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Compare two lists

Compare your customer list with the list exported from your CRM. Match rows by email, then see which records agree and which ones do not.

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Someone typed

“show every customer from our customer list and the crm customer list matched by email only, with a Status that says "Agrees" when name and email both match, else what's different”

The agent read it as

show every customer from my Customer list and the CRM list matched by email only, with a Status that says "Agrees" when name and email both match, else what's different

What the agent built

4 steps, each one an ordinary Mammoth step you can open and change.

  1. File
    Customer list
    CSV export · 18 rows
  2. File
    CRM list
    CSV export · 18 rows
  3. Step
    Make email key
    Step 1
  4. Step
    Make email key
    Step 2
  5. Join
    Link CRM by email
    17 of 18 paired
  6. Step
    Set status
    Step 4
  7. Result
    Customer CRM check
    18 rows · 1 flagged
  8. Schedule
    Runs when you say
    Proposed

Checked on the sample files: every step ran, 18 rows came out, and the join paired 17 of 18 rows.

What you get back

The result of that run, the rows to look at first.

Customer CRM checkSample data18 rows
17 agrees1 no CRM match
Customer idCustomer nameCustomer emailCRM contact idCRM nameCRM emailStatus
cust_1018Rafael Diazrafael.diaz@example.com···No CRM match
cust_1001Avery Brooksavery.brooks@example.comcrm_c001Avery Brooksavery.brooks@example.comAgrees
cust_1002Bianca Patelbianca.patel@example.comcrm_c002Bianca Patelbianca.patel@example.comAgrees
cust_1003Caleb Nguyencaleb.nguyen@example.comcrm_c003Caleb Nguyencaleb.nguyen@example.comAgrees
cust_1004Daria Cohendaria.cohen@example.comcrm_c004Daria Cohendaria.cohen@example.comAgrees
cust_1005Ethan Holtethan.holt@example.comcrm_c005Ethan Holtethan.holt@example.comAgrees
cust_1006Fatima Alifatima.ali@example.comcrm_c006Fatima Alifatima.ali@example.comAgrees
cust_1007Gavin Rossgavin.ross@example.comcrm_c007Gavin Rossgavin.ross@example.comAgrees
cust_1008Hana Kimhana.kim@example.comcrm_c008Hana Kimhana.kim@example.comAgrees
cust_1009Isla Morganisla.morgan@example.comcrm_c009Isla Morganisla.morgan@example.comAgrees
cust_1010Jasper Reedjasper.reed@example.comcrm_c010Jasper Reedjasper.reed@example.comAgrees
cust_1011Kira Bennettkira.bennett@example.comcrm_c011Kira Bennettkira.bennett@example.comAgrees
18 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you compare two columns in Excel?

Export both lists as spreadsheets, then use email as the key column to line up the rows. Mammoth matches the CRM list to your customer list by email and sets a Status for each row. A row shows Agrees when name and email both match, otherwise it shows what is different or that there is no CRM match.

How it works

How to use the Customer CRM check workflow

  1. 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
  2. 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
  3. 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Customer CRM check: questions

Which export should you use?
Use the spreadsheet export from each list, one from your customer list and one from your CRM list. The file should include the columns you want to compare, such as name and email.
What happens to rows that do not match?
Rows that do not find a match by the key column stay in the result with a status that says they do not match. That lets you see records that are only in one list or that differ on the fields you compare.
How do you change the rules?
Change the steps in words, for example, which column is the key and which fields must match. You can also change the status text so it says what you want when rows agree or differ.

Get early access to this workflow

It will open already built and checked on the sample files. Swap in your own exports and see your result.

Early access opens shortly. Check back soon.

Book a demo

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