Your sales are in one tool, customers in another, and costs in a spreadsheet. Answering a simple question like 'which customers are most profitable?' means combining all three. Most of the work is not the join itself; it is making the sources agree first.
Plumb is built on a simple idea: the data your business runs on should be trustworthy before anyone draws conclusions from it. Cleaning, checking and reshaping data should not need macros, scripts or a weekend. Plumb keeps your files private, shows every change it proposes, and lets you approve fixes instead of hunting for problems by hand.
How Plumb helps: Data preparation
Plumb's data preparation brings sources together in one place. It finds candidate join keys, standardizes formats on both sides (case, spacing, IDs, dates), shows match rates before you join, and lists records that did not match so nothing silently disappears.
How It Works
Prepare each source, then join on a clean key.
- Pick the join key, for example Customer ID or Email. IDs are better than names.
- Standardize the key in every source: same case, trimmed, same format (for example, IDs without leading zeros dropped).
- Align field types and units: dates, currencies and number formats should match.
- Join: XLOOKUP or Power Query Merge in Excel, pd.merge(a, b, on='id', how='left') in pandas.
- Check unmatched records with a left anti join so you know what did not line up and why.
- In Plumb: add each source, confirm the suggested key, review match rates and unmatched rows, and export the combined dataset.
Where This Helps
Customer 360
Combine CRM, billing and support exports into one view of each customer.
Profitability
Join revenue and cost data by product or customer.
Marketing attribution
Match ad platform exports with sales records.
Try Plumb in early access
Plumb is in early access. Join the waitlist on tryplumb.pro to get an invite. Early access covers Excel (.xlsx), CSV and JSON files, and we are adding more sources as people ask for them. Your files are processed privately and are never used to train models.
Bring it all together
Now you have a repeatable way to do it, by hand or with Plumb. Join the waitlist and tell us what your data looks like; we read every reply.
Join the waitlist