How to join crm and erp data in excel when company names are inconsistent
- Step 1Export both systems to Excel — Download CRM data (company_name, deal_value) and ERP data (entity_name, invoice_amount) as separate XLSX files.
- Step 2Upload both files — File A = CRM export (left), File B = ERP export (right).
- Step 3Set join columns — Left column: company_name (from CRM). Right column: entity_name (from ERP). Threshold: 80%.
- Step 4Review results — Download the merged file. Right-file columns are prefixed with 'right_'. Review low-score matches.
Frequently asked questions
What threshold works for company name matching?+
80% catches 'Amazon Web Services' / 'AWS LLC' but may produce false positives. Start at 80% and review the match report — raise to 85% if too many false positives appear.
Can I match on a numeric ID instead of name?+
Fuzzy Merger uses string similarity — for numeric IDs, exact JOIN (Sheet Joiner) is better. Use Fuzzy Merger only when the join key is a text string with formatting variations.
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Every JAD Excel tool runs entirely in your browser using SheetJS and ExcelJS. Your spreadsheets, formulas, and data never leave your device — verified by zero outbound network requests during processing.