@ahines04 , you could create this using Excel if attributing the project to the customer's original marketing campaign would work for your purposes. Example: James Smith becomes a customer through Yelp and starts a project with you either immediately or 2 yrs later, so you attribut that project to Yelp. Here's how you'd do it:
If you want help with this, feel free to message me here in Community or at https://www.spudllc.com/contact
Below are some examples: Projects export, Customers export, then the resulting merged data.