Skip to main content
All CollectionsImporting Leads & Clients
Tips: Merge Columns in Google Spreadsheets & Numbers
Tips: Merge Columns in Google Spreadsheets & Numbers
Clu Connors avatar
Written by Clu Connors
Updated over a month ago

If you need to prepare your file for import and have some columns that need to be merged, here's a tip on doing so on your spreadsheet by creating formulas.

= tells the spreadsheet that you're creating a formula.
​
The quotes put other information between the data you're merging, so if this was a merge for (A) first name, (B) middle name, (C) last name, you'd put =A2 & " " & B2 & " " & C2 Or if you were merging (A) Height Feet and (B) Height Inches, you could put =A2& "'"& B2& """

The formula will need to be in a new column, so create one to the right of the data you'll be merging.
​
If you have Address 1 and Address 2, you'll want to merge those into a column called Address. So if they were in column E & F, you'd create a column to the right and name that column G Address. Then in G2, you'll type =E2 &" "& F2.
​
If you don't have full MM/DD/YYYY of the person's birthdate, but you do have the Month and Year of birth, you can create a formula to add in =A2 & "/"01/" &C2. I also recommend adding in a column for TAGS and adding the value of Verify DOB in this case. (SETTINGS> Account Tags> Add Tag of Verify DOB).

If you have month, day and year in separate columns, such as you have Month in R, Day in F and Year in C, you would use the formula =R2&"/"&F2&"/"&C2.

The quotes put other information between the data you're merging, so if this was a merge for (A) first name, (B) middle name, (C) last name, you'd put =A2 & " " & B2 & " " & C2 Or if you were merging (A) Height Feet and (B) Height Inches, you could put =A2& "'"& B2& """

Watch the video as this is hard to describe with just written examples. Play around with it and you'll be a pro in no time.

If you need more assistance with your spreadsheet program, check their help section.

Did this answer your question?