Archiving a Card

Keep your Clay workspace organized by archiving contacts that are no longer relevant or necessary. Whether it's old connections, outdated contacts, or people you no longer interact with, Clay makes it easy to streamline your space.

How to Archive a Card

On Mac, Windows, and Web

1. Open a card and click the menu button at the top
2. Select Archive Person from the menu or press # on your keyboard

Or,

1. Search for and select the card(s) you'd like to remove
2. Right-click and select Archive Person

On iOS

1. Open a card
2. Tap Archive on the Action menu

Restore an Archived Card

Sometimes mistakes happen or things change! If they do, you can always restore a previously archived card.

On Mac, Windows, and Web

1. Access your Archive list by clicking Archive at the top of your People view
2. Multi-select the people you wish to un-archive and right-click to restore them or click on the restore button on a single contact

On iOS

1. Access your Archive list by going to your People view on the Tab bar and tapping the Archive button on the upper-left corner
2. Swipe left on the contact/s you wish to restore

Is there an option to permanently delete a contact instead of archiving it?

This option is currently available because if a contact is "permanently deleted" from Clay, it will only delete that contact until the next time you sync any account that has that person in it.

For example, if you delete a spam email account from your Clay account, that will be "permanently deleted," but the next time your email integration syncs, Clay will think the email integration has a new contact that should be added to your account, since that contact no longer exists in your account.

If you choose to Archive, however, Clay will recognize that there is an existing member that is stored in Archive and will not pull that information in again.

That being said, Archiving is likely the best choice for your needs if you'd like those contacts to never re-appear in your account again. Any archived contacts are unsearchable and for all intents and purposes, do not "exist" in the day-to-day workings of your account.

Do archived contacts count toward the Clay Personal contact limit?

No, they don't! Archiving contacts is one of the few ways to make space for your more important people if you decide to stay on the Clay Personal plan.