Data Mesh Only adding new information

Kimbh
Kimbh ✭✭✭✭
edited 03/07/23 in Add Ons and Integrations

Hi, I have one sheet of customer names and one sheet of customer information. Both sheets have customer ID's. The customer information is the source sheet and the customer name target sheet. I want information from the customer information added to the customer name sheet "only" if it a new customer ID. I want it to skip any information if the customer ID already on the customer name sheet. Is it possible to do that?

Thank you

Kim

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Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Kimbh

    Yes! This is possible.

    You'd want to ensure your settings on the 4th tab of the workflow configuration prevent data from being overwritten in your target sheet:

    And also ensure you're copying and adding data.

    Cheers,

    Genevieve