How to left-join crm customer data with order history from two excel files
- Step 1Export CRM customers and orders to Excel — Download the customer export (File A) and the order history export (File B) as separate .xlsx or .csv files.
- Step 2Drop both files and set the join key — Upload File A and File B. Enter the Customer ID column name in each file.
- Step 3Download the merged workbook — Every customer row has their order data appended. Customers with no orders have NULL values in order columns.
Frequently asked questions
What if one customer has multiple orders?+
A left join produces one output row per matching row in File B. A customer with three orders appears three times in the output — one row per order.
How is this better than VLOOKUP?+
VLOOKUP returns only one matched value per key. A join merges all columns from File B, not just one field. It also handles many-to-one and one-to-many relationships.
Can I do an inner join to see only customers with orders?+
Yes. Switch to inner join mode in the options panel — only rows with a matching key in both files are included.
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