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Understanding Tables and Columns
Vikesh Tiwari Asif Sultan
By Vikesh Tiwari and 1 other
• 11 articles

Add and Configure an Action Column

https://www.loom.com/share/7303a78a91dc449da7a66b50363b0e23 Add and Configure an Action Column This article explains how to add an Action Column to a table, select an action from the library, configure its inputs, and map its outputs. Before you begin You need a table with at least one data column containing the input data the action requires. For example, to look up emails from LinkedIn URLs, you need a column that already contains LinkedIn URLs. What Action Columns do An Action Column calls an external data provider or internal utility when enrichment runs. Each row in the column sends its configured inputs to the action and writes the response back to output columns. TexAu has 276 actions across 31 integrations covering enrichment, CRM operations, outreach, and utilities. Add an Action Column 1. Open a table. 2. Click the + icon at the right end of the column header row. 3. Select Action Column from the column type list. 4. The Select Action panel opens. Select an action 1. Use the search bar at the top of the Select Action panel to search by name, keyword, or integration. For example, type "email" to find email-finding actions, or type "HubSpot" to see all HubSpot actions. 2. Browse the results. Each action card shows: - The action display name (e.g., "Find Email by LinkedIn URL (Prospeo)") - The integration logo - The credit cost per row 3. Click an action card to select it. 4. Click Confirm to add the column with that action attached. Configure inputs After selecting an action, the column configuration panel opens on the right side. Each action has required and optional input fields. Required fields are marked with an asterisk (*). Map an input from another column 1. Click the input field you want to map. 2. Select Column from the source type options. 3. Choose the column in your table that contains the data for this input. For example, if the action requires a LinkedIn URL, select the column in your table that holds LinkedIn URLs. Enter a fixed value 1. Click the input field. 2. Select Fixed value from the source type options. 3. Type the value directly. Use fixed values for inputs that do not change per row, such as a country filter or a maximum result count. Use a formula 1. Click the input field. 2. Select Formula from the source type options. 3. Enter a formula that produces the required value. Configure outputs Each action returns one or more output fields. By default, all output fields are added as new columns to your table. To remove an output field: 1. Open the Outputs tab in the column configuration panel. 2. Uncheck the output fields you do not need. To rename an output column: 1. Click the output field name. 2. Type a new name. 3. Press Enter. Set a waterfall (optional) If you want TexAu to try a fallback provider when the primary action finds no result, set up a Waterfall. See How Waterfall Enrichment Works. Save the column Click Save column at the bottom of the configuration panel. The column appears in your table with a running indicator on the first enrichment pass. Run enrichment To populate the column with data: 1. Click Run enrichment in the top toolbar. 2. Select the rows you want to enrich: All rows, Empty rows only, or a custom selection. 3. Click Run. The status indicator on each cell updates as results return. Troubleshooting The action I need is not in the list. Check that the integration is connected at Settings > Integrations. Some actions require an active connection to the provider. If the integration is connected and the action is still missing, the action may require a plan upgrade. Inputs are missing or greyed out. The column you are mapping from may not have the correct semantic data type. For example, a LinkedIn URL input expects a column with the linkedinProfileUrl type. Open the source column settings and verify its data type matches what the action expects. The column shows errors after running. Click the error indicator on a cell to read the error message. Common causes: invalid input value, missing API key for the integration, rate limit exceeded. See the integration guide for that provider for specific error codes. Credits are deducted but cells are empty. The action ran but the provider returned no data for those rows. For most actions, credits are charged only when data is found (pay-on-match). Some actions charge per lookup regardless of result. Check the credit cost shown in the action configuration panel.

Last updated on May 02, 2026

Create a Table

https://www.loom.com/share/8cacac1aa9d54a43a608ddcc50f4c7e7 Create a Table A table in TexAu is where your business data lives and where enrichment happens. Whether you are building a prospect list, managing customer accounts, or organizing vendor information, tables are your foundation. What Is a Table? A table is your workspace for storing and enriching structured data. Each row is a record (like a person, company, or lead), and each column holds specific information about that record. Columns can store data, automatically fetch information from external sources, transform existing data, or calculate values based on formulas. All your tables live inside Workbooks. A workbook acts like a folder or spreadsheet file, and you can create multiple tables within a single workbook to keep related data organized. Start a New Table To create a table, you first need to be inside a Workbook. 1. Log in to TexAu and click on Workbooks in the left sidebar. 2. Click to create a new workbook. Once created, a default blank table is automatically generated for you inside it. 3. To create an additional table within that same workbook, simply click the "+ Add table" button at the bottom of the screen. Name Your Table A good table name helps you (and your team) know exactly what is inside at a glance. - Include relevant context (Q1, 2024, department name) - Use clear, specific words (avoid acronyms unless your team knows them) - Keep it under 50 characters for easy readability - Add a date if the data has a time-sensitive nature Tip: Use descriptive names like "2024 Enterprise Leads" instead of "Data 1" or "Table A." Configure Table Settings Once your table is created, you can customize its behavior. Visibility and Access - Team access: Invite teammates to collaborate on the same table - Workspace tables: Visible to everyone in your workspace Data and Performance - Enable auto-save: Changes save automatically as you work (default: on) - Live updates: See enrichment results stream in real time (default: on) Organization - Sort preferences: Set your preferred default sort order - Column visibility: Choose which columns show by default when opening the table - Favorite: Star your most-used tables for quick access What Is Inside a Table? Columns (The Structure) Each column holds one type of information and has a specific data type, like email addresses, phone numbers, or company names. TexAu recognizes 30+ semantic data types out of the box. When you create an Action column, TexAu knows what kind of data to fetch and how to format it. Rows (The Data) Each row is one record. If you are enriching a prospect list, each row is one person or company. Add rows manually, import from a CSV file, or populate via API. Cells (The Values) Each cell is where a row and column meet. A cell might contain an email address, a phone number, a job title, or whatever that column is designed for. Table Types Blank Tables Start from zero. You define every column, every data type, every enrichment source. Best for: - Custom workflows - Unique business processes - Users who know exactly what they need Template Tables Pre-built structures for common use cases. Best for: - Quick setup (ready to import data in minutes) - First-time users - Standard workflows (prospect lists, customer data, etc.) Both blank and template tables have the same capabilities. The difference is your starting point. Next Steps Once your table is created, you are ready to: - Add columns to structure your data exactly how you want it - Import data from a CSV file to populate your table quickly - Add rows manually for smaller datasets or one-off entries - Set up enrichments to automatically fetch missing information Need help? Reach out to our team anytime if you get stuck on table setup. What's Next? - Learn how to import data from CSV - Explore understanding columns to set up your structure - See adding rows to populate your table

Last updated on Apr 30, 2026

Add a Data Source Column

Add a Data Source Column This article explains what a Data Source Column is, when to use one, and how to configure it in your table. What a Data Source Column does A Data Source Column pulls data from an external source into your table on a recurring or manual basis. Unlike an Action Column, which enriches existing rows with additional data, a Data Source Column generates new rows from the source it queries. Use a Data Source Column when you want TexAu to populate rows from a search or list, not just add fields to rows you already have. Examples: - Search LinkedIn for profiles matching a job title and company, and create a row for each result - Fetch all contacts from a HubSpot list and populate the table with them - Query a CRM pipeline for open deals and bring them into TexAu for enrichment Before you begin You need a table. The table can be empty. The Data Source Column will create rows in it. If the data source requires an integration (for example, HubSpot or Pipedrive), connect that integration at Settings > Integrations before continuing. Add a Data Source Column 1. Open a table. 2. Click the + icon at the right end of the column header row. 3. Select Data Source Column from the column type list. 4. The data source configuration panel opens. Select a data source 1. In the configuration panel, click Select data source. 2. Browse or search the available data sources. 3. Click the data source you want to use. Each data source card shows the integration name, the type of data it returns, and whether it requires an API key. Configure the data source inputs Data sources accept filter parameters that control what records they return. Required parameters are marked with an asterisk (*). Set a fixed filter value 1. Click the parameter field. 2. Select Fixed value. 3. Enter the value. For example, to search for contacts at a specific company, enter the company name as a fixed value in the Company filter. Map a filter from another column 1. Click the parameter field. 2. Select Column. 3. Choose the source column. Use this approach when your filter value varies per row. For example, if you have a table of companies and want to find contacts at each one, map the filter to the company name column. Map output fields to columns After configuring the inputs, the panel shows the fields the data source returns. Each field becomes a column in your table. 1. Review the output field list. 2. Uncheck any fields you do not need. 3. Rename fields as needed by clicking the field name and typing a new one. 4. Click Save column. Run the data source To pull data into your table: 1. Click Run enrichment in the top toolbar. 2. Select All rows or the specific rows you want to update. 3. Click Run. New rows appear in the table as the data source returns results. If the data source returns multiple results per query, each result creates a separate row. Set a result limit Most data sources return up to a default maximum number of results per row. To change the limit: 1. Open the Data Source Column configuration panel. 2. Find the Max results input. 3. Enter a number. Returning more results uses more credits. Troubleshooting No rows appear after running. Check that the filter values you set return results in the source system. Log in to the external tool (e.g., HubSpot, LinkedIn) and run the same search manually to confirm data exists. Also verify the integration is connected at Settings > Integrations. The data source is not in the list. The integration may not be connected. Go to Settings > Integrations and connect it. If the integration is connected and the source is still not visible, your plan may not include access to that data source. Rows are created but cells are empty. The output fields may not be mapped correctly. Open the column configuration, go to the Outputs tab, and verify each field is toggled on and mapped to the right column. The column returns partial results. The external API may have a rate limit per request, or your plan may have a daily rate limit for that data source. Check the action details panel for rate limit information.

Last updated on Apr 06, 2026

Exporting Data

https://www.loom.com/share/c6bc7b058da04dedaade5d2b4b0c40d9 Exporting Data You've enriched your data, cleaned it up, and now it's ready to use elsewhere. Exporting gets your data out of TexAu and into the tools you actually use every day - your CRM, email marketing platform, sales engagement tool, or analysis spreadsheet. Let's walk through the options. Why Export? Your data in TexAu is great, but you probably work with other tools too. Export connects TexAu to your entire workflow: - CRM imports - Load enriched prospect data into Salesforce, HubSpot, or Pipedrive - Email campaigns - Export to your email marketing platform for outreach - Sales tools - Bring data into Apollo, Outreach, or Salesloft - Analysis - Export to Excel or Google Sheets for further analysis - Integration - Feed data to Zapier, Make, or custom integrations - Backup - Keep a local copy of your enriched data Pro tip: Export is simple, but plan which columns you want. You don't need to export everything - just what you're actually using downstream. Export Formats TexAu supports multiple export formats, so your data works with whatever tool you're using: CSV (Comma-Separated Values) - Best for: Excel, Google Sheets, most tools accept CSV - Format: Standard CSV with headers in row 1 - File size: Compact, even for large datasets - Compatibility: Universal - works everywhere - Recommendation: Default choice for most people Excel (.xlsx) - Best for: People who live in Excel/Google Sheets - Format: Native Excel format with formatting preserved - File size: Slightly larger than CSV - Features: Can include multiple sheets, formatting, formulas - Recommendation: If you'll do analysis in Excel JSON - Best for: Developers, API integrations, custom workflows - Format: Structured JSON with all column metadata - File size: Larger than CSV - Features: Preserves data types and semantic information - Recommendation: If you're integrating with custom tools or APIs TSV (Tab-Separated Values) - Best for: Alternative to CSV, sometimes better for data with commas - Format: Tabs separate columns instead of commas - File size: Same as CSV - Compatibility: Most tools accept TSV - Recommendation: If your data has many commas and CSV causes issues Starting an Export The basic process is simple: 1. Click the "Export" button in your table (top right or menu) 2. Choose your format (CSV, Excel, JSON, or TSV) 3. Select which columns to include (see next section) 4. Choose which rows to export (all or filtered) 5. Click "Export" and download starts 6. File appears in your Downloads folder That's it! In seconds, you have a file ready to use. File naming: TexAu names your file automatically (like "table_name_2024-02-22.csv"). You can rename it when you download. Selecting Which Columns to Export You don't have to export every column. Choose strategically: Include All Columns - Recommended for: Backup exports, when you're not sure what you need downstream - Pros: Nothing left out; completeness - Cons: Creates larger files; might include columns you don't use Choose Specific Columns 1. Click "Select Columns" during export 2. Check the columns you want - Uncheck the rest 3. Most useful columns: - All contact info (email, phone, name) - Key identifiers (company name, domain) - Enriched data you added - Status/scoring columns 4. Skip columns like: - Internal notes you don't need downstream - Temporary staging columns - Duplicate information Column Order - Reorder during export: Drag columns to your preferred order - Group related info: Put all contact info together, then company info, then scoring - CRM field order: Match the order expected by your CRM import Pro tip: If you're importing to Salesforce, order columns to match Salesforce field order. Speeds up the import process. Column Renaming - Rename for compatibility: If your CRM expects "Company_Name" but TexAu has "companyName," rename it during export - Click the column name and edit it - Only affects export - Doesn't change your TexAu table Choosing Which Rows to Export Export All Rows - Default option - Exports every row in your table - Use when: You want your entire dataset Export Filtered Rows - Set up filters first - Show only the rows you want - Example: Filter to show only rows where Status = "Ready" - Click Export and choose "Export Visible Rows" - Only filtered rows are exported Export Selected Rows 1. Select specific rows (hold Shift/Ctrl, click row numbers) 2. Click Export 3. Choose "Export Selected" 4. Only those rows are included Smart workflows: Filter to enriched rows only, export those. Or filter to "Email Found = Yes" and export only rows with email addresses. Row Ordering - Export respects your sort - If you sorted by Company, export will be in that order - Useful for: Organizing data by geography, company, or priority before import Data Quality Checks Before Export Before exporting, take a minute to ensure quality: 1. Check for duplicates - Do you have the same person twice? 2. Verify key fields populated - Are email/company name fields filled? 3. Review data types - Do numbers look right? Phone numbers formatted? 4. Spot-check a few rows - Make sure enriched data looks reasonable 5. Note any issues - Are there columns with missing data you should fill in first? Garbage in, garbage out: Exporting low-quality data wastes everyone's time. 30 seconds of quality review prevents import problems downstream. Common Export Scenarios Scenario 1: Import to Salesforce 1. Export as CSV (Salesforce accepts CSV) 2. Select columns: Email, First Name, Last Name, Company, Title, Phone, LinkedIn URL, Industry, Employee Count 3. Order to match Salesforce fields (use rename feature if needed) 4. Export all rows or filter to "Company = Prospect" first 5. In Salesforce: Import using their data loader, map CSV columns to Salesforce fields 6. Done: Your enriched data is now in Salesforce Scenario 2: Email Campaign in HubSpot 1. Export as CSV 2. Select columns: Email, First Name, Last Name, Company, Job Title, Department 3. Filter to rows where: Email is not empty AND Status = "Active" 4. Export filtered rows 5. In HubSpot: Upload as contacts, map columns during import 6. Create campaign: Send email to your new contact list Scenario 3: Analysis in Excel 1. Export as Excel (.xlsx) 2. Select all columns (you might want everything for analysis) 3. Export all rows 4. Open in Excel and add pivot tables, charts, formulas as needed 5. Create reports and share with team Scenario 4: API Integration via Zapier 1. Export as JSON 2. Select all columns (JSON includes metadata) 3. Export all rows 4. In Zapier: Upload JSON or paste data into webhook 5. Trigger workflows based on enriched data Managing Multiple Exports Export History TexAu keeps track of your exports: - View export history in your table - See what was exported (columns, row count, date) - Re-download previous exports if you need them again Storing Exports - Local computer: Download files go to your Downloads folder - Cloud storage: Move to Google Drive, Dropbox, OneDrive - Backup: Keep exports of important data for backup purposes Organization tip: Use consistent naming. "Q1_Prospects_Enriched_2024-02-22.csv" tells you exactly what it is and when it's from. Scheduled Exports (Advanced) Some TexAu plans support scheduled exports - automatic exports on a regular basis: How It Works 1. Set up export configuration (columns, filters, format) 2. Choose schedule: Daily, weekly, or monthly 3. Choose delivery: Email file, upload to cloud storage, or API endpoint 4. TexAu automatically exports on your schedule Use Cases - Daily prospect updates for sales team - Weekly reports sent to management - Monthly backup of all enriched data - Real-time feeds to CRM via API Check your plan: Scheduled exports may require Professional or Enterprise plan. Confirm what your plan includes. Handling Export Errors File Too Large - Problem: Your table is so large the export times out - Solution: Export in smaller chunks using filters. For example, export "Q1 data," then "Q2 data," then combine in Excel Missing Data in Export - Problem: Some cells are blank in the export - Solution: This is expected if enrichment didn't find data. Double-check your enrichment ran. Re-enrich if needed. Column Formatting Lost - Problem: You exported to CSV, but phone numbers lost their formatting - Solution: CSV is plain text. If you need formatting, export as Excel (.xlsx) instead Character Encoding Issues - Problem: Special characters (accents, symbols) show as garbled - Solution: Try exporting as UTF-8 CSV. If still issues, use Excel format which handles encoding better Using Exported Data After Download 1. Open the file - Check that it looks right 2. Verify row count - Should match what you exported 3. Spot-check data - Open a few rows to ensure correctness 4. Use in your tool - Import to CRM, upload to email platform, etc. Import Tips for Common Tools - Salesforce: Use Data Loader for large imports; map columns carefully - HubSpot: Use Contacts import; preview before confirming - Pipedrive: Map CSV columns to Pipedrive fields during import - Google Sheets: Paste CSV data directly or use "Import Sheet" - Excel: Open CSV; accept the import preview After Import - Test the import - Don't immediately mass-mail or call - Verify data loaded - Check a few records in your destination system - Plan your outreach - Now you have clean data for campaigns Pro workflow: Export to a staging area first, verify everything, then move to production. Prevents mistakes on live customer data. Best Practices for Exporting Quality First - Don't export incomplete or dirty data - Run enrichment fully before exporting - Spot-check exported data before using it Organize Columns Strategically - Put important columns first - Order to match your destination system - Include all identifying information (email, company, etc.) Document Your Exports - Note the date and what data it contains - Keep important exports as backup - Archive old exports after they're used Privacy & Security - Don't export personal data you don't need - Store exported files securely - Delete old exports when no longer needed - Comply with data privacy rules (GDPR, CCPA, etc.) Test Imports - For important imports, test on a few records first - Verify data looks right in your destination system - Plan your rollout (all at once vs. gradual import) Privacy Considerations When exporting, keep privacy in mind: - Only export what you need - If you don't need home phone numbers, don't export them - Restrict access - Don't share exported files broadly - Secure storage - Store files safely if they contain personal data - Compliance - Follow GDPR, CCPA, or other regulations in your industry - Delete when done - Remove exported files once they're imported and verified Your responsibility: TexAu provides the data; you're responsible for how you use it and where you store it. Troubleshooting Exports "Export button is grayed out" - Your table might be empty (no rows to export) - Or you have no columns selected - Click "Select Columns" and make sure at least one is checked "Export takes forever" - Your table is very large (100,000+ rows) - Use filters to export smaller chunks - Or try a simpler export format like CSV instead of Excel "Downloaded file is corrupted" - Rare, but try exporting again - If persistent, contact support with details What's Next? - Return to understanding columns to refine your data structure - Learn more about running enrichments to expand your data - Explore working with rows for advanced management

Last updated on May 12, 2026

Add an HTTP Column

https://www.loom.com/share/94a4ef167e1747ccb4e5d2f5a3971c89 Add an HTTP Column This article explains how to add an HTTP Column to a table, call any external API endpoint, and map the response to output columns. What an HTTP Column does An HTTP Column lets you call any REST API endpoint from within a TexAu table. You define the URL, HTTP method, headers, and body. TexAu sends the request for each row and maps the JSON response to your output columns. Use an HTTP Column when you want to connect to a tool that is not in the TexAu action library, or when you need to build a custom API call with specific logic. Before you begin You need: - The API endpoint URL you want to call - The authentication method (API key in header, bearer token, basic auth, or none) - The request parameters or body structure the API expects - A TexAu account on a plan that includes HTTP Columns (check Settings > Billing if you are unsure) Add an HTTP Column 1. Open a table. 2. Click the + icon at the right end of the column header row. 3. Select HTTP Column from the column type list. 4. The HTTP Column configuration panel opens. Configure the request Set the URL 1. Click the URL field. 2. Enter the full API endpoint URL. To include a value from another column in the URL, type {{ and select the column from the autocomplete list. For example: https://api.example.com/contacts/{{contact_id}} Set the HTTP method Click the Method dropdown and select GET, POST, PUT, PATCH, or DELETE. Add headers Headers are required for most APIs (authentication, content type, etc.). 1. Click Add header. 2. Enter the header name in the first field (e.g., Authorization). 3. Enter the header value in the second field (e.g., Bearer {{api_key}}). 4. Repeat for each header you need. To reference a value from a column in a header, type {{ and select the column name. Add a request body (POST, PUT, PATCH only) 1. Click the Body tab. 2. Select the body format: JSON or Form data. 3. For JSON: Enter the JSON structure in the text editor. Use {{column_name}} placeholders to inject column values. Example body: { "email": "{{email_column}}", "firstName": "{{first_name_column}}" } Add query parameters (GET only) 1. Click Add parameter. 2. Enter the parameter name and value. Use {{column_name}} to pull values from columns. Map the response to output columns After configuring the request, click Test request. TexAu sends a sample request and displays the JSON response. 1. In the Output mapping section, click Add output field. 2. Enter the field name (this becomes the column name in your table). 3. Enter the JSON path for the value in the response. For example: $.data.email or $.results[0].name. 4. Repeat for each field you want to capture. Handle pagination (optional) If the API returns paginated results: 1. Open the Pagination tab. 2. Select the pagination type: Offset/limit, Page number, or Cursor. 3. Configure the pagination parameters based on the API's documentation. 4. Set a Max results limit to control how many rows are created. Save the column Click Save column. The column appears in your table. Test with a single row Before running enrichment on all rows: 1. Right-click a single row. 2. Select Run this row. 3. Check the result in the output columns. Adjust the configuration if the response does not populate as expected. Run enrichment 1. Click Run enrichment in the top toolbar. 2. Select which rows to run. 3. Click Run. Troubleshooting The test request returns a 401 error. Your authentication is incorrect. Check that the Authorization header value is valid. If you are using an API key, verify the key is active in the external system. The test request returns a 404 error. The URL is incorrect. Check the endpoint URL against the API documentation. Verify that any column placeholders in the URL are resolving to valid values. The response is received but output columns are empty. The JSON path you entered does not match the actual response structure. Use the Test request panel to view the raw response and trace the correct path to the field you need. The column fails on some rows but not others. The value being injected from a column is empty or malformed for the failing rows. Add a condition on the column so it only runs when the input is not empty. The API rate limit is exceeded. TexAu sends one request per row at the speed the API allows. If the API enforces a rate limit, contact TexAu support to configure a request delay for your HTTP Column.

Last updated on May 13, 2026

Importing Data

https://www.loom.com/share/7bf65636384a448f95a02bef20848741 Importing Data Got a CSV file full of data? Let's get it into TexAu fast. Importing is one of the quickest ways to populate your tables with existing information - whether that's a prospect list from your CRM, a vendor database from Excel, or customer data from another tool. Before You Upload Before you hit the import button, let's make sure your file is ready. A few quick checks save headaches: File Format TexAu imports CSV files only (Comma-Separated Values). This is the universal data format that works everywhere - Excel, Google Sheets, databases, marketing tools, you name it. What's a CSV? It's a simple text file where each row is a record and each column is separated by a comma. When you export from Excel or Google Sheets as "CSV," you're creating this format automatically. File Size & Contents - Maximum file size: 10MB - Maximum columns: 100 columns per import - Minimum: At least one column with headers in the first row Most business data fits comfortably within these limits. A 10MB CSV file typically holds 50,000-100,000 rows of standard business data, depending on how many columns you have. Preparing Your CSV Before uploading, take a minute to clean up your file: 1. Check for headers - Make sure row 1 contains column names (email, name, company, etc.). TexAu uses these to map your data to the right columns. 2. Remove extra blank rows - Delete any completely empty rows between your data. 3. Keep column count reasonable - While TexAu supports 100 columns, if you have 150, remove the ones you don't need. 4. Watch for special characters - TexAu handles most characters fine, but avoid unusual line breaks or special formatting. 5. Close the file in Excel - If you have it open in a spreadsheet app, close it first to avoid file-lock issues. Pro tip: Open your CSV in a text editor (like Notepad) for a quick sanity check. You'll see the raw data and can spot formatting issues before importing. Supported File Encodings TexAu automatically detects and handles multiple file encodings, so you don't have to worry about technical details: - UTF-8 - The most common encoding (default for most modern tools) - Windows-1252 - Common on Windows machines and older Excel files - ISO-8859-1 (Latin-1) - Used in some European datasets If your CSV was created in Excel, Google Sheets, or most modern tools, it's UTF-8 and you're good to go. TexAu figures out the rest automatically. Upload Process Ready to import? Here's the step-by-step: 1. Open your table in TexAu 2. Click the Import button (usually near the top of your table) 3. Select your CSV file from your computer 4. TexAu validates your file - This takes a few seconds. TexAu checks: - File is a real CSV (not a binary file disguised as CSV) - File encoding is readable - File contains data and headers - File size is within limits 5. Review the column mapping (more on this below) 6. Click Import and watch your data flow in! File Validation & Safety TexAu automatically validates your file before importing - this protects your data and prevents errors: MIME Type Validation TexAu verifies that your file is actually a CSV, not a binary file (like an image or Word document) misnamed as CSV. If you accidentally try to upload a photo or PDF with a .csv extension, TexAu catches it and shows a friendly error. Binary File Detection TexAu scans the beginning of your file to ensure it's text-based data, not corrupted or binary content. This prevents weird import errors and data corruption. Encoding Detection If your CSV is in an unusual encoding, TexAu detects it and converts automatically. You'll see a note like "Detected Windows-1252 encoding" in the import dialog - that's the system working behind the scenes so you don't have to think about it. Why does this matter? If you imported a CSV with the wrong encoding, your data might show garbled characters (especially accented letters or special symbols). TexAu's automatic detection prevents this. Column Mapping After uploading, TexAu shows you a column mapping screen. This is where you match your CSV columns to TexAu columns. How It Works 1. Left side: Your CSV column headers (like "Email," "First Name," "Company") 2. Right side: TexAu target columns (where that data goes in your table) 3. Review each mapping - Does "Email" map to the Email column? Does "Company Name" map to Company? Make sure the matches look right. Handling Unmapped Columns - Columns that exist in your table - Automatically mapped if the names match - New columns from your CSV - TexAu offers to create them for you - Columns you want to skip - Leave unmapped and they won't be imported If your CSV has extra columns you don't need (like internal IDs or test data), just leave them unmapped and they'll be ignored. Smart Type Detection Here's where TexAu gets clever. When you import data, TexAu analyzes your data and suggests semantic data types automatically. What This Means TexAu looks at your actual data (not just the column header) and figures out what it contains: - Email addresses → Recognized as "email" type - Phone numbers → Recognized as "phone" type - URLs → Recognized as "website" or "linkedinProfileUrl" type - Company names → Recognized as "companyName" type - Names → Split into "firstName," "lastName," or kept as "fullName" - Addresses → Recognized as "city," "country," or "address" type Why It Matters When a column has a proper semantic type, TexAu can: - Format data consistently (e.g., phone numbers always display with proper formatting) - Validate data (catch invalid emails or phone numbers) - Enable enrichment (fetch additional data based on email address, company name, etc.) Example: You import a CSV with a "email" column. TexAu automatically sets it as Email type. Now you can enrich that column to fetch job titles, company names, or LinkedIn URLs tied to that email. Handling Duplicates Sometimes your CSV contains duplicate records. Here's how TexAu handles it: Duplicate Detection TexAu scans for exact duplicates in your file before importing. If it finds multiple rows with identical data, it'll ask: - Import all rows - Keep duplicates as-is - Remove exact duplicates - Only import unique records - Mark for review - Import all and flag potential duplicates Duplicates in Your Table If you're importing into a table that already has data, TexAu won't prevent you from adding duplicates, but it warns you: - "This email already exists in your table" - "This company name was imported last month" You decide whether to skip, overwrite, or keep both records. Pro tip: Before importing, decide your duplicate policy. Should every prospect email be unique? Or can you have multiple contacts from the same company? Once you decide, stick with it for data consistency. Common Import Errors & Fixes "File is too large" - Problem: Your CSV is bigger than 10MB - Fix: Split your data into multiple files and import separately, or contact our team if you need larger imports handled specially "Too many columns" - Problem: Your CSV has more than 100 columns - Fix: Remove unnecessary columns in Excel/Sheets before exporting, or import multiple CSVs and merge them "No header row detected" - Problem: Your CSV doesn't have column names in row 1 - Fix: Add a header row to your CSV with clear column names before uploading "Special characters showing as garbled" - Problem: Your encoding is incorrect or unusual - Fix: In Excel/Sheets, export as UTF-8 CSV. In Google Sheets, use "Download as CSV" which defaults to UTF-8 "Mapping shows unexpected columns" - Problem: Your CSV has extra blank columns or odd formatting - Fix: Open in a text editor and remove extra commas or spaces, then re-export "Import seems stuck" - Problem: Large file taking a while to process - Fix: This is normal for files with 50,000+ rows. Let it run - importing usually takes 30 seconds to 2 minutes depending on size After Import Once your import completes, you'll see: - Import summary - "Successfully imported 1,247 rows" with any warnings or issues - New rows in your table - Visible immediately with all data populated - Missing values preserved - If a cell was empty in your CSV, it stays empty in TexAu (ready for enrichment) - Timestamps recorded - TexAu notes when each row was imported Best Practices To make importing smooth every time: - Keep headers consistent - Use the same column names across imports if possible - Clean before importing - A few minutes of cleanup beats debugging dirty data later - Import gradually. If you have 1 million records, import in batches of 100,000 rather than all at once - Review the mapping. Even if you're in a hurry, spend 30 seconds checking that columns mapped correctly - Document your source - Add a note to your table about where the data came from and when it was last updated Need help? If your import fails or you're not sure about mappings, our team can walk through it with you - just reach out! What's Next? - Learn how to add more rows manually - Explore understanding columns to refine your structure - Set up enrichments to expand your data

Last updated on Apr 30, 2026

Running Enrichments

Running Enrichments Enrichment takes the data you already have (like email addresses or company names) and fetches missing information from trusted data providers. In minutes, your incomplete prospect list becomes a detailed database ready for outreach, analysis, or CRM import. What Is Enrichment? Enrichment connects your data to external information sources. Here is the flow: 1. You have: A list of 500 email addresses 2. You set up: An Action column that says "use email to find job title" 3. You run enrichment: TexAu sends those emails to a data provider 4. You get: Job titles populated in seconds Set Up Action Columns Before you can run enrichment, you need Action columns configured. (If you have not done this yet, learn about column types.) Quick review: 1. Create an Action column (for example, "Job Title") 2. Choose a data provider (Apollo, BetterEnrich, FullEnrich, etc.) 3. Specify what to look up (for example, "use the Email column to find this information") 4. Save the column Now you are ready to enrich. Already set up? If your table already has Action columns configured, skip ahead to selecting rows and running enrichment. Select Which Rows to Enrich Enrich All Rows - Run enrichment normally and it processes every row Enrich Selected Rows 1. Select the rows you want to enrich (hold Shift or Ctrl, click row numbers) 2. Click "Run Enrichment" 3. Choose "Selected Rows" from the options 4. Only those rows are processed Enrich Only Empty Cells Save credits by filling in just the gaps: 1. Click "Run Enrichment" 2. Choose "Only Empty Cells" 3. TexAu enriches only rows where the target column is empty 4. Rows that already have data are skipped Credit savings: If you already have job titles for 200 people out of 500, enriching only empty cells saves credits on those 200 lookups. Re-Enrich All Rows 1. Click "Run Enrichment" 2. Choose "All Rows (Overwrite)" 3. Previous results are replaced with fresh lookups Useful if you have added more context or want to try a different provider. Understand Enrichment Progress The Progress Dashboard - Total rows being enriched: "Processing 1,250 of 5,000 rows" - Rows completed: Green, with checkmarks - Rows in progress: Blue, animated - Rows failed: Red, with error icons - Estimated time: How long until completion - Credits used so far: Real-time tracking of your credit consumption Live Status Updates Watch each cell's status change in real time: - Pending: Enrichment just started - Processing: Data provider is looking it up - Completed: Data found and populated - Failed: Provider encountered an error - Skipped: Cell already had data or did not meet criteria - Not Found: Provider searched but found no match Real-Time Cell Updates As results come in, your cells update instantly. You see email addresses, job titles, and LinkedIn URLs appear without refreshing. The Waterfall Pattern (Automatic Fallbacks) Waterfall logic ensures you get data even when one provider does not have it. How It Works Set up multiple providers for the same data type: Example: - Provider 1: Job Title from Apollo - Provider 2: Job Title from BetterEnrich (fallback) - Provider 3: Job Title from FullEnrich (final fallback) When you run enrichment: 1. TexAu tries Apollo first 2. If Apollo finds data, it uses it 3. If Apollo returns empty, it tries BetterEnrich 4. If BetterEnrich is empty, it tries FullEnrich 5. Result: Most rows end up with data from one of the providers For most enrichment actions, you only pay when data is found. If a provider does not find data, TexAu moves to the next provider. Some actions charge per lookup regardless of result. Check the credit cost in the action configuration panel before running. Why This Matters - Better coverage: More rows end up with complete data - No single point of failure: One provider being down does not stop your enrichment - Automatic optimization: Set it up once. TexAu handles the fallback logic. - Cost efficiency: For most enrichment actions, you pay only when data is found. Some actions charge per lookup. Check the credit cost in the action configuration panel. Real-world impact: Using waterfall logic, you might go from 60% complete data (using one provider) to 85% complete data (using multiple providers with fallback). What Happens When Data Is Not Found Cell Shows Not Found - The provider searched but found no matching data - The cell remains empty - The row is ready for you to fill in manually or leave blank Error Status - Provider had an issue (API down, rate limit hit, etc.) - You can re-run enrichment to try again Handling Gaps - Leave blank: Sometimes partial data is fine - Manual research: Research a few rows yourself - Different provider: Switch to a different data source - Derive from other data: Use a Formula column to extract information you already have Monitor Enrichment Status Active Enrichment While enrichment is running: - Pause: Temporarily stop processing (resume later) - Stop: Cancel the whole enrichment run - View logs: See which rows failed and why Completed Enrichment After enrichment finishes: - Summary: "Successfully enriched 1,200 of 1,250 rows" - Error report: Which rows failed and why - Credit report: How many credits were used - Duration: How long the whole process took Check Results - Sort by status to see all failed rows together - Filter to failures to investigate what went wrong - Spot-check data to ensure quality looks good Tip: Always review a few rows of results before moving on. Spot-check an email enrichment to make sure the data makes sense. Stop an Enrichment 1. Click the Stop button while enrichment is running 2. Choose: - Stop after current batch: Finish the batch being processed, then stop - Stop immediately: Halt right now 3. Completed rows keep their data: Work done so far is saved No penalty for stopping. If you realize mid-enrichment that you want to filter your data differently or use different providers, stop and start over. Note: Credits are only charged for rows that actually completed. You are not charged for rows that had not been enriched yet when you stopped. Credit Costs and Usage How Credits Work - For most enrichment actions, you pay only when data is found - Some actions charge per lookup regardless of result - Check the credit cost in the action configuration panel before running Credit Tracking - Before you enrich: TexAu shows an estimate of credits you will use - During enrichment: Live counter shows credits used so far - After enrichment: Final report of credits used - Account dashboard: View total credits used this month and your remaining balance Cost Optimization Save credits with these strategies: - Enrich only empty cells: Skip rows already populated - Filter before enriching: Enrich only relevant subsets (for example, just new leads) - Choose efficient providers: Some providers cost fewer credits for the same data - Set up waterfall: Use multiple providers so you pay only for the one that finds data Re-Run Failed Rows 1. After enrichment completes, filter to show only failed rows 2. Select those rows 3. Click "Re-run Enrichment" 4. TexAu attempts enrichment again on just those rows 5. Often succeeds on the second try (temporary provider issues, rate limiting, etc.) When to re-run: Usually worth trying once. If rows fail twice, investigate why (bad data, provider cannot find a match, etc.) rather than running indefinitely. Enrichment History and Logs View History - Click Enrichment History in your table - See every enrichment run with timestamps - View which columns were enriched - See credit usage for each run Logs and Details For each enrichment run: - Start time and end time - Total rows processed - Rows succeeded / failed - Total credits used - Failed row details: Which rows and why they failed - Provider information: Which provider was used Troubleshoot from Logs If something went wrong: - Check error messages: Often they explain what happened - Note the pattern: All failures on a certain provider? Try a fallback. - Review your data: Empty or malformed source data causes failures Best Practices for Enrichment Before You Enrich 1. Clean your data: Remove obvious duplicates and blanks 2. Verify source columns: Ensure email/company name columns are populated 3. Check your balance: Make sure you have enough credits 4. Set waterfall fallbacks: Add multiple providers for better coverage During Enrichment 1. Monitor progress: At least for the first run, watch it process 2. Watch for patterns: If lots of rows fail, stop and investigate 3. Note credit usage: Make sure it is in line with your expectations After Enrichment 1. Review results: Spot-check a few rows 2. Check error logs: Understand why failures happened 3. Assess coverage: What percentage of rows got enriched? 4. Plan next steps: Export? Re-enrich with different provider? Use in CRM? Common Enrichment Questions "Why did this row fail?" - Email address typo or does not exist - Company name is too generic - Insufficient data to match against the provider's database - Temporary provider issue Check the error log for specifics. "Why did I get different results this time?" - Providers' databases constantly update (new people hired, roles changed) - Different provider used in waterfall - More context data available now (filled in missing columns since last run) "Can I enrich the same column twice?" Yes, and often you should. Second enrichment sometimes finds data missed the first time. Use "All Rows (Overwrite)" to try again with fresh lookups. "Why are some credits charged even for empty results?" Some actions charge per lookup whether they find data or not. Check the credit cost details in the action configuration panel to understand the pricing model for each provider. What's Next? - Learn how to export your enriched data for use in other tools - Explore understanding columns to set up more enrichment sources - See working with rows for advanced row management

Last updated on Apr 06, 2026

Semantic Data Types

Semantic Data Types Every column in your TexAu table has a data type. Your data type tells TexAu what kind of data lives in that column, and that makes TexAu smarter at formatting, validating, and enriching your data. Why Data Types Matter Automatic Formatting: TexAu formats your data based on type. Phone numbers get formatted as (555) 123-4567. URLs get clickable links. Dates display consistently. Validation: TexAu checks that data matches its type. If a column is supposed to have email addresses, TexAu can spot when a phone number accidentally ended up there. Smart Enrichment Matching: When you enrich data, TexAu knows what enrichment sources are available for each type. A "company domain" column can match against business databases. A "full name" column can match against people databases. Intelligent Suggestions: When you import data, TexAu suggests the best data type for each column based on its content. You can accept, change, or leave it as generic "text." Semantic Data Types TexAu supports 30+ semantic data types. Here is the complete list. People Data Types firstName: A person's first name - Examples: "Jane", "Michael", "Chen" - Use when you have a column with just first names lastName: A person's last name - Examples: "Smith", "Garcia", "Johnson" - Use when you have a column with just last names fullName: A person's complete name - Examples: "Jane Smith", "Michael Johnson", "Chen Liu" - Use when you have full names that cannot be split into first/last namePrefix: Titles or honorifics before a name - Examples: "Dr.", "Mr.", "Mrs.", "Ms.", "Prof." - Use when you have name prefixes in a separate column nameSuffix: Suffixes after a name - Examples: "Jr.", "Sr.", "III", "PhD", "Esq." - Use when you have name suffixes in a separate column email: Email address - Examples: "[email protected]", "[email protected]" - Use when you have email addresses. TexAu auto-formats and validates them. phone: Telephone number - Examples: "(555) 123-4567", "+1-555-123-4567", "555.123.4567" - Use when you have phone numbers. TexAu auto-formats them consistently. jobTitle: Job title or position - Examples: "VP of Sales", "Senior Software Engineer", "Marketing Manager" - Use when you have job titles in a column department: Department or team - Examples: "Engineering", "Sales", "Marketing", "Operations" - Use when you have department names seniorityLevel: Seniority rank - Examples: "Entry-Level", "Manager", "Director", "VP", "C-Suite", "Executive" - Use when you have job seniority levels employmentStatus: Employment classification - Examples: "Employed", "Self-Employed", "Freelancer", "Founder" - Use when you track employment status yearsExperience: Years of professional experience - Examples: "5", "10", "15" - Use when you have experience data. TexAu formats as numbers. Company and Business Data Types companyName: The legal name of a company - Examples: "Acme Corporation", "Apple Inc.", "Tesla Motors" - Use when you have company names. TexAu uses these for enrichment matching. companyDomain: Company website domain - Examples: "acme.com", "apple.com", "tesla.com" - Use when you have company domains. TexAu can look up detailed company info. companyTagline: Company slogan or tagline - Examples: "Think Different", "Move Fast and Break Things" - Use when you have marketing slogans or taglines companyDescription: Description of what the company does - Examples: "We build cloud infrastructure for data teams", "Leading online retailer" - Use when you have company descriptions or summaries companyLinkedinUrl: Company's LinkedIn page - Examples: "linkedin.com/company/acme-corp" - Use when you have company LinkedIn URLs crunchbaseUrl: Company's Crunchbase profile - Examples: "crunchbase.com/organization/acme-corporation" - Use when you have Crunchbase profile links employeeCount: Exact number of employees - Examples: "250", "1500", "50000" - Use when you have exact employee counts. TexAu formats as numbers. employeeRange: Employee count range - Examples: "1-10", "11-50", "51-200", "201-500", "1001-5000" - Use when you have employee ranges instead of exact numbers stockTicker: Stock ticker symbol - Examples: "AAPL", "TSLA", "MSFT" - Use when you have stock symbols for public companies Location Data Types country: Country name - Examples: "United States", "Canada", "Japan", "Germany" - Use when you have country names. TexAu standardizes formatting. city: City or municipality name - Examples: "San Francisco", "London", "Tokyo", "Berlin" - Use when you have city names postalCode: ZIP code or postal code - Examples: "94105", "SW1A 1AA", "100-0005" - Use when you have postal codes. TexAu formats correctly by country. Digital and Online Data Types linkedinProfileUrl: Personal LinkedIn profile - Examples: "linkedin.com/in/jane-smith", "linkedin.com/in/jane-smith/" - Use when you have individual LinkedIn profiles twitterUrl: Twitter/X profile - Examples: "twitter.com/jane_smith", "x.com/jane_smith" - Use when you have Twitter handles or profile URLs url: Any URL or web link - Examples: "https://www.acme.com", "blog.company.com/article", "github.com/user" - Use when you have URLs that do not fit other specific types Financial and Numeric Data Types currency: Monetary amounts - Examples: "$1,500,000", "E250,000", "Y100,000" - Use when you have dollar amounts, revenue, or pricing. TexAu formats with currency symbols. number: Generic numeric value - Examples: "42", "3.14159", "1000000" - Use when you have numbers that are not dates, currency, or counts Date and Time Data Types date: Calendar date - Examples: "2024-01-15", "January 15, 2024", "15/01/2024" - Use when you have dates. TexAu standardizes the format. Other Data Types id: Unique identifier - Examples: "cust_12345", "usr_abc123", "org_xyz789" - Use when you have IDs, UUIDs, or reference numbers that should not be enriched text: Free-form text - Examples: "This is any text content", "Customer notes and comments" - Use when your column does not fit any specific type (catch-all) Use Data Types in Your Tables Set a Data Type When Importing When you import a table, TexAu analyzes your data and suggests types: 1. Go to Create Table or Import 2. Select your CSV, Excel, or Google Sheets file 3. TexAu shows a preview with suggested data types 4. Review each column: - If TexAu guessed correctly, click Confirm or move on - If it got it wrong, click the column and select the correct type 5. Proceed with import Tip: TexAu is usually right about types (90%+ accuracy), but a quick review is worth the effort. This setup work pays off in better enrichment and formatting later. Change a Data Type Later Already imported? You can change types anytime: 1. Open your table 2. Right-click the column header or click the three-dot menu 3. Select Edit Column or Change Type 4. Select the new data type 5. Click Save TexAu re-formats your data based on the new type. If data does not fit the new type, you see a warning. Create New Columns with Types Adding a new column? Choose its type: 1. Click + Add Column at the end of your table 2. Name the column (for example, "Sales Rep Email") 3. Choose the data type (for example, "email") 4. Click Create Now when you add data to this column, TexAu formats and validates it according to the type. Data Type Examples in Action Example 1: Phone Numbers You have a column called "Contact Phone" with data like: - 5551234567 - 555-123-4567 - (555) 123-4567 Set Type to: phone TexAu automatically formats all of them as (555) 123-4567 consistently. When you export or display the data, it is clean and professional. Example 2: Company Enrichment You have columns: - company_name with type: companyName - company_domain with type: companyDomain When you run enrichment, TexAu knows to match these against company databases. It finds company info like employee count, location, industry, etc. Example 3: Full Names You have a column "Contact Name" with data like: - Jane Smith - Michael Johnson Set Type to: fullName TexAu can now intelligently suggest first name and last name splitting. Some enrichment sources can extract person data once TexAu understands it is a full name. Tips for Choosing Data Types When You Are Unsure: - If data is a mix of types, use text - If it is a number but not currency/date/count, use number - If it is any URL that does not fit a specific type, use url For Enrichment: - Use specific types (companyName, email, jobTitle) rather than generic "text" - More specific types = better enrichment matching For Formatting: - Phone, currency, and date types get auto-formatted - This is especially useful for exports, reports, and integration with other tools For Validation: - Accurate types help catch data quality issues - You can run validation reports to spot mismatched data Common Mistakes to Avoid Mistake 1: Using "text" for everything If you know your data type, pick the specific one. "text" is a catch-all, but specific types enable smarter features. Mistake 2: Mixing types in one column One column should have one type. If a column has both phone numbers and email addresses, split into two columns. Mistake 3: Using the wrong type for enrichment company_domain should be "companyDomain", not "text" or "url". Specific types tell TexAu how to enrich your data. Mistake 4: Forgetting to update types after cleaning data If you clean messy data and reformat it, update the type. This unlocks better enrichment and formatting. What's Next? - Want to enrich your data? Learn about Running Enrichments - Not sure which type your data is? Reach out to support. We can help. The right data types unlock the full potential of TexAu. Invest a minute upfront to set them correctly, and you get better enrichment, better formatting, and cleaner data.

Last updated on Apr 06, 2026

Understanding Columns

Understanding Columns Columns define the structure of your TexAu tables. Each column holds one type of information and behaves differently depending on how you set it up. Columns can store data, fetch new data, calculate values, or push results to external tools. The Five Column Types TexAu has five column types. Each one serves a different purpose in your workflow. 1. Data Source Column Data Source columns pull data from an external source into your table. Use them to import records from a connected integration or external database. Best for: - Pulling leads from your CRM into a TexAu table - Importing company records from an external database - Syncing contact lists from connected tools How it works: 1. Create a Data Source column and select a connected integration 2. Map the fields you want to pull in 3. TexAu imports the data from that source into your table 2. Action Column Action columns run enrichment actions against external data providers. When you run an enrichment, these columns connect to providers and fetch information you do not already have. Best for: - Finding missing email addresses based on company name and domain - Fetching job titles for people you know only by name - Getting company information from a domain or company name - Pulling LinkedIn URLs when you have an email address - Discovering contact information you do not have How it works: 1. Set up an Action column with a data provider (such as Apollo, BetterEnrich, FullEnrich, etc.) 2. Specify which existing columns it should use to find information (for example, "Use email address to find job title") 3. When you run enrichment, TexAu connects to that provider and fetches the data 4. Results populate in real time as the provider responds What makes it smart: - Waterfall logic: If one provider cannot find data, TexAu automatically tries the next provider you set up - Conditional enrichment: You can enrich only empty cells, or re-enrich all rows - Credit usage tracking: See the credit cost for each lookup Action columns configured as output columns push data to external tools like CRMs. Example: You have an Action column called "Job Title" that uses Apollo. When you run enrichment, TexAu sends each email address to Apollo, and Apollo responds with the job title for that person. TexAu fills in the column with those responses. 3. AI Column AI columns run an AI model with a custom prompt to generate or transform data. You write a prompt, and the AI processes each row to produce a result. Best for: - Summarizing company descriptions into one-line pitches - Classifying leads by industry or fit score - Generating personalized outreach messages - Extracting structured data from unstructured text How it works: 1. Create an AI column and write your prompt 2. Reference other columns as inputs in your prompt (for example, "Based on {companyDescription}, classify the industry") 3. Choose the AI model to use 4. TexAu runs the prompt for each row and populates the results 4. HTTP Column HTTP columns make custom HTTP requests to any API endpoint. Use them when you need data from a source that is not a built-in integration. Best for: - Calling a custom internal API to look up account data - Fetching data from a third-party REST API - Sending data to an external service and capturing the response How it works: 1. Create an HTTP column and configure the request (URL, method, headers, body) 2. Reference other columns to build dynamic request parameters 3. TexAu sends the request for each row and maps the response into the column 5. Formula Column Formula columns calculate or combine data using formulas. They create new values based on other columns in the same row. Best for: - Combining first and last name into full name - Calculating seniority level based on job title - Identifying high-priority prospects based on multiple criteria - Creating custom scoring or ranking - Building flags (for example, "is this a Fortune 500 company?") How it works: 1. Create a Formula column and write your formula 2. The formula references other columns (like IF(job_title = "CEO", "C-Suite", "Other")) 3. TexAu applies the formula to every row 4. Results calculate instantly and update whenever referenced columns change Example formulas: - if(department = "Sales" or department = "Marketing", "Go-to-Market", "Other") - concat(first_name, " ", last_name) combines first and last name - upper(company_name) converts company name to all uppercase - COALESCE(provider1_email, provider2_email, provider3_email) picks the first non-empty value. COALESCE returns the first non-empty value from the listed columns. Semantic Data Types Every column has a semantic data type that tells TexAu what kind of information the column contains. TexAu recognizes 30+ semantic types, including: Contact Information - email: Email addresses - phone: Phone numbers (with smart formatting) - firstName: Person's first name - lastName: Person's last name - fullName: Complete name - linkedin: LinkedIn profile URL - twitter: Twitter/X handle Company Information - companyName: Company or organization name - companyDomain: Company website domain (for example, "texau.com") - companySize: Number of employees - industry: Industry classification - companyLinkedIn: Company's LinkedIn URL Location Information - address: Full street address - city: City name - state: State or province - postalCode: Postal code - country: Country name Professional Information - jobTitle: Person's job title - department: Department name - seniorityLevel: Seniority (Intern, Manager, Director, C-Suite, etc.) - skills: Professional skills - yearsExperience: Years in profession Other Types - url: General website URL - text: Generic text field - number: Numeric value - date: Calendar date - boolean: True/false value Why it matters: When TexAu knows a column is an email, it can format it correctly, validate it, and enable email-specific enrichments. When it is a phone number, it formats it with proper parentheses and hyphens. Semantic types unlock smarter behavior across the platform. Add Columns To add a new column: 1. Click the + icon at the end of your column headers 2. Choose your column type (Data Source, Action, AI, HTTP, or Formula) 3. Name your column with something clear and specific 4. Select the semantic data type for the kind of information it holds 5. Configure the column depending on its type: - Action: Choose data provider and source columns - AI: Write your prompt and select the model - HTTP: Configure the request URL, method, headers, and body - Formula: Enter your formula - Data Source: Select the integration and fields to pull 6. Click Save Manage Columns Reorder Columns 1. Right-click on any column header 2. Select "Move Column" 3. Choose where to move it (left, right, first, last, or after a specific column) 4. Your data stays intact. Only the display order changes. Rename Columns 1. Right-click on the column header 2. Select "Rename" 3. Type the new name 4. Formulas and references update automatically. Duplicate Columns 1. Right-click on the column header 2. Select "Duplicate" 3. TexAu creates an identical copy with "(copy)" in the name 4. Edit as needed Delete Columns 1. Right-click on the column header 2. Select "Delete" 3. Confirm. TexAu warns you if the column is referenced by formulas. Careful: Deleting a column also deletes all data in that column. If you are not sure you need it, consider hiding it instead (see Column Visibility below). Column Configuration Each column has settings you can customize: Column Visibility - Show: Column visible in your table - Hide: Column hidden but still exists (data preserved) - Freeze: Column always visible when scrolling left/right (great for key identifiers) Formatting Options - Number format: Decimals, currency symbol, thousand separators - Date format: MM/DD/YYYY, DD/MM/YYYY, ISO, etc. - Phone format: (555) 123-4567 or 555-123-4567 - Text alignment: Left, center, or right Validation and Defaults - Required field: Warn if empty - Unique values: Prevent duplicate entries - Default value: Pre-fill new rows with a default - Allow empty cells: Or require data entry Column Color Coding - Add a color label to columns for visual organization - Group related columns (all contact info in blue, all company info in green, etc.) Column Limits - Maximum columns per table: 100 - Maximum columns per import: 100 - Column name length: Up to 50 characters You will typically work with 15 to 30 columns. If you are approaching 50 to 100, consider splitting into multiple tables with shared identifiers (like email address or company domain). Tip: Start simple with essential columns, then add Action and Formula columns as you need them. You can always add more. What's Next? - Learn how to work with rows to add and manage data - Explore running enrichments to fetch missing information - See how to export your data when you are done

Last updated on Apr 06, 2026

Working with Rows

Working with Rows Rows are your individual records. Each row represents one person, company, lead, or contact. In TexAu, you can add rows, edit them, run bulk operations, and watch enrichment happen in real time. Add Rows Add One Row at a Time 1. Click the "+ Add Row" button at the bottom of your table 2. Enter data by typing directly into the cells that appear 3. Use Tab to move to the next cell for faster entry 4. Click Save when you are done (or press Enter) Your new row appears at the bottom of your table and is ready for enrichment. Add Multiple Rows in Bulk Option 1: Import from CSV (Recommended) - Prepare a CSV file with your data - Click Import in your table - Map your columns and confirm - All rows import at once - Learn more about importing Option 2: Copy and Paste - Select data in Excel, Google Sheets, or another table - Click Paste Data in TexAu - Map the columns to your TexAu columns - Click Paste to add all rows instantly Option 3: Manual Entry - Use the + Add Row button repeatedly - Best for small batches (fewer than 10 rows) Tip: For any bulk operation with more than 5 rows, CSV import is usually faster and less error-prone than manual entry. Edit Cell Values Click any cell and change the data: 1. Click any cell to edit 2. Type or select the new value 3. Press Enter or Tab to move to the next cell 4. Click elsewhere to save and exit edit mode Bulk Edit To change the same value in multiple cells: - Select multiple cells by holding Shift and clicking (or dragging) - Right-click and choose "Bulk Edit" - Select what to do (replace value, append text, clear, etc.) - Confirm to update all selected cells at once Fill Down To repeat a value in multiple rows: 1. Click the cell with the value you want to copy 2. Select the range where you want to fill it 3. Right-click and choose "Fill Down" 4. Selected cells now contain that value Useful for: Setting department for a batch of people, marking a batch of rows with the same source, or applying a default status to multiple records. Delete Rows 1. Click the row number on the left side to select the entire row 2. Right-click and choose "Delete Row" 3. Confirm when prompted (deletion is permanent) To delete multiple rows: - Multi-select rows by holding Shift or Ctrl and clicking row numbers - Right-click and choose "Delete Rows" to remove them all at once Safety feature: TexAu asks for confirmation before permanently deleting rows. If you delete accidentally and catch it immediately, reach out to our team. We may be able to help recover it. Select Multiple Rows Many actions work on multiple rows at once. Here is how to select them: Select All Rows - Click the checkbox in the column header (top left) Select a Range - Click the first row you want - Hold Shift and click the last row in your range Select Specific Rows - Hold Ctrl (Cmd on Mac) and click individual row numbers Select by Filter - Use filters to show only certain rows (see Filtering below) - Select all visible rows with the header checkbox Cell Status Indicators When you run an enrichment, each cell shows a status indicator. Here is what each status means: | Status | Color | Meaning | |--------|-------|---------| | Pending | Gray | Waiting to be enriched. Has not started yet. | | Processing | Blue | Currently being enriched. The data provider is looking up information. | | Completed | Green | Enrichment finished. Data was found and populated. | | Failed | Red | Enrichment could not find data or encountered an error. | | Skipped | Gray | Cell was skipped because it already had data or did not meet enrichment criteria. | | Not Found | Orange | The provider searched but found no matching data for this cell. | What Happens During Enrichment 1. You click Run Enrichment 2. All cells show Pending status 3. TexAu starts processing and cells move to Processing 4. As data comes back, cells update and show Completed, Not Found, or Failed 5. After enrichment finishes, you see the final status for each cell Real-Time Updates When enrichment runs, you see results appear cell by cell in real time. You do not need to run enrichment and check back later. You run enrichment and watch it happen. How It Works 1. You click Run Enrichment 2. TexAu connects to data providers and starts requesting information 3. As responses come back, TexAu immediately populates the cells 4. You see cells update live: email addresses appear, job titles fill in, LinkedIn URLs populate 5. Each cell's status updates as enrichment progresses Why This Matters - No waiting: See results immediately instead of checking back later - Quick feedback: Know right away if something is not working - Visual confirmation: Watching data fill in confirms enrichment is running - Keep working: You can continue working while enrichment runs in the background Can You Keep Working While Enrichment Runs? Yes. Enrichment runs in the background. You can: - Switch to another table - Add more rows - Edit existing cells - Export data - Use another browser tab Everything keeps running, and your enrichment completes without interruption. Pagination and Sorting Pagination - View 25, 50, or 100 rows at a time - Jump to a specific page using the page number input - Go to last page with the >> button - Search within table to find specific rows Sort Rows Click any column header to sort: - First click: Sort A to Z (or low to high for numbers) - Second click: Sort Z to A (or high to low) - Sort by multiple columns by holding Shift while clicking Multi-Column Sort 1. Right-click any column header 2. Select "Advanced Sort" 3. Add multiple sort criteria in priority order 4. Choose ascending or descending for each Useful for: Organizing prospects by company and seniority level, or grouping leads by location and industry. Filter Rows Basic Filters - Click the funnel icon next to any column - Select what to show (is empty, equals "Sales", contains "texau.com", etc.) - See results instantly Multi-Column Filters - Apply filters to multiple columns simultaneously - Each filter adds to the previous one (all conditions must be true) - Example: Show only rows where Department = "Sales" AND Status = "Completed" Filter Options - Contains: Text appears anywhere - Equals: Exact match - Starts with: Text at the beginning - Ends with: Text at the end - Is empty: No value in this column - Is not empty: Has any value - Greater than / Less than: For numbers and dates Save Filters - Create a saved filter view so you can return to it later - Useful for "Active Prospects," "Needs Enrichment," "Export Ready" Example workflow: Filter to show only rows where Email is empty. Run enrichment on those specific rows. Watch them populate in real time. Row Management Tips Before Running Enrichment - Review your data: Check that key identifier columns (email, company name) are populated - Clean up duplicates: Fewer rows means fewer credits used - Sort or filter to the subset you want to enrich During Enrichment - Monitor progress: Watch the status indicators or enrichment progress bar - Stop if needed: You can pause enrichment at any time - Check for errors: Failed cells appear in red. Investigate if something looks wrong. After Enrichment - Review results: Spot-check a few rows to ensure data looks good - Re-enrich if needed: Run enrichment again to fill remaining empty cells - Export or use: Move enriched data to your CRM, email tool, etc. What's Next? - Learn about running enrichments to populate your rows with data - Explore understanding columns to set up the right structure - See how to export your data when you are ready to use it elsewhere

Last updated on Apr 06, 2026

Cross-Table Output

https://www.loom.com/share/c6b77ff97e8f46bb9e1e3c4957648073 Handling Multi-Output Actions with Cross-Table Output Most enrichments in TexAu follow a simple one-to-one relationship: you provide one input (like a LinkedIn profile URL), and TexAu returns one set of data (like a name and email) right next to it in the same row. But what happens when one input generates hundreds of outputs? For example, if you input a single Google Maps search URL (e.g., "Restaurants in New Delhi"), the action will scrape dozens of businesses. You cannot fit 50 restaurants into a single row. To solve this, TexAu uses a feature called Cross-Table Output. This allows you to route the results of multi-output actions directly into a separate target table. This keeps your Workbooks organized and prepares your freshly scraped data for the next step in your pipeline. How Cross-Table Output Works Instead of dumping data into the same table as your input, the workflow looks like this: 1. Input Table (Table 1): You provide your starting data (e.g., a few different Google Maps search URLs). 2. The Action: You run the scraper. 3. Target Table (Table 2): TexAu automatically catches the hundreds of resulting rows and organizes them neatly into a separate table via Cross-Table Output. Here is how to set it up step-by-step. Step 1: Set Up Your Input Data 1. Open a new or existing Workbook. 2. In your first table (Table 1), paste your input data. - Example: Paste a Google Maps search URL into the first column. Step 2: Add and Configure the Multi-Output Action 1. Click the + icon to add a new column, or click Add Enrichment. 2. Search for and select your desired scraping action. - Example: Select "Get Google Maps Places Using Search Url (Apify)". 3. Map your input column just like you normally would. 4. Set Your Limits (Highly Recommended): Look for the "Optional Fields" section. For multi-output actions, there is usually a setting like "Maximum number of places to scrape." - Note: If you leave this blank, the action will attempt to scrape every possible result. It is best practice to set a restriction here to control your data volume and manage your credit usage. Step 3: Configure the Cross-Table Output Because this action returns multiple outputs per row, the configuration panel will automatically display a special routing section at the bottom. 1. Scroll down to the Output Mapping section. 2. Look for the prompt that says: Selected output columns will be created as columns in another table within this workbook. 3. Choose your destination table: - Select an existing table: If you already created a second table tab, select it from the dropdown (e.g., "New Table 2"). - Create New Table: Click this to have TexAu automatically generate a fresh tab for your results. 4. Select your output columns: Choose the specific data points you actually need (e.g., City, State, Postal Code, Country Code, Mobile Number). Uncheck anything you don't need to keep your target table clean. 5. Click Save Changes. Step 4: Run and Review 1. Click Run column (or Run table) on your input table. 2. Wait for the action to complete. 3. Look at the bottom of your screen and click on your Target Table (e.g., Table 2). You will see that your single input from Table 1 has now successfully populated dozens or hundreds of cleanly formatted rows in Table 2! What's Next? Now that your scraped list is sitting in its own table, you can treat it exactly like a normal input list. You can add new enrichment columns to this table (like finding emails for those businesses), or push these new contacts directly into your CRM.

Last updated on May 06, 2026