Contacts & Master Data
Manage the customers, vendors, products and items your records are built on — as clean, deduplicated master records.
Master data is the shared library your transactions are built on: every customer and vendor you deal with, and every product and item you buy and sell. Invoices, bills, quotations and payments all point back to these records — so keeping them clean, deduplicated and well named makes everything else in CCMonet more accurate.
This section is about managing the records themselves — merging duplicates, tidying up ones you no longer use, setting preferred names, and exporting your lists. Creating an invoice or bill for one of these contacts or products is covered in the Sales and Purchases guides.
Where master data lives
All of it lives in the left sidebar under Master Data:
- Customers
- Vendors
- Items
Customers and vendors are two views of the same underlying contact records, so the master-data tools (merge, clean up, export) work the same way on both.
Contacts
Manage your contacts
Contact records, tags, active/inactive, payment and remittance details.
Merge duplicate contacts
Combine two records for the same customer or vendor into one.
Clean up unused contacts
Deactivate or bulk-clear contacts you no longer need.
Export your contact list
Download customers or vendors as a file for backup or migration.
Products & items
Manage your products and items
The item catalog, preferred names vs AI-recognized names, and categories.
Merge duplicate products
Consolidate AI-recognized names under one preferred product.
Split a product into separate items
Break one over-grouped product back into distinct products.
Clean up unused products
Remove products that no records reference.
Keep an eye on duplicates
CCMonet's Todo list flags likely duplicates — vendors, customers and product names it thinks refer to the same thing — so you can merge them before they spread across your records. Working through those prompts is the easiest way to keep master data tidy over time.