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I have two worsheets and need to merge into one database. They both have the same fields (columns a-x) and I will use the customer number to merge the data. Worksheet A is an updated customer list, while worksheet B is an old database with some valuable information (email address, etc). Worksheet A has a total of 389 customers while worksheet B has 189. I vlookup the customers from B on A and found 88 matches. I need to transfer /merge the matched customer's data from worsheet B to worksheet A.

I am not an excel guru, so I would appreciate detailed instructions on how to get it done


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I have a list of 1000 customers including their customer name, customer number and order total in rows. I have several customers listed more than once throughout the entire document. I need to combine the order totals into one sum (in dollars) for each customer (instead of having 1 customer listed 3 times and counted as 3 customers with 3 different sums). Is there a way to highlight all of the data and then merge rows with the same customers into one account without have to go through the document customer by customer?

It's a little confusing, so maybe I'm not making sense . . .

Thanks in advance for any help you can offer


Customer # Name $
234 Joe $10
234 Joe $10
346 Jill $15

I need the easiest way to merge "Joe's" two totals - and I have to do it on 1000+ customers.


Thanks in advance for anyone who can help. I have 2 worksheets. Worksheet 1 has list of customers in column A, columns B-M row 2 are months Jan-Dec, below these months I would like to enter sales for the customers in column A. Here is the part I need help with. The sales for the customers in column A are listed in 12 other worksheets, one for each month. In these worksheets the sales are listed with no particular order multiple times for the customers. for example, in worksheet January I have the following:

Customer A $1000
Customer B $2000
Customer A $5,500
Cusomter H $4,000

In worksheet 1 I would like to sum all of the sales for each customer in worksheet January, and then the other worsheets Feb-Dec. Hopefully this is clear enough. I tried using vlookup for this but it only returns one of the sales for the customer, not the sum of all the sales. Any help would be much appreciated. Thanks!

I have a problem that there may not be an answer for.
I have a database in Access. In this database are two different tables.
One table contains customer information (name, address etc.) Each customer has an ID that is used as my primary key.
I have another table that contains their pricing on products. Each row of this table has the customer ID as my other table. Now, since each customer has multiple products, they could have as many as 20 rows of data, but all with the same customer ID.
What I need to do in to create a mail merge document that contains their name, address, etc. information from the first table, and include ALL their data from the 2nd table. I figured the best way to do this would be to run a query and create the mail merge from there. The problem is that when the query is ran, it matches the data fine, but only treats each product as a seperate entity.
I need the query (and after exporting, the mail merge) to include all products for the company, not just each row individually.
Any suggestions?

I need some help with a formula. I believe I need to use an IF statement but I am not sure how to set it up.
I have a workbook with 2 different spreadsheets. Each spreadsheet contains customer information.
For example Customer name, Account number and so on. In one of the workbook there is an email address attached to the customer. In the other workbook there is not an email field. I need to compare the two spreadsheets and find out which customers have an email address. Both worksheets contain the same customer list but with different information in each. I need to know in the worksheet that does not list email addresses which of those customers have an email address listed in the other worksheet.
Thank you,

I am trying to merge data from various worksheets into one master data base. The worksheets all have a common variable - customer name. I'm trying to pull data from one worksheet - associated with customers name to the master worksheet - associated with the same customer. I've tried Vlook ups, Indexs, etc with no luck. Any help is greatly appreciated. Thanks.

Hi all and just want to thank everyone in advance for your help.

I have two spreadsheets they contain the following:

1. First Name Last Name Phone Address City State Zip -- About 30,000 entries
2. Is basically a lead sheet I use that contains fields for all of the above.

Is there any way that when I am talking to a customer from spreadsheet 1 to have that information merge into spreadsheet 2?

I can see this question has been somewhat asked in the past but unfortunately I can only follow specific instructions.



I want to merge excel sheet into word document how can i do that?

Basically I want to merge some excel data into a word document.
The word document is a packing slip.
It contains information for the customer,
order #,
order date,
sku, item #,

among other small details.

All these information is of course in an excel file.

The way the excel file is built is one line (row) per item number.
In other words, the order #, customer name and address as well as item information is all in one line. If the customer ordered more than one item, that information is on the next line (row). All the info is the same for the customer except the item information.

I want to merge all the information and print one packing slip per customer. This packing slip should have all the item that were purchased by that customer.

Doing the simple merge and designing the document is done!
My problem is how do I make MS words check for the current record and compares it to the previous one to see if they are similar (order number) if they are then it will move to the next record and merge the item information.
If the order number is not the same, then it will continue creating a whole new document and merge the information for that current record.

How can I archive this?
Please help!

I need to be able to send out pricing changes to our customers via email. I
have the Outlook Mail Merge part worked out, but I need to somehow get the
actually pricing files attached as well. I have a .csv file that contains
the pricing records for about 150-200 customers, each customer has between
1-200 individual parts/pricing records. Each customer can only get their own
records. The customers are assigned unique numbers, so I have that to use as
a join. I can also use SQL Server if need be.

Any ideas?


Hello there. I have two worksheets containing customer details-worksheet 1 contains current customers-column A containing unique numeric customer identifiers. Worksheet 2 contains a larger customer list, some of which are obsolete, but column A also contains the customer identifiers. I want to filter worksheet 2 so that customers that don't appear in worksheet 1 are removed. Does anyone have any ideas? Many thanks,

Hello there. I have two worksheets containing customer details-worksheet 1 contains current customers-column A containing unique numeric customer identifiers. Worksheet 2 contains a larger customer list, some of which are obsolete, but column A also contains the customer identifiers. I want to filter worksheet 2 so that customers that don't appear in worksheet 1 are removed. Does anyone have any ideas? Many thanks,

I have exported customer data from two separate files in our accounting system to Excel. The "masterfile" worksheet contains the customer number, company name, address, city, state, zip information. The "contact" worksheet contains the customer number, contact name, phone, email. The one common field in both worksheets is the customer number. There is only one record per customer in the masterfile worksheet. But there can be many records per customer in the contact worksheet. I would like to be able to do an email blast using the data in the contact worksheet, but also include the company name which is located in the masterfile worksheet. How can I link on the customer number so that I can steal information from the masterfile worksheet when I am using the contact worksheet as the data source for my mailing?

I use Excel 2007 as way of entering my job quotes for a large number of clients. In order to speed the process of order entry, I would like to be able to simply select a specific customers account number from a drop down list and have the remainder of that customers information propogated to the various cells on the page based on that one specific cell.

I'm using two worksheets for this purpose, the main worksheet contains the quote I am building and the other worksheet is the client database containing all the various information, account number, name, address, phone number etc.

So the formula in WORDS would be something like;

If Cell A2="Acct XYZ", then Cell B2="CompanyName for Acct XYZ" and Cell C2="Phone No. for Acct XYZ" and so on.

I've gotten the formula to this point;

=IF($A$2=Customers!$A$5, Customers!B5) Company Name

=IF($A$2=Customers!$A$5, Customers!C5) Contact Name

=IF($A$2=Customers!$A$5, Customers!D5) Phone Number

and so forth.

But of course this formula only works for the one client who happens to be on line A2 of the Customer worksheet.

I need the formula to be dynamic so that it doesn't matter which Account Number I select from the drop-down list, it will always look to the cells to the right of that specific customer and find the appropriate data. (My Customers Data Information Worksheet is pretty simple, the first cell contains their Account Number and all their additional data is to the immediate right, therefore each line of the worksheet is one customer)

I've attached a small data file with sample data

First off I'd like to thank everyone for the help on my previous problem, unfortunately a little knowledge is a dangerous thing as I'm now trying to get more elaborate in my excel data use!

I'd like to create a mail merge in word document for my sales people to use when meeting customers, this has basic info that they should ask the customer but I'd also like to put a live link into the document which takes data from our quote record (in excel) which shows the customers level of activity for the YTD.

The excel workbook is active, updated daily and collates the data accurately, is it possible to put a mail merge link from excel to word (office 2003)?

Sorry I should be more precise in explaining what I am trying to do, the mail merge data into word isn't a problem what I want to do (and don't know if its possible) is to have a link which will recognise the customer name in the word document and lookup the customer name and return the corresponding data for YTD activity from the excel workbook

I'm creating an employee schedule in Excel 2003. The worksheets in my workbook are broken down by route numbers and there are 60 employees to assign to the routes. Each worksheet has the days of the week in a row with the 'assigned employee' and the 'assigned customer' in two columns (EXTENDING FOR 30 ROWS) beneath the days of the week. The data in the 'assigned employee' and the 'assigned customer' columns is filled by data validation. The example below shows my work so far. As you can see it is possible for an employee to be assigned to more than one customer in a day and there may be empty spaces in the columns when customers don't need service.

My goal is to create 60 separate worksheets for the employees. The worksheets would each have rows with the 7 days of the week and a list of the customers the employee is assigned to beneath each day. So far I've used an index formula (INCLUDED BELOW) to try to get the information from one (ROUTE) worksheet FOR a particular employee, but IT ISN'T WORKING---due to improper syntax(range references) I'm sure. Is it possible to create 1 formula to extract the data from all 60 routes for a particular employee and automatically populate the day fields with the multiple 'assigned customers'?



I am trying to automate the "merging" of 2 reports. I get 2 long reports each week of customers and products. Problem is, the reports have everyone's customers - I only want to see mine - and they change frequently.

I have a report that is only my customers sorted by customer ID. I have another that has all sales last week soreted by customer ID.
What I want to do is sequentially read My Customer List off Report 1 (ColumnA), then look in Report 2 (Sales) and see if that customer is there. If it is, get the next Customer ID and so on until they are all checked. I would also like to delete all rows in Report B that are not my customers (i.e. are not on Report 1).

Is this doable?

Dear All,

I would like to send email with the email merge function in word. My data is in invoice level, however, I would like to send out the emai merge break by client level (client **), which 1 customer will only receive 1 email show all the invoice record of the customer.

I have an option that to tranpose the data into client level. However, as the no. of invoice of each customers is not unique, the final output will have many empty space if i use tranposing the data.

Therefore, I would like to seek for your help to see if an alternative. As I am not familize with VBA/Macro, therefore, I am welcome to have the solution without touching the VBA/Macro function. Of course, if it is not an option, I am willing to learn the solution in VBA/Macro function.

I'm not sure of the wording but bear with me....I have two excel spreadsheets. One contains a customer id # and several columns of address data. The other spreadsheet has customer id#'s but not a complete set of these numbers. I would like to use this sheet to select customer address records from the first table. I thought I would need to merge the two sheets and then somehow select only the customers contained in the 2nd sheet. Any help is greatly appreciated~!


Hi gang,

I have 2 worksheets that I am linking between, and have the following scenario:

- Worksheet 1 is a customer list, with each customer represented in a row. Column A is a unique customer number assigned to that customer.

- Worksheet 2 is transactional data for all customers, with each transaction in a row. Column A contains the customer number for the transaction in the same format as WS1 Column A.

Customers may have multiple transactions. What I am trying to do is apply some sort of lookup function that takes a customer number in WS1, looks for that value in WS2 Column A, and return a result to display the date for *each* transaction done by that customer.

I don't seem to be able to get it to work using a lookup/vlookup because I am using a single criteria in WS1 against multiple values in WS2.

Any ideas out there? Thanks much!

I have a spreadsheet with two sheets. They both have one column that contains Customer Number. The first sheet has Customer Number and Item Number. The second sheet has Customer Number and email address but has far more rows than the first. Is there any way to "merge" the two sheets and have the Customer Number columns match up so the email address with transfer over to the first sheet? Hope this is clear.


As I understand the SUMPRODUCT function, the ranges have to be the same size in order for this to work.

Let me try an example to illustrate:

I have two worksheets.

On the first is a list of all customer numbers (I have 1,240 customers).

On the second is a table of sales $ (by customer number). This table has 13 columns: Customer #, Year, Jan, Feb, Mar, Apr, etc. The second worksheet does not contain a record for every customer number (some customers don't have sales $ in the table), and, some customer numbers will have more than one record (year 2004, 2005, 2006 etc.).

On the first worksheet beside each customer #, I want to sum up information from my second sheet where the "year" value is equal to X. If a customer did not have sales, then I want to return the value 0.

What the SUMPRODUCT formula is doing for me now is working, but only on the rows of my first worksheet that are within the row range of my second worksheet. (Worksheet #1 has 1240 customer numbers listed. Worksheet #2 has only 1032 records. Worksheet #1 SUMPRODUCT formula works up through row #1032. Formula does not work for rows 1033 through 1240.)

Hope you can help.

Hi, can anybody help me out with this query? I have a worksheet containing some information about meetings:


I would like to know if it is possible to take this information and mail-merge it into a word document. I have the mail merge template (called meetinginfo.doc) and it is stored in the same folder as the worksheet. Once the data is merged into the word document, I would like to email it to a prespecified email address

I know it is possible to call other programs using VBA, but I have never done it - and have no idea where to start. I don't know if I'm being too adventurous with this, or if it's actually quite straight forward, but any pointers would be gratefully received.

many thanks



I have a worksheet that lists each customers individual amounts owed and I'm wanting to do up invoices.

Worksheet 1 lists all the customers:


I have in worksheet 2 the following form of data:


CN# = Customer Number which may be repeated in worksheet 2 but not worksheet 1.

I have a third worksheet that is an invoice. When I put in an individual CM# it changes the name of the customer. I then have 10 rows for showing all the different accounts and cost from worksheet 2. So basically I need it to look up each of the customers accounts and list them in the invoice.

Obviously I can't use lookup because it just repeats the top item.

Any suggestions would be helpful.

Thanks in advance.

I have a huge problem. I have a list of customer numbers that want a catalog in an excel spreadsheet. I have a list of all of our customers in an Access database. Is there a simple way to export the customers name, address, city, state, and zip code (each one is in its own column on the database) from the database into the spreadsheet where they line up with the correct customer number? Any and all help is appreciated.


I have been scouring your site looking for a solution, and while I have picked up all kinds of helpful information to use, I didn't see anyone else with the challenge I have.

I have a single spreadsheet with multiple tabs. The main tab is my customer master database, the items tab contains one column of items that I want to track, and an orders tab that holds calendar month purchase details for all customers. Customers usually have more than one purchase per month, so we have a one to many when we look at customer # to Items purchased.

What I want to do is populate an item column on the master customer database with the first matched item in the items tab.

To accomplish this, I need to match the customer number (cell on my master tab) to a row in my orders tab. If a match exists, I need to then match the order item with the list of items in my item tab. If the customer # and item number are matched, I need the matched item number to be populated in the main customer database tab.

I have looked at Dget and concatenating the customer number, a dash, and the item number and then doing a vlookup, but I didn't find a string command to change the numbers into characters so I could do a cat.

I bow to your wisdom,

I am performing mail merge in Microsoft Word, with an excel worksheet as the
data source. The merge function works fine, but whenever I make changes in
the excel worksheet, the new changes in the worksheet are not reflected in
the Word form, only the previously saved changes are shown. I am saving the
excel worksheet after making the changes. I can't figure out why my changes
are not shown in Word when I perform merge, please help!

Thank you,