How to Group Contacts from Multiple Companies in Excel | Clay

How to Group Contacts from Multiple Companies in Excel

hey team, i took contact lists from 25 companies, and i wanted to group each account in one go, doesnt really matter if the order of accounts is different, but i wanted all the contacts from that account to be there together, row after row, pls guide me with steps on how to achieve that

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To group contacts from different companies together in your table, you have two options: 1. Use the Find Contacts search option in the enrichment tab and save the results into the company table. This will automatically keep contacts from the same company together. You can set a limit for the number of contacts per company. 2. If you already have the data imported and need to reorganize it, you can implement conditional formulas and lookups to group the rows by company. For a detailed walkthrough of this process, you can follow this video guide: https://www.loom.com/share/42c7f8be9bbd4ca69165e01d6377dd01.Note that by default, rows don't automatically know what record is above or below them, which is why you'll need to use one of these approaches to achieve the grouping you want.
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Manav S.
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hey team, the video was pretty confusing for me so i was not able to navigate well, is there a way for someone to give me a step by step guide? table link for your reference: https://app.clay.com/workspaces/353983/tables/t_EHi59GqgQSgS/views/gv_iaoX9EzzhYJD
Channeled
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Here's a step-by-step guide to group your contacts by company: 1. Use the Find Contacts search option in the enrichment tab: • Select the option to save results into the company table • You can set a limit for the number of contacts per company 2. Once the contacts are found, you'll notice that: • Your companies and people data tables will be automatically linked • The second column in your Find People Table will show the Clay Logo with the corresponding company name for each contact 3. To organize by company: • Click on any row in the Company column to see all fields from the company table • Pull out the company name field and add it as a column 4. To group the contacts: • Click "Filter" above the table • Select the company name column • Choose how you want to filter (e.g., "equal to" or "contains") • Enter the company name you want to groupThis will show you all contacts from the same company grouped together. Sources: Find People [Clay 101] - Clay University Hide, Re-order, Sort, Filter, Merge Columns
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Hi Manav S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: