If I have duplicates of the same person in a table (this is by design) and I want to enrich them? What is the best way to do this and save credits so I dont re-enrich people I have already enriched?
Use Lookup columns to pull existing enriched data from other tables or your CRM before running new enrichments. This avoids duplicate enrichments and saves credits. Set up conditional runs by going to Run Settings of your enrichment column and adding a formula in the "Only run if" box to enrich only rows that haven't been enriched yet. You can also use filtered views - enrichments only run on rows you're currently viewing, so filter to show only unenriched duplicates.
How would lookup columns help
Lookup columns pull existing enriched data from your CRM or other Clay tables instead of re-enriching the same person. For example, if you already enriched contacts in another table, use a Lookup column to pull that data into your current table - saving credits by avoiding duplicate enrichments. You can lookup data from: ** Your CRM - Check if contacts already exist with enriched data ** Other Clay tables - Pull enriched data from previous tables This way, you only enrich new contacts that haven't been processed before, maximizing your credit efficiency.
Can I lookup in the table itself? as in not lookup from a new table but rather lookup within the existing table
The available documentation focuses on using Lookup columns to pull data from your CRM or other Clay tables, not from within the same table. The guides show how to leverage data from other tables and pull data from your CRM to avoid duplicate enrichments. For your specific use case with duplicates in the same table, you'd likely need to use conditional runs with formulas in the "Only run if" setting to check if enrichment data already exists in other rows before running new enrichments. Are you looking to check for existing enriched data based on email addresses, names, or another specific identifier within your current table?
Sure we can check for existing enriched data
Use conditional runs to check for existing enriched data within your table. Go to Run Settings of your enrichment column and add a formula in the "Only run if" box that checks if the enrichment data is empty or missing. For example, you could set a condition like "only run if email column is empty" to avoid re-enriching contacts that already have email data. You can also use filtered views - enrichments only run on rows you're currently viewing, so filter to show only unenriched duplicates before running enrichments.
Hi Nathen! To clarify, are you asking if there are two entries/rows for the same person, that only the first row is enriched? I want to make sure I fully understand your question, thanks!
correct
Ok thanks! Let me dig deeper for you
I think this is a bit tricky since we're looking for duplicates within the same table - this would be more straightforward if the duplicate existed in a CRM or other table. Can I ask why you want duplicates of the same person?
This table is ingested via a script. It is essentially a relationships table so theres a one to many relationship we have to handle. So one person will have multiple different rows and in each row there would be a different product associated with them
do you have a better suggestion for this setup
Awesome! Thanks for the context. If you are doing a 1 to many relationship, here's something you could consider: ** People table: One row per unique person and enrich them here. ** Products table: One row per product with the name of the associated person as a column. Then you can use the Lookup feature, to find if the person exists in your People table. If so, Clay will return the enriched rows as a result, and you can pull these out as a column.
Let me know if you have further questions or need additional help! 😊
.png){kind=logo}
