Custom Data Export Interface for Zoho CRM - Price TBC

Overview -

We are seeking a contractor to develop a custom data export interface for our Zoho CRM system. Our CRM currently contains approximately 3.6 million Contacts and 1.4 million Accounts, and we need an efficient solution to export data based on various parameters due to limitations in Zoho CRM's native export functionalities.

### Objectives The primary objective of this project is to create a robust, user-friendly interface that allows for flexible, parameter-based data exports from Zoho CRM. The interface should handle large data volumes efficiently and enable users to specify different export parameters with ease.

Functional Requirements

1. **User Interface**
- The interface should be web-based and accessible from any browser.
- It should be intuitive and user-friendly, with a clean, modern design.
- Users should be able to log in using their Zoho CRM credentials, where User Profile = Administrator.

2. **Data Export Parameters**
- Users must be able to select various parameters for export, including but not limited to:
- Date ranges (e.g., creation date, modification date)
- Specific fields (e.g., name, email, company, etc.)
- Custom fields specific to our Zoho CRM setup
- Record types (e.g. Contacts and Accounts at the same time)
- Users should be able to apply multiple filters simultaneously.

3. **Export Formats**
- The system should support multiple export formats, including CSV, Excel, and JSON.
- Users should be able to select the desired format before exporting.

4. **Export Handling**
- The system should handle large data volumes efficiently.
- If the data volume exceeds a certain threshold, the system should provide an option to split the data into multiple smaller files.
- Users should be notified via email once their export is ready for download.
- The system should ensure data security and integrity during the export process.

5. **Scheduling and Automation**
- Users should be able to schedule regular exports (e.g., daily, weekly, monthly).
- Automated exports should follow the same parameter-based rules and send notifications upon completion.

#### Technical Requirements

1. **Integration with Zoho CRM**
- The interface must integrate seamlessly with Zoho CRM using Zoho's API.
- Ensure compliance with Zoho CRM’s API rate limits and guidelines.

2. **Data Security**
- Implement secure authentication and authorization mechanisms.
- Ensure that data handling complies with relevant data protection regulations (e.g., GDPR).
- Use encryption for data in transit and at rest.

3. **Performance and Scalability**
- The system should be able to handle concurrent requests efficiently.
- It should be scalable to accommodate future increases in data volume.

4. **Documentation and Support**
- Provide comprehensive documentation for users and administrators.
- Offer support and maintenance services post-deployment.

### Deliverables

1. **Functional Interface**
- A fully functional web-based interface for data export.
- Source code and necessary configuration files.

2. **Documentation**
- User manual and admin guide.
- API documentation (if applicable).

3. **Testing**
- Test cases and results.
- User acceptance testing (UAT) completion certificate.

4. **Support**
- Post-deployment support for a specified period (e.g., three months).