How to import your CSV into Clay

All docs

Find

Import your CSV into Clay.

Overview

Within Clay you can import CSV as a source to an existing or new table.

Importing a CSV into Clay

Open the source panel:
- For a new table: From your workspace home, click + Create new and search for CSV.
- For an existing table: Open the table, click Tools, and select Import.
Upload your file by clicking Browse Files or dragging and dropping your CSV into the upload area.
Select your destination:
- Add to current table — appends the CSV rows to your existing table.
- Create new table — creates a new table populated with your CSV data.
- Replace current table — overwrites the current table's rows with the CSV data.
Match your CSV columns to the correct Clay table fields.
Choose how to handle the imported rows:
- Save and run rows in this CSV — imports the rows and immediately runs any enrichments on them.
- Save and don't run — imports the rows without triggering any enrichments.

Explore other docs

Export

Getting started with Sequencer

Sequencer runs cold email campaigns at scale from your Audiences data, handling sending infrastructure, copy, and deliverability in one place.

Export

Connect your own email accounts

Connect email accounts you already own — Google Workspace, Microsoft 365, or any mailbox that supports SMTP — and use them as sending accounts for your campaigns.

Export

Email warmup

What email warmup does, how it differs on purchased and self-connected accounts, and why you'll see unfamiliar emails while it runs.

Export

Get leads ready to sequence

Everything a lead needs before a campaign can enroll it — a People segment in Audiences, an email address, and the enrichment your sequence draws on.

Export

Build your sequence

Write, personalize, and pressure-test the emails your campaign sends — before a single one goes out.

Export

A/B test your sequence copy

Run two versions of your campaign copy against each other, then send the rest of your leads to whichever one performs better.

Export

Launch and manage a campaign

Set a campaign's schedule and credit budget, launch it, and manage sending as leads move through the sequence.

Other popular resources

Experts

Find a Clay Expert

Explore our network of Clay experts and agencies.

Community

Join our slack community

Find help in our slack community, and support channels.

Cohorts

Join a cohort, learn Clay fast!

The faster way to master Clay. Sign in if you're enrolled in a cohort (current or past) or apply!

Talents

Hire GTME Talent

Find and connect with GTM talent who've demonstrated expertise in building advanced workflows