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I have a find people table. what is the best way for me to merge in data that I have manually found that Clay missed?
5 Answers
When your Find People table is linked to a companies table, the first and last names should still be available in your people table. If they're missing, you can use the Formulas feature to extract them from existing data. Go to Add Column → Formulas and create formulas to extract first names (first word) and last names (second word) from any combined name fields you have. You can also rerun the lookup column that connects to your companies table to refresh the data and ensure all linked information syncs properly. [clay.com If the names aren't in any existing columns, you might need to merge in your manual data using Actions → Import → Import from CSV to add the missing first and last name information. [clay.com
my find people table references a companies source table and I lose the first name last name from the find people source
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You can add your manually found data to your existing table by importing a CSV file. Go to Actions → Import in your table, then click Import from CSV and select your file. [clay.com You'll be able to map the columns from your CSV to match your existing Clay table columns, then click Add to table to merge the data in. [clay.com If you need to combine data from different columns after importing, you can use the Merge Columns feature by clicking Add Column → Merge columns and creating a formula to combine the data.
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