Uploading a CSV to Clay: How to Remove Duplicates and Filter Sources

I have built a list in Clay and now also have a CSV file that I would like to upload into the same table where the list was created. Before proceeding, I would like to check for any duplicates in the table and remove them if found. Once the duplicates are handled, I plan to enrich the leads. How can I upload a list into the same table and identify duplicate entries within it? Additionally, I would like guidance on editing the "People Source" to apply more filters. Could you please provide detailed steps or best practices to achieve this?

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Here's how to handle your CSV import and manage duplicates: To import your CSV into the existing table: 1. Open your table 2. Click "Actions" > "Import" 3. Upload your CSV file by clicking "Browse Files" or drag and drop it 4. Select "Add to current table" 5. Map your CSV columns to the corresponding Clay table fieldsTo manage duplicates and apply filters: 1. Use the "Normalize and Deduplicate" feature to clean your data and remove duplicate entriesTo modify People Source filters: 1. Click on the Source Column to open the menu 2. Select "Sources" 3. Click on the source you want to modify 4. Click "Edit source" 5. Update your search criteria and filters as needed 6. Click "Submit" to save changesFor additional filtering: 1. Click "Filter" above the table 2. Select the column to filter 3. Choose your filter condition (equals, contains, etc.) 4. Enter the filter valueWhen importing, you can choose to immediately enrich the new rows by selecting "Save and run rows in this CSV" during the import process. Sources: How to import your CSV into Clay | Documentation | Clay University Table sources overview | Documentation | Clay University Normalize and Deduplicate a List with Clay Hide, Re-order, Sort, Filter, Merge Columns
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Muhammad S.
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I have table 1 and table two now i want to merg both table into one table then i want to check duplication so guide me more on this
Anaum K.
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Hello Muhammad! Thank you for reaching out! Here are the steps to help you upload your CSV file, identify duplicates, and edit the “People Source” filters. Uploading a CSV File to Your Existing Table 1. Navigate to the Actions button in the top-right corner of your table and click on it. 2. Select Import… from the dropdown menu. https://downloads.intercomcdn.com/i/o/w28k1kwz/1349331110/1cae705c8258871588c1d6857450/Screenshot%2B2025-01-23%2Bat%2B5_19_15-E2-80-AFPM.png?expires=1737672300&signature=c92a4f93e390cac046a85e7033270942b015f32a0478c0105e4cab8c24740e9a&req=dSMjH8p9nIBeWfMW1HO4zR%2BE7OXEnE5K0rbzH%2BIoFHAEi15GOs1%2F2OlTY3mv%0Aarke%0A 3. A pop-up will appear. Choose Import from CSV, then browse your files to select the CSV you want to upload. https://downloads.intercomcdn.com/i/o/w28k1kwz/1349331837/1f349792ca5bf128d586ddf5fbd1/Screenshot+2025-01-23+at+5_20_02%E2%80%AFPM.png?expires=1737672300&signature=2419fa43968bb47c652cbd6d45fb203aa60d7d3544ef37e0ecd930aea9a7ce61&req=dSMjH8p9nIlcXvMW1HO4zTrJlkznqNVgxA5uQbN25ZsZkETBTTl%2FlXhaDGQ%2B%0ASQa6%0A 4. In the Select destination field, choose Add to current table. This will make sure the data from your CSV is added to the same table. Removing Duplicates from Your Table To handle duplicates, you can use the Auto-dedupe feature: 1. Click the Deduplication Settings button located in the bottom-right corner of your screen. https://downloads.intercomcdn.com/i/o/w28k1kwz/1349327404/eb113f7c3db33b1b2862b21fd73e/Screenshot%2B2025-01-23%2Bat%2B5_09_29-E2-80-AFPM.png?expires=1737672300&signature=3729b4e67a19cbdda1cff7159229d5c023deedc34c541355d7e47219a7f3e99f&req=dSMjH8p8moVfXfMW1HO4zSnmjZujMhF%2BgkkLQ9VEuGwRM21eDhCBwdwVHRP1%0A3EEK%0A 2. From the menu that appears, toggle on Enable automatic deduplication. https://downloads.intercomcdn.com/i/o/w28k1kwz/1349327953/5941888b63b9fd7baf29623560d0/Screenshot+2025-01-23+at+5_16_35%E2%80%AFPM.png?expires=1737672300&signature=56267cae56a541e793bb1fe14740e1fe61c0ae4d8f5ad7501787abeb2a2020bc&req=dSMjH8p8mohaWvMW1HO4zWQsVI9vhpxxvEiUC6HYwkrHVkJ8Z4q1qStH%2Bc6p%0AD2w8%0A 3. Under Dedupe via column, select the column that serves as a unique identifier for each row. For example: • If you’re working with companies, you might use the Company Name column to detect duplicates. • If you’re working with individuals, you might use the Email or Phone Number column. 4. Once you’ve set the appropriate column, click Save changes. This will automatically identify and handle any duplicates in your table. Editing the “People Source” and Applying Filters To refine your source filters: 1. Click on the Imported Profiles column header in your table. 2. From the dropdown menu, select Sources, and then click on the Find People table. https://downloads.intercomcdn.com/i/o/w28k1kwz/1349329301/a1a237262e8db6e10aa36e896c23/Screenshot+2025-01-23+at+5_17_34%E2%80%AFPM.png?expires=1737672300&signature=4ae885eed2aeac655ddcf459b5972d03722c40874192e42c66eb406226747ab1&req=dSMjH8p8lIJfWPMW1HO4zTWTpujOnVgec3%2FpVKgs1h6s8VLngE8NW144da8t%0AgDZO%0A 3. A pop-up will appear on the right side of the screen. Here, click Edit Source. https://downloads.intercomcdn.com/i/o/w28k1kwz/1349329985/cad14e527bab2ff11015e34edd07/Screenshot%2B2025-01-23%2Bat%2B5_18_12-E2-80-AFPM.png?expires=1737672300&signature=6bd12aa08ded44de11af8dc669c08845387a9b4cad3cc68670f6841b8d2a5cc2&req=dSMjH8p8lIhXXPMW1HO4zcRQqggtYg%2FbPSfecEmJMxgzZDNKk5d675DOB%2BQ%2F%0AG0Xh%0A 4. You can now adjust the filters to narrow down your results based on your criteria. If you have any further questions or need additional assistance, please don’t hesitate to ask—I’d be happy to help!
Anaum K.
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You can merge tables using the Write to Table integration. Here's how: 1. Click "Add Enrichment" in the top right corner of your page 2. Search for and select "Write to Table" integration 3. Select your destination table 4. Map the columns from your source table to the corresponding columns in your destination table 5. Optional: Configure auto-update settings to automatically enrich new rows Note: When transferring data between tables, only the data you specifically map will be copied over. For more information, here's a guide to our Write to Table integration: https://www.clay.com/university/guide/write-to-table-integration-overview.
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