How to Filter Uploaded CSV Leads in Clay by Specific Criteria

Amir Dawoud · 2024-10-24 15:55:36.244141+00

Hey! I have a problem. When i upload a CSV file from (lets say storeleads) but i want to filter it even deeper with clay. How do i do that? I've tried "find more companies" but then it just finds companies from the whole clay database. i want to filter further ONLY on the lead list i uploaded (fx. filtering 2-10 employees only from the list i uploaded, not the whole clay database, makes sense?) Or i want to filter Exclude keywords (but only output companies from the list i've uploaded)

How to Filter Uploaded CSV Leads in Clay by Specific Criteria | Clay

8 comments

· Sorted by Oldest

Jonny Chose
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use the filter button
Channeled
APP
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👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Amir Dawoud
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This is apparel... What if i want to find only skin care, only hair gel etc.
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Amir Dawoud
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it doesn't seem like i can do it here.
Amir Dawoud
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Bruno (Clay)
Bo (Clay)
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Hey! Thanks for reaching out 😊. To filter your uploaded CSV file further (e.g., filtering companies with 2-10 employees or excluding keywords), here’s how you can do it: 1. Filtering only from your uploaded list: • You’ll want to use the table filters directly on the list you’ve uploaded, rather than using “Find More Companies.” Typically, you can filter based on specific columns, like employee size, by clicking the filter icon at the top of your table. This allows you to apply the filter to just the data from your CSV. 2. Excluding Keywords: • You can also add filters to exclude certain keywords, and it will only apply to the companies in your uploaded list, not the entire Clay database. Just add the exclusion condition under the filters section. If your CSV contains sub-domains or specific Shopify domains, it might be pulling in other companies due to how our search works by translating domains into LinkedIn URLs. To address that, you can use a lookup to match the exact domain with the company you’re targeting. Here’s a video guide on using lookup to filter out mismatches. https://downloads.intercomcdn.com/i/o/w28k1kwz/1228022961/1f26c6a0745fe41989446cf379c9/CleanShot+2024-10-24+at+_34i3QEpHSV.gif?expires=1729798200&signature=8781b71ec83754bb44d4759bc6a254bdb08f79dcce9e4447290fa3312de4d9d7&req=dSIlHsl8n4hZWPMW1HO4zWwGqmiE7d9EbacTVrYZloKX7bFyAMFH5wC64PhV%0AO6KC%0A Let me know if you’re still facing any issues with the filters, and I’d be happy to walk you through it with more details! 😊
Amir Dawoud
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thanks, and will keep it to 1 message next time!
Channeled
APP
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Hi Amir Dawoud! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

Jonny Chose
·
·
use the filter button
Channeled
APP
·
·
👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Amir Dawoud
·
·
This is apparel... What if i want to find only skin care, only hair gel etc.
Loading attachments
Amir Dawoud
·
·
it doesn't seem like i can do it here.
Amir Dawoud
·
·
Bruno (Clay)
Bo (Clay)
·
·
Hey! Thanks for reaching out 😊. To filter your uploaded CSV file further (e.g., filtering companies with 2-10 employees or excluding keywords), here’s how you can do it: 1. Filtering only from your uploaded list: • You’ll want to use the table filters directly on the list you’ve uploaded, rather than using “Find More Companies.” Typically, you can filter based on specific columns, like employee size, by clicking the filter icon at the top of your table. This allows you to apply the filter to just the data from your CSV. 2. Excluding Keywords: • You can also add filters to exclude certain keywords, and it will only apply to the companies in your uploaded list, not the entire Clay database. Just add the exclusion condition under the filters section. If your CSV contains sub-domains or specific Shopify domains, it might be pulling in other companies due to how our search works by translating domains into LinkedIn URLs. To address that, you can use a lookup to match the exact domain with the company you’re targeting. Here’s a video guide on using lookup to filter out mismatches. https://downloads.intercomcdn.com/i/o/w28k1kwz/1228022961/1f26c6a0745fe41989446cf379c9/CleanShot+2024-10-24+at+_34i3QEpHSV.gif?expires=1729798200&signature=8781b71ec83754bb44d4759bc6a254bdb08f79dcce9e4447290fa3312de4d9d7&req=dSIlHsl8n4hZWPMW1HO4zWwGqmiE7d9EbacTVrYZloKX7bFyAMFH5wC64PhV%0AO6KC%0A Let me know if you’re still facing any issues with the filters, and I’d be happy to walk you through it with more details! 😊
Amir Dawoud
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thanks, and will keep it to 1 message next time!
Channeled
APP
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·
Hi Amir Dawoud! This thread was recently closed by our Support team. If you have a moment, please share your feedback: