Vlookup or Index with Match?

Lisa Bruce
Lisa Bruce ✭✭
edited 12/09/19 in Formulas and Functions

Trying to get data from one sheet to another by matching on Deal ID


to the Requests sheet from the Salesforce sheet


Could someone please help me for the formula for this?  this would be an import from salesforce that I would have to do manually weekly, so I could rename the imported file and use same column names each time.  Any automation ideas to refresh the data from the download with as few steps as possible also appreciated.


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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Lisa,

    There are a few options.

    • Manually copy/move the rows to the main sheet
    • Automate it with the help of a third-party tool like Zapier or similar
    • Automate it with the Premium Add-on Data Uploader

    More info: https://www.smartsheet.com/datauploader

    Would any of those options work?

    Hope that helps!

    Have a fantastic week!


    Andrée Starå

    Workflow Consultant @ Get Done Consulting


    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.

  • Brian W
    Brian W ✭✭

    If you want to use INDEX/MATCH, I think you would need to copy the data from the imported file into the old sheet each week. Or you could edit the references to point to the new sheet, but I think that would require more work.


    For the INDEX/MATCH formulas, they should look something like this:

    =INDEX({Opportunity Status Column}, MATCH([Deal ID]@row, {Deal ID Column}, 0))

    =INDEX({Stage Duration Column}, MATCH([Deal ID]@row, {Deal ID Column}, 0))

    =INDEX({Expected Book Date Column}, MATCH([Deal ID]@row, {Deal ID Column}, 0))

    For each {X Column} you will want to use Reference Another Sheet and select the appropriate column on the Salesforce sheet.

  • this is awesome, thank you! 

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