You can add prospects to Outreachly campaigns using a CSV upload or the HTTP API. Both options let you move data from Clay into Outreachly in a clear and controlled way.
Exporting Prospects From Clay Using a CSV
Use this method for one-time or manual uploads.
Open your table in Clay.
Select the "Actions" button in the top-right corner.
Select "Export", then select "Download CSV".
Wait for the confirmation and download the file.
Uploading a CSV Into Outreachly
Log in to Outreachly.
Create a new campaign or open an existing campaign.
Select "+ Add Search", then select "CSV File".
Upload the CSV file downloaded from Clay.
Map each column to the correct Outreachly field.
Select "Next", then select "Save".
🚨 Important: For Social or Social + Email campaigns, you must map the "Person Social URL" field. If this field is missing or mapped incorrectly, Outreachly cannot target the prospect.
Setting Up the HTTP API in Clay
Use this option for ongoing or real-time updates from Clay to Outreachly.
Open the Clay table you want to send to Outreachly.
Scroll to the far right of the table.
Select "Add Column", then select "Add Enrichment".
Search for "HTTP API" and select it.
Configuring the Request Method and Endpoint
Set the "Method" to "POST".
Open Outreachly in a new tab.
Open the campaign you want to add prospects to, or create a new one.
Select " + Add Search", then select "Add with API".
Copy the endpoint shown in the "POST" field.
Paste the endpoint into the "Endpoint" field in Clay.
Adding the JSON Payload
In Outreachly, copy the JSON payload from the API setup page.
Paste the payload into the "Body" field in Clay.
Mapping Fields From Clay to Outreachly
Each field in the JSON payload must be mapped to a column in your Clay table.
Find a field in the JSON payload, such as the social profile link.
Highlight the value inside the field, then type "/" to open the mapping menu.
Select the correct Clay column.
Repeat this process for all required fields.
🚨 Important: Do not skip the profile link field. Outreachly uses this field to identify and engage prospects.
Handling Custom Fields
Map custom fields if they are needed in Outreachly.
Remove custom fields if they are not required.
Make sure the JSON format is valid.
Remove any trailing commas, as these will cause the request to fail.
Sending Prospects to Outreachly
In Clay, select "Save and Run".
Return to Outreachly.
Open your campaign.
Review the prospects added under the "New" section.
💡 Tip: If you update data in Clay and run the API again, Outreachly will update existing prospects instead of creating duplicates.
Best Practices
Always map the "Person Social URL" field for Social campaigns.
Test the API with a small number of records first.
Keep field names consistent between Clay and Outreachly.
Check JSON formatting before running the API.
FAQ
Q: Will running the API multiple times create duplicate prospects?
A: No. Outreachly updates existing profiles with the latest data from Clay.
Q: Can I use both CSV and API methods?
A: Yes. You can use CSV uploads for manual imports and the API for ongoing updates.
Q: What happens if a required field is missing?
A: The prospect may fail to import or may not be usable in the campaign.
🚀 Success! If you need help with field mapping or API setup, contact Outreachly support through Live Chat.