Sales CRM with INDEX/MATCH and data shuttle
Using Smartsheet as a sales CRM, we have a master sales sheet in Smartsheet with a column for a unique customer ID. Since there are 2000 customers, it's not reasonable to update the sales numbers for each customer manually on a monthly basis. We pull a report from one system in an Excel file that also has the unique ID. I would like to be able to use data shuttle to upload the sales report into Smartsheet using data shuttle (if needed) and use INDEX/MATCH to populate the sales numbers into the sales sheet on a monthly basis by matching the unique ID. I cannot figure out how to do this?
Answers
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Hi,
I hope you're well and safe!
Where are you getting stuck?
I hope that helps!
Be safe, and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I am having difficulty with writing the expression that will match the ID and then only fill in the month column.
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Ok.
Can you share some screenshots? (Please delete/replace any confidential/sensitive information before sharing) That would make it easier to help.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Each of our referring providers has a unique ID. What I would like to do is upload an excel into data shuttle with an expression that will index/match the facility ID on the excel with Smartsheet and then fill in the columns based on the month with the referral received.
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