Connecting Company Data and People Data in Clay: A Beginner's Guide

RA S.

New to clay. How can I connect company data and people data? Currently they are both in different tables?

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44 comments

Clay T.
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Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉
RA S.
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https://app.clay.com/workspaces/99438/tables/t_ldAAoxDGMDk3/views/gv_GA43pycmj9DO
Clay T.
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Hi, thanks for getting in touch! you can use the lookup integration
Clay T.
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Here's a video and our docs page for Lookup Record!
RA S.
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And another question. How can I add more data to a currently existing table. I used the import more companies but it wouldn't deliver the company data than.
RA S.
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Tha ks
Clay T.
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are you using the import button at the bottom of the table?
RA S.
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Yes
RA S.
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https://app.clay.com/workspaces/99438/tables/t_z6nD3ogrnOBR/views/gv_FdxhB2VWXCj8 This table
RA S.
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First I got 200 companies then I tried to add more to the same table and used the import feature but those are not loading the data see image.
RA S.
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Lookup only works with a pro plan?
RA S.
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I literally can't connect people and company data?
Clay T.
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lookup is for all plans
Clay T.
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I'm checking this table, its very strange
RA S.
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I'm struggling with this. All I intended to do was find companies. Ok worked. Enricht people. Ok worked. But connecting the two is only possible through lookup? Now I ran the lookup and it couldn't match it although I do have LinkedIn data in both tables.
Clay T.
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check this quick fix please: https://www.loom.com/share/81996a8fd4f644dcad1b680a963097b6
RA S.
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Can you explain me the easiest way on creating companies and connecting them with the people data in one table?
RA S.
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This approach seems to complicated, I will probably create a new table.
RA S.
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It's so messy. It should be easy to connect company and people data.
Clay T.
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From a table of companies you can launch a table of people based on those same companies:
5792cbfd-a589-4b73-8996-0f6dc7230bc1.png(19 kB)
RA S.
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Yes but I can only import it into a new table.
RA S.
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This is a test: https://app.clay.com/workspaces/99438/tables/t_iY8sNA9KoszL/views/gv_mWguZGI1M6a1 (company data) https://app.clay.com/workspaces/99438/tables/t_h5lIvg9klwmW/views/gv_tP3fKA7MaXSI (People data)
RA S.
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It must be possible to match them somehow.
RA S.
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Thank you for your help. This makes me insane rn.
RA S.
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I'm on this Clay for hours now. I set up everything before and now I can't match them. This is a joke.
Clay T.
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Ok, so do you want to match certain fields in the corporate table to show up in the people table, matching the employees of those companies?
Clay T.
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Clay can be a bit overwellming at the beginning, but after a few weeks you will get it, don't give up!
RA S.
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Yes
RA S.
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I want to extract all relevant companies and match them with the relevant people data.
RA S.
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And then I want to export it to test and see. I wanted to do it for UK and NY at first. I have set up everything but I'm failing with matching the information. 😞
Clay T.
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Ok for this the best option would be the lookup, let me show you: https://www.loom.com/share/79c5bf73738d4cc49e19e072dfc7e1bd
RA S.
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This helps I think. I will try it out. Thank you.
RA S.
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https://app.clay.com/workspaces/99438/tables/t_bWQSMtc3qxdc/views/gv_pdVfw6QfeEiF Ah but here I could do it without lookup. See I have all the data people and company data in one table without using lookup. Here I would just want even more data in total.
RA S.
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Interesting.
Clay T.
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Happy to jump in here - the lookup record function is particularly useful when you've run enrichments on another table and you are hoping to pull in that information into a new table (ex. from a companies table to a people table). however, if you haven't really run any extra enrichments on that original companies table and just with to bring over the "preliminary" information it contains (like description, country etc.), it is possible to do this without lookup record.
RA S.
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Yes but how
RA S.
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That's what I wanted all the time.
Clay T.
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Hey! What information are you trying to pull or add to the people table that exists in the Company table?
Clay T.
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Here's a video where I explain why keeping separate tables is very useful in most cases but it's not the only way to build them. Maybe it'll answer a few more questions you may have: https://www.loom.com/share/8825ec3b1be0482f8df121f64b7df075
RA S.
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I just want to have all the basic company info and the people data in one table.
RA S.
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I need to extract it afterwards as an excel with all the corresponding data.
Clay T.
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Then yes, the lookup allows you to pull that information in between them but there are other older integrations you can streamline within a single table, but if you need more than 1 person per company, that's where it get a bit messy.
Clay T.
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Did the video above help? All you have to do with the lookup is extract the values from within to create the columns in that single table
RA S.
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thank you