Clay makes it easy to import raw data and enrich it with details like contact information, company profiles, and more. Follow these steps:
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1. Import Your Data into Clay

You can bring data into Clay using various methods:

• Upload a CSV File: Drag and drop your file into Clay or use the import feature.
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• Connect Integrations:
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  • Use tools like Airtable, Google Sheets, or CRMs (e.g., HubSpot, Salesforce) to sync your existing datasets.
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• Start with a Blank Table:
  • Manually enter data such as company names, domains, or email addresses to kick off your project.

2. Set Up Enrichment Blocks

Clay allows you to add enrichment blocks to enhance your data with additional fields:

Steps:

• Create Columns: Add columns for data you want to enrich (e.g., Company Name, Email, Domain).
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• Select Enrichment Tools: Use Clay’s integration blocks to enrich data:
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  • Clearbit: Fetch company size, revenue, industry, and location.
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  • Hunter.io: Find professional email addresses for your contacts.
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  • BuiltWith: Discover a company's tech stack or platform usage.
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  • LinkedIn: Pull data about a company’s employees or leadership team.
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  • Crunchbase: Add funding, valuation, or investor details.
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• Link Columns to Inputs: Map your existing columns (e.g., "Domain") to the enrichment block input fields to start fetching data.

3. Enrich Your Data

• Once enrichment blocks are added:
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  • Clay will pull relevant details and populate the table.
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  • Each enrichment block will create new columns with enriched fields (e.g., "Employee Count" or "Contact Emails").
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• You can chain enrichment blocks for more in-depth data (e.g., use "Domain" to find company details, then find contacts at those companies).

4. Filter and Refine Your Results

• Use filters to sort or refine enriched data:
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  • Example: Only show companies with over 50 employees or contacts with verified email addresses.
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• Add tags or group data for easier segmentation (e.g., “High-Priority Accounts” or “Enterprise Leads”).

5. Automate and Sync Data

• Real-Time Updates:
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  • Use Clay’s dynamic syncing to automatically refresh data from integrations like Airtable or Google Sheets.
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• Set Up Workflows:
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  • Automate repetitive tasks, like re-enriching data or triggering actions based on filters (e.g., sending emails to new leads).

6. Export and Use Your Data

• Once your data is enriched:
  • Export to CSV: Download the enriched data for external use.
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  • Sync with CRM/Tools: Push data to tools like Salesforce, HubSpot, or email marketing platforms like Mailchimp.
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  • Direct Outreach: Use Clay’s integrations to connect with tools like Apollo or LinkedIn for outreach.

Best Practices for Data Import and Enrichment

1. Clean Your Data Before Importing:
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   • Remove duplicates or incomplete entries for the best results.
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2. Use Unique Identifiers:
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   • Columns like "Domain" or "Email" improve enrichment accuracy.
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3. Leverage Multiple Enrichment Tools:
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   • Combine tools (e.g., Clearbit + BuiltWith) for a comprehensive dataset.
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4. Validate Key Fields:
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   • Double-check enriched data, especially if it’s critical to your workflows.
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Here's a demo video on how to import and enrich company data in Clay -