Phoenix - Your AI AssistantScoro API Integration with Excel via Heroku
- Posted:
- Proposals: 29
- Remote
- #4345014
- OPPORTUNITY
- Expired
Warsaw 
Description
Experience Level: Expert
Description:
We are looking for an experienced developer to help us integrate Scoro’s API with Excel via a PostgreSQL database on Heroku. The goal is to enable dynamic data extraction from Scoro and allow real-time reporting in Excel with automated data refresh capabilities.
Scope of Work:
Set Up PostgreSQL Database on Heroku
Configure a database to store data extracted from Scoro.
Ensure secure and efficient data management.
Extract & Sync Data from Scoro API
Connect to Scoro’s API and retrieve relevant data (quotes, project profitability, sales performance).
Automate data extraction at scheduled intervals.
Connect Heroku Database to Excel
Enable Excel to query and pull data directly from Heroku.
Ensure data refresh with minimal manual input.
Testing & Optimization
Ensure data accuracy and smooth integration.
Provide basic guidance on how to refresh reports and troubleshoot.
Requirements:
✅ Experience with Scoro API (or similar CRM/business management APIs).
✅ Strong knowledge of PostgreSQL & Heroku deployment.
✅ Proficiency in Excel’s data connection tools (Power Query, ODBC, or API connections).
✅ Ability to write Python or Node.js scripts to automate data extraction.
✅ Good communication skills to provide documentation or guidance on usage.
Project Budget:
We are open to proposals, but we estimate the budget to be £500–£1000 depending on experience and project timeline.
Project Timeline:
Ideally, we’d like this completed within 2–3 weeks.
How to Apply:
Please submit a proposal outlining:
Your experience with similar API integrations.
A brief overview of how you’d approach this project.
Any relevant projects or portfolio examples.
Looking forward to working with the right expert on this project!
We are looking for an experienced developer to help us integrate Scoro’s API with Excel via a PostgreSQL database on Heroku. The goal is to enable dynamic data extraction from Scoro and allow real-time reporting in Excel with automated data refresh capabilities.
Scope of Work:
Set Up PostgreSQL Database on Heroku
Configure a database to store data extracted from Scoro.
Ensure secure and efficient data management.
Extract & Sync Data from Scoro API
Connect to Scoro’s API and retrieve relevant data (quotes, project profitability, sales performance).
Automate data extraction at scheduled intervals.
Connect Heroku Database to Excel
Enable Excel to query and pull data directly from Heroku.
Ensure data refresh with minimal manual input.
Testing & Optimization
Ensure data accuracy and smooth integration.
Provide basic guidance on how to refresh reports and troubleshoot.
Requirements:
✅ Experience with Scoro API (or similar CRM/business management APIs).
✅ Strong knowledge of PostgreSQL & Heroku deployment.
✅ Proficiency in Excel’s data connection tools (Power Query, ODBC, or API connections).
✅ Ability to write Python or Node.js scripts to automate data extraction.
✅ Good communication skills to provide documentation or guidance on usage.
Project Budget:
We are open to proposals, but we estimate the budget to be £500–£1000 depending on experience and project timeline.
Project Timeline:
Ideally, we’d like this completed within 2–3 weeks.
How to Apply:
Please submit a proposal outlining:
Your experience with similar API integrations.
A brief overview of how you’d approach this project.
Any relevant projects or portfolio examples.
Looking forward to working with the right expert on this project!
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Log inClarification Board Ask a Question
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Are you open to a dashboard alternative instead of Excel?
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I have experience integrating APIs with PostgreSQL and automating data pipelines for real-time reporting. To ensure an optimal solution, could you clarify: (1) Should the data extraction be real-time or scheduled at specific intervals? (2) Do you prefer a direct Excel connection via ODBC, or would a Power Query approach be more suitable for your reporting needs? (3) Are there any specific data transformation or aggregation requirements before storing data in PostgreSQL? I’m happy to propose an approach that maximizes efficiency while staying within expectations .