Transfer from Zoho CRM to Zoho Books
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- Posted:
- Proposals: 8
- Remote
- #1852905
- Expired
Customized Mobile apps | Website Design & Development | Digital Marketing |E-commerce Solutions
Ahmedabad
ZOHO CRM,ZOHO CREATOR,ZOHO BOOKS,ZOHO COMPAIGNS,MOBILE APP DEVELOPMENT,WORDPRESS,Squarespace.
Rawalpindi
930276988579160160918501271914474192197019640751987106
Description
Experience Level: Intermediate
General information for the business: We are a small commercial printing company.
Kind of support: Conversion of estimates, sales orders and invoices from CRM to Accounts.
Description of support work: We are looking for someone with in depth experience of Zoho CRM and Zoho Books.
We've been using Zoho CRM since 2011 and have recently started to use Zoho Books for our account management because of its integration with CRM. Unfortunately, the documents we have created in CRM do not import into Books and we are looking for someone to undertake a one off import of all our Zoho CRM Quotes, Sales Orders and Invoices into Zoho Books.
Before we accept your proposal, we will require you to demonstrate that you can complete the import using dummy data.
Kind of support: Conversion of estimates, sales orders and invoices from CRM to Accounts.
Description of support work: We are looking for someone with in depth experience of Zoho CRM and Zoho Books.
We've been using Zoho CRM since 2011 and have recently started to use Zoho Books for our account management because of its integration with CRM. Unfortunately, the documents we have created in CRM do not import into Books and we are looking for someone to undertake a one off import of all our Zoho CRM Quotes, Sales Orders and Invoices into Zoho Books.
Before we accept your proposal, we will require you to demonstrate that you can complete the import using dummy data.
Adam S.
47% (3)Projects Completed
8
Freelancers worked with
8
Projects awarded
47%
Last project
11 Sep 2017
United Kingdom
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