Troubleshooting Salesforce Report Import to Clay: Need Assistance | Clay

Troubleshooting Salesforce Report Import to Clay: Need Assistance | Clay

Clay Support
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The issue is that Clay only supports tabular and matrix report formats for imports - not other report types like "Campaign with leads". [1]
Even after removing groupings, your report format itself might not be compatible. Here's what to try:
1. Check your report format - Go to your Salesforce report and ensure it's set to "Tabular" format (not Summary, Matrix with groupings, or other formats)
2. Alternative solution - Since you're having trouble with the report import, try using "Import records from a Salesforce list" instead. Create a list view on the Campaign or Lead object that matches your report criteria [2]
Before we dive deeper into troubleshooting, I'd recommend trying our built-in AI tool called Sculptor (top-right corner of your screen). It can help you set up the import workflow quickly and might resolve this automatically. Can you give Sculptor a try and let me know if that helps?
Salim S.
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yes i will try
Clay Support
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Great! Give Sculptor a try and let me know how it goes. If it doesn't solve the Salesforce report import issue, we can explore other solutions like creating a list view instead of using the report format. [1]
Clay Support
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Was that helpful?
Salim S.
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i'm trying to see
Clay Support
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Perfect! Take your time exploring Sculptor. It's in the top-right corner of your Clay screen and should help you set up the Salesforce import workflow automatically. [1]
Once you've had a chance to try it out, let me know if it resolved the report import issue or if you need help with the alternative list view approach we discussed.
Clay Support
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Was that helpful?
Clay Support
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If you still need help with importing your Salesforce data or using Sculptor, I’m here to assist. Would you like to share more about what you’re trying to resolve or any difficulties you’re encountering?
Salim S.
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i tried changing the type to leads type report but still didn't work
Clay Support
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The report type isn't the issue - it's the format that matters. Clay only supports tabular and matrix report formats, not other types. [1]
Since you're still having trouble, here's the best workaround: create a Salesforce list view instead of using a report. Go to your Lead object, create a new list view, and add the same filters you had in your report. This bypasses the report format limitations entirely.
Did Sculptor help you set this up, or do you need me to walk through creating the list view approach?
Clay Support
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If you still need assistance with importing your Salesforce data or using Sculptor, I’m here to help. Would you like to provide more details about what you’re trying to resolve or any issues you’re facing?
Salim S.
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no it's not yet resolved
Clay Support
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I'm sorry to hear the issue persists. I'll connect you to a human agent who can assist you further.
Salim S.
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yes please
Clay Support
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Our support team has got your message and we'll get back to you soon! We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond.

If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!

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