How to Duplicate a Table with Headers and Format in Support

Omar Diaz · 2024-11-19 15:14:17.908653+00

Hi, Support. What is the best way to duplicate a table to use the same headers and format? Then does it duplicate the prompts?

How to Duplicate a Table with Headers and Format in Support | Clay

Omar Diaz
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https://app.clay.com/workspaces/237559/tables/t_XMNCCRA4SumH/views/gv_sCAmFkMuw9rd
Tanvi (Clay)
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Hi Omar, thanks for reaching out! Duplicating a table will duplicate all of your table columns and prompts, just not the table data itself! Here's how to duplicate a table below. Let me know if you have any other questions! 😊 https://downloads.intercomcdn.com/i/o/w28k1kwz/1257836480/9eda2669aafb7a72f06bf0ebc15e/AD_4nXdgvOG9niP5C2H3ScBomj0nx_0OpvR8Y-hwzBg7_EHza8Bdmo3CvT9Rk5UL6PHA2QlfqZHrsLhuk_yjdHgVeAlmB5CU1jJPJuu4uefdEQCnnHQFQ4TujQYMWhOOpwDe6Z0NPPwooFJpDWhsuRfzhlI_e_4?expires=1732032000&signature=b584358d9976e9ca3a8683d4d8cb904b31d8eef14e55205ebbbc9a4f95bede16&req=dSIiEcF9m4VXWfMW1HO4zSuD2z%2F2cGxAM0myRHsvWGxhS1AnCDDPesuLtDJT%0AGB8j%0A
Omar Diaz
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Thanks Tanvi. Seems easy enough. Once I do that and I have the same headers, do I import my new list into the copied table? I tried it before and it didn't populate the data.
Tanvi (Clay)
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Hey Omar, to import the table data into your duplicate table you will need to export the data from your original table as a CSV and then import this CSV file into your new table! You can find both of these options under the Actions menu in the top right!
Omar Diaz
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Hi Support. Essentially what i want to do is reduce the time that it takes me to build each list. I spend a lot of time creating a new campaign. Can I have a master list that i just keep adding to, and that automatically feeds into smartlead? What is the best way that I can do this? Any educational material that you can point me to or best practices?
Tanvi (Clay)
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Hi Omar, yes you can do this! All of our tables have row limits of 50,000 rows. What you can do is create a find people table and set up your workflow with all of your enrichments. From here, you can continue adding new sources to your find people table which will allow you to expand on the lists that you have already built
Omar Diaz
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Awesome! Thanks Tanvi. Are their any resources that you can point me to?
Omar Diaz
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And then, is there a way to take any inbound leads and push into Clay? I'd love to learn these two methods if possible! Thanks
Tanvi (Clay)
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Hey Omar, here's a quick example video for you about how to add sources to your people table
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Tanvi (Clay)
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Here's our online course about automating inbound in Clay, highly recommend checking it out! https://www.clay.com/university/course/automated-inbound If you're looking to just learn more about the product, we recommend checking outthis quick demo video and looking at the rest of the resources at clay.com/university, especially Clay 101. We’ve also started offering open office hours 2x a week to walkthrough Clay’s foundations and answer questions live! You can register for that here. Let me know if you have any other questions! 😊
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Hi Omar Diaz! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Omar Diaz
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Hi Support. Are you guys working today on Thanksgiving?
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Thank you so much for sharing your feedback Omar Diaz!
Bo (Clay)
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Hey, thanks for reaching out Omar - Yes we do :)

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