Workflow · Clean · Opening soon

Match records across two systems

Match customer records from your CRM export and billing export by email. See each name, email, and match status in one list.

Book a demo

Someone typed

“match customers in our CRM to our billing system by email, and show each customer's name, email and whether they're in both, only the CRM or only billing”

The agent read it as

Match customers in our CRM customers export to our Billing accounts export by email, and show each customer's name, email and whether they're in both, only the CRM or only billing

What the agent built

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

File

CRM customers export

CSV export · 20 rows

File

Billing accounts export

CSV export · 20 rows

Step

Match emails ignoring capitals and spaces

Step 1

Step

Match emails ignoring capitals and spaces

Step 2

Join

Match billing accounts

19 of 20 paired

Step

Show customer match status

Step 4

Result

CRM Billing Customer Match

21 rows · 2 flagged

Schedule

Runs when you say

Proposed

File
CRM customers export
CSV export · 20 rows
File
Billing accounts export
CSV export · 20 rows
Step
Match emails ignoring capitals and spaces
Step 2
Step
Match emails ignoring capitals and spaces
Step 1
Join
Match billing accounts
19 of 20 paired
Step
Show customer match status
Step 4
Result
CRM Billing Customer Match
21 rows · 2 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 21 rows came out, and the join paired 19 of 20 rows.

Download CRM customers export sample (20 rows)Excel: CRM > Customers > Export to Excel
Download Billing accounts export sample (20 rows)Excel: Billing > Accounts > Export

What you get back

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

CRM Billing Customer MatchSample data21 rows

19 in both1 only CRM1 only billing

Customer name	Email	Status
Tomas Vega	tomas.vega@harborpeak.co	Only CRM
Uma Roy	uma.roy@westwind.co	Only billing
Alyssa Grant	alyssa.grant@northstar.io	In both
Ben Ortega	ben.ortega@lumenforge.com	In both
Chloe Patel	chloe.patel@harborpeak.co	In both
Diego Rivera	diego.rivera@blueorbit.io	In both
Elena Morris	elena.morris@quartzlane.com	In both
Farah Khan	farah.khan@vectorgrid.com	In both
Gavin Brooks	gavin.brooks@suntrail.co	In both
Hana Sato	hana.sato@pinecrest.io	In both
Iris Chen	iris.chen@copperleaf.com	In both
Jasper Cole	jasper.cole@silverline.io	In both

21 rows in the result · 12 shown, problems first. Sample data: illustrative figures, not business results.

How do you match customers in our CRM to our billing system by email?

Export customer data from your CRM and billing accounts from your billing system, then upload both files. Match emails while ignoring capitals and spaces, then show each customer’s name, email, and whether they are in both, only CRM, or only billing. Use the exported columns you need, such as name and email, and review the rows that do not match.

How it works

How to use the CRM Billing Customer Match 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.

CRM Billing Customer Match: questions

What export should I use?

Use the CSV or spreadsheet export from each system that includes the email field you want to match on. If you need names in the output, include a name column in each export too.

What happens to rows that do not match?

Rows that do not find a match are still kept in the result, with a status such as only CRM or only billing. That lets you see missing records from either file.

How do I change the matching rules?

Change the rules in plain words, for example match by email, ignore capitals, and ignore spaces. You can also add or remove steps if you want to compare different fields or change how unmatched rows are labeled.