How to import your CSV into Clay

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

Import your CSV

To import CSV as a source:

Step 1: Navigate to the Source panel.

To access source panel:

• For a New Tables: From your Workspace Home, select + Create new and search “CSV” to import your CSV File.
• For an an Existing Table: Open the table, click Actions, and select Import to add your CSV to the existing table.

Step 2: Import the CSV.

Upload your file by clicking Browse Files or dragging and dropping your CSV into the upload area.

Select the destination for the CSV import: Add to current table, Create new table, or Replace current table.

Step 3: Match CSV Columns to Clay Table Fields

Assign columns from your CSV to the correct Clay table fields.

Step 4: Select action for auto-run

Decide whether to immediately run the enrichment for the rows in your CSV or save the table without running:

• Save and run rows in this CSV: This option runs the enrichment process for the imported rows immediately.
• Save and don’t run: Saves the table without processing the rows.

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