How to upload a CSV for enrichment

* This article is only relevant to Mobly Admins (with access to the Hub) *

Mobly is happy to enrich your live scans as well as your records from a CSV upload. Whether you're prepping for your event with a pre-event registration list or want to send out a marketing email to a long list of your hot leads, Mobly will provide you fully-enriched data for your uploaded records. These leads will sync directly to your CRM.

Note:

• If you prefer not to upload your CSV leads to your CRM, share the file with your Mobly CSM for enrichment. The file will be added to the enrichment queue, and you’ll soon after receive a fully enriched CSV of your leads.

1. Navigate to the event or activation where you'd like to upload your CSV and choose the "Leads" tab.

   

2. Click the orange "Add Lead" button above the Leads table. Then, click "Import from CSV".

   

3. In order to upload your CSV, we need to make sure your data matches the format that the Mobly application is expecting. Click "Download template file" to get a CSV template with all the accepted column names.

   

4. Open the MoblyListImportTemplate.csv file you downloaded. Paste your own data into the corresponding columns of the template file. Make sure you have at least a first name, last name, and either a company or an email for each record you upload. Even if you don't have data for all the columns in the template, keep all the column names in the file.

   

5. Return to the Hub and upload the template file you just updated.

   

   
   

6. Next, we will check if the data passes our validation checks. You must have a first name, last name, and company name for each row of your CSV. You can add those fields on this screen if you know. If you don't know, you can just delete the row and it won't be uploaded.

   

7. On the next screen, confirm your upload. These leads will be uploaded to Mobly to be enriched and will sync to your CRM.