Exporting Sales Navigator List Records to Excel Assistance

Exporting Sales Navigator List Records to Excel Assistance | Clay

14 comments

· Sorted by Oldest

Clay
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Yes! You can import Sales Navigator search results into Clay, then export them to Excel. To import from Sales Navigator: 1. Set up your search filters in Sales Navigator (don't save as a list) 2. Copy the search URL 3. In Clay, create a "Find People" table and select "External List" 4. Paste the Sales Navigator URL and click "Import" To export to Excel: 1. Open your Clay table 2. Click Actions > Export > Download CSV 3. Import the CSV file into Excel The CSV format works seamlessly with Excel and other spreadsheet applications.
Sources: Download as a CSV [Clay 101] - Clay University Export and Download a File
Vamsi V.
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Where do I select "external list"
Clay
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When creating a "Find People" table, you'll see "External List" in the Method category. After selecting "Find People" as your data source, look for the Method Filter section and select "External List" from the available options. Once you select "External List," a URL box will appear where you can paste your Sales Navigator search URL.
Vamsi V.
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Cant see it!
Clay
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When creating a Find People table, the "External List" option appears in the Method section after you select Find People as your data source. Here's the exact path: 1. Create new → Table → Find People 2. Look for the Method filter - you'll see two options: "Search query" and "External list" 3. Select "External list" to import from Sales Navigator The External List option should be clearly visible alongside the Search query method once you're in the Find People setup.
Sources: Find People overview | Documentation | Clay University Find People overview | Documentation | Clay University
Hari K.
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Hey Vamsi - Happy to help with this export. Can you share the link to your table, so I can take a closer look?
Vamsi V.
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Hi hari, here you go https://app.clay.com/workspaces/514543/w/find-people
Vamsi V.
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Loading attachments
Vamsi V.
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As you can see I do not see a "method" option here
Hari K.
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Hey Vamsi - Our UI actually recently changed that split the search you are looking for to a separate option. I've attached a quick snippet showing how to navigate to access below:
(504 kB)
Hope this helps!
Vamsi V.
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Thanks! I got it. However, I searched for this list from SN and its returning a 500 error An error occurred. Please try again or contact support: Request failed with status code 500
Vamsi V.
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Note - I created a list and converted into a search
Hari K.
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Hey Vamsi! Happy to take a look at this, can you share the link to the table view where you see the error?
Channeled
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.

Clay
APP
·
·
Yes! You can import Sales Navigator search results into Clay, then export them to Excel. To import from Sales Navigator: 1. Set up your search filters in Sales Navigator (don't save as a list) 2. Copy the search URL 3. In Clay, create a "Find People" table and select "External List" 4. Paste the Sales Navigator URL and click "Import" To export to Excel: 1. Open your Clay table 2. Click Actions > Export > Download CSV 3. Import the CSV file into Excel The CSV format works seamlessly with Excel and other spreadsheet applications.
Sources: Download as a CSV [Clay 101] - Clay University Export and Download a File
Vamsi V.
·
·
Where do I select "external list"
Clay
APP
·
·
When creating a "Find People" table, you'll see "External List" in the Method category. After selecting "Find People" as your data source, look for the Method Filter section and select "External List" from the available options. Once you select "External List," a URL box will appear where you can paste your Sales Navigator search URL.
Vamsi V.
·
·
Cant see it!
Clay
APP
·
·
When creating a Find People table, the "External List" option appears in the Method section after you select Find People as your data source. Here's the exact path: 1. Create new → Table → Find People 2. Look for the Method filter - you'll see two options: "Search query" and "External list" 3. Select "External list" to import from Sales Navigator The External List option should be clearly visible alongside the Search query method once you're in the Find People setup.
Sources: Find People overview | Documentation | Clay University Find People overview | Documentation | Clay University
Hari K.
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Hey Vamsi - Happy to help with this export. Can you share the link to your table, so I can take a closer look?
Vamsi V.
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Hi hari, here you go https://app.clay.com/workspaces/514543/w/find-people
Vamsi V.
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·
Loading attachments
Vamsi V.
·
·
As you can see I do not see a "method" option here
Hari K.
·
·
Hey Vamsi - Our UI actually recently changed that split the search you are looking for to a separate option. I've attached a quick snippet showing how to navigate to access below:
(504 kB)
Hope this helps!
Vamsi V.
·
·
Thanks! I got it. However, I searched for this list from SN and its returning a 500 error An error occurred. Please try again or contact support: Request failed with status code 500
Vamsi V.
·
·
Note - I created a list and converted into a search
Hari K.
·
·
Hey Vamsi! Happy to take a look at this, can you share the link to the table view where you see the error?
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.