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Enrich an exhibitor or attendee list

Upload a CSV with exhibitors or attendees. Swopi AI adds the job title, work email, LinkedIn and company data, shows who is already in your CRM, and you download the enriched CSV.

Event Lead Capture
Available on: an Event Lead Capture licenceCompare plans

Before a trade show, you often get a list of exhibitors or attendees with names and companies only. Swopi AI adds the job title, work email, LinkedIn and company data to each row, and you download the enriched list as a CSV. Nothing is added to your contacts.

List enrichment is part of the Event Lead Capture license.

#Enrich a list

  1. On dash.swopi.co open Events in the left menu and the Enrich a list tab at the top.
  2. Drop your CSV file into the box or click it and choose the file. A list can have up to 1,000 rows.
  3. Under Which columns hold what, check the columns Swopi picked. Each row needs a name and a company, an email or a LinkedIn link.
  4. Click Enrich the list. The bar shows how many rows are done and how many people Swopi found.
  5. Click Download enriched CSV.

You can click Stop at any time and download what is done so far.

#What the CSV contains

Swopi keeps all your columns and adds these: Job title, Seniority, Work email, Email status, LinkedIn, Location, Company website, Industry, Company size, Company country and Swopi status.

Email status says whether the email is verified. Swopi status shows Found, Not found or Missing data for rows without a name and company, an email or a LinkedIn link.

#Compare the list with your CRM

Keep Compare with our CRM checked before you click Enrich the list. Swopi looks up every person in the CRM connected to Swopi (for example Salesforce, HubSpot, Pipedrive or RAYNET) and marks them:

  • Customer: the person has a won deal,
  • Open deal: the person has a deal in progress,
  • In CRM: the person is in the CRM without a deal,
  • New: the person is not in the CRM yet.

Above the table you see how many customers, open deals and new people the list has. The CSV gets four more columns: CRM status, CRM, Open deals and Won deals. Swopi only reads the CRM and changes nothing in it. Without a connected CRM, Swopi skips the comparison.

#Tips

  • Save the file as CSV. Swopi reads files with commas or semicolons, also from Excel in Czech.
  • A company website works better than a company name, because names repeat.
  • If you enrich the same person again within 30 days, Swopi uses the result it already has.
  • If Swopi pauses the list for today, download the CSV and upload the same list tomorrow. Rows Swopi already found are not looked up again.

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