Customer list
The audience you are working with
| Customer ID | Company | Country |
|---|---|---|
| C-790 | Lumen Paper | DE |
| C-791 | Oak & Tide | NL |
| C-792 | Cedar House | FR |
Customer data enrichment
Add useful account details to a customer list in one controlled merge.
Start with the customer list you need to deliver, match it to a CRM, billing, or order export, and add selected fields such as account owner, plan, status, or total spend. The source rows stay in their original order.
- Match byCustomer ID
- AddAccount owner, plan, and status
- GetA delivery-ready customer list with current account context
Ready-to-use example
Try this job with a small workbook first.
The workbook contains a Main file sheet, a Lookup file sheet, and the expected result. Upload it in both file slots and select the two source sheets when RowPair asks.
When this helps
A focused tool for a common spreadsheet job.
- Preparing customer-success or sales call lists
- Adding subscription state to a CRM export
- Combining customer and order information for reporting
- Checking which contacts are missing from another system
Worked example
Two source files become one reviewable result.
The examples below show the fields that matter; your files can contain additional columns and use different column orders.
CRM export
Current account information
| Account no. | Owner | Plan | Status |
|---|---|---|---|
| C-790 | M. Klein | Growth | Active |
| C-791 | S. Vos | Starter | Trial |
| C-792 | A. Martin | Growth | Active |
Enriched list
Only requested fields were added
| Customer ID | Company | Owner | Plan | Status |
|---|---|---|---|---|
| C-790 | Lumen Paper | M. Klein | Growth | Active |
| C-791 | Oak & Tide | S. Vos | Starter | Trial |
| C-792 | Cedar House | A. Martin | Growth | Active |
Step by step
How to do it in RowPair.
- 01
Choose the audience list
Use the customer file whose rows and ordering should be preserved in the final output.
- 02
Add the source of context
Choose the CRM, billing, subscription, or order export containing the current customer details.
- 03
Match the most stable key
Prefer a customer ID or account number. Use email only when both systems keep it current and unique.
- 04
Add only useful fields
Select Owner, Plan, and Status, resolve exceptions, then export a focused list without unnecessary CRM columns.
Before you export
Checks that prevent a misleading merge.
Email addresses change
A permanent customer or account ID is safer than email. If email is the only shared field, review unmatched records carefully.
One customer, several contacts
Customer-level and contact-level exports may have different row granularity. Duplicate IDs reveal where a one-to-one merge would be unsafe.
Data minimization
Bring across only what the task requires. Because processing stays in the browser, RowPair does not receive the spreadsheet contents.
Free · no account · local processing
Use the spreadsheets you already have.
Nothing is uploaded. Review the result in your browser, then download Excel or CSV.
Open the spreadsheet matcher