Pairing People and Companies from Separate Tables Using CSV Data

I have a list of companies in another table. i have list of people in another table. can i populate my fields in the people table (extracted from a csv) and pair with the company table and populate my fields?

23 comments

Channeled
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Import your CSV to the people table: 1. In your people table, click Actions → Import 2. Select Import from CSV and upload your file 3. Map CSV columns to Clay table fields 4. Click Add to table Link with company data: Clay automatically links Find Companies and Find People tables, allowing you to extract company attributes directly into your people table. You can pull enriched company data (tech stack, revenue, location, etc.) into your people table using lookup columns. When you add new company data later, simply rerun the lookup column in your people table to sync updated information.
Sources: Sources | Documentation | Clay University Upload CSV to your table - Clay University How to import your CSV into Clay | Documentation | Clay University Find People [Clay 101] - Clay University Find People [Clay 101] - Clay University
Matt S.
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no it doesn't work
Matt S.
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https://app.clay.com/workspaces/531579/workbooks/wb_0sxpk0yRrAhznEqgj5W/tables/t_0sy43lqYQVqpVohyJJ8/views/gv_0sy43lrZwtEHDsir4J8
Adil A.
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if you want fields from the column table to show up in the people table, you will have to use "Clay Lookup Single Row in Other Table"
Adil A.
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the idea would be to have a joining key (say the linkedin url of the company) show up in both tables
Adil A.
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and then you use the "Lookup" function to bring fields from the company table to the people table
Matt S.
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i have the linkedin company url in both tables but can't match it
Matt S.
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actually it still doesnt work
Matt S.
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is there a smart way to dedup accounts? I am tryingto dedup from linkedin user ids from the linkedin profile urls (for people) but i am not sure if it's accurate. Adil A.
Adil A.
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you wanna dedupe users or companies? Is this dataset imported by Clay or did you upload a cSV?
Matt S.
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users
Matt S.
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its a csv
Adil A.
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dedupe on their linkedin url
Adil A.
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if you don't have it, then their email
Adil A.
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if you don't have that, then a concatenation of their full name and company ULR
Adil A.
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what makes you think it's not accurate?
Matt S.
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is linkedin url unique?
Adil A.
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yes
Matt S.
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i didn't know that
Adil A.
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there's one exception: each linkedin user can have two linkedin urls: a linkedin url with an id and a linkedin url with a name: so this is mine: https://www.linkedin.com/in/adilaijaz/, but there might be a user id tied to me so another url for me might be https://www.linkedin.com/in/12345678. In that corner case, it won't work well. Generally though this is not an issue since most of the times you have a user friendly linkedin url for someone.
Matt S.
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All this is great! Thank you so much! I have another question Adil A. Is there a way to create a do not email list but as a company? For example, having companies that we don't want to target?
Adil A.
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yeah, you can create a separate company table with the linkedin URLs of the companies you don't wanna target. Then in your people table, you can look up if the company this person belongs to exists in that "do not contact" table
Bo (.
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Hey - Thanks Adil!!! :) Let me know if you have more questions

Pairing People and Companies from Separate Tables Using CSV Data | Clay