Merge the exports you actually use
Choose a workflow below for recommended match fields, merge mode, matching rules, common pitfalls and a direct path into MergeStudio. These pages assume you already exported Excel or CSV files; MergeStudio does not connect to third-party accounts.
Software-to-software workflows
Combine exports from common ecommerce, CRM, email, payment and accounting platforms.
Merge Shopify CSV with QuickBooks Data
Combine Shopify customer or order exports with QuickBooks data by email, customer reference, or another shared field—without VLOOKUP formulas.
Software workflowMerge Shopify Orders with Stripe Payments
Join Shopify order exports with Stripe payment or customer exports using a shared reference, customer email, or stored Stripe customer ID.
Software workflowMerge Shopify Orders with PayPal Transactions
Match Shopify order data with PayPal transaction exports using a shared transaction reference, order reference, or customer email.
Software workflowMerge Shopify Customers with Klaviyo Profiles
Combine Shopify customer exports with Klaviyo profile data by email, phone, or a shared external customer ID.
Software workflowMerge Shopify Customers with Mailchimp Contacts
Join Shopify customer exports with Mailchimp contact exports by email to compare buyers, subscribers, and customer attributes.
Software workflowMerge HubSpot Contacts with Stripe Customers
Combine HubSpot contact exports with Stripe customer data by email or a shared external customer ID for revenue and lifecycle analysis.
Software workflowMerge HubSpot Contacts with Mailchimp Contacts
Match HubSpot contacts with Mailchimp contacts by email to compare list coverage, CRM fields, and marketing status.
Software workflowMerge HubSpot Contacts with Shopify Customers
Join HubSpot CRM contacts with Shopify customer exports using email, phone, or a shared customer ID.
Software workflowMerge Salesforce Contacts with Stripe Customers
Combine Salesforce contact exports with Stripe customer data using email or a shared external customer ID.
Software workflowMerge WooCommerce Orders with QuickBooks Data
Join WooCommerce order exports with QuickBooks customer, invoice, or transaction data using a shared reference or customer field.
Software workflowMerge Square Transactions with QuickBooks Data
Compare Square transaction exports with QuickBooks data using a shared reference or carefully chosen compound key.
Software workflowMerge Xero Contacts with Stripe Customers
Join Xero contact exports with Stripe customer data using email or an external customer reference.
Common spreadsheet workflows
Use these when the task matters more than the software that produced the files.
Merge a Customer List with Orders
Combine a customer master list with order data by customer ID, email, or another shared key and download one merged Excel file.
Common workflowMerge Invoices with Payments
Reconcile invoice and payment spreadsheets by invoice number, customer reference, or a carefully selected compound key.
Common workflowMerge CRM Contacts with Purchases
Connect CRM contact exports with purchase data by customer ID, email, or another stable identifier.
Common workflowMerge Email Subscribers with Customers
Compare an email subscriber list with customer data to identify buyers, non-buyers, and customers missing from the list.
Common workflowMerge a SKU List with Inventory
Join a product or SKU master list with inventory counts by SKU, UPC, product ID, or another shared product key.
Common workflowMerge Orders with Shipments
Combine order exports with shipment or fulfillment data using order number, fulfillment ID, or another shared reference.
Common workflowMerge Orders with Refunds
Join order data with refund exports by order ID, transaction reference, or another shared order-level key.
Common workflowMerge Monthly Sales CSV Files
Combine recurring monthly sales CSV files into one dataset by stacking rows with matching headers—no formulas or copy-paste.
Your spreadsheet contents are not sent to a MergeStudio backend during normal local processing. Oversized jobs are stopped rather than silently uploaded.
Don’t see your exact workflow?
If both exports share a stable ID, email, SKU, order reference or other key—or if they are recurring files with the same headers—MergeStudio can usually combine them.
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