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# How to Automate Customer and Supplier Data Collection in 2026
- URL: https://blog.jestor.com/how-to-automate-customer-and-supplier-data-collection-in-2026/
- Published: 2026-02-09T11:40:52.000Z
- Updated: 2026-02-09T11:40:51.000Z
- Author: Aline Valério

Manual data collection is slow and generates typos. "What's your Tax ID again?" The ideal is for the stakeholder (customer or supplier) to enter data into a structured environment, ensuring accuracy and compliance.

### **The Power of Self-Registration**

Send a secure link. The partner fills it out, attaches documents (bylaws, certificates), and the system validates. If everything is correct, the record is created in the ERP automatically.

### **Smart forms in Jestor**

This is where Jestor stands out by delivering the solution in practice:

- **Source Validation:** The form won't submit if the Tax ID is invalid or an attachment is missing.
- **Data Enrichment:** The user types the Tax ID, and the system automatically fetches the Company Name and Address (via API), saving the user time.
- **Centralization:** Documents are saved in the client's file, not lost in email attachments.

### **Frequently Asked Questions (FAQ)**

**Is sending the link safe?** Yes, the link is encrypted, and data goes straight to the secure database. Meet[Jestor](https://jestor.com/?ref=blog.jestor.com).

**Does it work on mobile?** Yes, responsive forms make filling easy.

**Can I request annual updates?** Yes, configure automation to resend the form every 12 months for registration updates.

### **Conclusion**

With **Jestor**, it is possible to automate workflows, connect departments, and create internal systems your way, all code-free and AI-supported.

Discover Jestor and learn how to take your company's management to a new level of efficiency and integration.