Issue with People Search Update: Unable to Preview or Add Contacts

Andreas W. · 2025-03-28T17:13:36.227647+00:00

Update people search from a Clay table. Can’t preview or add new contacts. Am I overlooking sth? https://www.loom.com/share/8d876903d346491c88bbbc5e35dfd19a?sid=6864e639-73c2-4ece-9f89-695438b644cf

To update people search from a Clay table, preview, or add new contacts: 1. Click on the source column in your People table to edit search parameters. 2. Adjust your filters as needed. This won't remove previously added contacts but will append new ones based on your updated criteria. 3. To preview before importing, click "Preview People" to view search results. You can then review data quality and adjust filters if necessary. 4. To add new contacts, click "Import" after previewing. You can choose to add these to your existing table or create a new one. Remember to set record limits to manage credit usage, especially for tables with auto-update.

Sources: Find People overview | Documentation | Clay University Find People [Clay 101] - Clay University

7 comments