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How can I merge rows from another table in the same workbook in clays
How can I merge rows from another table in the same workbook in clays
How can I merge rows from another table in the same workbook in clays
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Hey there - we're having a bit of trouble with our support tooling and closed this conversation out preemptively. Reopening it here and someone from our team will get back to you soon!
You can merge rows from another table using Clay's Write to Table feature. Here's how: 1. Click "Add Column" > "Add Enrichment" and search for "Write to Table" 2. Set up the integration: • Select your Clay account (you'll need your API key if not already set up) • Choose the destination table within your workbook • Enter "/" to skip list selection • Map the columns you want to copy from your source table to the matching columns in your destination tableOptional: You can configure additional settings: ** Enable "Auto-update" to automatically enrich new rows ** Set conditions using "Only run if" to control when the integration runsAlternatively, if you only need to look up specific rows, you can use the "Lookup Single Row" or "Lookup Multiple Rows" features to find matching records across tables. Sources: Write to table integration overview | Documentation | Clay University Lookup Multiple Rows in Other Table with Clay Write to Other Table with Clay Labs Lookup Single Row in Other Table with Clay
Hello Jason! Thank you for reaching out! 👋 You can merge rows from another table in your workbook by first transferring data using our Write to Table integration, which helps you transfer data between tables. Once the data is in your destination table, you can combine or merge data from different columns by using our Merge Columns feature: simply click Add Column, select Merge Columns, and input your formula to combine the desired columns. For more details, please check out our guides here: Write to Table Integration Overview and Merge Columns Guide. Does this cover what you were looking for? Let me know if you have any further questions or need additional assistance! 😊