Cleaning and mapping · Lesson 2 of 4

Lookups: bring in data from elsewhere

Match your rows against another file or system and pull in the fields you're missing.

The comic

  1. Panel 1 of 4.

    Missing pieces

    Murphy says: Your orders have customer IDs, but you need their names, and those live somewhere else. That's a job for a lookup!
  2. Panel 2 of 4.
    Murphy says: After the dashed “+”, choose “Lookup”. Pick a “Lookup Source”: a CSV file, or “Integration” for a connected system's records, or a file in Google Drive or OneDrive.
  3. Panel 3 of 4.
    Murphy says: In “Configure Join”, pair a field in your data with one in the lookup, like Customer ID with Contact ID. Then pick the fields to bring in.
  4. Panel 4 of 4.

    No match?

    Murphy says: A “Left Join” keeps every row. When there's no match, you choose: leave the fields blank, use a default value, or fail the row and report an error.

A lookup file you upload has to be uploaded again each time you play the rule. For scheduled runs, look up from a connected system or a Drive file instead.

Try it in Morph

  1. Open a rule and click the dashed “+”.
  2. Choose “Lookup” and pick a “Lookup Source”.
  3. Pair the matching fields in “Configure Join”, pick the fields to bring in, and “Add Lookup”.

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Open your rules

Quick check

2 quick questions. No marks, no pressure: pick an answer and Murphy will tell you how you did.

1. What does a lookup do?
2. With a “Left Join”, what happens to a row that has no match?

Try it in Morph, free

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