ClickUp Guide: Merge Excel Sheets

Merging data in Excel becomes far more organized when you pair spreadsheets with ClickUp as your central hub for planning, documentation, and follow-up tasks. This guide walks you through several ways to combine Excel sheets and shows how to keep everything trackable in a modern workspace.

The steps below are based on proven spreadsheet methods so you can quickly combine lists, reports, and tables without losing data.

Before You Start: Plan Your Excel and ClickUp Workflow

Before merging, decide how you will organize the information after the merge so it is easy to use in Excel and easy to manage in ClickUp.

• Identify the goal of the merge (reporting, cleanup, migration, etc.).
• Confirm which spreadsheet is the primary file.
• List the key columns needed in your final dataset.
• Decide how you will handle duplicates or missing data.

With a clear plan, it is easier to map out tasks, owners, and deadlines inside ClickUp once your Excel data is combined.

Method 1: Copy and Paste to Merge Two Excel Spreadsheets

This is the simplest way to merge spreadsheets when they share the same structure.

Step-by-Step Copy-Paste Merge

1. Open both workbooks.
   Open the source spreadsheet (the file you want to copy from) and the destination spreadsheet (the master file).
2. Match column order.
   Ensure columns in both sheets use the same labels and order. Adjust if needed before copying.
3. Select the data range.
   Highlight the rows and columns in the source sheet that you want to merge.
4. Copy the selection.
   Use Ctrl + C (Windows) or Cmd + C (Mac) to copy.
5. Paste into the destination sheet.
   Go to the first empty row below your existing data and press Ctrl + V or Cmd + V.
6. Save the merged file.
   Save the destination workbook with a clear name and version.

When to Use This Method with ClickUp

Use copy-paste when you are merging a one-time list, such as:

• Contact lists exported from different tools
• Simple task tables that you will later upload or map into ClickUp
• Event attendee lists from multiple sessions

Once your spreadsheet is ready, attach it to tasks or project docs inside ClickUp to keep context in one place.

Method 2: Use Excel Formulas to Merge Spreadsheets

When you need an ongoing connection between two spreadsheets, formulas are more efficient than manual copy-paste.

VLOOKUP to Pull Matching Data

Use VLOOKUP when both spreadsheets share a common key, such as an ID, email address, or SKU.

1. Identify the lookup key.
   Choose a unique column, such as Customer ID, that appears in both spreadsheets.
2. Place the formula.
   In the destination sheet, create a new column where you want pulled data to appear.
3. Enter the VLOOKUP formula.
   Use a formula like:
   =VLOOKUP(A2, 'SourceSheet'!A:D, 3, FALSE)
   Here, A2 is your lookup value, A:D is the range in the source sheet, and 3 is the column index you want to return.
4. Copy the formula down.
   Drag the fill handle to apply the formula to all rows.

INDEX-MATCH for Flexible Merges

INDEX-MATCH is more robust than VLOOKUP, especially when your key column is not the leftmost column in the range.

1. Select your lookup column and return column.
   Decide which column contains the key and which column you want to retrieve.
2. Enter the formula.
   Example:
   =INDEX('SourceSheet'!C:C, MATCH(A2, 'SourceSheet'!A:A, 0))
3. Fill down for all records.
   Copy the formula to the rest of the rows in the destination sheet.

Why Formulas Work Well with ClickUp

Formula-based merges are ideal when your Excel files are updated repeatedly and you need refreshed values. You can:

• Automate status or metrics that you later summarize in ClickUp documentation.
• Keep a live reporting sheet that is regularly shared through ClickUp tasks or dashboards.
• Reduce manual rework before importing or referencing data in ClickUp spaces.

Method 3: Use Power Query Before Bringing Results into ClickUp

Power Query is a powerful built-in tool for combining and transforming large data sets in Excel.

Load Tables into Power Query

1. Format each data range as a table.
   Select your data ranges and press Ctrl + T to convert them to tables.
2. Open Power Query.
   Go to Data > Get & Transform Data and choose From Table/Range.
3. Name each query.
   Give each table a clear name such as Sales_2023 or Sales_2024.

Merge Queries

1. Select the primary query.
   In the Power Query Editor, choose the main table you will merge into.
2. Click Merge Queries.
   Use Home > Merge Queries and choose the secondary table.
3. Choose matching columns.
   Select the key column(s) that exist in both tables.
4. Select the join type.
   Pick from Left, Right, Inner, Full, or Anti join depending on which records you want to keep.
5. Expand the merged table.
   After merging, use the expand icon to select which columns to bring into the final table.

Load the Final Table Back to Excel

1. Close & Load.
   Click Close & Load to send the merged query back to a new worksheet.
2. Verify your results.
   Check row counts, column mapping, and null values.

This Power Query method is highly scalable and excellent for building reports that will later be summarized, shared, or linked inside ClickUp project documents and dashboards.

Method 4: Append Spreadsheets with Power Query

When multiple Excel files have the same columns and you simply want to stack them, use Append instead of Merge.

1. Load each table into Power Query.
   Use the same steps to create queries from each sheet or file.
2. Use Append Queries.
   In the Power Query Editor, click Home > Append Queries.
3. Select two or more tables.
   Choose the tables you want to combine.
4. Confirm column alignment.
   Ensure column names and data types match across all tables.
5. Close & Load.
   Load the appended result into a new worksheet.

Appending is ideal for monthly logs, exports, or activity reports that you later review in ClickUp to inform planning or retrospectives.

Organize Your Merged Excel Data in ClickUp

Once your spreadsheets are merged and cleaned up, centralize the output in ClickUp so your team can act on the insights.

Attach Merged Files to ClickUp Tasks

• Create a task for each major report or dataset.
• Attach the merged Excel file to the task so collaborators see the latest version.
• Add checklists for review, validation, or sign-off steps.

Document Your Merge Process in ClickUp Docs

• Create a process document that outlines which method (copy-paste, formulas, or Power Query) you used.
• Link to key spreadsheets and queries for easy access.
• Use this doc as a standard operating procedure so future merges stay consistent.

Use ClickUp to Track Data Tasks

• Set due dates for recurring merges and reporting cycles.
• Assign owners for data cleanup, validation, and publishing.
• Use comments and mentions to resolve questions about the data.

Tips to Avoid Common Excel Merge Issues

• Standardize headers first. Make sure column names and formats match before merging.
• Remove duplicates intentionally. Use Excel’s Remove Duplicates feature only after confirming your matching rules.
• Back up original files. Always keep an untouched copy of each source spreadsheet.
• Test with a sample. Merge a small subset of rows to verify formulas and mappings.

Where to Learn More

For a detailed walkthrough of spreadsheet techniques, including screenshots and examples, refer to the original guide on how to merge two Excel spreadsheets.

If you want expert help building workflows, automations, and documentation around Excel and modern work management tools, see the consulting resources at Consultevo.

By combining reliable Excel merge methods with structured task management in ClickUp, you create a repeatable system for preparing data and turning it into actionable work.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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