Customer data workspace
Compare two customer lists.
Inspect shared contact details and conflicting source values before changing a record.
Comparison files Choose or replace CSV files
Source files
Up to 1,100 rows combined; each file up to 2 MiB. Files stay in this browser.
Choose files or try the synthetic example.
Choose the identity fields
Choose the identity fields
Keep source IDs for tracing records. Matching uses email and phone; IDs from different systems are not compared. Names help with review but do not establish identity. Consent is retained as source data.
Candidate investigation
Email and phone establish candidates. Every match still needs review.
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Have two lists that need reconciling?
For £295, we compare up to 1,100 customer records and return a review workbook with source IDs, match reasons and unresolved rows. Suitable exports can come from Jobber, Square or other systems, subject to a file check. Merging records and changing consent settings are separate decisions.
Describe the job first. We will agree the files, deliverable and timing before payment.
£295
Ask about this review One-time service after a scope check.Privacy and consent
Customer names and contact details remain in your browser while using this utility. Downloaded reports contain the selected data, so keep them private. A matching email or phone does not establish permission to send marketing. No Jobber or Square connection is included.