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Using a Template

Last updated on May 06, 2026

Using a Template

Templates are designed to be quick and easy. Pick one, clone it, tweak it if you need to, and start enriching. This guide walks you through the entire process, from browsing to running your first enrichment.

The Template Workflow at a Glance

Here's the flow:

  1. Browse the template library (find one that fits)

  2. Select your template (click to open preview)

  3. Preview the details (columns, providers, cost)

  4. Clone it to create a new table (one click, mostly)

  5. Customize if needed (adjust columns, providers, settings)

  6. Run your first enrichment and review the results

Most of this takes minutes. Let's walk through each step.

Step 1: Browse Templates

Head to the Templates section and search, filter, or sort until you find what you need. Not sure where to start?

Tip: Click Featured to see TexAu's top curated templates.

See a template that looks promising? Move to step 2.

Step 2: Select & Preview

Click on the template to open its preview panel. This is your chance to confirm it does what you need. Look at:

  • What it enriches (the template description)

  • Columns you'll get (the fields it creates)

  • Providers it uses (where the data comes from)

  • Estimated cost (credits per row)

  • Waterfall setup (how it handles fallbacks)

Everything look good? You're ready to clone.

Step 3: Clone the Template

Click the Clone Template or Use This Template button. TexAu will ask you to:

  1. Name your new table (something memorable like "Prospect Email Enrichment" or "Q1 Leads")

  2. Pick your workspace (if you have multiple)

  3. Choose your data import method (CSV upload, API, or manual entry. More on that in a moment.)

That's it. When you hit Create, TexAu clones the template and creates a new, independent table with all the template's configurations already in place.

Important: Cloning creates a new table. The original template stays in the library untouched. You can clone the same template multiple times if you need to.

What Happens When You Clone?

When you clone a template, you get:

All Columns Pre-Configured
: Every enrichment column from the template is ready to go. If the template includes "Work Email," "Phone," and "Company Name," your new table will have all three, already set up with the right data types and provider settings.

Provider Setup
: Each column's data providers are configured exactly as the template designed them. If the template uses waterfall enrichment with 3 email providers, that's what your new table gets.

Waterfall Logic
: Provider fallback sequences are already in place. TexAu knows to try Provider A first, then B, then C. You don't have to set this up yourself.

Data Types
: Every column has the correct data type (email, phone, company name, etc.). TexAu knows how to validate and format each field.

Settings
: Credit-saving settings like "Stop on First Success" (if enabled) are inherited from the template. More on this later.

Basically, the template gives you a fully configured starting point. You're not starting from zero.

Step 4: Customize Your Table (Optional but Often Helpful)

Now that you have a cloned table, you might want to tweak it. Maybe you don't need one of the columns. Maybe you want to add a custom field. Maybe you want to swap out a provider for a different one. All of this is possible.

Adding Columns

Click Add Column and create a new enrichment field. You can:

  • Name the column

  • Choose the data type (email, phone, company name, custom field, etc.)

  • Select which providers should populate it

  • Set up waterfall priority if using multiple providers

This is where cloning saves you the most time. You're not building from scratch. You're extending a proven foundation.

Removing Columns

Don't need a column the template includes? Click the Delete or Remove button next to it. Your table will skip that enrichment. (This also saves credits since you're not querying those providers.)

Changing Providers

Want to swap out a provider? Or reorder the waterfall sequence? Click Edit on any column to:

  • See all available providers for that data type

  • Add a new provider to the waterfall

  • Remove a provider you don't want

  • Reorder providers by priority

For example, if your "Work Email" column has RocketReach → Apollo → Hunter, you could change it to Apollo → RocketReach → Hunter if Apollo works better for your use case.

Adjusting Provider Settings

Some providers have configurable options. For example:

  • Confidence threshold (only return matches above X% confidence)

  • Coverage (only try providers with Y% coverage for your target audience)

  • Speed vs. cost (some providers have fast/expensive vs. slow/cheap modes)

Check each provider's settings to fine-tune behavior.

Pro Tip: Start with the template as-is. Run a small test enrichment. See how it performs. Then customize if needed. This keeps things simple and helps you understand what's actually working vs. what's just bloat.

Step 5: Set Up Your Data

Before you can run enrichment, you need to import data. TexAu supports several methods:

CSV Upload
: Drag and drop a CSV file with your input data (company names, contact names, domains, etc.). TexAu will match your CSV columns to your table columns and prepare them for enrichment.

Paste Data Manually
: Type or paste a few rows directly into TexAu. Good for quick tests or small batches.

API Integration
: Connect TexAu to your CRM, database, or application via API. Data flows in automatically. (Advanced option. Your admin can set this up.)

Direct Import
: Many integrations (Salesforce, HubSpot, etc.) allow direct syncing. Check the Integrations section.

The template you cloned is preconfigured to understand these input formats, so setup is usually smooth.

Step 6: Run Your First Enrichment

Once your table has data and is configured, click Start Enrichment (or Run Now, depending on your interface). TexAu will:

  1. Take each row of your input data

  2. Query the providers in the order you configured (waterfall style)

  3. Fill in the enrichment columns with results

  4. Track the credits spent

  5. Show you progress in real-time

You'll see a progress bar, estimated time remaining, and a live count of enriched rows.

Templates vs. Building from Scratch

Should you clone a template or build a table from scratch? Here's how to decide:

Use a Template If:

  • You know roughly what data you need (e.g., "I need to find work emails")

  • You want to save setup time (templates take minutes; building takes longer)

  • You're new to TexAu (templates are proven starting points)

  • Your use case is standard (email, phone, company data enrichment)

  • You want best-practice provider configurations

Build from Scratch If:

  • Your use case is highly custom or unusual

  • You want full control over every setting from the start

  • You're already familiar with TexAu and have specific requirements

  • You're combining multiple niche data providers

Most teams start with templates and customize from there.

Common Customizations

Here are tweaks teams typically make after cloning:

Removing Expensive Providers
: If the template includes a high-cost provider you don't need, remove it. Saves credits, speeds up enrichment (fewer providers to try).

Adding Cost-Saving Logic
: Enable "Stop on First Success" to stop querying after the first provider returns a result. Smart way to save credits while still getting good data.

Adding a Custom Field
: Maybe you want to capture a "Notes" field for manual entry, or a "Lead Source" that comes from your import data. Add it to the table.

Renaming Columns
: If you prefer "Mobile" over "Phone Number," rename it. Easier for your team to understand.

Changing Waterfall Order
: Reorder providers based on your experience. If Provider B consistently delivers better results for your use case, move it up.

A Real Example

Let's say you clone the "B2B Email Enrichment" template:

Out of the box, you get:

  • Work Email column

  • 3 email providers in waterfall (RocketReach → Apollo → Hunter)

  • Email confidence score

You customize it by:

  • Adding a "Job Title" column (using another template's provider config)

  • Removing Hunter because it's expensive and you don't need it

  • Renaming "Work Email" to "Email Address" for clarity

You import data:

  • CSV of 500 company names and contact names

You run enrichment:

  • TexAu finds emails for 420 of them (84% success rate)

  • Job titles for 310 of them

  • Total credits spent: 250 (because of waterfall efficiency)

Result: You have enriched contact data ready to use in your CRM or sales tool.

What's Next?

Now that you know how to clone and customize templates, learn more about how they work. Check out How Waterfall Enrichment Works to understand how templates find data through multiple providers. Or if you want to explore data providers in detail, head to Managing Providers.

Run into issues cloning or customizing? Reach out to the support team, or check out the FAQ for common setup questions.