Manual Prospect Upload Guide

The Prospect Enrichment feature allows you to upload existing contacts and leads into FINNY to enrich them with additional data and use them in campaigns.

Getting Started

1. Navigate to Prospect Enrichment in the left sidebar

2. Click Download CSV Template to get the proper file format

3. The template includes these key columns:

- Email or LinkedIn URL - Required field (note, these must be personal emails or LinkedIn profiles, not companies)

- First Name, Last Name - Optional but recommended

Important: You only need either an email address or LinkedIn URL for each prospect. Having both will yield better results.

Preparing Your Upload File

File Requirements

- Format: CSV or Excel (.xlsx)

- Required Data: At least one email address or LinkedIn URL per row

- Upload Limit: 1,000 prospects per month (contact support to request additional credits)

Best Practices

- Clean your data first: Remove duplicates and invalid email addresses

- One list per upload: Upload separate files for different prospect sources (e.g., webinar attendees, referrals, etc.)

- Use descriptive names: Give each upload a clear name to identify the source

Upload Process

1. Prepare Your File

- Copy your prospect data into the downloaded template

- Ensure email addresses are in Column C

- Save the file locally (avoid cloud storage like iCloud during upload)

2. Upload to FINNY

- Click Upload Prospects

- Drag and drop your file or click to browse

- Give your upload a descriptive name

- Click Continue

3. Map Your Columns

- Map your data columns to FINNY fields

- Set Email as "Required"

- Set other fields as "Optional"

- Click Continue then Upload

4. Monitor Progress

- The system will process your upload in the background

- Larger uploads may take several hours to complete

- You'll see a progress bar showing enrichment status

After Upload

- View Results: Go to My Prospects → Uploaded to see your enriched contacts

- Review Prospects: If multiple prospects are found for a single upload, you are able to select which FINNY profile matches best.

- Create Lists: Organize uploaded prospects into targeted lists for campaigns

- Review Match Rate: Not all contacts may be found in our database - this is normal

Common Issues & Solutions

"Only seeing 1 prospect when I uploaded many"

- Check that you're using the correct CSV template

- Ensure email addresses are in Column C

- Verify the file saved properly (not just the template example)

"Upload stuck at 0% or low percentage"

- Large uploads (500+ contacts) can take several hours

- Contact support if no progress after 24 hours

- Consider breaking large lists into smaller batches

"LinkedIn URL showing as required"

- You only need email OR LinkedIn

- As long as you have email addresses, you can proceed

"Getting mapping errors"

- Use the official FINNY CSV template

- Don't modify the template column headers

- Save as CSV format, not Excel

Upload Limits & Credits

- Standard Limit: 1,000 prospect enrichments per month

- Additional Credits: Email support@finny.com to request more

Next Steps

After successful upload:

1. Create targeted lists from your uploaded prospects

2. Build campaigns using these prospect lists as your audience

3. Add to suppression lists if any contacts are existing clients

Need Help?

- Email Support: support@finny.com for technical issues

- Office Hours: Join Wednesday group sessions for live help

- CSM Support: Contact your Customer Success Manager for strategic guidance