Business Partner qualification
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 qualificationCustomer and supplier master data
Data cleansing and contact capture
A new supplier, an incomplete customer record or a duplicate group calls for a different process. Start with the relevant task below.
Choose the task you need
A new supplier, an incomplete customer record or a duplicate group calls for a different process. Start with the relevant task below.
Business Partner data enrichment
Already have the company in your ERP? Run data enrichment on selected records and review what the website can add.
Explore Business Partner data enrichmentMaster-data harmonization
Different phone formats and inconsistent company suffixes make everyday work harder. Set your data cleansing rules once, then preview the changes.
Explore Master-data harmonizationDuplicate detection and consolidation
Start duplicate detection with high confidence. Review matching company names, tax identifiers and supporting details before choosing a record to keep.
Explore Duplicate detection and consolidationOutlook integration
Open 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 integrationMicrosoft 365 email contacts
Add contacts from received Microsoft 365 email metadata to existing SAP Business One or Salesforce partners. Tenant controls, exclusions and duplicate skipping.
Explore Microsoft 365 email contactsEmail signature capture
Paste an email signature instead of copying each line. The parser looks for names, roles, phone numbers and company details.
Explore Email signature captureBusiness card scanning
Photograph or upload a business card. The business card scanner reads the text in your browser and prepares contact details for review.
Explore Business card scanningHuman validation
See what will change before it reaches the ERP. Check company details, contacts and addresses in the same review process.
Explore Human validationMicrosoft 365 onboarding
Set up Microsoft 365 SSO with an IT account. Microsoft controls access approval; the company administrator then completes the guided setup.
Explore Microsoft 365 onboardingSolutions
Data rules and workflows built around your requirements.
Need different records or rules? Explore custom solutionsCapture or clean up?
Capture prepares a new draft. Enrichment fills gaps, harmonization changes formats and duplicate review helps compare existing records.
Business Partner qualification
Business Partner Configurator follows the company domain to its website, collects available company details and presents a draft. You check the name, contacts and addresses before sending it to a connected system.
Business Partner data enrichment
Choose records from SAP Business One or Salesforce. The process tries the website first, then the general email and contact email domains. It proposes additions or replacements in that same source.
Master-data harmonization
Harmonization changes the format of existing values without AI enrichment. It can standardize phone numbers, email spelling, spaces, job titles and recognized company legal-form abbreviations.
Duplicate detection and consolidation
The scan compares selected partners with the same connection’s catalog. Names, tax identifiers, websites, email domains, phones and addresses provide evidence. A match is a suggestion to review.
Frequently Asked Questions
Business Partner Configurator Features Explained
Practical details about capture quality, user control and synchronization transparency.
Does the Outlook Add-in read email bodies or attachments?
No. The add-in passes only the selected sender display name and email address to the web configurator. Message bodies, attachments and Microsoft credentials are not sent to the Business Partner generator.
Which fields can be recognized in a pasted email signature?
The signature parser can recognize an email address, contact name, company name, academic title, job role, telephone numbers, company website and professional profile URLs. Detected values remain editable.
Can the business card scanner read a rotated card?
Yes. Browser-based OCR checks the captured image at 0, 90, 180 and 270 degrees to improve email recognition when the card or device has a different orientation.
What happens when OCR or signature parsing cannot find an email address?
The configurator displays a warning and keeps manual entry available. Other recognized details can still be retained and corrected instead of discarding the complete capture result.
How does AI-powered data qualification improve master data quality?
It organizes captured contact and company information into a structured proposal, checks completeness, applies consistent classifications and supports duplicate prevention. Users can inspect and correct every proposed value before an approved record is synchronized with an ERP or CRM system.
Can users correct generated Business Partner data before synchronization?
Yes. Company data, customer or supplier type, tax details, contacts and bill-to or ship-to addresses can be reviewed and edited before the final record is sent to connected systems.
How can users verify that an ERP or CRM synchronization occurred?
The dashboard shows recent synchronization activity, connected systems, external record IDs and timestamps. Scheduled routes also expose their source, target, time zone and previous or upcoming execution.
Ready To Get Started?
Transform Contact Information Into Trusted Master Data
Stop manually creating Business Partner records. Qualify, enrich and validate contact information before it enters your ERP and CRM systems.