Customer Management Merge Form

Customer Management Merge Form

This Customer Management Merge Agreement (the "Agreement") is entered into effective as of by and between Client Name: and Service Provider Name: .

WHEREAS

WHEREAS, Client maintains customer records in its customer relationship management systems and seeks consolidation of duplicate or related customer records for operational integrity and reporting accuracy;

WHEREAS, Service Provider represents that it has the technical capability and personnel to perform a controlled merge of customer records in accordance with industry standard data integrity practices and Client's instructions;

WHEREAS, the parties desire to set forth their respective obligations, the scope of the merge, payment terms and protections related to confidentiality, data integrity and liability.

Merge Details

Scope of Work

Service Provider shall perform the following services in connection with the merge, subject to the limitations herein and Client approvals:

Data elements to be merged (select all applicable):

Contact records (names, emails, phones)
Address records
Transaction and order history
Billing and invoicing records
Custom fields and tags

Payment Terms

In consideration for the services to be performed, Client shall pay the fees set forth below in accordance with the schedule. All fees are exclusive of applicable taxes unless otherwise stated.

Term and Termination

This Agreement commences on Start Date: and continues until End Date: unless earlier terminated in accordance with this section.

Either party may terminate this Agreement for convenience upon providing written notice at least days prior to the intended termination date. Either party may terminate for material breach if the breach is not cured within the notice period following written notice.

Confidentiality

Each party acknowledges that in the course of performing obligations under this Agreement it may receive or have access to confidential or proprietary information of the other party ("Confidential Information"). Each party shall: (i) use Confidential Information solely for the purposes of performing this Agreement; (ii) restrict access to Confidential Information to its employees and contractors who have a need to know and who are bound by confidentiality obligations no less restrictive than those set forth herein; and (iii) not disclose Confidential Information to any third party except as required by law. Confidential Information does not include information that is or becomes generally known to the public without breach of this Agreement or is rightfully received from a third party without restriction.

Data Integrity and Acceptance

Service Provider shall create and provide to Client a summary of the proposed merge plan and a post-merge reconciliation report. Client shall have a period of five (5) business days following delivery to review and raise any disputes in writing. Acceptance is deemed if Client does not provide written rejection within that period. Service Provider will retain backups for a reasonable period to enable rollback in the event of an agreed corrective action.

Indemnification and Limitation of Liability

Each party agrees to indemnify and hold harmless the other against losses arising from the indemnifying party's breach of its representations, warranties or obligations under this Agreement. EXCEPT FOR A PARTY'S BREACH OF CONFIDENTIALITY OR A PARTY'S GROSS NEGLIGENCE OR WILLFUL MISCONDUCT, NEITHER PARTY'S AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL EXCEED THE TOTAL FEES PAID BY CLIENT TO SERVICE PROVIDER UNDER THIS AGREEMENT.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction specified below, without regard to its conflict of law principles.

Entire Agreement

This Agreement, including any attachment or statement of work executed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, negotiations and communications, whether oral or written. Any amendment to this Agreement must be made in writing and signed by authorized representatives of both parties.

Authorizations and Certifications

By signing below, Client certifies that it is the authorized owner or an authorized agent of the owner of the customer records identified in this form and that it has full authority to request the merge. Client further certifies that it has reviewed the Scope of Work and authorizes Service Provider to proceed in accordance with the terms of this Agreement.

Client certifies authorization and ownership of records

Approvals

Approvals required before execution of merge procedures (check all that apply and provide approver):

Data Owner Approval — Approver:

IT/Security Approval — Approver:

Compliance Approval — Approver:

Sign Now