Troubleshooting Merge Issues for Company Names in Data Import | Clay

Troubleshooting Merge Issues for Company Names in Data Import

I have a table of companies I created with "find company" but had to use an external data sources to find more companies. I then did "find people" and imported teh additional data, however now my "company name" is in two places. I am not able to get the "merge" function to work to merge both company names into one column, what am I doing wrong?

9 comments

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The merge function might not be working as expected due to how the formula is set up. Here's how you can fix it: 1. Click "Add Column" > "Merge columns" to start the process. 2. When inputting the formula to combine the two columns, add an extra bit of logic. Instead of assuming there's a response for every row, use an "if" statement to check if the response exists. 3. Your formula should look something like this: "if {{response}} exists, then [your merge logic here]". This approach should help the merge function run smoothly and combine both company name columns into one. If you're still having issues after trying this, you may need more specific assistance. In that case, please request human support by clicking on "Talk to a person".
Source: Hide, Re-order, Sort, Filter, Merge Columns
Summiya B.
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To successfully merge two "company name" columns in Clay, try these steps: 1. Click "Add Column" > "Merge columns". 2. Input a formula to combine the two columns. For example: if({{Column1}}, {{Column1}}, {{Column2}}). This checks if Column1 has a value, and if not, uses Column2. 3. Consider using the "Normalize Company Names" function to clean up the merged data: • Go to the "Add enrichment" panel • Select "Normalize" in the left sub-navigation • Choose "Normalize Company Names" • Select your newly merged column as input • Run the action This should create a clean, consistent merged column of company names. If you're still having issues, please request human assistance by clicking on "Talk to a person".
Sources: Hide, Re-order, Sort, Filter, Merge Columns Data Cleaning + Normalization [Clay 101] - Clay University
Joseph S.
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The above formula isn't working, I used this formula : {{Company Table Data (Find Companies Table)}}?.Name || {{companyName}} and it isn't working either
Channeled
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The formula you're using might not be working due to how it's structured. Here's how to fix it: 1. Click "Add Column" > "Merge columns". 2. Use this formula instead: if({{Company Table Data (Find Companies Table)}}?.Name, {{Company Table Data (Find Companies Table)}}?.Name, {{companyName}}) This checks if the first column has a value, and if not, uses the second column. 1. After merging, consider using the "Normalize Company Names" function: • Go to "Add enrichment" • Select "Normalize" in the left sub-navigation • Choose "Normalize Company Names" • Select your newly merged column as input • Run the action This should create a clean, merged column of company names. If you're still having issues, request human assistance by clicking on "Talk to a person".
Sources: Data Cleaning + Normalization [Automated Outbound] - Clay University Hide, Re-order, Sort, Filter, Merge Columns
Joseph S.
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Ok, I think it is working now. Thanks!
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Channeled
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Thank you so much for sharing your feedback Joseph S.!
Channeled
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Thank you so much for sharing your feedback Joseph S.!