Importing CSV Company Table into Claybook Workflow

·Dec 12, 2025 08:09 PM·

I tried using an existing Claybook for the first time. Instead of building search criteria for the companies table, would it also be possible to import an existing CSV company table and to use this in the existing workflow?

3 comments

· Sorted by Oldest

Clay Support
APP
·
·
Yes! You can definitely import a CSV company table into your existing workflow.
In your existing table, click Actions > Import > Import from CSV. [1] Upload your CSV file and select Add to current table. [2]
You'll then map your CSV columns to the Clay table fields and can choose whether to automatically run enrichments on the imported rows. [3] This will populate your company table with your existing data instead of using search criteria. [4]
1
Clay Support
APP
·
·
Did that answer your question?
1
Clay Support
APP
·
·
If you need any more help with importing your CSV company table or setting up your workflow, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any issues you’re encountering?

Clay Support
APP
·
·
Yes! You can definitely import a CSV company table into your existing workflow.
In your existing table, click Actions > Import > Import from CSV. [1] Upload your CSV file and select Add to current table. [2]
You'll then map your CSV columns to the Clay table fields and can choose whether to automatically run enrichments on the imported rows. [3] This will populate your company table with your existing data instead of using search criteria. [4]
1
Clay Support
APP
·
·
Did that answer your question?
1
Clay Support
APP
·
·
If you need any more help with importing your CSV company table or setting up your workflow, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any issues you’re encountering?