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Need to add client SSN to spreadsheet based on name.

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    Need to add client SSN to spreadsheet based on name.

    So I have a spreadsheet from my company's accounting department (Accounting.xlsx) with a list of all clients, including name address and email.

    No somewhere else in my company there is a spreadsheet with every customer's first name last name and social security number (SSN.xlsx).

    I need to copy the social security numbers from the SSN.xlsx spreadsheet over to the Accounting.xlsx spreadsheet, and make sure the social security numbers get added into the correct records according to the person's name.

    My company is very disorganized and I am new to this , take it easy on me.

    -Roberto

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    Re: Need to add client SSN to spreadsheet based on name.

    Okay, so here is a small example spreadsheet I made to show exactly what we need...

    Basically I need the SSN column values to go from Customer Info table to the Customer List table, according to the correct client names.

    Hope this helps...

    -Roberto
    Attached Files Attached Files
    Last edited by 6two6rob; 12-29-2015 at 05:11 PM.

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    Re: Need to add client SSN to spreadsheet based on name.

    If both spreadsheets are open, this can be achieved through vlookup.

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    Re: Need to add client SSN to spreadsheet based on name.

    If both spreadsheets are open, this can be achieved through vlookup.
    Thanks markusvirus! I looked up how to use VLOOKUP and I think It's going to help me. (See attached.)

    Can VLOOKUPs lookup_value have multiple values? Because I need to sort based on first AND last name.

    I was also thinking about just combining the first and last names for the sake of this project.
    Attached Files Attached Files
    Last edited by 6two6rob; 12-29-2015 at 06:54 PM.

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    Re: Need to add client SSN to spreadsheet based on name.

    I've been looking up the INDEX function and was wondering if this would work for me.

    It seems to me that VLOOKUP only looks at the first column of a spreadsheet for its "lookup_value". The problem is, I have a first name and a last name that I want to use as the "lookup_value", because there are many duplicates of last names in this table.

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    Re: Need to add client SSN to spreadsheet based on name.

    INDEX function would work. If you're looking to combine 2 cells (first and last name), you may use the CONCATENATE function on a separate column.

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    Re: Need to add client SSN to spreadsheet based on name.

    Hello 6two6rob,

    Add this formula to cell D2 on "Customer List" and drag it down.

    =IFERROR(IF(VLOOKUP(A2,'Customer Info'!$A$2:$B$4,2,FALSE)=B2,VLOOKUP(A2,'Customer Info'!$A$2:$C$4,3,FALSE),""),"")
    Last edited by Leith Ross; 12-30-2015 at 12:23 PM.
    Sincerely,
    Leith Ross

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