Automated Qualification
Enter an email, paste a signature or scan a card. Check the recognized fields before continuing.
Find company details, review the draft and send it to your ERP or CRM. Clean up existing records when phone formats, missing fields or duplicates need attention.
From contact details to a reviewed record
Use the steps your team needs: capture new contacts, check company information or clean up records already in the source system.
Enter an email, paste a signature or scan a card. Check the recognized fields before continuing.
Compare proposed values with the existing record. Correct company, contact and address details before approval.
SAP Business One and Salesforce have standard connections. Dynamics 365 and other ERP connectors are arranged on request.
A new supplier, an incomplete customer record or a duplicate group calls for a different process. Start with the relevant task below.
An email address is often all you have. Use it to look up company details and prepare customer master data for your ERP.
Explore Business Partner qualificationAlready have the company in your ERP? Run data enrichment on selected records and review what the website can add.
Explore Bulk Business Partner improvementDifferent phone formats and inconsistent company suffixes make everyday work harder. Set your data cleansing rules once, then preview the changes.
Explore Master-data harmonizationStart duplicate detection with high confidence. Review matching company names, tax identifiers and supporting details before choosing a record to keep.
Explore Duplicate detection and consolidationOpen the Outlook add-in on a business email. It passes the sender’s name and address to the configurator so you can start a customer or supplier record.
Explore Outlook integrationPaste an email signature instead of copying each line. The parser looks for names, roles, phone numbers and company details.
Explore Email signature capturePhotograph or upload a business card. The business card scanner reads the text in your browser and prepares contact details for review.
Explore Business card scanningSee what will change before it reaches the ERP. Check company details, contacts and addresses in the same review process.
Explore Human validationRegister your company with Microsoft 365. An account allowed to grant organization-wide consent can complete the Microsoft setup.
Explore Microsoft 365 onboardingStart with the information you have. The process keeps capture, lookup, review and publishing as distinct steps.
Enter a customer or supplier email address to start the lookup.
Look for company information on the website associated with the business domain.
Check the proposed master data and decide which changes to approve.
Send the reviewed record through the selected supported connection.
Keep the result traceable: inspect what was found, what you changed and what the source accepted.
Choose a standard SAP or Salesforce connection, arrange Dynamics setup or ask about another ERP. Field mappings and permissions determine what can be transferred.
Choose software access, help with setup or an agreed integration project. Confirm the scope and applicable charges before starting.
For teams that want to prepare and review their own company records.
Software access with help configuring and testing the agreed connections.
For additional connectors, custom mappings and individually agreed service requirements.