How to Match Investor Network with Target Companies in CSV Files | Clay

How to Match Investor Network with Target Companies in CSV Files

Hello! Newbie here. Scraped an investor network from Linkedin and a list of target companies in a different CSVs. I have company website and company linkedin in both spreadsheets. How can I create a property in the contact csv called "target account - Yes/No" and match the info on the two different tables?

5 comments

Channeled
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To create a "target account - Yes/No" property and match information between two tables, you can use our "write to table" feature. Here's how: 1. Import both CSVs into separate tables in Clay. 2. Use the "write to table" action to create a new column called "target account" in your contacts table. 3. Set up a lookup between the two tables using either the company website or LinkedIn URL as the matching key. 4. Create a formula in the "target account" column that checks if there's a match between the tables. 5. The formula will output "Yes" if there's a match, and "No" if there isn't. This process will effectively create your desired "target account - Yes/No" property by matching the information between your two tables.
Sources: Claybooks: Analyze post engagement from your influencers on LinkedIn | Clay.com Clay | Shared Workbook
Channeled
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Is that what you were looking for?
raf
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As a matter of fact, it is worth nothing that the two csvs contain a much different number of raws. How does this impact the write to table?
Channeled
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The difference in the number of rows between your two CSVs doesn't directly impact the "write to table" process. This feature is designed to handle one-to-many relationships, which is perfect for your scenario. When you use "write to table", it will create new rows in the destination table for each matching entry, regardless of the original number of rows. This means you can successfully map data from your larger CSV to your smaller one, or vice versa. If you encounter any issues, you can try these steps: 1. Delete the affected column 2. Create a fresh column 3. Re-map your data to the write-to-other table 4. Ensure auto-dedup is activated in the other table These steps should help resolve any potential problems with the process.
Sources: Write to Other Table | Documentation | Clay University Write to Table [Clay 101] - Clay University
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