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Look up a row in another table

A lookup column checks each row against another table and brings back the row that matches: is this company already a customer, who owns the account, which plan it is on. It is free.

Before you start

You need the other table, with a column you can match on, such as Domain in your Customers table, and the same kind of value in this table.

Add the column

  1. Click Add column at the end of the column headers and choose Look up in another table.

    The add column menu with Look up in another table highlighted

  2. Fill in the four settings:

    • Table to search: click Select table and pick the other table, for example Customers.

    • Target column: the column to match in that table, for example Domain.

    • Filter operator: Equals for an exact match, Contains for a partial one.

    • Row value: the column in this table whose value to look for, for example Domain.

    The lookup settings: Customers, Domain, Equals, Domain

  3. Click Save & run 10 rows, then run the rest from the column's run button. Rename the column from its menu if you like, for example to "Customer".

How you'll know it worked

Each row shows Found when the other table has a match, or Not found. A row with nothing to look for, such as an empty domain, is skipped with No search value provided.

Found for three customers, Not found for the others

Double-click a Found cell and open Record to see the matching row's values. To use one of them in this table, hover it and click Add column.

The matched row: plan, domain, company and account owner

Every match instead of the first

A lookup brings back the first matching row. To get every match, up to 100, use Lookup multiple records in other table from Actions, under Tools. It has the same settings plus a Limit.

If something goes wrong

Rows say "Not found" but the other table has them. Equals needs exactly the same value, capital letters included, so Example.com and example.com/ don't match. Contains ignores capital letters. Or clean both columns the same way first, for example with a formula.

A row says "No search value provided". The column in this table is empty on that row. Fill it in, then choose All empty & failed rows from the lookup's run button.

I need the lookup as a yes or no in a run condition. Use the lookup column itself in the condition, with has results or has no results.