This article explains, step by step, how you can use Excel to match contacts with conversations.
We offer two types of exports. One to export conversations and the other to export all contacts. Both files contain the column 'ClientId' which is the ID for the contact, but how can these ID's be matched so that you know which conversations is held with which customer? Let's follow these steps:
1. Create both export files:
Conversations:
Contacts:
2. Combine both files.
The information from both files has to be in one document so that it can be found.
3. Then, it's time for the formula that will match.
This formula is called 'VLOOKUP'. This formula searches matching cells in a chosen array of cells. The formula is: =VLOOKUP(lookup_value; table_array; col_index_num; [range_lookup].
'lookup_value' stands for the value you are searching for, which in this case is the ClientId.
'table_array' is the area of cells in which the formula will search.
'col_index_num' is the 'column index number'. The formula needs to know in which column, within the table array, it has to match.
'[range_lookup]' will ask you if it needs to search within a possible range of values, but that is not needed. You can type in a '0' or choose for 'FALSE'.
4. You can add as many columns as you want, matching the information you need: