Reconnecting CSV to Workflow in Clay Workbook Templates

I've got a clay workbook that I'm using as a template that is triggeded by a CVS upload of a company list. When i duplicate the template, the CSV gets deleted. How do i reconnect the new CSV to the downstream workflow?

5 comments

Clay
APP
·
·
To reconnect a new CSV to your duplicated workbook template: Option 1: Import CSV to existing table 1. In your duplicated table, click Actions → Import 2. Select Import from CSV 3. Upload your CSV file 4. Choose Add to existing table and select your duplicated table 5. Map the CSV columns to align with your Clay table columns 6. Click Add to table Option 2: Use write to table integration Since duplicating only copies the header structure (not data), you can use the "write to table" integration to transfer data from your original table to the new one. Click Add Enrichment, search for "write to table", and map your existing data fields to the corresponding columns. The CSV import will reconnect your data source to trigger the downstream workflow in your duplicated template.
Sources: Upload CSV to your table - Clay University Upload CSV to your table - Clay University Import CSV [Clay 101] - Clay University Sources | Documentation | Clay University
Hunain F.
·
·
Hi, Ben A. Open duplicated workbook. Click Add Data Upload CSV Upload your CSV again. Make sure column names match the old CSV. Clay will auto-reconnect if column names are same.
Clay
APP
·
·
To reconnect a CSV to your duplicated workbook: 1. Open your duplicated workbook 2. Click Actions → Import 3. Select Import from CSV 4. Upload your new CSV file 5. Choose Add to existing table and select your duplicated table 6. Map the CSV columns to align with your Clay table columns When column names match exactly, Clay will automatically align them during the mapping step. This reconnects your data source and triggers the downstream workflow in your duplicated template. Since duplicating only copies the header structure (not data), you can also use the "write to table" integration to transfer data from your original table if needed.
Sources: Upload CSV to your table - Clay University Import CSV [Clay 101] - Clay University Import CSV [Clay 101] - Clay University
Ben A.
·
·
https://app.clay.com/workspaces/635063/workbooks/wb_0szgsa5PUYYHQag66Wr/all-tables
LuisArturo
·
·
Hey there Ben thanks for reaching out, if you are looking to reupload the CSV here, this can be done by going to the table where you want to import it to and head to the "Actions" menu and select the "Import from CSV" option to re-enter it
(27 kB)

Reconnecting CSV to Workflow in Clay Workbook Templates | Clay