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Filtering Contacts by Existing Account IDs: A Step-by-Step Guide

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I have a list of account IDs. I also have lists of contacts with relative Account IDs. How do I filter the contact lists to only contain contacts that have account IDs that exist on the separate list?

Filtering Contacts by Existing Account IDs: A Step-by-Step Guide | Clay

6 comments

· Sorted by Oldest

Channeled
APP
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You can use Clay's filtering functionality to accomplish this: 1. Click "Filter" above your table 2. Select the Account ID column you want to filter 3. Choose "equal to" or "contains" as the operator 4. Enter the Account ID value you want to matchFor multiple Account IDs, you can add additional filters by clicking the "+" button and repeating the process with different Account ID values. Source: Hide, Re-order, Sort, Filter, Merge Columns
James Zayner
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Can I comma separate the account IDs?
Channeled
APP
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Yes, you can use comma-separated values in the filter. When using the Filter List of Objects function: 1. Select the Account ID column as your "Filter Field" 2. Choose "Contains Any Of" as your Filter Mode 3. Enter your Account IDs as comma-separated values in the "Value(s)" fieldThe filter will match any records where the Account ID matches any of the values in your comma-separated list. Sources: Filter List of Objects with Clay Comparison operators | Clay University
James Zayner
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Is there a limit as to how many characters that row can contain?
Channeled
APP
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Yes, there is a limit of 8000 characters per cell/text field in a table. This limit would apply to the filter value field as well.
Channeled
APP
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