Advice Needed: Transferring Data from Company to People Table

Simeon P. · 2025-03-14T14:52:10.265034+00:00

Hi again, I need advice how to transfer information from Company table to People table. Anyone, ideas? I saw the clay uni video, but need more details

To transfer information from the Company table to the People table in Clay, you can use the "write to table" feature. Here's a more detailed process: 1. Set up a "write to table" action in your People table. 2. Use your Clay API key to create an integration. 3. Select the Company table as the source and the People table as the destination. 4. Map the columns you want to transfer from the Company table to the People table. When you add new company data, simply rerun the lookup in your People table to pull in the enriched company data. This creates an integrated dataset combining individual and company information. This approach saves data credits and ensures you have a comprehensive view of each contact's company context. Remember to rerun the lookup column in your People table to sync any updated information from the Company table.

Sources: Enrich People (Waterfalls) [CRM Enrichment] - Clay University Find People [Clay 101] - Clay University Write to Other Table | Documentation | Clay University

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