Look for errors, duplicates, or fields that didn’t map correctly.
What works: Once set up, this is the least painful way to keep data updated. But field mapping is where things often break—especially if your CRM has custom fields.
What doesn’t: If your CRM has lots of required fields or unique validation rules, expect to tweak things. CompanyEnrich’s integration UI is decent, but sometimes glosses over these quirks.
C. API Export
- Get your API key from your CompanyEnrich dashboard.
- Read the docs (seriously, don’t skip—API quirks abound).
- Write a script (Python, Node.js, whatever works for you) to fetch the enriched company data.
- Transform data as needed (field names, formats, etc.).
- Push to your CRM via its own API.
Reality check: This method is powerful but can eat hours if you’re not careful. Rate limits, timeout errors, and weird edge cases come with the territory.
Step 4: Clean Up and Validate in Your CRM
No export is perfect. Give your CRM a once-over before declaring victory.
- Spot-check key records: Did the right data land in the right fields?
- Check for duplicates: Especially if you’re doing partial imports.
- Validate lookups: Are company domains, IDs, or custom fields matching up correctly?
- Ask a teammate to test: Have sales or marketing poke around and flag anything weird.
Pro tip: If your CRM supports it, import into a sandbox or test environment first. If not, at least back up your data before importing.
Step 5: Automate (Only When Ready)
Once you’re confident your field mapping and sync process work, consider automating the whole thing.
- Scheduled syncs: Set up daily or weekly updates if your CRM supports it.
- Error alerts: Configure notifications for failed syncs or field mismatches.
- Iterate: Start small—no need to sync your entire database on day one.
What to ignore: Don’t get sucked into “real-time” hype unless your workflow truly demands it. Scheduled updates work for 99% of teams and are less likely to break.
Frequently Asked Questions
Q: What if CompanyEnrich doesn’t support my CRM out of the box?
A: Use CSV export or the API. Or see if Zapier or similar tools can bridge the gap. Don’t wait around for a native integration that might never come.
Q: Can I undo an import if something goes wrong?
A: Most CRMs don’t make this easy. Always back up your CRM data first or import a small sample before doing a big push.
Q: How do I handle custom fields?
A: Map them carefully during setup. If CompanyEnrich doesn’t export what you need, check if you can customize export templates or ask support.
Keep It Simple—Then Iterate
The less you try to automate or perfect on day one, the smoother this process will go. Focus on getting a small, accurate dataset into your CRM. Once you trust the results, ramp up. Don’t let “perfect” delay “done”—and don’t be afraid to course-correct as you go. The goal isn’t to have the fanciest workflow; it’s to have data your team can actually use.