📊 Mastering Data Export in Clay: From Workspace to Spreadsheet in Minutes

At Clay, we understand the importance of flexibility when it comes to managing your data. While our platform offers powerful tools for data manipulation and analysis, there are times when you might need to take your data elsewhere. That's where our simple yet effective CSV export feature comes in handy.

🚀 Why Export to CSV?

There are several scenarios where exporting your Clay data to a CSV file can be beneficial:

1. Manual data verification
2. Transferring data to tools without native Clay integration
3. Additional spreadsheet-based editing and analysis

🔄 The Export Process: Quick and Easy

Exporting your data from Clay is a straightforward process:

1. Navigate to the 'Actions' menu
2. Look for the 'Export' modal
3. Click the 'Download CSV' button

Once you initiate the export, you'll see a processing notification. The time it takes to complete depends on the size of your dataset, but rest assured, it'll be available in your downloads folder soon.

For those who frequently export data, you can access your export history in the 'Available Exports' section. This feature is particularly useful for tracking and managing multiple exports over time.

📈 Working with Exported Data

After exporting, you can easily import your Clay data into other tools like Google Sheets. Simply upload the CSV to your preferred spreadsheet application, and voilà – your Clay data is now ready for further manipulation or analysis in a familiar spreadsheet format.

🧹 Cleaning Up Your Exports

It's important to note that the CSV export mirrors your Clay table exactly. This means that certain fields might appear differently in the export:

• Object fields (like the import context from HubSpot) won't display raw data values
• Integration fields showing "run condition not met" in Clay will appear blank in the CSV

To create cleaner, more focused exports, we recommend creating a dedicated "CSV Export View" in Clay:

1. Duplicate your current view
2. Hide or delete columns you don't need in the export
3. Focus on including only the raw values you need

This approach ensures that your exported CSV contains only the essential data, making it easier to work with in other applications.

💡 Pro Tip: Customizing Your Export View

To illustrate, let's say you want to exclude intermediate columns for validated work email, creator update information, and other non-essential data. By hiding these columns in your export view, you create a streamlined dataset that's ready for export.

Once you've customized your view, simply export the CSV as before. The resulting file will be a clean, focused version of your data, containing only the information you've chosen to include.

🎯 The Power of Flexible Data Management

By mastering the CSV export process in Clay, you're adding a powerful tool to your data management toolkit. This feature bridges the gap between Clay's advanced data processing capabilities and the widespread familiarity of spreadsheet applications.

Whether you're preparing data for a presentation, transferring information to another system, or simply need a different perspective on your dataset, the CSV export feature ensures you're never locked into a single platform or view.

Remember, the key to efficient data management is flexibility. With Clay's export feature, you're always just a few clicks away from having your data exactly where you need it, in the format that works best for your current task.

Happy exporting, and here's to making your data work for you, wherever you need it!