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Looking up data / matching data

  1. #1
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    Looking up data / matching data

    Hi, we are looking to match up some records that maybe already in our CRM. Please see attached datasheet.
    To reimport these contacts we need to have the exact name that we have in our CRM against the information in Tab 2.
    We need to look up Column B in Tab 2 against the names in Column D of Tab 1 to see if there is a match and add the data from Tab 1 to the data in Tab 2 (Column A - CRM Account Name )
    Attached Files Attached Files

  2. #2
    Forum Expert Sam Capricci's Avatar
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    Re: Looking up data / matching data

    try =iferror(VLOOKUP(B3,'Account Advanced Find View'!D:D,1,FALSE),"no match")
    in A3 of sheet1 dragged down.
    Make contributors happy, click on the "* Add Reputation" as a way to say thank you.
    Sam Capricci

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