Joining tables

Tutorial video (1):

Tutorial video (2):

Joining live data across different sources is one of Lido's most powerful features.

Follow the following steps:

  • Connect to your data source (e.g., Google Sheets, Salesforce, HubSpot, PostgreSQL)
  • Once you have connected to the necessary data sources, click the 'Join Columns' in the tool bar:
  • Select the tables you want to join (i.e., the tables you have imported from the data sources you have connected to -- in this example we have imported HubSpot and PostgreSQL data)
  • Select the 'value' you want to join the tables by (in this case we want to join our HubSpot and PostgreSQL tables based on the 'email' values of each table)
  • Select the 'columns' you want to include when joining tables:
  • Press 'Apply Join' on the bottom right