Moving Data Between Tables Based on Matching Domains
I have two tables and want to move the info from one table to the other based on the domain that is matching in both tables. What is the best way to do this?
I have two tables and want to move the info from one table to the other based on the domain that is matching in both tables. What is the best way to do this?
To move information between two tables in Clay based on matching domains, we recommend using the "write to table" feature along with a lookup function. Here's how: 1. Use the "Lookup Multiple Rows in Other Table" action to find matching rows based on the domain in your source table. 2. Then, use the "write to table" action to transfer the data to your destination table. 3. In the "write to table" setup: - Select your Clay account and choose the destination table. - Map the columns from your source table to the appropriate columns in the destination table. - Use the "/" in the list selection to skip list mapping if you're not working with lists. This approach allows you to efficiently move data between tables based on matching domains while maintaining data integrity.
do a lookup row enrichment and then send data to other table wherever the lookup has found a value
To achieve this, you can use a combination of the "Lookup Row" and "write to table" features in Clay. Here's how: 1. First, set up a "Lookup Row" enrichment to find the data you need. 2. Then, use the "write to table" feature to send the found data to another table. 3. In the "write to table" setup, you can use the "Only run if" condition to ensure it only writes data when the lookup finds a value. 4. Map the columns from your lookup results to the destination table. This way, data will only be sent to the other table when your lookup successfully finds a matching row.
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How do I do this: 4. Map the columns from your lookup results to the destination table. This way, data will only be sent to the other table when your lookup successfully finds a matching row.
To map columns from your lookup results to the destination table and ensure data is only sent when a match is found, follow these steps: 1. Use the "write to table" feature in Clay. 2. Select your Clay account and choose the destination table. 3. In the column mapping step, select the columns from your lookup results and match them to the appropriate columns in the destination table. 4. Use the "Only run if" condition to control when the action runs. Set it to only run when your lookup finds a matching row. This way, data will only be sent to the destination table when your lookup successfully finds a match, ensuring accurate data transfer between tables.
It is creating the fields in the other table but they are empty
There could be a few reasons why the fields in your destination table are empty after using the "write to table" feature: 1. The lookup might not be finding matching rows, resulting in empty data transfer. 2. The column mapping might not be set up correctly. Double-check that you've properly matched the source columns to the destination columns. 3. If you're working with lists, ensure you're formatting them correctly. Add lists through the "Other data from this table" section to avoid formatting issues. 4. Check if you've set any conditions in the "Only run if" setting that might be preventing the action from running. If the issue persists, try clearing your cache and refreshing your screen, as sometimes empty rows can be due to front-end performance issues.
So I have some columns that I want to get from table 1 to table 2. I did the lookup in table 1 to see if there are matching company domains and there were. Then I did the "Write to" from table 1 to table 2. And I inserted the list from the lookup and selected all the columns that I want to transfer. It says that it created the records. But when I go to table 2 the columns are there but they are empty.
There could be a few reasons why the columns in table 2 are empty after using the "write to table" feature: 1. The column mapping might not be set up correctly. Double-check that you've properly matched the source columns to the destination columns. 2. If you're working with lists, ensure you're formatting them correctly. Select the column containing cells with lists you want to map and choose the list properties to map into your new table columns. 3. Check if you've set any conditions in the "Only run if" setting that might be preventing the action from running. If the issue persists, try these steps: 1. Delete the affected columns in the destination table 2. Create fresh columns 3. Re-map your data using the "write to table" feature If you still encounter problems, you may need to request human assistance for further troubleshooting.
It is working but the data starts at the bottom of the table and is not in the same rows as the matched rows
To ensure data aligns with matched rows when transferring from table 1 to table 2, follow these steps: 1. Use the "write to table" feature in Clay. 2. Select your Clay account and choose the destination table (table 2). 3. In the column mapping step, carefully match the source columns (from table 1) to the corresponding columns in table 2. 4. If you're working with lists, select the column containing cells with lists you want to map and choose the list properties to map into your new table columns. 5. Use the "Only run if" condition to control when the action runs. Set it to only run when there's a match between the tables. This approach should ensure that data is transferred to the correct rows in table 2 based on the matches from table 1.