Retrieve Data from Another Table in Excel Workbook

To retrieve data from another table in the same workbook, we offer a feature similar to VLOOKUP in spreadsheets. You can use our "Lookup" integration, which allows you to pivot data between tables. We have two main options: 1. Lookup Single Row in Other Table: Use this when you need to find one specific row. 2. Lookup Multiple Rows in Other Table: Use this when you need to retrieve multiple matching records. Both options let you specify the table to search, target column, filter operator, and row value. For multiple row lookups, you can also set a limit on the number of rows returned. For more detailed instructions, you can check our documentation on these features.

Sources: Lookup Rows | Documentation | Clay University Lookup Multiple Rows in Other Table with Clay

Hi Maurits, thank you for reaching out. I believe that this can be achieved using our Lookup function. This video explains how to set up and use a lookup function in 2 minutes. I suggest using a unique identifier such as LinkedIn URL or company domain in order to find the row you are looking for. Let me know if this helps!