Customer and supplier master data

Data cleansing with consistent master data formats

Different phone formats and inconsistent company suffixes make everyday work harder. Set your data cleansing rules once, then preview the changes.

What is 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.

Rules for the values you already have

Set precise formatting rules

Select the formatting rules you need. Unknown names and job titles are kept when no suitable match exists.

Preserve meaning and identity

Use manual review for each record, or the approved automatic mode for the selected rules.

Follow the whole run

Results separate actual updates from records that already match the rules or could not be processed.

How it works

  1. 1

    Filter the source

    Filter the records in the connected source.

  2. 2

    Choose formats and estimate

    Choose phone, email, text and company-name rules.

  3. 3

    Preview and approve

    Inspect the proposed values before applying them.

  4. 4

    Apply and inspect

    Review updates, skips and error references.

Practical example

Example: Master-data harmonization

The suffix GMBH becomes GmbH, repeated spaces are trimmed and a phone number is formatted consistently. The rest of the company name stays intact.

Formatting is not a company-register check. A correctly formatted number or legal form can still be factually wrong.

Frequently asked questions

What does this process do?
It standardizes existing master data values; it does not look up new facts with AI.
Which systems and data are covered?
SAP Business One and Salesforce records are updated in the same connection they came from.
What access or approval is needed?
Manual review and an administrator-approved automatic mode are available.
What usage conditions apply?
A separate estimate excluding VAT is shown. Harmonization does not use AI requests or the ordinary request allowance.

Have a record or connection in mind?

Set up your company workspace, or describe the ERP and master data problem through Contact.