.png){kind=logo}
How to Transfer a Clay Table to Another Account
Hi, I’ve built a Clay table on an account but i need to transfer it to another account, my client account (with the data) How can I do that ?
Hi, I’ve built a Clay table on an account but i need to transfer it to another account, my client account (with the data) How can I do that ?
Currently, there's no direct way to transfer an entire table with data between different Clay accounts. However, you can use the "write to table" feature to move your data: 1. Create a new table in the client account 2. In your original table, click "Add Enrichment" in the top right 3. Search for and select "write to table" 4. Connect using your API key (found in Settings > Account > API key) 5. Select the destination table in the client account 6. Map your columns from the source to the destination table 7. Configure run settings (like auto-update if needed) This will transfer your data while preserving the structure. The table structure itself will need to be recreated in the client account first.
I can’t transfer the ownership of the account to someone ? Or just copypaste but in order to keep the formulas ?
Currently, there's no direct way to transfer account ownership or copy an entire table with both data and formulas to another account. You have two main options: 1. For preserving table structure with formulas (without data): • Use the "Share as template" feature by clicking "Actions" → "Share as template" → "Turn on sharing" • Share the public link with the other account • This will share your table structure and formulas, but only 1 row of data 2. For transferring data to an existing table structure: • First share the table template as above to recreate the structure • Then use the "write to table" feature to transfer the data • Click "Add Enrichment" → search for "write to table" • Map your columns from source to destination For complete table export with data, you can download as CSV and import to the new account.