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How do you uplaod a list to Clay without losing all of the enrichments...

Avatar of David K.David K.
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How do you uplaod a list to Clay without losing all of the enrichments you built if you want to use the same table over and over?

12 comments

  • Avatar of Clay Team
    Clay Team
    APP
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    Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉

  • Avatar of Clay Team
    Clay Team
    APP
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    Hey David, thanks for reaching out! If you're uploading a CSV to an existing table you can use the Add Data button and it will allow you to select the columns you want to import the data to. Otherwise, if you're trying to keep your workflow with enrichments to run it as a new table, you can duplicate the table you already have and it will keep them like if it was a template

    320b5c17-3acb-4cc9-b76f-77634f715dd8.png(17 kB)
  • Avatar of Clay Team
    Clay Team
    APP
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    It's not going to duplicate the data but just the integrations and formulas you have. You can then import new data into it and enrich it.Let me know if you have additional questions!

  • Avatar of David K.
    David K.
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    thanks but when I added data and deleted all the current data it seems like it didn't keep my formulas?

  • Avatar of Clay Team
    Clay Team
    APP
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    That's odd and should happen unless the columns are deleted. Could you share the link to your table? I'll take a look

  • Avatar of David K.
    David K.
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    this is the one where it was overwritten

  • Avatar of Clay Team
    Clay Team
    APP
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    Do you have a duplicate where you do have enrichment or formulas? I can test adding data to a new copy if you can share a sample of the CSV

  • Avatar of Clay Team
    Clay Team
    APP
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    Thanks, could you DM me a sample of the CSV.

  • Avatar of David K.
    David K.
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    Absolutely sorry just saw this!

  • Avatar of Clay Team
    Clay Team
    APP
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    Hey David, sorry for the delay too! Just copied the table you saved so it could be used as a template and then imported the CSV into it, it looks like all the data is there now. Not sure if it had some errors last time but let me know if you still come across issues in this one.https://app.clay.com/workspaces/7778/tables/t­_dhYfsGUxjoKo/views/gv­_QHoexvfYq8K1