Index Match Data into Clay Tables from CSV Files

Dave S. · 2025-04-04T18:07:27.697725+00:00

Is there a way to index match data into a clay table? I have a csv with fields that I want to add as a text field. I have info that I can match on link company name, person’s name. How would I do that?

To index match data from a CSV into a Clay table, you can use the import feature and the "write to table" function. Here's how: 1. Import your CSV: • Open the table where you want to add the data • Click Actions > Import > Import Companies From a CSV • Upload or drag and drop your file 2. Use "write to table" to match data: • Add a new column in your target table • Select "write to table" as the enrichment type • Choose the source table (your imported CSV data) • Set up matching criteria (e.g., company name, person's name) • Select the fields you want to bring over This method allows you to integrate data between tables without manual CSV handling, ensuring data consistency and saving time.

Sources: Assistance Needed for People and Company Table Lookup in Clay | Clay Import a File

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