Merging Rows by LinkedIn Account and Filling Email Blanks in Clay

Subject: Merging Rows Based on LinkedIn Account & Filling Email Blanks Hey Clay Support Team, I'm trying to merge two rows based on their LinkedIn Account and fill in any missing email addresses in the existing row using data I fetched from Apollo. I tried using AutoDedup, but it only deletes the newer row without transferring the additional email information to the existing one. Is there a way to achieve this? Looking forward to your guidance! Thanks!

8 comments

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To merge rows based on LinkedIn Account and fill in missing email addresses using Apollo data, you can follow these steps: 1. Use the "Lookup Multiple Rows in other Table" feature to match rows based on LinkedIn profiles. 2. Enrich the data using the "Enrich Person with Apollo.io" function. This will fetch additional information, including email addresses. 3. Use the "write to table" feature to add the enriched data to your existing table. This will allow you to combine the information without losing any data. 4. Create a formula column to merge the email addresses, prioritizing the existing email if available, and using the Apollo-provided email as a fallback. This approach ensures you retain all information while filling in missing email addresses from Apollo.
Source: Enrich Person with Apollo.io
Jan A.
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Can i restore deleted records in my table?
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For deleted rows, you have a brief window to recover them. When you delete a row, an alert appears in the bottom-right corner of the screen for a few seconds, allowing you to "Undo" the action. Unfortunately, we can't recover rows after this undo period has passed. For deleted tables, you can restore them from the "Trash" tab on the main workspace. If you need to recover specific data, you might want to check your table history or consider re-creating the rows and re-fetching the data from its original sources. If you need further assistance, please request to talk to a person for more detailed help.
Source: Delete content within your workspace | Documentation | Clay University
Jan A.
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when i copy a workbook with over 4000 records, I get an empty workbook as a copy, why are none of my records being copied into the "copy table"?
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When you duplicate a table in Clay, only the header structure is copied, not the data itself. This is why your copied workbook appears empty. To transfer your data, you can use our "write to table" feature: 1. Click the "Add Enrichment" button in the top right corner of your page. 2. Search for "Write to Table" in the search bar and select it. 3. Map your existing data fields to the corresponding columns in your new table. This process will allow you to transfer your 4000+ records to the new table. For a detailed guide on using the "write to table" feature, you can check out our Clay University lessons.
Jan A.
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is there no other way to copy a tbale with all records? the method above will take a long time to map out
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Unfortunately, there isn't a faster way to copy a table with all records in Clay without using the "write to table" feature. However, you have two options: 1. Use the "write to table" feature as previously described. While it requires mapping fields, it's the most reliable method for transferring data between tables. 2. Export your data and then re-import it: • Go to the 'Actions' menu and find the 'Export' modal • Click 'Download CSV' to export your data • Create a new table and import the CSV This second method might be quicker for large datasets, but keep in mind it creates a separate copy rather than linking tables. If you need further assistance with this process, please request to talk to a person for more detailed help.
Source: Download as a CSV [Clay 101] - Clay University
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