Customer + order workflow

Merge a Customer List with Orders

Add order information to a customer master list, identify which customers have purchased, or build a joined customer/order dataset using a stable customer key.

Merge these files →Browse use cases
🔒 Local processing for normal jobsUp to 5 match fields

Recommended setup

Candidate keys
  • Customer ID
  • Email address
  • Another stable customer key shared by both files
Merge mode

Master + Enrich keeps every customer and adds order fields wherever that customer matches.

Other useful modes

Use Matches Only for buyers only, or Keep Everything when orphan orders should remain visible.

How to merge the files

  1. Add the customer list and order export and select the sheets that contain the real data.
  2. Choose Master + Enrich and set the customer list as the master source.
  3. Map Customer ID, email or another stable identifier. Add more match fields only if every selected value should agree.
  4. Review match reach, duplicate-key warnings and output columns before downloading.
One customer can have many orders. Multiple output rows for one customer can be correct when the order file contains several matching transactions.

Common problems

One-to-many data

A single customer can legitimately match many order rows.

Names are not unique

Prefer customer ID or email instead of first and last name alone.

Blank keys

Blank match values never match; review them before assuming the join is complete.

🔒
Normal jobs stay on your device.

MergeStudio processes normal spreadsheet jobs locally in the browser.

Build the joined customer dataset

Preview exactly what connects before downloading the finished workbook.

Open MergeStudio →

Field names vary between exports. Confirm that your chosen key represents the same customer in both files.