How to Refresh Static Data in Clay CSV Imports

## CSV Import refresh - how? I use some static data in Clay. A contacts table from our CRM and a similar company table. These tables are referenced and looked up by other tables. How can I simply refresh the data in these reference table? If I do a new import that will create a separate table. What am I missing?

10 comments

Mingye C.
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Does your crm have an integration with clay? If no then you are using a csv file which is a static resource by default and thus you need to create a net new workbook for each one AFAIK. Happy to be corrected on this understanding if that is not the case.
Bálint S.
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Attio (our CRM) don't really have a good integration with Clay. There is a webhook I've been using but sending data to Clay actually cost quite a bit from Attio (it has it's own credit system). Thus I keep it as CSV imports. So you are saying I can't essentially overwrite an existing table with uploading new data into it, correct?
Mingye C.
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Just throwing an idea out there, perhaps you could use google sheets and zapier pulling data out of Attio and have clay reference the schedule refreshed google sheet? Not sure if that consumes a bunch of Attio credits
Bálint S.
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I think it would still use credits sadly. Almost everything does in Attio (I don't recommend getting Attio at this time). And I don't have a problem that the list is static really. Going with your G sheets idea, can a G-sheet be synced to Clay table? I could just overwrite the data there.
Mingye C.
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It’s funny because I just helped a friend implement Attio at her org, but im not hands on day to day so am not too familiar with their credit system. https://www.clay.com/integrations/data-provider/google-sheets
Mingye C.
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Hmmm does not seem possible to import from Gsheets 😕
Mingye C.
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The zapier integration looks like it could be a solution, though: https://zapier.com/apps/google-sheets/integrations/clay
Bálint S.
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really? I would have never guessed Clay cannot be connected to one of the most used web app. Based on Zapier though I am not sure if overwriting the entire table is an option. It can update records or create them. But cannot delete.
Mingye C.
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With google sheets clay can lookup rows, and also add rows. But it is not available as a data source AFAIK
Bálint S.
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Sad times. I think it would open up some good avenues on data management.

How to Refresh Static Data in Clay CSV Imports | Clay