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CSV Import

  • Updated

Bring your existing contacts into Clay with our simple CSV import tool. Whether you're working with a spreadsheet from another CRM, a contact list, or a custom database, Clay makes it easy to import your connections while preserving all their important details. 

1. Click your Profile Icon on the upper right corner and select Settings > Integrations > CSV on your Mac or Windows app.

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2. Click the box in the middle to open your file explorer or drag and drop your CSV file into the box.

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⚠️ Make sure that your CSV file exactly follows the Clay CSV template format:

  • Column names must match the template's headers
  • Each row must provide AT LEAST ONE of the following:
    • Name; First Name AND Last Name;
    • Email Addresses;
    • Phone Numbers;
    • LinkedIn URLs;
    • Facebook URLs;
    • Twitter URLs
  • For columns that support multiple values (Email, Phone, and Groups), please use commas to separate multiple values
  • All URLs (e.g. website, LinkedIn, etc.) should be full URLs, including the https (e.g. https://linkedin.com/in/example)
  • Format birthdays as YYYY-MM-DD or MM/DD/YYYY
  • Supported cadences are: weekly; monthly; quarterly; yearly

 

3. Once you've added your file, click on the Upload button.

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4. We'll do a quick scan of your file and let you know if there are errors or anything that needs fixing. If everything looks good, click the Upload button again.

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ℹ️ This feature is currently available to Clay Pro and Clay for Teams users.

Have questions or comments?

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