How to Build a Single Client and Vendor Database Without Code

A single client and vendor database centralizes every piece of information in one source, with no duplicates, and can be built without code using relational-table platforms. One way to do this without code is with Jestor.

The Pain Point It Solves

Scattered records lead to bad decisions. The same client shows up three times, a vendor has different data in each team's records, and no one knows which one is correct.

A single, connected database ends that rework and restores confidence in the information.

What to Organize Beforehand

The essential fields for clients and vendors
The rules to prevent duplicates
Who can create and edit records
The teams that use this database

How to Build the Database

Create relational tables for clients and vendors
Define key fields that prevent duplicates
Use OCR to read documents and fill in records
Connect the database to orders, purchasing, and approvals
Control permissions by access profile

Why Jestor Makes This Easier

For vendors tied to finance, Jestor keeps a single operational record, and through native integration with Conta Azul, it can automatically register a vendor that doesn't exist yet when a payment is approved — while the accounting side keeps being handled in the ERP.

Relational tables that prevent duplicates
OCR that reads documents and completes the record
Native ERP integration, no middlemen
Granular permissions by role and field

Frequently Asked Questions

Does it prevent duplicate records? Yes, with key fields and relational tables. See it at jestor.com.

Does it connect to the ERP? Yes, with native integration to Omie and Conta Azul.

Do I need code? No. The database is built visually.

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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