Applying / Syncing Information from One to Another Using a Lookup or Join

UniformTango

All,

First time posting here.

I have two separate smartsheets (Smartsheet A and B). SmartSheet A contains our inventory. Smartsheet B consists of our Customer's Data such as which state they are in and GPS details. My personnel don't have access to SmartSheet A. They only have access to Smartsheet B.

When my personnel delivers the inventory, they place the inventory's serial number next to the Customer's data on SmartSheet B.

How would or what should I use to place the Customer's Data from Smartsheet B to Smartsheets A in reference to the Inventory Serial Number.

Thanks,

• UniformTango

Scott Orsey

Hi... there are several options. You could use DataMesh or cross sheet references. I would look for some tutorials on either or both of those. Using cross sheet references you would use the INDEX/MATCH functions. They work just like they do in Excel if you are familiar with that.

Andrée Starå

Hi @UniformTango

I hope you're well and safe!

You could connect the sheets using cross-sheet formulas combined with either a VLOOKUP or INDEX/MATCH structure. When you update the source sheet, it will reflect on the destination sheet.

https://help.smartsheet.com/function/index

https://help.smartsheet.com/function/match

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!