Adding notes to your import is a very common behavior and making sure that those notes don’t get mismatched with the wrong records is critical. So how can this be done using Coefficient?
This can be achieved in a couple of ways, we will go thru 2 common methods, but there are many ways that this can be done with formulas.
Method #1:
A common use case is to add notes on opportunities/status on a pipeline.
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Start with an import containing all the (raw) data needed. (example below)
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Create a second sheet in your workbook. Copy the unique values as text in column A (I used Account Name, but you can use ID or any other unique identifier), then use formulas (VLOOKUPs) to pull the data from the import (Opportunity)into this new sheet (populating columns B-G).
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Add an additional column (column H below) to input your manual data (”Notes” below). Now the data import will refresh the fields for columns B thru G but the “Notes” and the Account Names will stay anchored in columns A and H respectively (so no more shifting or mismatched data). 🤯 😎
Method #2:
A common use case is to add notes on opportunities/status on a pipeline. (Using the same use case as above so you can easily compare to see what method works the best for you).
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Start with an import containing all the (raw) data needed. (example below)
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Create a second sheet in your workbook. Copy the unique values as text in column A (I used Account Name, but you can use ID or any other unique identifier) AND populate the second column (column B) with your manually input data (”Notes”)
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Now in your Coefficient import tab, add a column (column H below) to the right of the import range for your manual entries (Notes in this example). This method will allow your import to refresh, and the manual entires (Notes) to be directly in the sheet. (This also uses less formulas in your workbook which is always a plus!)
