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How do you duplicate a workbook to another Clay Workspace?
How do you duplicate a workbook to another Clay Workspace?
kushagra··share it as a template > copy link > open in a browser tab > select new workspace to copy the workbook the data doesn't get duplicated
To share and duplicate a workbook to another workspace: 1. Click on your workbook's title in the top bar 2. Click "Turn on sharing" to enable sharing 3. You can then either: • Copy the public link to share with anyone • Enter specific email addresses to share with selected recipientsThe recipient can then copy the workbook to their workspace. Note that there is a limit of 5 tables per shared workbook. Sources: Guide: How to share a workbook and table as a template | Documentation | Clay University Metaprompter, shared workbooks, new hire signals, Outreach integration, and more!
When sharing and copying a workbook as a template, only the structure (columns/headers) gets copied, not the data. To preserve your data, you'll need to: 1. Share the template: • Click "Actions" button • Select "Share as template" • Click "Turn on sharing" • Copy the public link 2. After copying the template to the new workspace, you can transfer the data using the Write to Table integration: • Click "Add Enrichment" in the top right corner • Search for and select "Write to Table" • Map your existing data fields to the corresponding columns in your new table Source: Share table as a template
Bjion H.··Thank you
I'm glad I could help! I'm here if you have any more questions.
You're welcome! I'm here if you need any further assistance.