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01 Community General

Automate CSV Row Organization with File Name Integration

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Hi everyone, is it somehow possible to organise rows given on the import file (name)? I am importing from dozens of files and having to do add a column manually is a lot of work - ideally I would like the file name of the respective csv to be saved into one column. Is there any way to achieve this in a (semi-)automated fashion?

Automate CSV Row Organization with File Name Integration | Clay

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3 comments

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Adnan M.
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If you have these csv files with you, it would take ~5 minutes to do this:
Combine all CSVs into one file
Each row in this combined file has the name of the source file in the first column, column A.
It's pretty simple. We have an automaton for this. Feel free to share the CSV files via DM. Wont take me more than a few minutes. Alexander F.
Kabeer A.
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Clay doesn’t automatically capture the import file name as a column. Easiest workaround is to add the filename as a column before upload, or if you’re importing via API/automation, pass the filename in as a field. That way every row carries its source without manual tagging. I can help you set up a semi-automated flow if you’d like.
Abdul S.
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Clay won’t auto-capture file names easiest fix: add a quick script/Sheets formula before upload to insert the file name as a column.