Filter and Enrich High Fit Companies in Clay Without Exporting | Clay

Filter and Enrich High Fit Companies in Clay Without Exporting

I have a column in the table that tells whether a company is High, Medium, or Low fit on the basis of a few criteria. Now I want to create another table but only want to keep the HIgh Fit companies and run enrichment to find leads in those companies. How can I do that in clay? One way is to export the csv and then re-upload it again with only the High Fit accounts. Can I do it without the export thingie?

6 comments

Channeled
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You can create a new table with only High Fit companies without exporting by: 1. Create a filtered view in your current table showing only High Fit companies 2. While in this filtered view, click "Add enrichment" in the top-right corner 3. Select the enrichment you want to run 4. Choose "write to table" and select "Create new table" This will create a new table containing only your High Fit companies, and you can run enrichments directly on this new table.
Sources: Guide: Ways to save Clay credits | Documentation | Clay University Table management settings | Documentation | Clay University Table columns | Documentation | Clay University Table management settings | Documentation | Clay University
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Nitin B.
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Thanks, that worked. I also want to import value from a column in my previous table to the new table -- kinda sorta like H/Vlookup in excel. Is that possible? To be more specific, I have a Fit Reason in the old table. I want to import that to the new table.
Channeled
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You can use our "write to table" feature to import your "Fit Reason" column from the previous table to your new table. Here's how: 1. In your new table, click "Add enrichment" 2. Search for and select "Write to Other Table" 3. Select your Clay account 4. Choose your source table (the one with the "Fit Reason" column) 5. Enter "/" to skip list selection 6. Map the columns - select "Fit Reason" from your source table and match it to the appropriate column in your destination table 7. Optionally configure auto-update settings This works similarly to VLOOKUP in spreadsheets, transferring specific column data between tables.
Sources: Write to Other Table | Documentation | Clay University Write to Other Table | Documentation | Clay University Write to Other Table | Documentation | Clay University
Nitin B.
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No, there is no option like Write to Other Table in the enrichment. I used Lookup SIngle Row option but it isn't working
Channeled
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Nitin B.
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Found another way to get the column value. Thanks