Clay Icon

Sharing Tables in Clay: How to Invite Clients for Collaboration

ยท
ยท

Is there any way to share a whole table (not just the first row) or invite e.g. a client into one table in Clay to have a look at things?

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    ๐Ÿ’ค You've caught us outside of our support hours (9am-9pm EST), but don't worry - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in the thread below so that we can help you as quickly as possible!

  • Avatar of Bruno R.
    Bruno R.
    ยท
    ยท

    Hi Elias, thank you for reaching out. Unfortunately, this isn't possible directly. However, you can work around this by sharing a template with the user. You can perform a CSV export from your table and send them the exported table data you're working on. The user can then import the data into the template you provided earlier. I hope this was helpful. If there's anything else I can assist you with, please let me know!

  • Avatar of Elias S.
    Elias S.
    ยท
    ยท

    ah ok โ€“ thank you! high priority on my wish list if you're looking to build it out! ๐Ÿ˜Š

  • Avatar of Bruno R.
    Bruno R.
    ยท
    ยท

    Thanks for this! We're always looking to make the product better and this feedback is super helpful for us. We're going to pass this over to our product team so they can better evaluate things and see if/where this might fit into the roadmap as a future improvement.

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    Hi Elias S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.