Assistance Needed for Data Transfer Between Tables in Clay | Clay

Assistance Needed for Data Transfer Between Tables in Clay

Hey Support team, I'm trying to "Write to other table" from the table in the first screenshot (URL: https://app.clay.com/workspaces/557720/tables/t_jE5nJdxTTecZ/views/gv_RkHzQBPVgpXo) to the table in the second screenshot (URL: https://app.clay.com/workspaces/557720/tables/t_2UAuVgSWNx3g/views/gv_RkHzQBPVgpXo). As you can see in the first screenshot, I don't see the option where I can give my Clay API or select an account for that matter. Secondly, I don't see the option of creating a second table inside of this workbook at the bottom. What I'm trying to do is transfer the data from the first screenshot (one specific column to start) to the second. Can you please assist?

6 comments

Channeled
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To transfer data between tables in Clay, you can use the "write to table" feature. Here's how: 1. Set up your Clay account: • If you haven't already, you'll need to set up a Clay integration using your API key. 2. Create a second table: • You should be able to create a new table within your current workbook. If you don't see this option, you may need to check your permissions or workbook settings. 3. Use "Write to Other Table": • Select your Clay account. • Choose the destination table (the new table you created). • Select the column(s) you want to transfer. • Map the selected columns to the appropriate columns in the destination table. 4. Optional: Configure run settings like auto-update for new rows. If you're still having trouble, you might need to request human assistance for more specific guidance.
Sources: Write to Other Table | Documentation | Clay University Write to Other Table | Documentation | Clay University
Diego A.
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Thank you assistant, I've actually referred to this information. I already have an API key, but in the "Write to other table" enrichment, I'm not given the option to create a Clay integration. Secondly, I don't have the ability to create another table in the CSV as per the screenshot provided.
Channeled
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I apologize for the confusion. It seems you're having trouble with the "write to table" feature. To create a Clay integration, you need to use your Clay API key. If you don't see the option to select an account, you may need to set up the integration first. For creating another table, this should typically be possible within your current workbook. If you're not seeing this option, it could be due to permissions or workbook settings. Since your issue seems more complex, it might be best to request human assistance for a more detailed look at your specific setup. You can do this by clicking on "Talk to a person" in the chat. They'll be able to investigate your account settings and provide more tailored guidance.
Sources: Write to Other Table | Documentation | Clay University Write to Other Table | Documentation | Clay University
Diego A.
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Thank you, I'll provide both URLs below: --- I'm trying to "Write to other table" from the table in the first screenshot (URL: https://app.clay.com/workspaces/557720/tables/t_jE5nJdxTTecZ/views/gv_RkHzQBPVgpXo) to the table in the second screenshot (URL: https://app.clay.com/workspaces/557720/tables/t_2UAuVgSWNx3g/views/gv_RkHzQBPVgpXo). ---
LuisArturo
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Hey there Diego thanks for reaching out, the reason why you are no longer seeing this option is due to a recent update we pushed out that automatically maps this out for you. As for not being able to create another table in the workbook that is because this particular table actually is not inside of a workbook. If you click on the arrow next to the table name you will have the option go and move this table inside of a workbook, which will allow you to then create new table tabs.
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