The vlookup feature in Actiondesk works pretty similarly to the vlookup features in Excel.

Vlookup is a very powerful operation that lets you match some data from one dataset with data from another one using one column as a unique identifier.

Why use vlookup?

Thanks to vlookup, you can address the problem of data being in silos. You can match data coming from two different sources.
For example, you maybe have sales related information on your clients in Hubspot, and some invoicing data on Stripe.

With vlookup you can obtain a dataset with each type of data per client. You'll need one column in both datasets to identify each customer. This may be the email, the name or a unique id number (any field can work, those are only examples).

How to use vlookup

In Actiondesk, you need to fill up three fields:
Unique id first table: this is the column in the dataset you are currently positioned on that identifies in a unique way your row.
Unique id second table: this is the column in the second dataset that matches the unique id of the first table.
Columns to get: These are the columns from the second dataset you'd like to "bring" in your current dataset


Let's assume I have a dataset with customers information and a dataset with orders coming from those customers.

In the dataset customers, I have a column called "id": it's a number that identifies each customer in a unique way.
In the dataset orders, each order is associated with a customer through a column called customer_id, which corresponds to the id in the customer dataset

I would like to import the customer information in the dataset orders. Let's do that with a vlookup:
Unique id first table: customer_id
Unique id second table: id
Columns to get: Let's select email and first name

That will import the columns email and first name in the dataset orders!
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