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Clean match keys

Clean Messy Match Keys: Ignore Case and Trim Spaces

Lena, a marketing ops manager, matches webinar leads to CRM contacts even when email capitalization and trailing spaces differ.

Problem

Lena is routing webinar leads to sales. The webinar platform exports emails in mixed case, and a few rows have trailing spaces. The CRM export uses lowercase emails. She turns on matching options so the same person still matches cleanly.

Demo Files

Main file: Webinar Leads

EmailCampaignSignup Date
AVA@EXAMPLE.COMWebinar2026-05-04
liam@example.com Newsletter2026-05-05
noah@example.comTrial2026-05-06

Lookup file: CRM Contacts

EmailCompanyContact OwnerLifecycle Stage
ava@example.comAcme SupplyMiaCustomer
liam@example.comBright LabsNoraLead
noah@example.comNorthstar CoLeoOpportunity

Recommended Options

  • Ignore upper/lower case because email exports may differ in capitalization.
  • Trim extra spaces because CSV exports often contain trailing spaces.

Result Preview

Result preview

EmailCampaignSignup DateCompanyContact OwnerLifecycle Stage
AVA@EXAMPLE.COMWebinar2026-05-04Acme SupplyMiaCustomer
liam@example.com Newsletter2026-05-05Bright LabsNoraLead
noah@example.comTrial2026-05-06Northstar CoLeoOpportunity

What This Shows

  • This is useful for marketing operations, lead routing, and CRM cleanup.
  • Lena avoids missing matches caused by capitalization or invisible spaces in CSV exports.

Related searches

match two csv files by emailmerge contacts by emailvlookup email address

Try the same setup in SheetMatch

Upload your main file and lookup file, choose the matching columns shown above, then select the columns you want to bring into the result.

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