Issue with Mapping Fields in Cloned Workbook Connections | Clay

Issue with Mapping Fields in Cloned Workbook Connections

Having an issue where I cloned a workbook containing a company and people table connected, to a new workspace for a new client. When a person is added to the people table that works at the connected company table, it's supposed to bring some of the values with it such as Company Name etc. they seem to be mapped correctly but the values are not showing in the people table, it's just blank. And if I try to adjust the formula, it doesn't populate the option to map to the correct field in the connected company table. It just says "Company Table Data (Company Table)" but doesn't let me map the individual fields.

7 comments

Channeled
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The issue you're experiencing is likely due to the need to refresh the data connection between your company and people tables after cloning the workbook. Here's what you can do: 1. Re-run the company row in the people table. This will force the system to update and show the new values. 2. If you've added new details to your company table recently, remember to rerun the lookup column in your people table. This will sync the updated information. To map individual fields correctly, try refreshing the connection first using the steps above. If the issue persists, you might need to use our "write to table" feature to manually map the fields. If you continue to have trouble, please ask for human assistance by clicking on "Talk to a person" for more detailed guidance.
Source: Find People [Clay 101] - Clay University
Doug D.
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https://app.clay.com/workspaces/522397/workbooks/wb_63EhjgCMnwVJ/tables/t_Yt4UGDAMWW9Q
Stefano
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Hi Doug, thank you for reaching out. Doug - Do you mind sending the link (url) to the table so we can take a look?
(52 kB)
Doug D.
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Posted above Stefano
Stefano
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Hi Doug. Unfortunately, it seems like your company table was not correctly connected to the people's table. I believe we might now have to create a Lookup column to find the company info. Tthis can be achieved using our Lookup function. This video explains how to set up and use a lookup function in 2 minutes. I suggest using a unique identifier such as LinkedIn URL or company domain in order to find the row you are looking for. In your case, use the company domain, as it is contained in both tables, to match the rows from the company table and the people's table. Let me know if this helps!
Doug D.
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I resolved this. This can be closed.
Channeled
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