Resources

Data Matching & Excel Tips

Practical guides, tutorials, and best practices for business professionals who work with spreadsheets. Learn how to save hours on data preparation every week.

Why Data Matching Matters for Business

Every business struggles with data quality. Customer records have typos. Vendor names are abbreviated differently across systems. Employee data doesn't match between HR platforms.

Traditional tools like VLOOKUP require exact matches - they fail when data has even small variations. That's where fuzzy matching comes in, using algorithms to find similar records even when they're not identical.

Our blog covers practical techniques for matching and cleaning data, whether you're using Excel, MergeItAI, or other tools. Written by data professionals for business users who need results, not technical complexity.

  • CRM Data Reconciliation - Match customer records between Salesforce and your ERP system
  • HR Systems Integration - Consolidate employee data from payroll, benefits, and performance platforms
  • Vendor Deduplication - Clean up supplier lists with inconsistent naming conventions
  • Marketing List Cleanup - Remove duplicates before email campaigns
  • Financial Reconciliation - Match transactions across different accounting systems
  • Inventory Management - Standardize product names from multiple suppliers