Terminé

Zoho CRM data cleanup for accounts and contacts

I have Zoho CRM+. I need to be able to clean up the data specifically in the Accounts and Contacts modules.

Budget is $500 CAD.

Seeking an EXPERT level developer to develop an application to identify and merge "fuzzy" matches (especially in Accounts module, but also in Contacts module) *, update account ID for merged or changed accounts for associated Contact records, strip off extraneous data such as "Inc", "Ltd", "Corp", "a division of", etc. for Accounts, remove middle names/initials and any degrees/certifications data such as "[login to view URL]", "BA", "MBA", "PMP", etc. from Contacts and similar types of cleaning.

Because this is critical Master Data for my business, the application would need to provide a "staging" step where current data could be checked against what the automation proposes to change it to prior to a "commit" stage.

Obviously, a detailed log file will need to be generated to show what changes have been made once it is run.

WHEN RESPONDING: please CLEARLY explain your experience developing for Zoho (and ONLY that as i don't care what other experience you have since it won't be relevant), especially if you have done similar work already.

Also state your best estimate of time to complete.

I will NOT Be sharing my login info for Zoho, so you will need to build and test this against a trial subscription or some other way you can accomplish it. Once you demonstrate to me that it works without issues, I will need written instructions of how to deploy against my instance.

*Note: I'm realistic about expectations for what can be accomplished through automation. I'm only looking for an 80% threshold in terms of accuracy for the automation with the other 20% needing some sort of interface (UI) that I can access to manually resolve.

Compétences : CRM, Zoho, Data Cleansing, Développement de logiciel, Web Development

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Concernant l'employeur :
( 0 commentaires ) Calgary, Canada

Nº du projet : #20596904

Décerné à:

fairchance

Dear Sir, Hi I am preferred freelancer on this site which is an evident of great quality work we offer for our respectable clients. I am also Top Zoho One Freelancer. Thank you for providing us this opportunity to Plus

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(61 Commentaires)
6.3

15 freelance font une offre moyenne de $470 pour ce travail

yaminisurender

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have seven years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator, Z Plus

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5.1
fanninson45

INTRODUCTION I have 4+ years’ experience with Zoho architecture and strategy exhibiting excellent technical skills, and a keen sense of innovation. I am also skilled in Zoho administration, building reports and custo Plus

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4.9
songhwa2019

Hi there. Thank you for your posting. I am LuoLin and I work for a tech group which provides the erp solution for companies. Our main approach is to customize the opensources such as odoo, erpnext for erp and zoho, sui Plus

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4.3
fbs2009

Hey, I am Fateh Singh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Cus Plus

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3.5
ShelbyPeng

[login to view URL] years of experience of database design and system design, especially skilled in Zoho Products including: Zoho Creator, Zoho CRM, Zoho Books, Zoho Inventory, Zoho Invoice, Zoho People.. 2. I am Zoho Certified Dev Plus

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3.6
kornienkoelvira

Dear, Sir. How are you? I have read explanation for your project in details and I have been building website for 8+ years. During that period, I have studied many top skills and especially, I have ever developed pl Plus

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EliteMobile330

Hi, I just reviewed your project description and interested in your project. Sure you will get the satisfied result. I will wait your contact. Let's argue more details of the task at freelancer's chat room. hope see yo Plus

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sanjay240279

I am an MBA with more than 14 years of experience and have worked in handling leads both on Software like Zoho, Hubspot and Mailchimp as well as through Excel sheets. I have used Zoho for more than 4 years with in-dep Plus

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acewebxpert

Respected Recruiter, Greetings!!! I've reviewed your description. You are looking for a ZOHO expert for your project. My query: Can you provide the link? I'm a web development expert. I've been a professional desing Plus

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jyotiguru555

I am Zoho Certified Consultant. I have 2.5 years of experience in Zoho CRM. I have completed many projects like Inventory Management, Lead Management, Project Management in Zoho CRM. I have maintain the data like Impor Plus

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Lavlu

Hi, I'm a Professional Web & Software Developer, having 13+ years experienced in Zoho CRM, Twilio API, PHP , MySQL, HTML, CSS, Javascript, UX/UI Design, Web Development and expert in Zoho CRM and Twilio Flex Integr Plus

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farsatech

Hi! Hope you are doing great. My name is Satyajit an expert in Web design and development. I have come to know that you needed support in your project. I would like to have the opportunity to discuss about the project Plus

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ashurawat379

Hi, I have faced these kinds of issues in earlier projects. I can make feasible automation or provide you a better solution.

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