Table sources overview

Types of sources you can import

• Using list building sources (Find Companies, Find People)
• Importing from CRM systems (Hubspot, Salesforce)
• Setting up webhook connections (Webhooks)
• Other types of sources (ex. Crossbeam)
• CSV files

Connect sources to your new table

Set up a table with a data source

You can create a new table in Clay and connect it to a data source to populate it with data.

1. In your Workspace Home, click + Create New to create a new table.
2. Use the search bar to find and select your desired data source (e.g., Salesforce, Find People, etc.)
3. Authenticate the source connection if prompted by logging in or entering the required API credentials.
4. Configure the source settings based on your needs. This may include selecting specific objects, fields, toggles, or filters.
5. Review your settings and import the data to your new table!

Add data sources to existing tables

From the workspace home

If you’re on the workspace home page and want to add a data source to an existing table:

1. In your Workspace Home, click + Create New to create a new table.
2. Select your desired data source, authenticate the connection, and configure the source settings.
3. Once the source is configured, choose Add to existing table from the options.

Within an existing table

If you want to add a source within a table:

1. Open the table where you want to add a data source.
2. Click Actions in the top-right menu and select Import.
3. In the Add Source panel, search for and select your desired data source (e.g., Salesforce, HubSpot). Authenticate if prompted, and configure the source.
4. Review and finalize the settings, then import the data into your existing table.

Add webhooks as a table source

You can set up webhooks to intake any HTTP post request. To set up your webhook source:

1. Select webhooks as a source.
   • For new tables, within your workspace home, select Create new.
   • For existing tables, click on Actions and select Import to add a new source.
2. Select Monitor webhook.
3. Copy and paste the URL or cURL into the destination to send data to Clay through the webhook.
   • Using the Webhook URL: Paste the URL into the application sending data to Clay.
   • Using the cURL: Paste the cURL command into your command line to send data directly to Clay.
4. (Optional) Add an authentication token to secure your webhook, and use the key x-clay-webhook-auth and paste in the token provided.
   • Note: Copy the token immediately, as it is only accessible once.

Import your CSV into a table

Import CSV into an existing table

To import your CSV file into an existing Clay table:

1. Navigate to the source panel.
   • Within your table, click on Actions and select Import to add a new source.
   • Alternatively, in your workspace home, select Create new.
2. Choose Import from CSV.
3. Upload your CSV file.
4. Select Add to existing table and pick the table where you want to import your CSV.
5. Map out the columns to define how the columns in your CSV should align with the columns in the Clay table.
6. Select Add to table and specify if you want to automatically enrich the new rows.

Import CSV into a new table

To import your CSV file into a new Clay table:

1. Head to your workspace home, select Create new.
2. Select Import from CSV.
3. Upload your CSV file.
4. Select New blank table .
5. Click Complete import to finish the process.

Modify existing source configurations

You can modify the search criteria or settings of an existing source in your table. Some examples of modifications include:

• Find People search: Update the search criteria (e.g., name, role, or location).
• CRM import: Adjust the list or data you are pulling into the table.

To modify the existing source:

1. Go to your table and click on the Source Column to open the Source column menu.
2. Select Sources from the menu to view the connected source.
3. Click on the source you want to modify.
4. In the individual source panel that opens on the right, click Edit source.
5. Update the search criteria, toggles, or filters as needed. For example: Modify the Company Domain to target different companies.
6. Click Submit to save your changes and re-run the source with the updated configuration.

Delete a source from table

Within your table, you can also delete a source. To delete a source:

1. Go to your table and click on the Source Column to open the Source column menu.
2. Select Sources from the menu to view the connected source.
3. Click on the source you want to delete.
4. In the individual source panel that opens on the right, click Delete source to remove it from the table.