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Downloading as a CSV

Matthew Quan

👉 Why do this ?

  • Quickly export your data as a CSV from Clay. You can use this to bulk import the file into any of your other tools - or to send around.

🤖 How this source works:

  • Once you’ve found people (and potentially generated your personalized emails) → Add your email sequencer as a column to your table to auto-send this information to your sequences.
  • We recommend you always run the lookup action first to ensure this person does not already exist in a sequence.

Step 1 - We recommend first hiding any columns that you do not want in your export. This will help keep things clean for later usage!

Step 2 - Additionally make sure that any datapoints you want to access have been mapped to the table. If you have a datapoint inside an enrichment column, and it has not been mapped to the table, it will not be included in the CSV.

Step 3 - Click export 🙂

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