We don't currently offer a sandbox or demo environment for testing CRM enrichments. However, we recommend importing a small list of 10-20 test contacts to experiment with our enrichment features. This approach allows you to safely test functions like updating, looking up, and creating records without modifying key data, while still understanding the functionality.
If you need further assistance with setting up a test environment, please let me know, and I'd be happy to provide more guidance.
After uploading your CSV file to Clay, you can enrich the data using our powerful features. Here's how:
1. Import your CSV:
• Go to your workspace home and select "Create new"
• Choose "Import from CSV" and upload your file
• Select "New blank table" or "Add to existing table"
2. Map your data:
• Clay automatically pulls in all columns from your CSV
• Modify column names, delete unnecessary ones, or rearrange as needed
3. Use Clay's enrichment features:
• Apply data enrichment to add more context to your information
• Use AI-powered formatting to clean and standardize your data
• Leverage advanced analysis tools for insights
If you need further assistance, click on "Talk to a person" for human support.
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