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How to Add a Column and Copy Data Between Tables for Better Organization | Clay

How to Add a Column and Copy Data Between Tables for Better Organization

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what is the best way to add a column from one table and copy it to another table - - for context did a bunch of experiementation with the scrape and ai features and want to bring it to a new table with all my data

10 comments

· Sorted by Oldest

Clay Team
APP
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Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉
Clay Team
APP
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Great question, Taylor! The Lookup Record would be the best way to do this if you have a matching value in both tables. Here's a video and our docs page for Lookup Record!
Taylor U.
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Ah sorry this is not what i'm trying to do
Taylor U.
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i don't wanto look up the record i want to like copy over the formulas etc
Taylor U.
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i think i figured it out
Clay Team
APP
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Ahh, I see. Makes sense now! Maybe you wanted to duplicate the workflow, or if it's a column you can save as a template that would also work
Taylor U.
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okay yes that's exactly right
Clay Team
APP
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Got it! Yep, usually duplicating tables is the best to keep and repeat a workflow, since it doesn't keep the data, allowing you to add fresh values.
Stavrianos S.
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Arturo O. after I have duplicated a table, how do I trigger the same workflow for data currently in a csv file?
Clay Team
APP
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Hey Stavrianos S., thanks for the inquiry!All that you would need to do is import the CSV file into the duplicated table and make sure that the necessary values for everything to run go to the corresponding columns. Let me know if you run into any issues!