FAQ

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TABULA OVERVIEW

What is Tabula?

Tabula lets go-to-market teams skip the tool hacks and build the workflows they actually need. Prospect leads, clean and enrich them - all in one place.

Start with a list from your CRM, CSV file or search fresh leads directly inside Tabula. Enrich leads with 400+ data points, clean up messy fields, dedupe and filter, pull insights from websites with AI, and write personalized messages without switching tools or hitting row limits.

What can I use Tabula for?

Tabula is built for flexible, scalable GTM workflows. You can:

Build lead lists from CSV files, CRMs, or search directly in Tabula: companies, contacts, jobs, signals, and more.

Enrich your data using multiple providers at once, combining firmographics, emails, social links, tech stack, and funding data in a single flow.

Use AI to extract insights from websites or search results, or generate custom fields like summaries, angles, and icebreakers.

Teams use Tabula for everything from outbound prospecting and CRM enrichment to inbound lead scoring, and campaign personalization.

Can Tabula help me avoid spam filters?

Yes, but not by playing games with email settings. The best way to avoid spam traps is to send fewer, better emails to the right people.

Tabula helps you:

• Target the right companies and contacts, not just “anyone with an email”

• Add context and personalization that make your outreach genuinely relevant

• Verify emails with multiple providers before sending, reducing bounce rates and protecting your domain reputation

Better targeting + verified, clean contacts + strong personalization = fewer sends, higher open rates, and less chance of getting blocked.

Who actually ends up using Tabula on a team?

It depends on the size and setup of your company.

In larger companies:

• Sales or GTM leaders decide what makes a lead “worth chasing”: the filters, enrichment rules, and segmentation criteria.

• RevOps or operations folks bring those rules to life in Tabula, so the CRM always has clean, up-to-date, enriched records.

• SDRs and AEs can also use Tabula directly because it’s simple and intuitive. This shortens the development loop, instead of waiting for ops to build every search or enrichment flow, reps can quickly pull fresh leads or run their own research in minutes.

In smaller teams or startups:

• A growth lead often wears all the hats: running searches, enriching leads, pulling research, and kicking off outreach.

• When the team grows, SDRs and AEs can start using Tabula directly to find leads and run enrichment without relying entirely on the growth lead or ops, keeping things fast and flexible.

For outbound agencies:

• One strategist or founder usually runs multiple client projects from a single Tabula workspace.

• If agencies have SDRs or account managers, they can also jump into Tabula directly to run ad-hoc research or personalization instead of waiting for the strategist to hand everything over.

How will Tabula change the way I work?

Think about the hours your team spends wrestling with bad CSV files, half-complete data, and tabs full of different research tools. Tabula rolls all of that into one clean workflow.

You can:

• Start with a search or import from your CRM/CSV

• Enrich leads with 400+ attributes

• Let AI agents pull extra context from websites or other sources

• Standardize and clean your records automatically

That means less manual prep and more time actually talking to the right people.

Can I customize Tabula to my business processes?

Absolutely. Tabula’s workflows are fully visual and modular, so you can build processes that match the way you work.

You can create custom fields, apply complex formulas, integrate with your CRM or databases, and even add AI-based transformations. This flexibility means you’re not forced into a one-size-fits-all setup - you design it around your goals.

DATA ENRICHMENT

How does Tabula compare to ZoomInfo or other large data providers?

Instead of relying on one giant database, Tabula gives you access to many data providers at once - often at a lower cost. This improves coverage because no single provider has perfect data. By combining sources, you can find more leads, fill more data gaps, and avoid overpaying for a single locked-in license.

How good is Tabula’s data quality?

Tabula doesn’t store its own database of leads. Instead, it connects you directly to 50+ external enrichment providers inside one credit-based workspace. You can choose the sources you trust most (such as Apollo, Clearout and many others) and pull their data straight into your workflows.

Many customers see a big jump in both quality and coverage by using our waterfall enrichment feature. This lets you search multiple providers in sequence for the same field (like email or phone) and only pay for the first valid result returned.

Do I need my own accounts or API keys for enrichment providers?

For many providers, you can use Tabula’s managed keys. If you already have your own accounts, you can connect those instead. This flexibility means you can start right away or bring your existing subscriptions into your Tabula workflows.

Can I find people who aren’t on LinkedIn?

Yes. Because Tabula connects to multiple search and enrichment providers — including those that pull from public websites, business directories, and niche databases — you can discover contacts who aren’t on LinkedIn at all.

Does Tabula support lead scoring?

Yes. You can create custom scoring rules in your workflow using any combination of enriched fields, signals, and filters. The result is a ranked list of leads that match your exact criteria.

Which prospecting, enrichment tools, and CRMs can I use with Tabula?

Tabula connects you to 50+ lead search and enrichment providers, and more then 450 sources like Salesforce and HubSpot, and databases like Snowflake or PostgreSQL. You can mix and match sources: for example, find leads with any enrichment provider, enrich with contacts from you CRM, and push results directly into your warehouse.

Can I schedule enrichments to run automatically?

Yes. You can schedule workflows so they re-run on a set schedule - hourly, daily, or weekly - keeping your lead and company data fresh without manual work.

PLANS & BILLING

How do Tabula plans work?

In Tabula, you begin with a Base plan: either Solo (for individual use) or Team (for collaborative work). From there, you can customize your plan by adding the specific types of credits your workflows require. This way, you only pay for what you actually need.

What types of credits are available?

• Enrichment credits. Used for lead and company enrichment across our connected providers

• AI credits. Used for AI-powered tasks, such as data transformations, research automation, and content generation.

• Source credits. Used for pulling data from SaaS sources, like HubSpot.

Do you have annual plans?

Currently, all plans are billed monthly. Please contact us if you need customizable plan

CREDITS & USAGE

What are enrichment credits?

Enrichment credits are used when you add or update data about leads or companies through our connected enrichment providers. Each enrichment action consumes a set number of credits depending on the provider and the type of data retrieved.

What are AI credits?

AI Credits are used for all AI-powered actions in Tabula, such as automated research, data transformation, and content generation. AI usage is measured in tokens, where 1 credit equals 1 AI token. As a reference, 1 token is roughly equal to 3–4 English characters (including spaces). The number of tokens used depends on the length of your input and the AI’s output.

What are source credits?

Source Credits are used when pulling data from certain SaaS sources like HubSpot. Each record retrieved from these sources consumes a set number of Source Credits.

How can I check my remaining credits?

You can view your current credit balance for each type (Enrichment, AI, and Source) at any time using the toolbar at the top of any page in Tabula. Or you can go to Account -> Usage page for more detailed view.

Do credits roll over if I don’t use them?

Credits reset at the start of each billing cycle and do not roll over, so we recommend planning your usage within the month to make the most of them.

DATA MANAGEMENT

Which data transformation features does Tabula have?

We cover all SQL features and some more such as auto-flattening JSON.

How does Tabula process data, does it push any data to the server?

No, the application only verifies your credentials during the initial launch.

Therefore, it is safe to use sensitive information in your flows as all data is stored on your local computer. We are actively working on implementing cloud features.

I have a large .CSV file that I cannot open with Excel. Could Tabula open it?

Yes. Tabula can open CSV files of any size. By default, it loads a 10,000-row sample for faster editing, but when you run your workflow, all cleanups and transformations are applied to the entire file.

Can Tabula work with BigData, large files, or tables?

Yes, handling large databases is a core priority for us. Tabula natively supports Snowflake and PostgreSQL connectors, allowing you to transform massive datasets without ever leaving your environment.

TROUBLESHOOTING

Where can I find local logs to attach with my feedback?

The log files a hosted below. If an error occurs during a job execution you can find logs on the job page Three dot button → Show logs.

Locating the folder where log files are stored can be a challenging task, particularly if the option to hide system files and folders is enabled in the operating system's settings.

For Mac OS:

1. Open any folder in Finder.

2. Press Command + Shift + Period.

3. See the hidden files appear in the folder.

4. Navigate to “/Users/%username%/Library/Application Support/tabula/latest/logs”

For Windows 10:

1. Open File Explorer from the taskbar.

2. Select View → Options → Change folder and search options.

3. Select the View tab and, in Advanced settings, select Show hidden files, folders, and drives and OK.

4. Navigate to “C:\Users\%username%\AppData\Roaming\tabula\latest\logs”

For Windows 11:

1. Open File Explorer from the taskbar.

2. Select View → Show → Hidden items.

3. Navigate to “C:\Users\%username%\AppData\Roaming\tabula\latest\logs”

Where "%username%" is your name of the user.

Can't find the correct answer please ask our community in Slack #general_chat channel.