Creating a Master-Sheet of Companies: Efficient Methods and Tips

Robert V. · 2024-12-10 01:17:22.570786+00

In order to create a master-sheet of companies I have been finding should export them all separately as a CSV then import them into a workspace so I have them all in one place or is there a quicker way to create a master-sheet of the companies

Creating a Master-Sheet of Companies: Efficient Methods and Tips | Clay

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Yes, there's a simpler way! You can create a workbook which acts as a central place to organize multiple tables - similar to how a spreadsheet contains multiple sheets. Here's how: 1. Open your workspace 2. Click "+Create New" > "Workbook" 3. Once in the workbook, click "Create New" > "Table" to create a new company tableThis approach allows you to keep all your company data organized in one place, with multiple related tables within the same workbook. Think of a workbook as your space to bring related tables together for a cohesive view. Sources: Create New Table Find Companies [Clay 101] - Clay University Create a Workbook
Robert V.
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Yes I understand this but I need to create a mastersheet in a single table in order to use it for the duplicate function. since clay only allows me to use one list in the filter when creating a new list for duplicates I need all companies onto one workspace instead of a workbook
Channeled
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Robert V.
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I currently have a workbook with all different companies together and this is my master-sheet for them but like I have mentioned before I am attempting to use this master-sheet to add to the filter when creating a new lists in order to avoid duplicates since clay only allows me to compare one list when creating new lists
Robert V.
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As of now I am just importing them into a csv on google sheets then importing them into a new table on clay
Robert V.
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I just did this successfully but I am looking for a faster way to do this to combine lists into one big list instead of a work book , if there is a better way please let me know
Daniela D.
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Hey Robert! Thanks for reaching out✨. I responded in the other thread. We'll go ahead to close this one.
Channeled
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Hi Robert V.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

Channeled
APP
·
·
Yes, there's a simpler way! You can create a workbook which acts as a central place to organize multiple tables - similar to how a spreadsheet contains multiple sheets. Here's how: 1. Open your workspace 2. Click "+Create New" > "Workbook" 3. Once in the workbook, click "Create New" > "Table" to create a new company tableThis approach allows you to keep all your company data organized in one place, with multiple related tables within the same workbook. Think of a workbook as your space to bring related tables together for a cohesive view. Sources: Create New Table Find Companies [Clay 101] - Clay University Create a Workbook
Robert V.
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·
Yes I understand this but I need to create a mastersheet in a single table in order to use it for the duplicate function. since clay only allows me to use one list in the filter when creating a new list for duplicates I need all companies onto one workspace instead of a workbook
Channeled
APP
·
·
Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Robert V.
·
·
I currently have a workbook with all different companies together and this is my master-sheet for them but like I have mentioned before I am attempting to use this master-sheet to add to the filter when creating a new lists in order to avoid duplicates since clay only allows me to compare one list when creating new lists
Robert V.
·
·
As of now I am just importing them into a csv on google sheets then importing them into a new table on clay
Robert V.
·
·
I just did this successfully but I am looking for a faster way to do this to combine lists into one big list instead of a work book , if there is a better way please let me know
Daniela D.
·
·
Hey Robert! Thanks for reaching out✨. I responded in the other thread. We'll go ahead to close this one.
Channeled
APP
·
·
Hi Robert V.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: