Exporting Find People Table Data to SFDC: Column Mapping Issues

Export Help- trying to export a find people table derived from a find companies table to SFDC. When I go to map the columns to my lead fields, I had to separate out the Location column into City, State since those are two diff fields in our CRM. (1) I think it costs me credit to extract and separate out City, State from one column into 2 which seems rediciulous but most importantly I did this and went back to my Find people table, force refreshed the table and I still could not find the options within the companies table to pick the new city column or new state column. Only the original combined Location column is available.

8 comments

Clay
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When you split the Location column into separate City and State columns in your Find People table, you need to rerun the lookup column to sync the updated information from your Find Companies table. Since Clay automatically links your Find Companies table to your Find People table, any new enrichments or column modifications in the company table require you to refresh the lookup to pull the updated data into your people table. For exporting to Salesforce, you can create a dedicated export view by duplicating your current view and hiding columns you don't need, focusing only on the raw values required for your CRM mapping. Which specific method did you use to split the Location column - was it through a formula, enrichment, or another data extraction process?
Sources: Find People [Clay 101] - Clay University Find People [Clay 101] - Clay University Download as a CSV [Clay 101] - Clay University Download as a CSV [Clay 101] - Clay University
Channeled
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Asher
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Hey Kaylin M., there's two ways you can do this
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Use a formula to extract the city and state into different columns (Sharing some screenshots)
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Use a cheaper model that uses less credit like GPT 4.1 Nano and change the 'use case' to 'Create or modify content'. It will only use 0.2 credits that way. Or I might just suggest to use your own OpenAI key, which uses just about $0.00001. Also, make sure you get the output in a JSON format so you can get both the state and city in one prompt.
#2 is a more fullproof way, especially if all your locations may not be formatted in the same way.
Kaylin M.
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Thanks Asher! For number 2 I don’t know how to even navigate to the screenshots you provided. Is it Actions --> Enrichments and then search for Extractions? Clearly my deficit right now as s newbie is navigating the various options
Asher
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https://www.tella.tv/video/for-kaylin-6ow5 Here you go Kaylin! No voice as I'm in a huge meeting 😂 Hope it helps though 👍
Kaylin M.
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thank you thank you! So you ran the enrichment first via the city and state like, pre-made enrichment and then configured it after the fact
Kaylin M.
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I also don’t have my own api account. I have to look into that as it defaults to Clay-managed OpenAI account and i don’t have any other options so I think that’s limiting me to the higher credit cost
Asher
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https://www.tella.tv/video/more-clarification-for-kaylin-2jyb Hey Kaylin, explained both the prompt I used + shared abit about using your own API key. I'll send you a video I shared with a client that talks about using his own OpenAI API key for clay. Might help you save lots of credits

Exporting Find People Table Data to SFDC: Column Mapping Issues | Clay