ERP & contact data synchronization
Contact synchronization and workflow integrations that brought scattered contact data into the ERP with consistent fields and careful duplicate handling.
01
The problem
Contacts lived in several systems with different formats, duplicates and missing fields, so teams could not trust which record was current.
02
The solution
A sync process that normalises names and phone numbers, matches existing records, flags conflicts for a person to review, and writes clean contacts into the ERP — with integrations keeping them aligned afterwards.
03
How it was built
- 01Audit sourcesEvery source, field and format mapped.
- 02Normalise and matchClear rules for formats and duplicates.
- 03Dry-run and reviewConflicts reviewed before anything is written.
- 04Sync and connectImport, then ongoing workflow integrations.
04
Outcome
- One contact record per person or company in the ERP
- Phone numbers stored in one international format
- Conflicts reviewed by a person instead of silently overwritten
Interactive demonstration
Sample data — not a live system or real records.
Batch loaded
A sample batch is read from the source systems.
- batch
- 25 rows (sample)
- sources
- sheet · CRM · inbox
- status
- loaded
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