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Troubleshooting Clay Search Duplication Issues
i'm new...at least in using clay. I thought if I duplicated a search, it would duplicate the search. Instead, it's blank. Trying to figure out why. Thx.
i'm new...at least in using clay. I thought if I duplicated a search, it would duplicate the search. Instead, it's blank. Trying to figure out why. Thx.
Hey there, thanks for reaching out and welcome to Clay!!✨ Excited for your journey. To clarify did you duplicate a table? If so, this is expected behavior. Do you mind sending the link to the table so we can take a look and explain further? https://downloads.intercomcdn.com/i/o/1171717996/ac7729f84b426e1d0358af02/image.png?expires=1731453300&signature=ef97c91235faa7f35a42dbf79f52b29e040d9b690eb2a853b6320204638ce6b7&req=dSEgF85%2FmohWX%2FMW1HO4zYTywSr4A5QV2BKsam%2FhVPvw5A%3D%3D%0A
Tanvi R. Here is the original: https://app.clay.com/workspaces/9805/tables/t_fHD3hCCK9ptR/views/gv_pCY6cZdUcqs5 Here is the copy: https://app.clay.com/workspaces/9805/tables/t_nPaN9ZKDcGGh/views/gv_jzmYsX3QjQiT
Got it, so this is actually normal and expected behavior for the duplicate table function. However you can achieve a similar result by exporting your data from the original table as a CSV and importing it into the duplicated table. You can find the Import/Export functions under the Actions menu. Let me know if you need further assistance! https://downloads.intercomcdn.com/i/o/w28k1kwz/1249571728/4f1f0835de746c057fdb293f3993/CleanShot%2B2024-11-12%2Bat%2B16_51_36.gif?expires=1731456900&signature=32aa0be362674583fe949eea50cea8643090cc8cc308dfdf3bc4af0b397614b4&req=dSIjH8x5nIZdUfMW1HO4zSUpts8PXUNjzy1ktH5P1allr9cP606jVQpA6zyf%0AZXc6%0A
Tanvi R. Hi Tanvi...I made a brief loom. Thank you for your help, I'm very appreciative. I'm wondering if what I asked...I didn't phase correctly? I'm finding it difficult to believe I can't simply move selected contacts from one table to another without first exporting, and then importing into a new or existing table? Am I correct? Seems odd and a waste of time... https://www.loom.com/share/ff2cec6029b540389949e2da4f2574af?sid=f1209698-5590-4e7c-a814-404cbbbfadb9
Hey there, I made a short video for you :) : https://www.loom.com/share/7cbf397aed5941e4bc7889f8e58e29c9 In addition, I also share a resource on how to make 1:1 copy of your table: To make a 1:1 copy of your table, you can follow these steps: 1. Create a duplicate of your table (make sure to disable autoupdate!), or create a new table. 2. Add the 'Write to other Table' integration to your original table 3. Write single rows to the new table like this: https://drive.google.com/uc?id=1y94FQeqbJe1d3n7Gipeen0LTejQDvw6c If there's anything else I can assist you with, please let me know! 😊 Have a great Wednesday, Daniel
Daniel K. Thank you very much, I greatly appreciate your time and help. Couple quick questions:
At 0:41 in the loom, you share the New Column with a formula in it and check marks in the column. You click 'edit column' and then I see your formula you created. I tried to replicate this by creating both a new column with checkbox and then another time tried creating a formula column. Trying to figure out what you did to replicate that. I can't figure out. I know this is basic...I'm starting from scratch. Plz forgive my basic question...but can you plz share with me how do come up with this column and is this code something I should just know? This one: {{Primary Industry}}?.toLowerCase() === 'retail' Plz know, I'm not looking to be snarky...just trying to figure things out so I don't have to waste clay help time and educate myself...
I understand you chose to move leads based on 'industry' (retail) as example. My question is this: Is there a way if I just wanted to manually check the box without it checking another column...just by me manually checking the box it would push?
Thank you once again...much appreciated.
Hi Adam! I completely understand how tricky these formulas and checkboxes can be when you're just getting started - we all begin somewhere! Let me help make this clearer for you. 1. For creating that formula column: - Add new column https://downloads.intercomcdn.com/i/o/w28k1kwz/1250919872/45ae8bb39059daa661e35ae8656a/CleanShot%2B2024-11-13%2Bat%2B_02WO9xKbcl.gif?expires=1731534300&signature=771a7058c2d97ad53ca1adbc19f07f620a2f29a29bbe7b14b3032881fab3e051&req=dSIiFsB%2FlIlYW%2FMW1HO4zdnb2Q5gVo3m1gN4NtlRL1jbLT8BWO9zZoN8lxVo%0AMTpP%0A - Select "Formula" - Type "if /primary industry is Retail return true otherwise false" - Use the forward slash to link the column (this is the magic that connects everything!) https://downloads.intercomcdn.com/i/o/w28k1kwz/1250920088/0d5387bc45bce8c77ab87ef6a1bd/CleanShot%2B2024-11-13%2Bat%2B_066KwHliCn.gif?expires=1731534300&signature=77683a87aefb97f2665104e2318022ed7675253120dd6078540102efa1e42e93&req=dSIiFsB8nYFXUfMW1HO4zSKRAMwBuU0wxdCJeeQZ1Ddre1f5dLhUaVtl%2FWpN%0AqMh8%0A - Click Generate Formula > Output Correct > Save Formula 2. And yes, absolutely - you can keep things simple with manual pushing: - Create a new checkbox column - Check the boxes yourself for exactly the leads you want to push https://downloads.intercomcdn.com/i/o/w28k1kwz/1250920867/0fb4d8bb1526f7a91e91a8508abc/CleanShot+2024-11-13+at+_30qNp6V0O8.gif?expires=1731534300&signature=8d5082126f876c8567d624af7e52a86439ff85e528f7545eb939f104b1b96895&req=dSIiFsB8nYlZXvMW1HO4zeG3eMoOysnr%2F4E92p2lI3wpJl2z%2BoLDNqDUk8Od%0AQ7pj%0A Please don't hesitate to ask for more explanation or examples - these concepts can take time to grasp, and I'm here to help you every step of the way. Would you like me to show you either process in more detail?
Thanks for the compliment! Of course you can move checked contacts to another table! Here's how: 1. Click "Add Enrichment" at the top right 2. Search for and add "Write to Other Table" 3. Choose your destination table (new or existing) https://downloads.intercomcdn.com/i/o/w28k1kwz/1250947264/d3dd68c8781675d275644879dac4/CleanShot+2024-11-13+at+_46mAQVE1sM.gif?expires=1731536100&signature=86a730727a623c513d69a94359d1ab839c984c3e16ee7e2c5ba92d579e66aa7a&req=dSIiFsB6moNZXfMW1HO4zd9%2FoSBNC65b3m1%2BRQepIaFL3X5qSYam2jvCHxSB%0AKxzP%0A 4. Map your data using our guide: clay.com/university/lesson/write-to-table-integration-overview 5. In Run Settings > Only Run If > Use AI > Set "/checkbox is true" https://downloads.intercomcdn.com/i/o/w28k1kwz/1250947449/a6b9f34318718f8fa46f68467bef/CleanShot+2024-11-13+at+_459tAkpepj%402x.png?expires=1731536100&signature=f6256c7c4a520e9ca66b15942efc2af2fe41c2f97e6de436cb99589de3bdc4c1&req=dSIiFsB6moVbUPMW1HO4zaSFLSDFvb4%2F1dLrlnKcNjhLnDcdLcMAw%2FrdEDx%2F%0AGXJp%0A https://downloads.intercomcdn.com/i/o/w28k1kwz/1250947419/3aee1ebbf0c553bf58b9e2f6980d/CleanShot+2024-11-13+at+_247pmMq9fc%402x.png?expires=1731536100&signature=d12ac79ba7cd8a0f3d053d651e47ac5abb2c8a4e4652c37b2652aede66cd9b05&req=dSIiFsB6moVeUPMW1HO4zTXdfxBm3ccg%2FpavOO124elEbyE82dQR9BDJJpsl%0AjgdB%0A 6. Save and run
Bo (. pretty damn intense...nothing like copy/paste...save as. There is no way Microsoft/Google Sheets would be as popular as it is if the general population needed to move some data to another sheet like this. Oh boy, feel like I have to be a data scientist! The world favors the tech geeks 😉 This will take some practicing...I think for, I'll simply export csv and make my changes in GSheet in 5 seconds and import into Instantly or whatever I'm gonna use. I'm just trying to find some real leads, lol....lol. THANK YOU SOOOO MUCH! You're very kind and amazingly patient data scientist! 🧑🔬 Have a good one Bo!
Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.
We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!