On-premise data preparation for zoho crm

DataStitch is a Do-It-Yourself data preparation application for Zoho CRM users. It enables non-technical users to consolidate disconnected data in CSV files and create clean usable datasets without external help.

You have successfully collected data. Millions of records in multiple formats resides in disconnected files - coming from multiple systems, regions, sources and timelines. DataStitch makes them usable by cleaning and connecting them. 

On-Premise Execution
DataStitch executes on your Windows desktop/laptop. Your data does not have to be uploaded on any external server and does not have to leave the organization's systems (or even your desktop). There is no communication between DataStitch and any external system and hence it can run without connectivity in a standalone mode. 

Data Volume
DataStitch​ has been tested and used for tens of millions of records. Still it does not necessarily require a server and performs well on a fast desktop machine. DataStitch​ is currently supported on Windows. Special builds on Linux can be provided. 

No Implementation 
DataStitch finds patterns across dozens of dimensions automatically and requires no setup. It works on CSV files as input and outputs the records in same format, grouped by similar clusters.  The one important  consideration is the name of header fields within the CSV file, which plays an important part in the way that field is treated by the system. 

DataStitch Evaluation 
A fully functional version of DataStitch​ application is available. It can ingest any number of data files and perform operations on very large datasets. The evaluation version allows 10,000 records to be exported out of the application. 

DeDuplication Quality
The algorithms used in DataStitch are exactly same as ones used in our other products which are hosted on cloud for CRM Data Quality, Enterprise Contact Management or as plugins for standard CRM like Zoho. These have been tested on hundreds of millions of records since 2016. The learnings are part of executable software. 

Manage Duplicate Records
DataStitch automatically indexes names, addresses, dates and text fields, according to their definition. Merging of duplicate records based on a field or a selection of any number of fields is a common choice. During the merge operation, you can select one or a cluster of keys which you would like to be identified as a unique one (eg, Full Name + DateOfBirth, Full Name + Mother's Maiden Name + IC-Number-Text). You can define the definition of master record and DataStitch will process them at a fast pace. While doing this merge operation, a new dataset is created and the original dataset is never modified. You also have the option of downloading the original dataset with unique cluster keys without merging. 

Dataset Operations
Powerful set manipulation operations can be performed between two datasets, based on the common fields between them. This is explained in detail as a Use Case. The common indexed values are used to join two datasets, find common records between them, subtract one from other or more complex operations. As DataStitch uses its indexed values, address value of "Twelve Newton Crossing" gets matched to "12 newton xing" and date value of "03-Aug-1968" gets matched to "3 augst '68" during these operations, making them useful to data custodians.  A demonstration of DataStitch's dataset operations is available. 

DataStitch Licensing 
Tens of millions of records can be imported to DataStitch without any cost. The application's licensing works on the keys which enables the processed data to be exported out. Hence, a pack of 1 Million keys will enable a Million records to be exported out of application in CSV. 

Zoho users can directly download DataStitch evaluation from here.