Planning an update to your contact list?
This planned service would update selected contact fields across a supplied file. A marketing list and an administrative or account portfolio can have different source permissions and matching needs. Tell us the intended use, record count and fields you want refreshed so we can review feasibility.
Production availability and source permissions still need confirmation. A proposal would explain returned fields, matching rules, ambiguous or unmatched records and the delivery format. An added phone number or email address does not establish consent to contact someone or guarantee that the message will reach them.
Is this the service you need?
When this fits
- You want to plan a file-level refresh with defined identifiers and returned fields.
- You can explain the intended use, record volume and handling of ambiguous matches.
Other services that may help
- Skip Tracing & Locate Services
You need a current research assignment around one known person or business.
- Business Verification
You need selected entity details checked against named sources.
This service is planned. Production availability and source arrangements must be confirmed; an appended field does not establish permission to contact someone.
What’s included.
Explain how the data will be used
Select the use case first: managed marketing contact appending or portfolio and administrative refresh. Do not reuse a dataset for a purpose its source terms do not support.
Check the input record quality
Define qualifying input records and the fields required to attempt a match. Poor or ambiguous inputs should be flagged rather than converted into false certainty.
Agree on output and matching
Before any production work, agree on the fields to return, source permissions and how uncertain or unmatched records will be shown.
Choose batch or recurring refresh
Choose a one-time update or recurring refresh. Individual records needing manual research require a separate case and price.
Confirm availability before processing
The service is planned. A sample-file review can inform the proposed scope, but no match rate, deliverability rate, or recurring processing capability is promised.
What you’ll receive
- A proposed input and output field specification.
- An availability and permitted-use review for the requested fields.
- The accepted match rules and update or non-match labels.
- An agreed format for duplicates, missing inputs and other exceptions.
- A written production order if the requested service is available and accepted.
How it works.
Describe the update you want
Describe the record count, identifiers, fields to update and intended business use. A column list can start the discussion.
Check feasibility and matching
Check current source permissions, required inputs and how original values, updates, uncertain matches and non-matches would be handled.
Confirm availability before processing
Proceed only when production availability and an order are confirmed. Agree on returned fields, price, delivery format and how unmatched records will be reviewed.
Know what to expect.
We’ll confirm the work, the updates you’ll receive and who to contact along the way.
- The accepted source file, record count, input identifiers and permitted use.
- The matching rules, fields allowed to change and labels for proposed updates or non-matches.
- The output format, exception review and any sample evaluation agreed before a production order is accepted.
What helps us help you.
- The business purpose, record population and approximate file size.
- A non-sensitive example of the input field layout and file format.
- The fields you want added or refreshed and how your team intends to use them.
- The desired matching rules, output labels and person who will review exceptions.
What shapes your quote.
- Record count and qualifying-input criteria.
- Requested fields and permitted-source costs.
- One-time batch versus recurring refresh.
- Exception handling and any separately approved manual research.
Tell us what you need help with. We’ll explain which records are needed and how to provide them. Personal reports, ID images and account files can wait until then.