I need to match a user ID in imported file to a name in a users list

I am running a zap to import new members into our client list and when the name imports, it doesn't pull the members account manager (a user in our CRM assigned to the member), instead it pulls the user ID. I would like to be able to match that user ID to the actual user. I know I can do this manually, but I would like this list to automatically update as soon as the zap adds the row with the new member.


  • Mike TV
    Mike TV ✭✭✭✭✭✭


    =INDEX({results column}, MATCH([User ID]@row, {User ID range}, 0))

    In the above formula:

    {Results Column} - This is where you create a cross-sheet reference of the column on another sheet that contains the member's name you want to pull into your sheet.

    [User ID]@row - This is where you point to the cell in your import sheet that has the User ID you're going to match the name against.

    {User ID Range} - This is where you create another cross-sheet reference of the column from your source sheet which contains the User IDs you're going to match up with.

    If none of this makes sense, please provide images of both your source and target sheets so I can help you create the formula. Please make sure not to show sensitive information from your sheet(s).

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