Updating Existing Rows in Persona Table from Accounts Table

I have a table of accounts and another table with persona, In accounts table I have used write into table for passing data to persona table now if I do changes in accounts table and run It creates new row in persona table. my question is how can I update the existing row.

6 comments

Channeled
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To update existing rows in your persona table when changes are made in the accounts table, you can use our "write to table" feature with an upsert action. Here's how: 1. Set up a Snowflake integration using the Upsert Row action. 2. Specify a lookup field in your persona table that matches a column in your accounts table. 3. Map the fields from your accounts table to the corresponding fields in your persona table. 4. Configure auto-update settings to run the action when changes occur in the accounts table. 5. If you've added new columns to the accounts table, re-run the company row in the persona table to see the new values. This approach will update existing rows or insert new ones if no match is found, ensuring your persona table stays in sync with the accounts table.
Sources: Snowflake integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University Snowflake integration overview | Documentation | Clay University
Aditya K.
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Can you help with any video.
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While we don't have a specific video tutorial for your request, I can guide you through using the "write to table" feature to update existing rows. The "write to table" feature in Clay allows you to send data to a new or existing table. To update existing rows (upsert), you'll need to use an integration that supports upsert actions, such as Snowflake or Clay Labs. Here's a general process: 1. Select your destination table 2. Choose the data to send (list or columns) 3. Map the data to table columns 4. Set a unique identifier for upsert 5. Configure run settings For specific upsert actions, use integrations like Snowflake or Clay Labs, which allow you to update existing rows or insert new ones based on a unique identifier. If you need more detailed guidance, let me know, and I can provide step-by-step instructions for a specific integration.
Sources: Write to Other Table | Documentation | Clay University Write to Other Table with Clay Labs Snowflake integration overview | Documentation | Clay University Write to Table [Clay 101] - Clay University
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Summiya B.
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hwen you make chainges in accounts you he to rerun write to other tsble
Channeled
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To automatically update rows in another table when changes are made in the accounts table, you can use our "write to table" feature with auto-update enabled. Here's how: 1. Set up the "write to table" action to map data from your accounts table to the other table. 2. In the table settings of your destination table, enable auto-update. This ensures the table remains current by automatically running all columns whenever rows are added or edited. 3. With auto-update enabled, any changes in the accounts table will automatically trigger the "write to table" action, updating the corresponding rows in the other table. This setup eliminates the need to manually rerun the write action each time you make changes in the accounts table.
Sources: Table management settings | Documentation | Clay University Write to Other Table | Documentation | Clay University

Updating Existing Rows in Persona Table from Accounts Table | Clay