.png){kind=logo}
How to Transfer Data Between Tables by Matching Company Name
I have a specific column in one table that i want to bring into another table but it needs to match by company name. How do i do this?
I have a specific column in one table that i want to bring into another table but it needs to match by company name. How do i do this?
Use the Lookup Rows feature to bring data from one table to another by matching company names. Steps: 1. In your destination table, click Add Column 2. Select Lookup Single Row in Other Table 3. Choose your Table to Search (source table) 4. Set Target Column to the company name column 5. Set Filter Operator to match your criteria 6. Set Row Value to your company name column This works like VLOOKUP in spreadsheets, allowing you to pivot data between tables based on matching company names. Alternatively, use write to table for transferring entire columns between tables with column mapping capabilities.
Single Row in Other Table i dont see this?
The "Lookup Single Row in Other Table" feature exists and should be available when adding a column. To access it: 1. Click Add Column in your destination table 2. Look for Lookup Single Row in Other Table in the column options If you're not seeing this option, it might be listed under a different section or the interface may have changed slightly. The feature allows you to search another Clay table using inputs like Table to Search, Target Column, Filter Operator, and Row Value. Alternatively, you can also use Lookup Multiple Rows in Other Table if you need to retrieve multiple matching records.
The "Lookup Single Row in Other Table" feature exists in Clay and should appear when adding a column. To access it: 1. Click Add Column in your destination table 2. Select Add Enrichment 3. Search for "Lookup Single Row in Other Table" The feature allows you to search another Clay table using inputs like Table to Search, Target Column, Filter Operator, and Row Value. If you still don't see it, try searching for "Clay" in the enrichments list, as it's part of our Clay integrations.
can you explain the settings better
The "Lookup Single Row in Other Table" feature has four key settings: • Table to Search - The ID of the Clay table you want to search in • Target Column - The column in the source table you want to match against • Filter Operator - How you want to compare values (equals, contains, etc.) • Row Value - The value from your current table to match with the target column This works like VLOOKUP - it finds one matching row based on your criteria and returns data from that row.
no
Hey, To bring a column from another table by matching company name, you’ll want to use the Lookup action. Here’s how to set it up: 1. Choose the table you want to pull data from. 2. Set the Target Column to “Company Name” in that source table. 3. In Row Value, insert the “Company Name” column from your current table. 4. Select the column you want to bring over. Here’s a quick video walkthrough: https://www.loom.com/share/ad767e3be9914d19a2f6647efe4dfa85?sid=c8b78c32-9bc1-4501-8124-d6c70d2218cf Let me know if you have more questions.
