KashFlow CRM Billing Set-Up - (Convert from CSV macro to Kashflow CRM automation)

£10-400 GBP

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大约 2 年前

£10-400 GBP

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We have taken over a small business and they currently use Microsoft excel to manually create their billing invoices. The current / old process is: 1: Download call data file (TXT file) via FTP 2: Import file into Excel file 3: Generate invoices 4: Import invoices into Kash flow manually 5: Send invoices manually via Kash flow CRM For the new process, we want to step away from using the excel sheets and be able to automate this process within Kash flow: 1: Import call data file via FTP into Kash Flow CRM automatically 2: Kash Flow will generate the invoices (PDF) and email them to the correct customers (monthly) 3: Kash Flow will send email to management showing usage data (daily) For this project we will need someone with experience using Kash flow CRM and be able to set up FTP importing of the text file so the associated PDF invoices and emails go out to customers automatically. I have attached the old method documents to this project.

项目 ID: 33060879

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13威客以平均价£284 GBP来参与此工作竞价

@mkjtunna

Hi i read your project's description and would like to work on it for you. Please share more details in PM. Check my reviews to understand the quality of work i deliver. looking forward to your reply. Thanks Sam

£10 GBP 在1天之内

5.0

(150条评论)

7.1

@ShrineWeb

I have a few queries in relation to the specs of the project. Could we please have a word? My Skills: PHP, Excel, CRM and MySQL

£10 GBP 在7天之内

4.7

(94条评论)

6.4

@Ayo25

I am a data entry specialist and statistician. I have advanced knowledge of Microsoft excel and R language. Please check out my portfolio for my past projects and reviews.

£300 GBP 在7天之内

5.0

(15条评论)

5.9

@scriptzguru

Hello sir, I will implement fetching text file from ftp into kash flow crm and then automate all the process till pdf and email to the correct customer . Please let me know sir when you here thank you

£900 GBP 在10天之内

5.0

(54条评论)

5.9

@gregtechnola9

Hello, Greetings for the Day!!! I have gone through your requirement and understood every aspect of them. I have expertise in this domain .also I have many experts working on the same with me. I have good enough experience to handle this project. When you want this project to be completed? I will offer you seamless work with optimum quality let's talk and get it done* Thanks and regards, Vishal G

£400 GBP 在7天之内

4.9

(18条评论)

5.1

@gurdishaleks

Hello, How are you today? Thank you for posting this project, and I'm very happy to bid on your project. I've read carefully your project details. I have rich experiences related to your project. Your satisfaction with the project is my top priority! If you give me a chance to work with you, then I will do my best to reach your requirements. I'm waiting for your kind response. Please send msg over chat. Let's go. I will do my best for you. Best Regards.

£279 GBP 在7天之内

5.0

(2条评论)

4.1

@vadimvirvikhvist

⭐⭐⭐⭐⭐ Hi. ⭐⭐⭐⭐⭐ Thank you very much for giving me this opportunity to participate in the project. If you are looking for quality work, please give me an opportunity to explain more about the work we are going to do for your project. I will be waiting for your positive and fruitful response. Thanks.

£299 GBP 在7天之内

5.0

(4条评论)

3.4

@CNoctis

Hello, nice to meet you. I have a work team of four people who are fully trained to carry out the requested work, we have knowledge in programming languages such as C, C++, C# Python, Js, Java, html, CSS, PHP, among others. We also have experience in handling databases such as SQL and MySQL. We promise to finish the job in the specified time. Thank you very much I hope your acceptance, happy afternoon.

£280 GBP 在7天之内