Workflow · Clean · Opening soon
Fuzzy match two lists
Match company names in a CRM export to the names in a billing list, even when they are spelled differently. Use the exported files and run a fuzzy match on the names.
Someone typed
“match company names in our CRM export to the names in the billing list even when they're spelled differently”
The agent read it as
Match company names in CRM export to the names in Billing list even when they're spelled differently.
What the agent built
4 steps, each one an ordinary Mammoth step you can open and change.
File
CRM export
CSV export · 15 rows
File
Billing list
CSV export · 15 rows
Step
Make CRM company key
Step 1
Step
Make billing company key
Step 2
Step
Match names to CRM export
Step 3
Join
Match billing names
15 of 15 paired
Result
Company Name Matches
17 rows
Schedule
Runs when you say
Proposed
- FileCRM exportCSV export · 15 rows
- FileBilling listCSV export · 15 rows
- StepMake CRM company keyStep 1
- StepMake billing company keyStep 2
- StepMatch names to CRM exportStep 3
- JoinMatch billing names15 of 15 paired
- ResultCompany Name Matches17 rows
- ScheduleRuns when you sayProposed
Checked on the sample files: every step ran, 17 rows came out, and the join paired 15 of 15 rows.
- Download CRM export sample (15 rows)Excel: open the CRM companies sheet and export as .xlsx
- Download Billing list sample (15 rows)Excel: open the billing customers sheet and export as .xlsx
What you get back
The result of that run, the rows to look at first.
Company Name MatchesSample data17 rows
| CRM company name | CRM ID | CRM name key | Billing name | Customer No |
|---|---|---|---|---|
| Northstar Analytics | crm_1001 | northstaranalytics | Northstar Analytics | bill_2015 |
| Brightline Co | crm_1002 | brightline | Brightline Company | bill_2002 |
| Apex Mobility | crm_1003 | apexmobility | Apex Mobility Group | bill_2003 |
| Kite & Key | crm_1004 | kitekey | Kite and Key | bill_2004 |
| Blue Pine Studios | crm_1005 | bluepinestudios | Blue Pine Studio | bill_2005 |
| Harvest Loop | crm_1006 | harvestloop | Harvest Loop Inc | bill_2006 |
| Mosaic Health Partners | crm_1007 | mosaichealthpartners | Mosaic Health Partners | bill_2007 |
| Summit Ledger | crm_1008 | summitledger | Summit Ledger | bill_2008 |
| Cedar & Stone | crm_1009 | cedarstone | Cedar & Stone Ltd | bill_2009 |
| LumaWorks | crm_1010 | lumaworks | Luma Works | bill_2010 |
| Orbit Harbor | crm_1011 | orbitharbor | Orbit Harbor | bill_2011 |
| Redwood Freight | crm_1012 | redwoodfreight | Redwood Freight | bill_2012 |
How do you fuzzy match Excel company names?
Export the CRM list and the billing list from Excel, then load both files into the workflow. Create a company key for each list, then match the names across the two files so close spellings can still line up.
How it works
How to use the Company Name Matches workflow
- 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.
- 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
- 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.
Company Name Matches: questions
What export should you use?
Use the Excel export from each list. One file should hold the CRM companies, and one file should hold the billing companies.
What happens to rows that do not match?
Rows that do not match stay out of the matched results. You can review them separately and decide whether to fix the name or rule later.
How do you change the matching rules?
Change the rules in words by adjusting how strict the name key is and what fields it uses. Then run the workflow again on the exported files.
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.
Workflows like this
Remove duplicate rows, catch invoices paid twice, match messy names to a master list, standardise spellings and turn wide tables long.
- Pivot table from raw dataTurn a raw sales export into a pivot table of revenue by region and month.See the workflow Built by the agent
- Remove duplicatesOne row of each, with a Copies column saying how many there wereSee the workflow Template
- Match names to a master listEach record with its master name (and ID), and how it matchedSee the workflow Template
- Compare two listsCompare two exported spreadsheet lists by email, see matches, and label rows where name and email agree or differ.See the workflow Built by the agent
- Duplicate invoice checkPairs of bills that look paid twice: same supplier, same amount, close dates or the same numberSee the workflow Template
- Standardise namesA Standard name for every row, so spellings of the same name group togetherSee the workflow Template