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Can I copy a workbook from one workspace to another?

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Can I copy a workbook from one workspace to another?

  • Avatar of Channeled
    Channeled
    APP
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    Currently, the ability to copy workbooks between workspaces is still in development. While you can create blank workbooks and add multiple tables to them, the feature to duplicate workbooks (which would preserve relationships across tables) is planned for future releases. Source: Clay workbooks

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    Channeled
    APP
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    Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!

  • Avatar of Bruno R.
    Bruno R.
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    Hi Nicolas, thanks for reaching out. Taking a look at this now! You can share a workbook as a template from one workspace to another, but you won't be able to transfer over the workbooks contents. Let me know if you have any other questions on this!

  • Avatar of Nicolas P.
    Nicolas P.
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    So the data would be lost, but all the workflows, rules, and connections between tables in the workbook would still work, right?

  • Avatar of Bruno R.
    Bruno R.
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    That's correct!

  • Avatar of Nicolas P.
    Nicolas P.
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    Understood. Thank you!

  • Avatar of Channeled
    Channeled
    APP
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    Hi Nicolas P.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

  • Avatar of Channeled
    Channeled
    APP
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    Thank you so much for sharing your feedback Nicolas P.!