Merging Two Tables in Clay: Aligning Schemas from the Same Workbook

Sunny D.

is there a way to merge 2 tables in clay? 2 tables from the same workbook? like aligning the schemas

4 comments

Channeled
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Yes, you can merge two tables from the same workbook in Clay. Here's how: 1. Use our "write to table" feature to transfer data between tables. 2. In the source table, select "Actions" > "Import" and choose "Write to Other Table". 3. Select the destination table within your current workbook. 4. Map the columns from your source table to the appropriate columns in the destination table. This step allows you to align the schemas. 5. After transferring the data, you can use the Merge Columns feature to combine data from different columns if needed. For more detailed instructions, check our Write to Table Integration Overview and Merge Columns Guide in our documentation.
Source: Write to Other Table | Documentation | Clay University
Sunny D.
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what about combining? I need to combine them. merge would be different
Channeled
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To combine two tables from the same workbook in Clay, you can use the "write to table" feature. Here's how: 1. In your source table, go to "Actions" > "Import". 2. Select "Write to Other Table". 3. Choose the destination table within your current workbook. 4. Map the columns from your source table to the corresponding columns in the destination table. 5. Configure run settings if needed (e.g., auto-update for new rows). This process will add the data from your source table to the destination table, effectively combining them. If you need to merge specific columns after combining, you can use the Merge Columns feature separately.
Sources: Write to Other Table | Documentation | Clay University Sources | Documentation | Clay University
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Merging Two Tables in Clay: Aligning Schemas from the Same Workbook | Clay