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Data Steward

Audited data corrections for Frappe and ERPNext admins, including bulk merge, item-to-variant conversion, and bank clearance fixes, each gated behind a setting.

[Open source](/open-source/)

Data Steward

Frappe & ERPNext
Stable
MIT

[View on GitHub (opens in a new tab)](https://github.com/Avunu/data_steward)[Documentation (opens in a new tab)](https://docs.avunu.net/data-steward/)

PlatformFrappe & ERPNext

LicenseMIT

StatusStable


Repository[Avunu/data_steward](https://github.com/Avunu/data_steward)

Part of

Used in[Textile & home-decor printing](/work/textile-print-shop/)
, 
[Timber-frame structures manufacturing](/work/timber-frame-manufacturer/)
, 
[Professional services](/work/avunu-erp/)

Frappe protects your data by making some operations hard on purpose. Sometimes an administrator really does need to merge a pile of duplicate customers, turn an existing item into a variant, or fix a bank clearance date that reconciliation got wrong. Data Steward adds those tools for experienced admins cleaning up real-world data. Each one is switched off until you turn it on, and every correction is recorded on the document it changed.

## Features

**Bulk merge.**
 Select two or more records in any list view and merge them with "Merge Selected." System Manager only.

**Item to variant.**
 Convert an existing Item into a variant of a template item by choosing its attribute values.

**Clearance date corrections.**
 Set a Payment Entry's clearance date, or manually clear a Journal Entry against its matching Bank Transaction and remove that clearance again.

**Full-width interface.**
 The desk uses the full screen width, unless you have already chosen a container width.

**Safety gates.**
 Each tool is enabled separately in Data Steward Settings and checked again on the server. Each also needs a role and your write permission on the document, and adds a comment to it.

## Getting started

Install it with bench, then open 
**Data Steward Settings**
 and enable only what you need. Test on a copy of your site first. Data Steward replaces the earlier 
`jailbreak`
 app: install it, then uninstall 
`jailbreak`
, and it copies over the settings you had. The 
[README](https://github.com/Avunu/data_steward#coming-from-jailbreak)
 explains the move.

```
<span style="--shiki-dark:#FFA657;--shiki-light:#953800">bench</span><span style="--shiki-dark:#E6EDF3;--shiki-light:#1F2328"> </span><span style="--shiki-dark:#A5D6FF;--shiki-light:#0A3069">get-app</span><span style="--shiki-dark:#E6EDF3;--shiki-light:#1F2328"> </span><span style="--shiki-dark:#A5D6FF;--shiki-light:#0A3069">https://github.com/Avunu/data_steward.git</span>
<span style="--shiki-dark:#FFA657;--shiki-light:#953800">bench</span><span style="--shiki-dark:#E6EDF3;--shiki-light:#1F2328"> </span><span style="--shiki-dark:#A5D6FF;--shiki-light:#0A3069">install-app</span><span style="--shiki-dark:#E6EDF3;--shiki-light:#1F2328"> </span><span style="--shiki-dark:#A5D6FF;--shiki-light:#0A3069">data_steward</span>
```

Highlights

Merge duplicate records across any DocType from the list viewConvert existing items into variants of a templateSet or remove clearance dates on Payment Entries and Journal EntriesEvery tool is off until an admin enables it, and each needs a roleEach change leaves a comment on the document it touched

Related projects

[All open-source projects](/open-source/)

[ERPNext TaskView](/open-source/erpnext_taskview/)

Active&#xA;

A project and task workspace for ERPNext, with timers and hour budgets for staff and a portal where customers follow and work on their projects.

MIT[GitHub](https://github.com/Avunu/erpnext_taskview)

[ERPNext CIS Plus](/open-source/erpnext_cis_plus/)

Stable&#xA;

Simpler customer, contact, and address management for ERPNext, with address validation, geolocation, and a map of your customers.

MIT[GitHub](https://github.com/Avunu/erpnext_cis_plus)

[Automated Subscriptions](/open-source/automated_subscriptions/)

Active&#xA;

Automatic billing for ERPNext Subscriptions, with payment requests, billing anchors, proration, consolidated invoices, and credit notes.

MIT[GitHub](https://github.com/Avunu/automated_subscriptions)

Need help with it?

Need a large cleanup done safely? Our ERPNext implementation team does data cleanup and migrations.

[Explore ERPNext implementation](/services/erp/erpnext/)[Start a project](/start/)

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