Keep customer records accurate from monthly ops sheets

Ops coordinators updating monthly customer sheets watch records drift, causing reporting errors and outreach mistakes. Central updates keep master database current so ops act on accurate customer records.

Overview

Out-of-date monthly rows create reporting errors and misdirected outreach, forcing operations coordinators into manual fixes. Keep the master customer database current from monthly sheets so ops and customer-facing staff act on accurate records, eliminating manual handoffs and reducing reporting mistakes.

Notable Features

Create or update customer records
Match monthly rows by customer id
Notify ops on unmatched entries