Setup

Create Your Account

https://www.loom.com/share/6758f6b8480b44089dcd1c170efb6770 Create Your Account This article walks you through creating a TexAu account and setting up your first workspace. Sign up 1. Go to the TexAu signup page and click Sign Up. 2. Enter your email address. A company email is recommended for team collaboration. 3. Complete the authentication steps (email verification or third-party login, depending on available options). 4. Follow the on-screen prompts to finish account creation. Set up your profile After account creation, you are prompted to enter your basic details: - Full Name - Enter your name so teammates can identify you in the workspace. You can update your name later in Settings > Profile. Set up your workspace During onboarding, you create your first workspace: 1. Enter a Workspace Name (for example, "Sales Enrichment" or "Data Projects"). 2. Click Create. You become the Owner of this workspace. You can create additional workspaces later from the profile menu at the bottom of the sidebar, depending on your plan. Your first login On your first login, you land on the Dashboard. The dashboard shows: - Onboarding milestones - A checklist of setup steps such as connecting integrations and creating your first table - Quick actions - Shortcuts to create a table or browse templates - Recent tables - Empty on first login, this area populates as you work The sidebar on the left provides navigation to Dashboard, Templates, Tables, Copilot, and Settings (gear icon). Security and authentication TexAu uses a third-party authentication provider to manage your login credentials. Because of this: - There is no password change option inside TexAu. - Your email address on the Profile page is read-only. Contact TexAu support if you need to change it. - Session management and encryption are handled automatically. Troubleshooting My verification email is not arriving. Check your spam or junk folder. If you still do not see it after a few minutes, try signing up again or contact [email protected]. I am getting an error during signup. Refresh the page and try again. If the error continues, take a screenshot and email it to [email protected]. I forgot my login credentials. Use the "Forgot Password" option on the login page. If your account uses a third-party login (such as Google), reset your password through that provider. What is next - Navigating the Dashboard - Learn the layout of the TexAu interface - Your First Enrichment - Run your first data enrichment end-to-end - Key Concepts - Learn about Tables, Templates, Waterfall Enrichment, and more

Key Concepts

Key Concepts This article explains the core ideas behind TexAu. Understanding these concepts will help you get the most out of the platform. Tables A Table is where your data lives in TexAu. Tables work like spreadsheets with rows and columns, but with added intelligence for data enrichment. Each table contains: - Rows - Individual records (a company, a person, a lead) - Columns - Data fields for each record (company domain, employee count, industry) Creating tables You can create a table in three ways: 1. Start from scratch - Create an empty table and define columns manually. 2. Clone a template - Start with a pre-built table structure from a template. 3. Import data - Upload a CSV or Excel file and TexAu creates the table structure automatically. To create a table, click Tables in the sidebar and then click the create button. Columns and semantic data types Each column in TexAu has a semantic data type that tells the platform what kind of data the column contains. This is more specific than "text" or "number." Why semantic data types matter When TexAu knows the data type, it can: - Validate data - Confirm an email address or phone number is formatted correctly - Match providers - Identify which enrichment providers can fill that column - Format automatically - Keep phone numbers, addresses, and emails consistent Common semantic data types TexAu supports 140+ data types. Some of the most common include: Contact information: email, phone number, LinkedIn profile URL, Twitter handle Company information: company domain, company name, industry, employee count, funding stage, annual revenue, address, location Personal information: job title, first name, last name, full name General types: text, number, URL, boolean, date, JSON Assign a data type When you create or import a table, TexAu auto-detects column types. To change a type: 1. Right-click the column header. 2. Click Edit Column. 3. Select the correct semantic data type. Templates A Template is a pre-configured enrichment workflow. Templates define which input data you provide, what output data you get back, and which providers are used. A template includes: - Input columns - The data you provide (for example, company domains) - Output columns - The data you want back (for example, company name, industry, employee count) - Data providers - The services that will enrich your data - Processing rules - Any transformations or cleanup steps Use a template 1. Click Templates in the sidebar. 2. Browse or search for a template that matches your data. 3. Click the template to view details. 4. Click Clone or Use This Template. 5. Follow the prompts to apply it to a new or existing table. Waterfall enrichment Waterfall enrichment means that if one data provider cannot find information for a row, the next provider in the list automatically tries. Example of enriching an email address column with three providers: Provider 1: Hunter API - No result Provider 2: Apollo API - No result Provider 3: RocketReach - Found: [email protected] Without waterfall, if the first provider failed, the cell would stay empty. With waterfall, TexAu keeps trying providers in priority order until one returns a result or all providers have been tried. Set provider priority You control the order in which providers are tried: 1. Primary provider - Tried first (most likely to have the data) 2. Secondary provider - Tried if the primary fails 3. Additional providers - Tried in order if earlier providers fail Using 2 to 4 providers per enrichment column improves data completeness with minimal extra cost. Formulas Formulas let you calculate values based on other columns in the same table. Common formula examples: - Concatenation: CONCAT(FirstName, " ", LastName) produces "John Smith" - Conditional logic: IF(EmployeeCount > 100 AND Industry = "SaaS", TRUE, FALSE) - Fallback values: COALESCE(WorkEmail, PersonalEmail, AlternateEmail) returns the first non-empty value - Text manipulation: UPPER(FirstName), EXTRACT_DOMAIN(Email) To add a formula to a column, create a new column, set the type, and configure it to use a formula. Processing actions Processing actions are built-in functions that clean and format data. No formula knowledge is required. Common processing actions: - CleanDomain - Normalizes URLs to just the domain (for example, www.google.com becomes google.com) - NormalizePhoneNumber - Formats phone numbers consistently - ValidateEmail - Checks email format - ExtractFirstName / ExtractLastName - Splits a full name into parts - Trim - Removes extra spaces Scheduled jobs If you enrich new data regularly, set up a scheduled job to automate the process: 1. Configure an enrichment on a table. 2. Click Schedule instead of running it once. 3. Set the frequency (daily, weekly, monthly, or custom). 4. Set the time it should run. 5. Save. Manage your scheduled jobs in Settings > Schedules. Integrations Integrations connect TexAu to external data providers and services. Set up integrations to: - Connect to APIs that provide enrichment data (such as Hunter, Apollo, or LinkedIn) - Authenticate with API keys or OAuth To configure integrations: 1. Go to Settings > Integrations. 2. Click the provider you want to connect. 3. Enter your API key or complete the OAuth flow. 4. Save. Navigation reference | Area | How to find it | |------|---------------| | Dashboard | Click Dashboard in the sidebar | | Templates | Click Templates in the sidebar | | Tables | Click Tables in the sidebar | | Copilot | Click Copilot in the sidebar | | Profile and workspace settings | Click Settings (gear icon) > Profile | | Team members | Click Settings (gear icon) > Members | | Billing | Click Settings (gear icon) > Billing | | Integrations | Click Settings (gear icon) > Integrations | | Webhooks | Click Settings (gear icon) > Webhooks | | Schedules | Click Settings (gear icon) > Schedules | | Prompts | Click Settings (gear icon) > Prompts | | Workspace switcher | Click the profile menu at the bottom of the sidebar | Workspace roles TexAu has five roles: Owner, Admin, Member, Editor, and Viewer. Each role has different permissions for managing data, templates, team members, and settings. For a full breakdown, see Team Roles and Permissions. Quick reference | Concept | What it is | |---------|-----------| | Table | A structured dataset with rows and columns | | Column | A data field with a semantic type | | Semantic type | A category describing the data (email, phone, domain) | | Template | A pre-built enrichment workflow | | Waterfall | Multi-provider fallback for better data completeness | | Formula | A calculated column based on other columns | | Processing action | A built-in function to clean or format data | | Scheduled job | An automated enrichment that runs on a recurring schedule | | Integration | A connection to an external data provider or service | What is next - Your First Enrichment - Put these concepts into practice - Navigating the Dashboard - Explore the interface - Creating Your Account - Go back to account setup if needed

Navigate the Dashboard

https://www.loom.com/share/509b589d7e5a402cb01c1f7e37f982e6 Navigate the Dashboard This article explains the layout of the TexAu dashboard and how to find your way around the interface. Before you begin You need a TexAu account. If you have not created one yet, see Creating Your Account. Dashboard layout The TexAu interface is organized into two main areas: the sidebar on the left and the main content area in the center. Sidebar The sidebar is your primary navigation menu. It contains the following items from top to bottom: - Dashboard - Your home screen with onboarding milestones, quick actions, and recent workbooks - Templates - Pre-built enrichment workflows you can browse and clone - Workbooks - The folders where all your data tables live in the current workspace - Copilot - AI-assisted data enrichment and workflow guidance - Settings (gear icon) - Account, workspace, billing, integrations, and other configuration options At the bottom of the sidebar, you will find the profile menu. Click it to view your profile or log out. (Note: To switch workspaces, look at the very top of your screen). The center of the screen displays the page you are currently viewing. When you first log in, you land on the Dashboard, which shows: - Onboarding milestones - A checklist of setup steps to complete (connect integrations, create your first table, run your first enrichment) - Quick actions - Shortcuts like "Start from scratch" or "Import from CSV." Clicking these creates a new Workbook with a default table automatically inside it. - Recent workbooks - Workbooks you have worked on recently for fast access As you create workbooks and run enrichments, this area updates to reflect your activity. Open and collapse the sidebar Click the TexAu logo at the top of the sidebar to toggle the sidebar open or closed. When collapsed, the sidebar shows icons only, giving you more screen space for your tables and data. Navigate to Settings Click the gear icon in the sidebar to open Settings. The Settings area contains the following tabs: - Profile - Update your name and manage workspace details - Members - Invite team members and manage roles - Billing - View your subscription and manage payment (visible to Owner and Admin roles only) - Integrations - Connect external data providers and services - Webhooks - Configure incoming and outgoing webhook endpoints - Schedules - Manage scheduled enrichment jobs - Prompts - Create and manage saved prompts for AI Columns Switch workspaces If you belong to more than one workspace: 1. Click your current workspace name at the very top of the screen to open the dropdown menu. 2. Select the workspace you want to switch to. Each workspace is a completely isolated environment. It has its own tables, integrations, team members, and settings. Switching workspaces changes the data you see in the main content area. Move between pages A typical navigation flow looks like this: 1. Click Workbooks in the left sidebar. 2. Click a workbook name to open it. 3. Inside the workbook, click on your specific table to view your data, add columns, or run enrichments. 4. Click Workbooks in the sidebar again to return to your main list. You can click any sidebar item at any time to jump to that section. Troubleshooting The sidebar is missing or only shows icons. Click the TexAu logo at the top of the sidebar to expand it. I cannot find Integrations in the sidebar. Integrations is not a top-level sidebar item. Go to Settings (gear icon) and then click the Integrations tab. I do not see Billing in Settings. The Billing tab is only visible to users with the Owner or Admin role. Ask your workspace Owner if you need billing access. What is next - Your First Enrichment - Walk through running your first data enrichment - Key Concepts - Learn about Tables, Templates, and other core ideas - Creating Your Account - Go back to account setup if needed

Complete the TexAu Onboarding Tutorial

Complete the TexAu Onboarding Tutorial This article explains how the TexAu onboarding tutorial works and what to expect when you complete it. Before you begin You need a TexAu account. If you have not created one yet, see Creating Your Account. What the onboarding tutorial is When you sign in to TexAu for the first time, a short interactive tutorial guides you through the core product. The tutorial runs inside a simulated table - it does not use real credits or touch any live data. The tutorial covers: - Creating a table - Adding a column - Running an enrichment on sample rows - Reading results Completing the tutorial takes about five minutes. You can skip it at any time and return to it later. Start or resume the tutorial 1. Navigate to the Dashboard. 2. Look for the Get started banner at the top of the page. Click Start tutorial. 3. If you dismissed the banner, click your workspace name in the left sidebar, then click Onboarding. The tutorial opens a pre-built table with sample data. Every step is guided with a tooltip that shows you exactly where to click. Tutorial steps Step 1: Explore the table The tutorial loads a table with six sample rows. Each row represents a fictional company. Read the tooltip that appears, then click Next to continue. Step 2: Add an Action Column 1. Click the + button at the right edge of the column headers. 2. Select Action Column from the column type menu. 3. The tutorial walks you through selecting a pre-configured action. 4. Click Confirm to add the column. Step 3: Run the enrichment 1. Click Run enrichment in the top toolbar. 2. Watch the status indicator cycle through each row. 3. Results populate in the new column as they return. The results are simulated. No credits are charged during the tutorial. Step 4: Review outputs Click any cell in the results column to see the full output. The tooltip explains how output fields map to column values. Step 5: Complete the tutorial Click Finish on the final tooltip. The tutorial marks your onboarding as complete and returns you to the main dashboard. Return to the tutorial You can replay the tutorial at any time. Go to Settings > Profile, scroll to the Onboarding section, and click Restart tutorial. Troubleshooting The tutorial banner does not appear on the dashboard. You may have dismissed it. Go to Settings > Profile and click Restart tutorial to relaunch it. The tutorial table does not load. Refresh the page. If the table still does not load, check your internet connection and try again. If the issue continues, contact support. The tooltip shows but clicking does not advance the step. Make sure you are clicking the exact element the tooltip points to. Some steps require you to click a specific button, not the surrounding area. The tutorial shows as complete but you did not finish it. Go to Settings > Profile and click Restart tutorial to start from the beginning.

Run Your First Enrichment

https://www.loom.com/share/f6fbec31e3354e15b6e27a9783bed909 Run Your First Enrichment This article walks you through running your first data enrichment in TexAu, from picking a template to reviewing your results. Before you begin Have one of the following ready: - A list of company domains (such as microsoft.com, salesforce.com) - A list of LinkedIn URLs - A list of email addresses - A list of company names If you do not have real data, you can enter a few sample rows manually. You also need at least one data provider connected. Go to Settings > Integrations to confirm your providers are set up. Step 1: Pick a template 1. Click Templates in the sidebar. 2. Browse the available templates. Common starting points include: - Company Enrichment - If you have company domains or company names - Lead Enrichment - If you have LinkedIn URLs or email addresses - Contact Details Lookup - If you want to find phone numbers and addresses 3. Read the template description to see what data it enriches and which providers it uses. 4. Click the template to view its details, then click Use This Template or Clone. Step 2: Create your table When you click the template action, TexAu prompts you to create or select a table: 1. Choose Create New Table. 2. Give your table a name (for example, "My First Companies" or "Test Leads"). 3. Click Create. TexAu sets up the table structure based on the template. You will see columns for the input data and the output data the template is configured to return. Step 3: Add your data Add data to the input columns in your table. Option A: Paste data directly 1. Click + Add Row to add rows to your table. 2. Fill in the input column (for example, paste company domains one per row). 3. Add 5 to 10 rows to start. Option B: Import from CSV or Excel 1. Click the Import button near the top of the table. 2. Select your CSV or Excel file. 3. Map your file columns to the table columns. 4. Click Import. Start with a small dataset (5 to 10 rows) so you can see results quickly and understand the process before running larger batches. Step 4: Configure your enrichment Before running the enrichment, review the configuration: Check your data providers The template pre-selects providers, but you can adjust them: - Add providers for fallback options (waterfall enrichment) - Remove providers you do not need - Reorder providers to set priority (most trusted provider first) If a required provider is not connected, TexAu prompts you to set it up in Settings > Integrations. Verify input mapping Confirm that the correct column is selected as your input data source. The template usually sets this up automatically. Review output columns Review which output columns the enrichment will populate. Uncheck any columns you do not need to keep your table focused. Step 5: Run the enrichment 1. Review your settings. 2. Click Start Enrichment or Run. TexAu begins processing your data immediately. Step 6: Watch results in real time As each row is enriched, results appear in your table. You will see: - Data populating in the output columns as each row completes - A progress indicator showing how many rows have been processed - Status updates for each row (processing, completed, or partially complete) For a small dataset (5 to 10 rows), enrichment typically completes in seconds to a few minutes. If one provider cannot find data for a row, TexAu automatically tries the next provider in the waterfall order. You get the best available result without any manual work. Step 7: Review your enriched data Once enrichment completes: - Columns that were empty are now populated with enriched data. - Cells that could not be filled remain empty. This is normal since not every provider has data for every record. - Scroll right to view all enriched columns. Step 8: Next steps with your data Export your data 1. Click the Download or Export button. 2. Choose your format (CSV, Excel, or JSON). 3. Your enriched data downloads to your computer. Set up a schedule If you want to enrich data on a recurring basis: 1. Click Schedule and set a frequency (daily, weekly, or monthly). 2. TexAu runs the enrichment automatically on your schedule. 3. Manage schedules in Settings > Schedules. Refine and re-enrich If some rows came back empty: - Try adding more providers to the waterfall - Check that your input data is formatted correctly - Try a different template with different data sources Tips for best results Clean your input data. Remove extra spaces, use consistent formatting, and make sure domains look like company.com (not Company.com Inc.). Use multiple providers. Adding 2 to 3 providers per enrichment column improves data completeness through waterfall fallback. Start small. Test with 5 to 10 rows first, then scale to larger datasets once you are confident in the results. Troubleshooting Enrichment started but nothing is happening. Check the progress indicator. If it appears stuck after 5 or more minutes, refresh the page. The enrichment is likely still running in the background. Some rows came back empty. This is normal. Not every data provider has data for every record. Try adding more providers or checking that your input data is correct. I got an error during enrichment. Common causes: - Missing API keys: Go to Settings > Integrations and confirm your providers are connected. - API rate limits: Wait a few minutes and re-run. - Invalid input: Check that your input data is in the correct format for the column type. The data looks incorrect. Enrichment data depends on the accuracy of external providers. Try a different provider to compare results. If the issue persists, contact [email protected]. What is next - Key Concepts - Understand Tables, Templates, Waterfall Enrichment, and more - Navigating the Dashboard - Get comfortable with the interface

Getting Started with the TexAu V3 API

Getting Started with the TexAu V3 API This article explains how to sign up for TexAu, link a payment method, generate your API key, and make your first API call using both the console and Postman. 🎥 Video Walkthrough Watch this step-by-step video to see how to set up the TexAu V3 API and make your first API calls: Watch the MCP API Setup Video on YouTube What the TexAu V3 API is used for The TexAu V3 API is a data engineering toolkit that lets you trigger data enrichments, scrapes, and search waterfalls programmatically. Instead of executing manual tasks, you can use the API to: - Consolidate 10+ data providers: A single API key acts as a gateway to multiple search, web scraping, and lead verification networks, eliminating the need to manage different subscriptions. - Save up to 4x on data costs: Pay only for raw data results, making it up to 4x cheaper than purchasing individual competing data enrichment tools. - Enrich lead lists programmatically: Feed data directly from your CRM, custom scripts, or databases. - Run verification waterfalls: Verify B2B emails at send-time, directly within your active flows. 💳 Pricing & 🔒 Data Privacy Policies To keep operations lean and secure for developers, TexAu enforces the following policies for all API and MCP traffic: - Pay-as-you-go Billing (No Monthly Subscription): Unlike the platform subscription tiers, the API and MCP servers have no monthly subscription fees. You only pay for the credits you consume. You can top up manually or configure Auto-Reload to keep your pipelines running. - Direct Request Pipeline (No Data Storage): To ensure maximum data privacy and simplify GDPR/CCPA compliance, TexAu does not store any of your request data on its servers. Input parameters, files, and output leads are processed in real-time and returned directly to your system. Before you begin To use the TexAu API, you need: - An active email address to confirm your TexAu API account - A valid payment card to verify identity and unlock free testing credits Step 1: Sign up and create a team workspace 1. Go to the TexAu API sign-in page. 2. Click Don't have an account yet at the bottom of the form. 3. Enter your email address, password, confirm your password, and click Sign up with email. 4. Check your email inbox and look for the email from TexAu containing the confirmation link. 5. Open the email and click the Confirm Email button. 6. Once redirected, type in a name for your team workspace and click Create Team. Step 2: Link your payment method To protect the TexAu API from abuse and ensure high-quality data access, you must add a payment card to your TexAu API account before generating an API key. Note: Saving your card will not charge you. Rather, verifying your identity instantly grants you 50 free credits for testing. 1. On the main dashboard, locate the Getting Started progress bar. 2. Click Generate your first API key (or go to API Keys in the left sidebar). 3. A payment method prompt will appear. Click Add Payment Method (alternatively, click Add Payment Method at the top of the dashboard). 4. Enter your card details in the secure Stripe portal and click Save. 5. Once saved, click the Usage and Credits tab in the sidebar to verify your 50-credit balance. Step 3: Generate your API key 1. Go to API Keys in the left sidebar. 2. Click Create New Key. 3. Type in a name for your key (e.g., "Postman Testing" or "CRM Integration"). 4. Click Create Key. 5. Copy the generated key immediately and save it in a safe place. Warning: Your API key is displayed in full only once at creation. After closing the dialog box, it cannot be recovered. Step 4: Make your first API call in the console 1. Go to the API Catalog tab in the left sidebar. 2. Under the catalog, select any tool of your choice (for example, the Google Maps Places (URL) tool). 3. Click View Docs to open the tool's developer console. 4. Open Google Maps in your browser and run a search (e.g., "MNCs in midtown Manhattan"). 5. Copy the search URL from the browser's address bar. 6. Paste the URL into the Search URL input field in the TexAu console and click Run. 7. Once the run completes, inspect the output in the Tree view, Raw JSON view, or click Copy to save the dataset to your clipboard. Step 5: Make a custom API request via Postman To integrate TexAu into external systems like Postman, you can swap parameters to use different query inputs (like a LinkedIn profile URL): 1. Go to the API Catalog tab and select the Email Finder tool. 2. Click View Docs and copy the cURL command template. 3. Open Postman, click Import, and paste the cURL command. 4. In the request body, replace the standard domain parameters (domain, first_name, last_name) with a single LinkedIn URL parameter to pull email details directly from their social profile: { "url": "https://www.linkedin.com/in/username" } 5. Go to the Headers tab in Postman. 6. Add a header key named x-api-key and paste your generated API key as the value. 7. Click Send to fetch the verified lead details directly. Troubleshooting I get a 401 Unauthorized error. Ensure that your request headers contain the x-api-key header name exactly as shown, and verify that the API key value has not been revoked. I lost my API key. TexAu does not store or display your full API key after the initial generation. Go to Settings > API Keys, revoke the lost key, and click Create New Key to generate a new one. Stripe portal fails to save my card. Ensure you are entering a valid, active credit or debit card. Prepaid cards and virtual cards with zero balance may fail verification checks.