Inviting Clients to Upload Directly to Their Workbooks in Clay

say i have 5 workbooks and each workbook represents a client. is it possible to invite client to their respective workbooks? Sometimes, they send us daily csvs, i wanted to let them upload directly to clay instead of me uploading?

13 comments

Clay
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Yes, you can invite clients to their respective workbooks. Here's how: Invite clients to your workspace: 1. Go to Settings → Team → +Invite 2. Enter their email address 3. Select Editor role (allows CSV uploads) 4. Send invite Set workbook-specific access: 1. In each client's workbook, click the title → Edit workbook settings 2. Under Edit Access, select "Workspace admins and specific collaborators" 3. Add the specific client as a collaborator Clients can then upload CSVs by: 1. Opening their table, clicking Actions → Import 2. Selecting Import from CSV 3. Uploading their file and mapping columns This setup gives each client access only to their designated workbook while allowing them to upload daily CSV files directly.
Sources: Roles and permissions | Documentation | Clay University Roles and permissions | Documentation | Clay University Upload CSV to your table - Clay University How to import your CSV into Clay | Documentation | Clay University
Devi C.
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why is the edit workbook settings showing empty?
Bo (.
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This isn’t currently supported—inviting clients to specific workbooks or letting them upload files directly isn’t possible unless you’re on an enterprise plan with access to user and admin controls. For now, the best workaround is to have clients upload their CSVs to a shared Google Sheet, then connect that sheet to Clay. Let me know if you want help setting that up.
Devi C.
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not just csv uploads but wanted to give some visibility on the tables i built to clients + letting them to apply any company. / person filters directly.
Devi C.
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so wondering if i can share the respective workbook to them and show them once on what parts of change..etc so speed things up;
Devi C.
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btw, your automated reply said its possible 🙂
Bo (.
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Got it—and you’re right to double-check. Sharing workbooks with client-level access is only available on the Enterprise plan (and only for whole workspace, not workbooks) Really sorry for the confusion—the automated message likely triggered because your workspace is flagged for Enterprise features. Appreciate your patience, and totally hear you on wanting to speed things up. I'll flag this to our team as well
Stephen v.
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Great support! Bo (. Just a reminder to let me know about who I should talk to about that cybersecurity GTM community stuff 👻
Clay
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Hello Devi! Thanks for reaching out! Going to go ahead and close out this ticket now. Also Stephen, have reached out to Bo regarding this so he should get back to you soon!
Bo (.
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Hey — sorry about that. Can you remind me what the specific ask was around the cybersecurity GTM community so I can point you to the right person? Let me know if you have more questions.
Stephen v.
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Thanks! Will DM you to save Devi's inbox 🙂
Clay
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Thanks haha! Looking forward to it!
Clay
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Do open a new ticket and my team will get back to you!