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Basic merge

Basic VLOOKUP: Add Customer Details to an Order List

Emma, an operations coordinator, enriches a daily order export with customer names, emails, and regions by matching Customer ID.

Problem

Emma sends a daily fulfillment report to the warehouse. Her order export only includes Customer ID, but the warehouse team needs customer name, email, and region. Instead of writing three VLOOKUP formulas, she uses SheetMatch to bring the customer columns into the order list in one pass.

Demo Files

Main file: Daily Orders

Order IDCustomer IDOrder DateAmount
1001C-1022026-05-01$240
1002C-1182026-05-02$89
1003C-2042026-05-03$310

Lookup file: Customer Directory

Customer IDCustomer NameEmailRegionAccount Manager
C-102Acme Supplyops@acme.exampleWestMia
C-118Northstar Coap@northstar.exampleEastLeo
C-204Bright Labsfinance@bright.exampleCentralNora

Recommended Options

  • Trim extra spaces to avoid IDs with accidental whitespace.
  • Use first match if each Customer ID should appear once in the customer table.

Result Preview

Result preview

Order IDCustomer IDOrder DateAmountCustomer NameEmailRegion
1001C-1022026-05-01$240Acme Supplyops@acme.exampleWest
1002C-1182026-05-02$89Northstar Coap@northstar.exampleEast
1003C-2042026-05-03$310Bright Labsfinance@bright.exampleCentral

What This Shows

  • This is the classic VLOOKUP use case: enrich a main spreadsheet with columns from a reference table.
  • Emma can pull several customer fields at once, so the order list is ready for the warehouse without extra formulas.

Related searches

merge two excel files by customer idvlookup customer datamatch orders with customers

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.

Open SheetMatch