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- Proposals: 7
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Description
Kind of development: Customization of existing program
Description of requirements/functionality: We are a bespoke tailoring company and keep track of all of our orders via an excel spreadsheet. We use Infusionsoft as our CRM but would like to integrate our orders from our excel spreadsheet in to Infusionsoft.
In order to complete this job, you will need to have experience working with both Excel and Infusionsoft.
Specific technologies required: Infusionsoft & excel
Extra notes:
Jordan B.
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Hi Jordan,
Is it possible for you to share the existing Excel sheet that you are using so tath ic an see which all fields are there.
You can remove the data and leave only one data so that i can understand .
I look forward to your reply.
regards,
Shawn -
Dear Jordan,
Is the intention that the Excel spreadsheet will be deprecated once everything is migrated?
Kind Regards
MarkJordan B.28 Sep 2016Dear Mark,
We were hoping to stop using excel to record our orders and instead use Infusionsoft soley. However, at this moment in time we are happy to 'merge' the excel spreadsheet so to speak on to Infusionsoft. Even if this was completed weekly/monthly so that we have up to date contact records on Infusionsoft.
I hope I have made sense?
Kind Regards,
JordanMYM S.28 Sep 2016Jordan,
That makes perfect sense. So essentially you want something building that will takes the spreadsheet and push to the CRM. Ideally you want to be able to run it periodically while you are migrating over to using the CRM full time?
Kind Regards
Mark -
can i see existing website url ?
Thanks,
MeenuJordan B.28 Sep 2016Dear Meenu,
What URL would you like to see?
Thanks,
JordanMeenu S.28 Sep 2016existing website url ?
Thanks,
Meenu -
Hey Jordan,
We are analyzing your project requirements and would like to discuss the project in detail so that we both have the same level of understanding about the project and based on that give you with the best cost and time for this project.
Please open PMB for a brief discussion over the project.
Thanks & Regards,
Sean