Скачать или смотреть How to Automatically Match and Copy Data in Google Sheets with a Script

Learn how to write a script in Google Sheets that matches customer codes and copies corresponding data seamlessly from one sheet to another.
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This video is based on the question https://stackoverflow.com/q/67894974/ asked by the user 'Les' ( https://stackoverflow.com/u/15943944/ ) and on the answer https://stackoverflow.com/a/67898903/ provided by the user 'Kin Siang' ( https://stackoverflow.com/u/15897861/ ) at 'Stack Overflow' website. Thanks to these great users and Stackexchange community for their contributions.

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Automatically Match and Copy Data in Google Sheets with a Script

In today's data-driven world, managing customer information accurately is crucial for any business. If you're using Google Sheets, you might face the challenge of needing to match a specific customer code from one sheet to another and then copy corresponding details. If you're struggling with this task, fear not! In this guide, I'll guide you through the process of writing an efficient script to automatically carry out this function, even when dealing with multiple rows of data.

Understanding the Problem

You have two sheets in your Google Sheets document:

Sheet 1: Contains customer details including customer codes, names, and addresses.

Sheet 2: Where you want to enter customer codes and retrieve corresponding information from Sheet 1.

Your goal is to enter a customer code in Column A of Sheet 2, and whenever a match is found with Column A of Sheet 1, the relevant details (name and address) are copied over to Sheet 2. However, you're finding that your current script only works for the first row in Sheet 2, and not for subsequent rows.

A Solution for Match and Copy

Script Overview

We need to modify your existing script. The aim is to ensure that it dynamically checks codes entered in any row of Sheet 2 and fetches matching data from Sheet 1. Here’s the updated script:

[[See Video to Reveal this Text or Code Snippet]]

Breakdown of the Script

Spreadsheet and Sheet Setup: The script begins by accessing the active spreadsheet and specifying which sheets we will work with (Dockets for data entry and Customers for data retrieval).

Get Customer List: It retrieves all customer data from Sheet 1 and stores it in an array for efficient processing.

Fetch Input Code: The script determines which row of Sheet 2 is currently being updated to fetch customer codes from that specific row.

Match Logic: The script loops through the list of customers and checks if the code entered matches any customer code in the array. If a match is found, it captures the customer's name and address.

Set Display Values: Finally, it places the matched name and address into the correct columns of the Dockets sheet. If no match is found, it defaults to displaying “Not found.”

Using the Script

Open Google Sheets: Go to your Google Sheets document with both the Dockets and Customers sheets.

Access Script Editor: Click on Extensions Apps Script.

Paste the Script: Delete any existing code and paste the modified script above.

Save and Run: Save your changes and run the script. Ensure you have the necessary permissions allowed.

Test It Out: Enter different customer codes in Column A of Sheet 2 to see the corresponding data populate correctly.

Conclusion

Implementing the above script will streamline your workflow and ensure that you can efficiently match and copy customer details in Google Sheets. This automated approach not only saves time but also minimizes the risk of errors compared to manual data entry. If you encounter any hurdles or require further clarification, feel free to reach out. Happy coding!