ZOHO - Import task
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£50(approx. $62)
- Posted:
- Proposals: 7
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- #2806813
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Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |
Dhaka
WordPress Expert/Woocommerce Expert/Data Scientist/Python Expert/Auto-CAD/3D/2D Animation/ White Board Animation
Rawalpindi
9885793018043422471156522250717330155493151005
Description
Experience Level: Entry
Hi
We need a function added to our Zoho system where:-
1) we add a unique identifier to a record such as a title which can only apply to that record and any imports we do are automatically added to that record and not over write any of the current data already on there. We have used Creator to create the form and we intend to import from Excel. We will need to import into the record numerous times without overwriting this information.
2) We have a box on our form in creator where we need to add images (which have been completed using a save as to save to our computer) and using the unique identifier as the name of the image . However we need to import the images automatically into the Zoho records based on the unique idenitifier.
3) We also have a PDF or word document that we need to do on the same basis where the document is saved as the unique identifier title is K894567
Thanks
We need a function added to our Zoho system where:-
1) we add a unique identifier to a record such as a title which can only apply to that record and any imports we do are automatically added to that record and not over write any of the current data already on there. We have used Creator to create the form and we intend to import from Excel. We will need to import into the record numerous times without overwriting this information.
2) We have a box on our form in creator where we need to add images (which have been completed using a save as to save to our computer) and using the unique identifier as the name of the image . However we need to import the images automatically into the Zoho records based on the unique idenitifier.
3) We also have a PDF or word document that we need to do on the same basis where the document is saved as the unique identifier title is K894567
Thanks
James P.
100% (55)Projects Completed
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30 Sep 2022
United Kingdom
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