Leads & Enrichment (Skip Tracing)

Atlas allows users to upload contact lists and run skip tracing (lead enrichment) to append phone numbers, emails, and other contact data. The enrichment process is async and runs through the same shared enrichment service used by Cora.

Upload & Enrichment Flow

Lead Group Lifecycle

File Upload

Accepted formats: CSV, Excel (.xlsx)

Expected columns (all optional — enrichment fills missing data):

Column	Description
firstName / lastName	Contact name
email	Primary email
phone	Primary phone
company	Company name
address, city, state, zip	Mailing address
linkedin	LinkedIn URL

Enrichment Batching

Contacts are split into batches before being sent to the enrichment service:

• Each EnrichmentBatchs record tracks: batchNumber, totalContacts, enrichedCount, skippedCount, status
• Progress is streamed back via webhooks → WebSocket to the frontend
• Failed batches can be retried independently

Credit Cost

Skip tracing costs credits per contact, based on the CreditWeight for SKIPTRACE. The weight is configurable by admins:

credit_cost = contact_count × SKIPTRACE_weight

Credits are reserved at upload time and consumed as batches complete.

Exporting

Enriched lead groups can be exported to CSV via GET /leads/v1/:id/export. The export includes all enriched contact fields.