Customer & Supplier Master Data Cleanup

Prepare cleaner customer and supplier records without losing transaction references. This application is designed to identify potential duplicate accounts, standardise selected fields and propose merges for review before a revised dataset is accepted.

Best suited to

Businesses preparing customer and supplier master data for use or migration.

What you can manage

• Review records that may represent the same trading party.
• Standardise the selected master data fields.
• Prepare proposed account merges for a human decision.
• Preserve relevant transaction references in the reviewed mapping.
• Produce the cleaned dataset after the proposed changes are accepted.

A practical workflow

Review potential duplicates using the available business identifiers and transaction history. Approve or reject merge suggestions, check the resulting references and examine the cleaned records before they replace an operational dataset.

Why this workflow matters

A data transfer should preserve meaning as well as values. Reviewing field mappings, account classifications and totals before the destination file is used helps the business identify transformations that need correction. Testing with representative records is especially useful when source structures or required destination fields have changed.

Working with your records

Check that source and destination formats fall within the released product's supported scope. Compare prepared records with representative originals and reconcile relevant counts or totals before operational use. Conversion, extraction, validation or masking assists the review process; a completed operation does not guarantee perfect source data or complete removal of sensitive information.

Licence

12-month software licence purchased with a one-time payment. The purchase covers the stated licence term and does not create an automatically renewing subscription.