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Transferring Data from Company to People Table: Tips Needed

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Need advice how to transfer information from Company table to People table. Anyone, ideas?

  • Avatar of Channeled
    Channeled
    APP
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    To transfer information from the Company table to the People table in Clay, you can use our "write to table" feature. Here's a quick guide: 1. Set up the "write to table" action in Clay. 2. Select your Company table as the source and the People table as the destination. 3. Map the columns you want to transfer from the Company table to the corresponding columns in the People table. 4. (Optional) Configure run settings like auto-update for new rows. This feature allows you to easily connect data across tables, streamlining your workflow between Company and People tables.

  • Avatar of Stefano
    Stefano
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    Hi Simeon, thank you for reaching out. Simeon - Do you mind sending the link (url) to the table so we can take a look?

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  • Avatar of Simeon P.
    Simeon P.
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    hu

  • Avatar of Simeon P.
    Simeon P.
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    hi*

  • Avatar of Stefano
    Stefano
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    To view all the rows imported from your Company Table, follow these steps: First, click on any cell from Company Table Data (the second column in your table). In the example below, I am expanding the "Lookup Single Row" enrichment, but this works the same for any enrichment containing a JSON object, like yours.

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    In the menu that appears on the right, hover over the column you want to view. Then, select "Add as Column," give your column a name, and click "Create New Column." In the example below, I am creating a column to display the query, called "Query".

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    Once you do this, a new column will automatically populate with the desired information. In the example below, you can see that the "Query" column has been created.

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    Let me know if this helps!

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    Channeled
    APP
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  • Avatar of Simeon P.
    Simeon P.
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    more support needed