How to import your CSV into Clay

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

Importing a CSV into Clay

1. 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.
2. Upload your file by clicking Browse files or dragging and dropping your CSV into the upload area.
3. 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.
4. Match your CSV columns to the correct Clay table fields.
5. 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.