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Data Matching / Look up

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    Data Matching / Look up

    Hi there,

    I am looking to match look up some data already existing in our CRM.
    There is a unique ID - "Provider ID" used in both sheets. I require the Hubspot ID (Our CRM) from sheet 2 added to Sheet 1 in column A, using the unique ID as a look up.

    I hope this make sense. Can anyone help?

    Thanks you Excel experts!!! (in advance :-))

    Jane
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    Forum Expert Sam Capricci's Avatar
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    Re: Data Matching / Look up

    you can try something like this...
    =IFERROR(INDEX('CRM Data'!$A$2:$A$1355,MATCH('New Data'!B3,'CRM Data'!$B$2:$B$1355,0)),"provider ID not found")
    or just leave blank if not found like this...
    =IFERROR(INDEX('CRM Data'!$A$2:$A$1355,MATCH('New Data'!B3,'CRM Data'!$B$2:$B$1355,0)),"")
    Make contributors happy, click on the "* Add Reputation" as a way to say thank you.
    Sam Capricci

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    Red face Re: Data Matching / Look up

    That works perfectly. Thank you so much!!! :-)

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    Forum Expert Sam Capricci's Avatar
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    Re: Data Matching / Look up

    You're welcome, AND thank you for the rep!

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