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Merging Records & Handling Duplicates: Unique Key & Upsert in a Table

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hey is there a way to merge records within the same table? is it possible to define a column as unique key (let say website) and then import records and do upsert instead of insert and get duplicates?

Merging Records & Handling Duplicates: Unique Key & Upsert in a Table | Clay

5 comments

· Sorted by Oldest

Clay Team
APP
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Hey Esteban! Let me know if this is it... You can create a Formula or Merge column to pull in values from different sources all into a single column which you can then use as the final value for other tools.
62397ef0-59b7-406e-bfa7-bf9ab449cf73.png(19 kB)
Esteban Lopez
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great thanks! this is for mergin columns, I was looking for merging rows
Clay Team
APP
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Got it, thank you for clarifying, was not sure at first. Curious, what's the use case here or what were you expecting to see when merging a row?
Esteban Lopez
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I upload a list of companies from a csv then weeks later I upload list updated, it contains existing and new records, I would like to insteaf of dedupe duplicate rows, merge them, similar to what you mentioned, but using diff rows
Clay Team
APP
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I see. So we don't currently have the option to merge rows in such way. You can however append existing old records and filter them to keep only 1 row visible if it helps, using the Lookup Record integration within the same table. Not exactly the same example but similar principle: Here's how to surface one lead per company - https://www.loom.com/share/4152acbce75e4209a8db5d767050cf49?sid=e66ca291-36d6-44ed-96c3-49c160502768