How to Merge Datasets Across Different Views or Data Sources

In Databox, you can merge Datasets created from different Views within a Data Source (e.g., HubSpot Contacts and Deals) or even from different Data Sources (e.g., HubSpot CRM and Shopify). This is similar to SQL joins and allows you to answer more complex, cross-platform questions.

For example, you can report on:

• The average company size of closed-won deals during a specific period

• All activities a lead completed before purchasing an item in your store

• Other scenarios where shared identifiers exist across Datasets

• And more..

How to merge Datasets in Databox

1. Go to Data Manager > Merged Datasets.

2. Click Merge Datasets.

3. Select your primary Dataset.

4. Click the + icon to add one or more additional Datasets to merge.

5. You’ll be prompted to select a join type:

   1. Left Outer Join: All rows from the primary Dataset, plus matching rows from the secondary.

   2. Inner Join: Only rows that match in both Datasets.

   3. Right Outer Join: All rows from the secondary Dataset, plus matching rows from the primary.

   4. Full Outer Join: All rows from both Datasets, matched and unmatched
      

      

6. To blend the Datasets, select a common identifier (e.g., ID, Email, URL) that exists in both. This enables Databox to match rows accurately. You can set this up in the Join Conditions section.

7. Finally, choose which columns from the additional Datasets should be included in your merged view.
   

   

8. Name your Merged Dataset and navigate to Metric Builder to get started with building custom metrics.

For more on Datasets, visit: How to Merge Datasets.