How to bulk update your Contacts in your CRM using Surfe’s Enrich CSV feature

To avoid creating duplicate contacts during enrichment, it's essential that each contact in your CRM has a profile URL. This ensures that Surfe enriches the correct records and doesn't generate duplicates.

Here’s how you can update profile URLs in bulk using Surfe:

Step 1: Prepare Your CSV File

Start by preparing a Google Sheet or Excel file containing the contacts from your CRM.

• Make sure your file follows the required template – you can download it here.
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• Your CSV must include these mandatory fields:
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  • First Name

  • Last Name

  • Company Name

  • LinkedIn URL
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Important: Save your file in UTF-8/Unicode CSV format.

You can do this by downloading the spreadsheet as a CSV from Google Sheets, or by converting an Excel file using tools like Convertio.

Step 2: Upload Your CSV to Surfe

1. Log in to your Surfe App account.​​

2. Go to the Enrich CSV section and select your CSV file.​

   

   
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3. Upload your prepared CSV file.
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4. Follow the prompts to map your fields (First Name, Last Name, and Company Name must be mapped).
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5. ​Once mapped, click on "Create List".

6. Then, once the List is generated, click “Find Emails and Mobiles” (or just emails or mobiles and emails).

Step 3: Download and Re-Upload to Your CRM

• Once enrichment is complete, the list will be saved in your My Lists tab in Surfe.
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• You can download the enriched CSV containing the profile URLs.
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• Simply upload this file back into your CRM to update your records.

CRM Import Guides

Need help importing your enriched file into your CRM? Check out these guides:

• SalesForce

• Hubspot

• Pipedrive

• Copper
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That’s it! You’ve now enriched your CRM with profile URLs and set yourself up for more efficient prospecting 💼✨