Issue with CSV Upload Ignoring Filtered Selections in Clay

Adam G. · 2025-04-09T21:04:13.899535+00:00

Hi Clay Team- when uploading a csv file with some filters selected, it seems the all the content in file is uploaded despite the filtered selections. Is there a way to do it so that unselected data is not uploaded in to clay?

When uploading a CSV to Clay, all data in the file is imported. However, you can create a focused dataset by customizing your view before exporting: 1. Create a dedicated "CSV Export View" in Clay. 2. Hide or delete columns you don't need. 3. Focus on including only the essential data. 4. Export this customized view as a CSV. Then, import this filtered CSV into Clay. This way, you'll only upload the data you've selected. If you need more assistance with this process, please ask to talk to a person for further help.

Sources: Download as a CSV [Clay 101] - Clay University How to import your CSV into Clay | Documentation | Clay University How to import your CSV into Clay | Documentation | Clay University

2 comments