.png){kind=logo}
Filter Companies in CSV File for Clay Table Management
I have a table in clay and I want to filter out certain companies. Can I upload a csv and filter out the companies in that csv
I have a table in clay and I want to filter out certain companies. Can I upload a csv and filter out the companies in that csv
Yes, you can exclude specific companies from your table using a CSV. Here's how: 1. First, import your CSV containing the companies you want to exclude into a Clay table 2. Then, when working with your main table: • Go to "Add Table" > "Find Companies" • Use the "Exclude" section to select the table containing your CSV data • Choose the matching criteria (like social URL or domain)The results will automatically exclude any companies that match those in your reference table. Sources: Find Company overview | Documentation | Clay University Enhanced table exclusions, simplified email sequencers, Notion integration, Google Docs integration, and more!
Upload to the companies you want to exclude into a new table
Use lookup multiple rows enrichment in the original table to find matching companies (based on domain)
Apply the filter in original table to say where lookup column has no results
Here's how to upload your companies into a new table: 1. First, create a new table: • Open your workspace • Click Create New > Table • Choose Company Table 2. Then import your CSV file: • Click Actions > Import > Import Companies From a CSV • Upload your file or drag and drop it into the import area • Select Create New Table > Import Sources: Import a File Create New Table
Thank you Kushagra. Could you explain step 3?
Here's how to exclude companies using your CSV table: 1. Go to "Add Table" > "Find Companies" 2. Look for the "Exclude" section in the search interface 3. Select your previously imported table (the one containing the companies you want to exclude) 4. Choose the matching criteria that Clay should use to identify duplicates, such as: • Social URL • DomainOnce configured, your search results will automatically exclude any companies that match those in your reference table. This exclusion feature helps avoid duplicates and ensures your current search doesn't include companies you've already identified elsewhere. Sources: Find Company overview | Documentation | Clay University Enhanced table exclusions, simplified email sequencers, Notion integration, Google Docs integration, and more!
To exclude specific companies from your search results: 1. Go to "Add Table" > "Find Companies" 2. Look for the "Exclude Companies" section in the search interface 3. Select any existing Clay table that contains the companies you want to exclude 4. Choose your matching criteria (like social URL or domain) to identify which companies to excludeThe search results will automatically filter out any companies that match those in your reference table. This exclusion feature helps ensure your current search doesn't include companies you've already identified elsewhere. Sources: Find Company overview | Documentation | Clay University Enhanced table exclusions, simplified email sequencers, Notion integration, Google Docs integration, and more!