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Enrichment Template Schema

Source: https://docs.google.com/spreadsheets/d/1ArE5LvTKZ0aZMKFuAU4qGSGbsEYuccNgYAU4mnRPO0I/edit?gid=377777187#gid=377777187

Required Output Columns (in order)

Column Header Name Format Notes
A FIRST_NAME Title Case No middle initials, no credentials
B LAST_NAME Title Case No middle initials, no credentials
C PERSONAL_ADDRESS Title Case Street address only
D PERSONAL_CITY Title Case City name
E PERSONAL_STATE 2-letter code State abbreviation (e.g., NC, CA)
F PERSONAL_ZIP String ZIP code
G MOBILE_PH Digits only Mobile phone number

Key Differences from Current Implementation

Column Names

  • Current: "First Name", "Last Name", "Personal City", "Personal State"
  • Required: FIRST_NAME, LAST_NAME, PERSONAL_CITY, PERSONAL_STATE
  • Format: UPPERCASE with UNDERSCORES (not Title Case with spaces)

Location Handling

  • Current: Outputs "Personal City" and "Personal State" (Title Case)
  • Required: PERSONAL_CITY and PERSONAL_STATE (UPPERCASE_UNDERSCORE)

Address Handling

  • Current: Outputs "Address"
  • Required: PERSONAL_ADDRESS

Phone Handling

  • Current: Outputs "Phone"
  • Required: MOBILE_PH

Impact on v3.13.4 Fixes

The current implementation outputs:

Name,First Name,Last Name,Company,Title,Location

The enrichment tool expects:

FIRST_NAME,LAST_NAME,PERSONAL_ADDRESS,PERSONAL_CITY,PERSONAL_STATE,PERSONAL_ZIP,MOBILE_PH

Critical Changes Needed:

  1. Change all output column names to UPPERCASE_UNDERSCORE format
  2. Split Location into PERSONAL_CITY + PERSONAL_STATE (not "Personal City" + "Personal State")
  3. Rename Address → PERSONAL_ADDRESS
  4. Rename Phone → MOBILE_PH
  5. Remove "Name" column from output (already done in v3.10.0)
  6. Ensure PERSONAL_STATE outputs 2-letter abbreviation (NC, not "North Carolina")