Bulk Contact Data Enrichment lets you enrich up to 50 Contacts at one time, using 20 AI Credits for each Contact enriched when a match is found.
Contact Data Enrichment collects additional contact details such as phone number, email address, and employer. You can enrich a group of Contacts at once from your Contacts list or a Job Dashboard, and then review each result before saving. Bulk enrichment is available to all Crelate customers through AI Credits and draws on a dataset of up to 1 billion people.
How do I bulk enrich Contacts?
Go to Contacts or a Job Dashboard and select the group of Contacts you would like to enrich, up to 50 at one time.
Open the Selected Contacts menu and select Enrich Contacts. The menu shows the cost 20 credits per enrichment) and the Credit Usage meter.
Confirm the message that appears, for example: “Are you sure you want to enrich 10 Contacts? Doing so will consume up to 200 Crelate AI Credits.”
Review the results and choose what to save.
Once you confirm, you cannot cancel the enrichment.
Does bulk enrichment warn me about Contacts that were enriched recently?
No. Unlike enriching a single Contact, bulk enrichment does not show a warning if a Contact was enriched recently or already has contact information, and it still lets you proceed. AI Credits are used for every Contact where a match is found, so review your selection before you confirm.
💡 Pro Tip: To avoid spending credits on Contacts that were just enriched, narrow your list before you select the group.
Can I bulk enrich Contacts that already have a phone number or email address?
Yes. Bulk enrichment can run on any Contact that has not been recently enriched, even if the Contact already has one contact method. Credits are used only for Contacts where a match is found.
How many AI Credits does bulk enrichment use?
Bulk enrichment uses the same amount as enriching a single Contact: 20 AI Credits for each Contact enriched. The confirmation message shows the maximum, and the actual amount is lower if some Contacts have no match, because credits are used only for Contacts where a match is found. A full group of 50 Contacts could use up to 1,000 AI Credits.
All credits come from your organization’s shared balance, which resets monthly and does not roll over. To check your balance, review the Your Credit Usage meter in the Selected Contacts menu or in Manage Licenses / Subscription. For the full list of credit costs, see Understanding AI Credits.
💡 Pro Tip: Check the Your Credit Usage meter before you start a large bulk enrichment. Because every enrichment draws from the shared balance, a quick check confirms that you have enough credits for the whole group before your next reset date.
How do I review the results?
After you confirm, the Enrich Contacts window opens. The Contact List on the left shows every Contact in the group. A green check means a match was found, and a red exclamation icon means there was a problem. Select a Contact to review its result on the right.
For each Contact with a match, the original Contact is on the left with the enriched data already applied and marked Mapped, and the enriched data found is on the right. You have three options:
Save All: Saves the enriched data for all Contacts in the group.
Skip: Does not save the enriched data to this Contact.
Save & Next: Updates the Contact Record with all mapped data for this Contact, and then moves to the next Contact.
After you select Skip or Save & Next, you cannot go back and edit your results for that Contact.
A message at the bottom of the window explains that AI Credits have already been consumed. If a saved Contact is a duplicate of an existing record, it is flagged as a potential duplicate, and you can access duplicates in Settings > Manage Duplicates if your permission settings allow it.
What does Skip do?
Skip works the same way as Don’t Save in individual enrichment. None of the enriched data is added to the Contact’s fields, and the AI Credits are still used, because the data was found and made available to you. The enrichment artifact is stored on the Contact Record, so you can still view everything that was found in the Activity Stream or the Documents tab.
When you select Skip, a Skip Confirmation message explains that you consumed AI Credits at this point, that the enriched data will not be saved, and that you cannot return to this review window to look at it again. Select OK to continue, or Cancel to go back. You can select the option to hide this message in the future.
(Screenshot of the Skip Confirmation message)
What does Save All do?
Save All updates every Contact in the group with its enriched data. Before it proceeds, a Save All Confirmation message explains that all Contacts in the bulk enrichment are updated, that this overwrites existing Contact Record data with the enriched data where it exists, and that it may create duplicate records, which you can manage in Settings > Manage Duplicates. Select OK to continue, or Cancel to go back.
Save All is grayed out until any Contacts with errors have been resolved. When there are no errors, it is available to select.
(Screenshot of the Save All Confirmation message)
💡 Pro Tip: If some Contacts already have data you want to keep, review them one at a time with Save & Next instead of using Save All. This lets you undo a mapped field, or move the new value to a different field, before anything is overwritten.
How do I choose which data is saved?
This works the same way as enriching a single Contact. To keep the original value for a field, select the field marked Mapped on the left to undo that change. To overwrite a value on the left, select the field on the right.
If a mapped field would overwrite an existing value, you can choose a different field for the new data, such as a different phone type, and then select OK. This keeps your existing data in place.
What does the red icon next to a Contact mean?
A red exclamation icon means the Contact could not be enriched. Select the Contact to see the reason. No AI Credits are consumed for these Contacts. There are two messages:
Invalid Request. This message reads: “We could not enrich this contact with the information provided; no Crelate AI Credits were consumed.” The Contact Record does not have the minimum information needed to attempt an enrichment. To resolve it, populate one of these fields: Website - LinkedIn, Website - Facebook, Primary Phone Number, or Primary Email Address. Alternatively, add a First and Last Name along with one of these fields: Current Position - Company, Primary Address, Postal Code, or Education - School.
Not Matched. This message reads: “We could not find a likely match from our enrichment service for your record; no Crelate AI Credits were consumed.” To narrow down to a likely match, Crelate recommends having 3 or more of these fields populated:
Primary Email Address
Primary Phone Number
Website - LinkedIn Profile
Website - Facebook
First Name
Last Name
Company - Current Position
Location
Postal Code
Education - School
Adding a LinkedIn profile URL typically gives the highest match success. After you add details, you can enrich the Contact again.
Who can use bulk enrichment?
Bulk enrichment is available to all Crelate customers. Non-Admin users need the Contact Data Enrichment permission enabled on their User Role. If a user does not have permission, the Admin can enable it in Settings > Security > User Roles.
Key takeaway
Bulk Contact Data Enrichment is available to all Crelate customers and lets you enrich up to 50 Contacts at one time from your Contacts list or a Job Dashboard. Each Contact enriched uses 20 AI Credits from your organization’s shared balance, and no credits are consumed for Contacts that return an Invalid Request or Not Matched message. Once you confirm, the enrichment cannot be canceled, so check your Your Credit Usage meter first. Use Save & Next to review Contacts one at a time, or Save All once any errors are resolved, keeping in mind that Save All overwrites existing data. Skip works like Don’t Save, so credits are still used, and the enrichment artifact is stored on the Contact Record. Bulk enrichment can run on any Contact that has not been recently enriched, even if the Contact already has one contact method. Bulk enrichment does not warn you about Contacts that were enriched recently or already have contact data, so review your selection before you confirm. Non-Admin users need the Contact Data Enrichment permission on their User Role.
What’s Next?
Learn the basics of enriching a single Contact, how credits work, and how enrichment data is maintained.







