Importing Files into CRED for Data Enrichment

Last updated: March 10, 2026

This guide explains how to upload your own datasets into the platform so that CRED can enrich the entities with additional data.

Please refer to the accompanying video for a full walkthrough of the process.

Prerequisites

Before uploading your file, please confirm the following requirements.

Supported File Types

CRED currently supports the following formats:

  • Excel (.xlsx)

  • CSV (.csv)

Files need to follow the required structure described below.

File Structure Requirements

For each list of entities (e.g., Companies, People, Opportunities), the uploaded file must include a Name column. The values in this column should contain the names of the entities you want to import.

There are no strict requirements for the remaining columns. After uploading the file, simply map those fields to the corresponding CRED fields based on the suggested matches provided by the platform.

This allows CRED to identify the entities and run the enrichment process.

Example File Layouts

Company List Example

Name,Website,Industry

Lloyds,https://www.lloydsbank.com,Banking & Financial Services

Shell UK,https://www.shell.co.uk,Energy & Mobility / Oil & Gas

Elixirr,https://www.elixirr.com,Management & Technology Consulting

People List Example

Name,Linkedin

Allan Hills,https://www.linkedin.com/in/allan-hills-930a45174

Tuan Jean T.,https://www.linkedin.com/in/tjtee

Rebecca Van Dyck,https://www.linkedin.com/in/rebecca-van-dyck

How to Import Your File

Follow these steps to upload your file to CRED:

  1. Navigate to Settings

  2. Select Imports

  3. Upload your Excel or CSV file

  4. Confirm the field mapping if prompted

  5. Start the data enrichment process

Navigation path: Settings → Imports

What Happens After Import

Once your file has been uploaded:

  • CRED will begin processing the records

  • The platform will attempt to match entities with its database

  • Additional data may be appended, depending on the entity type (e.g., firmographic data, contact details, etc.)

Processing time may vary depending on the size of the file and the number of records.

Tips for Best Results

To improve matching accuracy:

  • Use official company names

  • Avoid duplicate entries

  • Ensure there are no empty rows

  • Keep the file clean and simple

Need Help?

If you encounter issues during the import process, please contact the CRED support team or refer to the video guide provided in this article.