When to merge CSV files
Data often comes in pieces. Monthly sales exports, regional branch data, system exports split by date — appending them into one file is the first step before analysis.
Joining is useful when you need to enrich one file with columns from another: adding customer details to an order export, attaching prices to a product list, or filling in contact info from a CRM export.
Append vs. Join — which one do I need?
Append (vertical) is for files with the same columns but different rows. Think of stacking January's orders on top of February's.
Join (horizontal) is for files that share a key column but have different information. Think of matching an order list with a customer list by email.
If you're unsure: if the files have mostly the same column names, append is probably what you want. If they share one key column but have different data, try a join.