DataSyncX Agent™
A product by EvolveX Technologies
Customer, product and supplier records kept consistent across your CRM, ERP and spreadsheets: duplicates merged, gaps filled, changes synced both ways.
DataSyncX Agent™ is a master-data synchronisation product from EvolveX Technologies. It connects your CRM, ERP, billing system and the spreadsheets teams keep on the side, reconciles the customer, product, supplier and price records between them, merges duplicates, fills missing fields from the best source, and keeps changes flowing in both directions so every system shows the same truth. It is our CRM and ERP integration service, packaged as a product with the matching engine from ReconcileX Agent.
Why We Built DataSyncX Agent
The same customer exists three times in the CRM, once in the ERP under a different name, and in a sales spreadsheet with the right phone number that nobody else has. Every CRM and ERP integration project we delivered started by cleaning that up, and every one of them needed a way to keep it clean afterwards. DataSyncX Agent is the sync-and-dedupe engine we built for those clients, now a product you can run on your own systems.
What DataSyncX Agent Does
- Connectors to your systems. Salesforce, HubSpot, Dynamics 365, Zoho, SAP, NetSuite, Odoo, Tally, QuickBooks, Xero and Google Sheets or Excel, through APIs or RPA bots.
- Matching and deduplication. Fuzzy matching on names, addresses, emails, tax IDs and phone numbers finds the same customer or product across systems and merges duplicates under your survivorship rules.
- Enrichment. Missing fields filled from the best available source, formats standardised, and optional look-ups against company registries and address databases.
- Two-way sync. Creates and updates flow between systems with field mapping, conflict rules and a full change log; no more re-keying a new customer into three places.
- Review workspace. Uncertain matches and conflicting values queued for a person to decide, with both records side by side.
- Data-quality dashboard. Duplicate rates, missing fields and sync errors tracked over time, with alerts when quality drops.
How DataSyncX Agent Works
Connect. Your CRM, ERP, billing and spreadsheet sources are connected and mapped.
Dedupe. Records are matched across systems and duplicates merged under your rules.
Enrich. Gaps are filled and formats standardised from the best source.
Sync. Changes flow between systems continuously, with conflicts queued for review and every change logged.
Who DataSyncX Agent Is Built For
- Sales and finance teams who need the CRM and ERP to agree on customers, prices and open orders.
- Operations teams running product, supplier and price masters across several systems.
- Businesses already using EvolveX CRM and ERP automation, who want the integration maintained as a product.
Works With the Systems You Already Run
Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM, SAP, Oracle NetSuite, Odoo, Tally, QuickBooks, Xero, Shopify and WooCommerce through APIs; Google Sheets, Excel and CSV drops; RPA bots for in-house or legacy systems without an API.
What You Get With DataSyncX Agent
- Pre-built product. Extraction models, rules, workflows and connectors that already work, configured to your documents and systems rather than built from scratch.
- Pilot on your own data. You see results on your real files before committing to a rollout.
- Deployment and integration. Set up in your cloud environment or one we manage, connected to your systems by our team.
- Training and handover. Your team learns the review workspace and exception handling in a few sessions.
- Support and improvement. Monitoring, maintenance and model updates as your documents, systems and volumes change, under an agreed support plan.
- Security by default. ISO 27001:2022-certified delivery, encrypted credential storage, full audit logging, NDAs and data processing agreements as standard.
Results You Can Expect
- One customer, one product, one supplier record across every system
- New records entered once and appearing everywhere
- Duplicate and stale records found and merged before they cause wrong invoices or shipments
- Reliable reporting because the numbers finally match
- Integration that keeps working as fields and systems change
Read more about our CRM and ERP automation.
DataSyncX Agent FAQs
Is DataSyncX Agent an integration platform?
It is a managed data-synchronisation product: EvolveX Technologies connects your systems, sets the matching and survivorship rules with you, runs the initial clean-up and keeps the sync running. You get consistent data, not a tool to configure yourself.
How does it decide which record is correct?
Survivorship rules you set during the pilot: which system wins for which field, how recency and completeness are weighted, and which conflicts always go to a person. Every merge and update is logged and reversible.
Can it sync in both directions?
Yes. Creates and updates flow both ways with field-level mapping and conflict rules, or one way if you prefer a single system of record.
Which systems does it connect to?
Salesforce, HubSpot, Dynamics 365, Zoho, SAP, NetSuite, Odoo, Tally, QuickBooks, Xero, Shopify, WooCommerce, Google Sheets and Excel through APIs, and legacy or in-house systems through RPA bots.
How do we get started?
Give us exports of the customer or product tables from two of your systems. We run a pilot, show you the duplicate and mismatch report on your own data, then connect DataSyncX Agent for continuous sync. Request a demo or book a call from the button in the header.
See DataSyncX Agent on Your Own Documents
Send us a sample batch and we will show you what DataSyncX Agent extracts, checks and posts on your real files, then scope a pilot. No slide decks, no generic demo data.
