Clay Icon

Quickest Method to Copy/Paste Columns with Prompts into Another Table

ยท
ยท

Hey team what's the quickest way to copy/paste columns into another table including the prompts

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    The quickest way to copy columns into another table is by using the Write to Table integration. Here's how: 1. Click "Add Enrichment" in the top right corner of your page 2. Search for and select "Write to Table" integration 3. Select your destination table within your workbook 4. Enter "/" to skip the list selection 5. Map your source columns to the corresponding columns in the destination tableThis method will transfer your data while keeping it aligned and consistent, reducing manual data entry. The integration will also preserve your existing data fields when mapping to the new table. Source: Write to table integration overview | Documentation | Clay University

  • Avatar of Andi D.
    Andi D.
    ยท
    ยท

    does this keep the column functions though?

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    No, the Write to Table integration only transfers the data values between tables, not the column functions or formulas. When you use Write to Table, it copies just the header structure and data fields from one table to another, allowing you to map source columns to destination columns.If you need to preserve column functions, you'll need to set up those functions again in the destination table after transferring the data. Source: Write to table integration overview | Documentation | Clay University

  • Avatar of Andi D.
    Andi D.
    ยท
    ยท

    what's the best way to copy/paste column functions to another table? I don't need the data

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    The best way to copy column functions to another table without the data is to use the "Share as template" feature. Here's how: 1. Go to your source table and click the "Actions" button 2. Select "Share as template" 3. Click "Turn on sharing" 4. In the sharing screen, you can: โ€ข Select which single row of data you want to include (this helps preserve the column structure) โ€ข Copy the public link to use the templateThis method will preserve your table structure including column functions while only sharing minimal data (1 row). Source: Share table as a template

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.