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Excluding Records from Multiple Sheets in Find People Excel Tool
In a worksheet, I have multiple sheets with Find People, how can I ensure that on next run of Find People, I exclude all records on the other sheets (Find People)?
In a worksheet, I have multiple sheets with Find People, how can I ensure that on next run of Find People, I exclude all records on the other sheets (Find People)?
Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Following up
You can use the "Exclude People" section in the Find People search parameters to exclude profiles from other tables. When setting up your search: 1. Look for the "Exclude People" section in your search parameters 2. Select the tables containing the previous Find People searches that you want to excludeThis will ensure your new search results don't include profiles that already exist in your selected tables. Source: Find People overview | Documentation | Clay University
But there seems no way to select multiple tables.
Based on the current functionality, you can only select one table at a time in the "Exclude People" section to exclude profiles from your search results. The system does not support selecting multiple tables simultaneously for exclusion. Source: Find People overview | Documentation | Clay University
but there are limitation on the number of records a table contains.
Since you can only select one table at a time in the "Exclude People" section, and tables have record limits, here's what you can do: 1. Create a new table that combines the records you want to exclude 2. Use this consolidated table in the "Exclude People" section when running your Find People searchKeep in mind that: ** Each Find People search can return up to 50,000 records total ** You can set limits per company (up to 100 records per company) * The preview may show more results than what will actually be imported due to these limitations Source: Find People overview | Documentation | Clay University
Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Hi Lemuel, thanks for reaching out! What can we help you with today?
I have multiple tables of employee and how to multi-select the other tables to be part of the exclusions?
And in the companies there is a limitation of 50k rows... is there an upgrade feature to allow the table to be more than 50k rows?
Hey there, thanks for reaching out! ☺️ To exclude multiple tables from your people search in Clay, you currently cannot select multiple tables directly within the search interface. Instead, you should create a single table that consolidates all the profiles you wish to exclude. Here's how you can do it: * Create a new blank people table. * Use the 'Write to Table' enrichment to import records from each of the tables you want to exclude. * Repeat this process for each table, so all the individuals you want to exclude are in one table. * Use this newly created table in the 'Exclude People' section of your search to remove those profiles from your search results. This method ensures that your current search does not include any profiles from the tables you've consolidated. The 'Exclude People' section in the 'Find People' search allows you to remove profiles that appear in other Clay tables by selecting a table containing a previous people search. Here a video guide on creating a master tabel: https://www.loom.com/share/a2c93b4e9ae8420d9a0a878ee628359c If there's anything else I can assist you with, please let me know! 😊 Have a great Thursday, Daniel