Contact Cards

Creating a Card

Clay automatically creates cards for all contacts connected to your integrations. If you wish to manually add a contact that wasn't created automatically for you, you may:

On Mac and Web

1. Click New Person at the bottom left corner.

On iOS

1. Tap Add in the Tab bar

Under Person, you can enter:

• A name (e.g. Jane Doe)
• An email address (e.g. janedoe@gmail.com)
• A phone number (e.g. +1 123-456-7890)
• A Twitter handle (e.g. @janedoe)
• A LinkedIn URL (e.g. linkedin.com/in/janedoe)

You can also add a note straight away.

If you enter a name, Clay will create a blank card where you can add additional info. If you enter anything other than a name (i.e. email or Twitter handle), Clay will enrich that card with additional information if possible.

Editing a Card

Edit cards to change incorrect data, add information about social profiles, education, and organizations, or update the photo.

On Mac and Web

1. Open the card and click Edit at the top

On iOS

1. Open the card and tap Edit in the Action menu

Merging Cards

If you see two or more cards that should be merged, you can quickly do so from the card or Search. Deduplicating results in all card information such as Notes, Reminders, Groups, and card information being merged into one card.

On Mac and Web

1. Open one of the duplicate cards and click Merge Person at the top
2. Search for and select the duplicate profiles

Or,

1. Search for and select the cards you'd like to merge
2. Right click and select Merge People

On iOS

1. Open one of the duplicate cards and tap Merge
2. TapAdd Profile, then search for and select the duplicates

Clearing a Card

You can quickly remove all information from an incorrectly populated card by using the Clear Card functionality. This wipes the card so you can add the correct contact info and/or social profiles which Clay will use to gather the correct information based on your connected accounts.

How long will it take?

Depending on the email(s) and social profile(s) you submitted and what your integrations are, it can take up to a few minutes to repopulate the card. If Clay doesn't retrieve new information immediately, check back in 5-10 minutes, and it'll be up to date.

On Mac and Web

1. Open the card and click Edit at the top, then Clear Profile under Profile Settings in the right sidebar

On iOS

1. Open the card and tap Edit in the Action menu
2. Tap Profile Settings, then Clear Profile

Archiving a Card

On Mac and Web

1. Open a card and click Archive Person at the top

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 and hit Archive on the Action menu

Restoring a Card you've Archived

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

On Mac 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 Collections > People and tapping the Archive button on the upper-right corner
2. Swipe left on the contact/s you wish to restore

Viewing your People

Look through everyone you know inside of Clay.

On Mac and Web

1. Click on People under Collection in the sidebar or hit G then P

On iOS

1. Tap Collections in the Tab bar
2. Select People

Keyboard Shortcuts

P to create a card from anywhere within the app

In a card

M to merge with another card