Missing Records When Importing from Salesforce to Clay

Alex W. · 2025-10-29 18:51:14.903279+00

Hello Clay support team - our Salesforce connection was recently set up in Clay. When I "Import from CRM" and select "All accounts" I am missing a majority of the records. Can you please advise? Thanks in advance!

Missing Records When Importing from Salesforce to Clay | Clay

7 comments

· Sorted by Oldest

Clay Support
APP
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When importing from Salesforce lists, you're no longer limited to 2,000 records—unless you're using a SOQL-incompatible list view. [1]
If your "All accounts" view uses unsupported operators (like "contains"), it becomes SOQL-incompatible and caps at 2,000 records. [2]
To fix this:
1.
Create a new list view on your Account object
2.
Use only SOQL-compatible filters (basic operators: =, <, >, >=, <=)
3.
Avoid "contains" and similar unsupported operators
4.
Import from this new view
This should allow you to pull all your accounts without the limitation. [3]
Clay Support
APP
·
·
Did that answer your question?
Clay Support
APP
·
·
If you still need help resolving the issue with importing all accounts from Salesforce, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific challenges you’re facing?
Alex W.
·
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I am seeing a little over 5k records total but it should be much more than that. I followed the process outlined in the guide.
Clay Support
APP
·
·
If you're seeing only 5k records when you expect more, your "All accounts" list view may still be SOQL-incompatible, which limits imports to 2,000 records (though you're seeing more, suggesting partial compatibility issues). [1]
Double-check your list view filters:
Ensure you're using only basic operators: =, <, >, >=, <=
Remove any "contains," "starts with," or similar operators
Verify no complex filter logic that breaks SOQL compatibility
Try this:
1.
Create a brand new list view with minimal, simple filters
2.
Test importing from that view
3.
If it pulls all records, gradually add filters back to identify which one causes the limitation [2]
If the issue persists after confirming SOQL-compatible filters, ask to speak with a human for further troubleshooting.
Clay Support
APP
·
·
Is that what you were looking for?
Clay Support
APP
·
·
If you still need assistance with importing all your Salesforce accounts, I’m here to help. Would you like to share more details about the filters or steps you’ve tried so we can continue troubleshooting?

Clay Support
APP
·
·
When importing from Salesforce lists, you're no longer limited to 2,000 records—unless you're using a SOQL-incompatible list view. [1]
If your "All accounts" view uses unsupported operators (like "contains"), it becomes SOQL-incompatible and caps at 2,000 records. [2]
To fix this:
1.
Create a new list view on your Account object
2.
Use only SOQL-compatible filters (basic operators: =, <, >, >=, <=)
3.
Avoid "contains" and similar unsupported operators
4.
Import from this new view
This should allow you to pull all your accounts without the limitation. [3]
Clay Support
APP
·
·
Did that answer your question?
Clay Support
APP
·
·
If you still need help resolving the issue with importing all accounts from Salesforce, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific challenges you’re facing?
Alex W.
·
·
I am seeing a little over 5k records total but it should be much more than that. I followed the process outlined in the guide.
Clay Support
APP
·
·
If you're seeing only 5k records when you expect more, your "All accounts" list view may still be SOQL-incompatible, which limits imports to 2,000 records (though you're seeing more, suggesting partial compatibility issues). [1]
Double-check your list view filters:
Ensure you're using only basic operators: =, <, >, >=, <=
Remove any "contains," "starts with," or similar operators
Verify no complex filter logic that breaks SOQL compatibility
Try this:
1.
Create a brand new list view with minimal, simple filters
2.
Test importing from that view
3.
If it pulls all records, gradually add filters back to identify which one causes the limitation [2]
If the issue persists after confirming SOQL-compatible filters, ask to speak with a human for further troubleshooting.
Clay Support
APP
·
·
Is that what you were looking for?
Clay Support
APP
·
·
If you still need assistance with importing all your Salesforce accounts, I’m here to help. Would you like to share more details about the filters or steps you’ve tried so we can continue troubleshooting?