Enrichment columns

Back to the guide

An enrichment column is a column that one of your firm's connected apps fills in for every row, such as Employees from Grata or Email from Apollo. Each cell is looked up on its own and shows how it is doing: waiting, being looked up, filled in, not found, or failed. You can run the whole column, only its empty rows, or a single row, and the column can run by itself whenever a row is added or its domain or name changes. The table updates as cells fill in; there is no need to reload.

Owners, admins and analysts can add and run enrichment columns; viewers see the values and the icons. The app has to be connected first by an owner or admin: see Apps and the toolbar.

Adding an enrichment column

  1. Open the table, such as Accounts or Contacts.
  2. Select + at the right end of the column headers (its label is Add column). The Add column window opens.
  3. Under Type, choose Filled in by an app, the last choice in the list.
  4. Under App, choose the app, and under What to fetch, what it fills in. The Name fills in to match (for example Employees); type over it to name the column yourself.
  5. Leave Run every row now ticked to look up every row straight away, and Run new and changed rows by themselves ticked to have new rows looked up as they arrive. The grey note says each row uses one lookup with that app, and how fast rows run.
  6. Select Add. The column appears at the right of the table, and a message at the bottom right says how many rows are queued.

Apollo fills in people, so use it on Contacts; every other app fills in companies, so use them on Accounts. Choosing a company app on a table of people says so and adds nothing. A list's Add column does not offer Filled in by an app: add the column on the object's table, then show it on the list.

Reading the column

The app's logo sits at the left of the column's name. Hover it to see which app fills the column in, and whether it runs by itself.

While rows are waiting, a spinning circle follows the column's name; hover it to see how many are left and roughly how long they will take. A red circle with an exclamation mark there means some rows failed.

Each cell shows a small icon at its right edge until it is filled in. Hover it for what it means:

  • A clock: waiting its turn.
  • A spinning circle: being looked up now.
  • A circle with a slash: the app had nothing for this. Anything already in the cell is kept.
  • A dashed circle: the row does not have what the app needs to look it up, such as the company's domain for Grata, so it was not asked and nothing was used.
  • A red circle with an exclamation mark: the lookup failed. The hover label says why, for example that the firm's key was not accepted.

A filled cell shows just its value, which you can sort, filter, export and edit like any other. Each value written shows on the record's activity timeline as a change, with the old value.

Running, retrying and stopping

Right-click the column's header for its menu:

  • Run every row looks up every row again. You are asked first, since each row uses a lookup and filled cells are replaced with what the app finds. Select Run.
  • Run empty rows looks up only the rows whose cell is empty.
  • Retry failed (shown when some rows failed) runs the failed rows again.
  • Stop queued rows (shown while rows are waiting) takes them out of the queue.
  • Stop running new rows by themselves turns off running on its own; Run new and changed rows by themselves turns it back on.
  • Delete column removes the column, as for any column.

To run one row, right-click its cell in the column and choose Run with the app's name, such as Run Grata for this row. If you have ticked several rows, including that one, the choice runs all of them.

On a list, Run every row and Run empty rows cover the list's rows on screen.

When rows run by themselves

With Run new and changed rows by themselves on, a row is looked up when it is added, however it was added (typed, imported, from email or through the API), and again when its name, domains, email, linked account, or a column named Website, Domain or LinkedIn changes. Other edits do not start a lookup.

How fast rows run

Every lookup your firm makes, from enrichment columns and from the Enrich window, shares one pace. On the Standard plan, which every firm is on today, that is 60 rows a minute, with the first 10 at once. A Premium plan with ten times that pace is coming; it cannot be bought yet. Settings → Apps shows your firm's pace: hover the gauge beside the page's title.

Several columns from the same app share one lookup per row: Employees and Revenue from Grata use one Grata lookup for each row, not two.

If it stops

  • If an app rejects your firm's key, or your firm's plan with it has run out, every row waiting for that app fails at once with the reason, so nothing more is spent. Once an owner or admin has fixed it in Settings → Apps, use Retry failed.
  • If an app is busy, the rows wait and carry on by themselves.
  • If an app cannot be reached, each row is tried again a little later, up to three times, before it fails.

What you cannot do yet

  • One run queues at most 25,000 rows; run it again for the rest.
  • A column fetches one thing from one app, and which app and what it fetches cannot be changed afterwards: delete the column and add another.
  • There is no count of lookups used; your account with the app shows what was spent.
  • Premium cannot be bought yet.
  • Viewers cannot run or stop a column.