Copying Clay Instance Data to Another Account: A Guide

·

It is possible to copy a clay instances data to another account? I have a personal clay account I'd like to copy to start a work account with

Daniela D.
·
·
Hey Benyamin! Thanks for reaching out. Happy to help✨. To confirm, are you looking to move table data from one workspace to another? Due to security and how data is processed in tables, we don't currently have a direct way to transfer tables between workspaces other than downloading the CSV and importing it in the other. You can share the tables between them if they have a specific workflow already built into them that you want to keep and not have to recreate it, though this doesn't include the data but just the table as a template. I made a quick recording showing how to do that below. Let me know if this helps! https://downloads.intercomcdn.com/i/o/w28k1kwz/1252057829/60b145f80a08a40f69e91ca6af75/CleanShot+2024-11-14+at+18_06_09.gif?expires=1731606300&signature=e9d8f7cb220225da027bf3e39f41fe81d9687f41dd6a1f4e7ffe2a075a338ec6&req=dSIiFMl7moldUPMW1HO4zcGV2tez1V%2F5dqIG8ktmGk0UKJg1KB5MSYgrs6Uk%0AGVJD%0A
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.