Microsoft crm import export dataJobb

I need an expert with in-depth knowledge of Word, urgently. Your task would be: - Helping me with document formatting for my business proposals - creation if a user guide for online tool (pretty simple initially 10 pages ) Key Skills or Experience: - Mastery of Microsoft Word 2016 - Experience in formatting business proposal documents - Exceptional attention to detail - Excellent communication skills and responsiveness - Familiarity with the conventions and standards of business proposals would be a plus Please share your previous experience with Word and any relevant samples of business proposal formatting. Your prompt and professional service will be appreciated.

I'm looking for a skilled web developer to create a tool that will generate digital ID cards. The ID card will include the following details: - Name and photo - Employee/Student ID number - Organization logo - ID CARD PSD Image will be provided - PHP or laravel Based...looking for a skilled web developer to create a tool that will generate digital ID cards. The ID card will include the following details: - Name and photo - Employee/Student ID number - Organization logo - ID CARD PSD Image will be provided - PHP or laravel Based Backend - We will upload the details in excel file. -List of ID cards generated - Excel import required - Option to create ID card manually - Option to create id card via excel import file - Send email to all ID cards generated in batch when u...

I am looking for an expert who can assist me with the setup and configuration of Microsoft Dynamics 365; specifically in the areas of Field Service and Business Central. Key Responsibilities: - Implementing Dynamics 365 from scratch. - Setting up and configuring the Field Service and Business Central modules. Ideal Candidate: - Proficient in Microsoft Dynamics 365 platform - Proven experience in Dynamics 365 setup and configuration - Extensive knowledge in Field Service and Business Central modules - Able to work with little to no supervision Your role will be to ensure a smooth and effective setup, enabling our team to easily navigate and use these modules. It is, therefore, imperative that you possess an in-depth understanding of Dynamics 365. Experience in...

...is a complex business but we will spend all the time in the world to train you thoroughly until you feel comfortable in the role. Tasks • Phoning customers based on various criteria such as reminding them about events and event requirements. • Being aware of events, key dates and ensuring all relevant staff and customers are informed and interacting with these accurately • Data and Document checking • Data Entry • Keep CRM tidy and accurate • Prepare and sort out paperwork ahead of events and distribute within the organization And more… Position Requirements • Experience in an admin role • Spelling accuracy • A good eye for fine details • A perfectionist • Passionate about being organized • A well-...

Hi I need a professional on excel api using VB language to import volume and open interest data from interactive brokers into excel sheet as real time data

I am looking for a Marketing Assistant to join my...Ability to work independently and as part of a team. Skills Required - Developing and managing advanced marketing strategies - Content creation for various platforms - Formation and execution of compelling advertising campaigns The main focus of your work will be on generating meaningful leads that can be converted into a loyal customer base as well as managing our Website and connecting it to our CRM. A deep understanding of the market dynamics will be ideal for successful lead generation. Your superior skills in website management, creative content development, and effectual advertising campaign construction could make a significant impact on the business. Your broad yet profound experience in the aforementioned areas will set ...

I am in need of a python script that can import data to my store. I have all the data ready, but I need a script that can seamlessly upload it to the platform. - The script should be able to take in data from a given source and format it according to 's data input requirements. - It must be efficient, allowing me to upload a large volume of product details without errors. - While I don't have a specific data source in mind, the ability to integrate with different data sources in the future would be a plus. Ideal Skills: - Proficiency in Python - Experience with data import/export scripts - Familiarity with eBay's data input specifications - Ability to develop efficient and error-free scripts

...developer who specializes in creating Google Spreadsheet plugins. The purpose is to import and export mixed data type including both text and numerical data. Key Objectives: - Development of a Google Spreadsheet plugin. - Integration for data from a web-based app. - Build up functionality of data import/export. Ideal Skills: - Experience in developing Google Spreadsheet plugins. - Proficiency in handling both numerical and text data. - Experience in integrating with web-based applications. The project involves developing a plugin for Google Spreadsheet that enables sharing specific spreadsheet data with our users, subject to their permissions. Upon sharing, users can view and potentially interact with the dat...

We have initiated the deployment of a collective video call service using an open-source platform within the Microsoft Azure environment. The virtual machine (VM) and network resources have already been configured, but the project requires finalizing the setup to ensure the service is accessible both within and outside of Azure (internal and external IP). We are seeking an experienced professional who can complete the following tasks: Required Services: Review the current configuration of the virtual network and VM in Azure. Complete the network parameter setup to ensure the video call service is accessible over the Internet, including the configuration of firewall rules and network security if necessary. Install and configure all necessary components and dependencies on the virtu...

I'm in dire need of a proficient data typer for immediate engagement. Your main responsibility will be converting data, delivered in digital files ranging from PDFs, Word documents, to spreadsheets (Excel, CSV), into the desired output format. Ideal Skills/Experience: - Strong typing abilities - Proficient in Microsoft Office Suite - Good knowledge of diverse data types and formats - Ability to deliver high-quality work under tight schedules. Your ability to start immediately will be a huge plus. Let's get this done, ASAP!

We require someone to export reports from our Salesforce (Marketing Cloud). A recording will be provided with complete instructions, as well as where to save them in the cloud. The process of exporting reports for 1 campaign takes approx 90 seconds. We have 1000 campaigns, around 25 hours of work.

...will be exposed to for each of the 3 speeds, whether the forces are enough to pin the riders to the walls, and the rpm of the most suitable ride speed For me, I am aiming - To understand the fundamental techniques of handling three sets of data through Excel. - To learn how to effectively import this data to MATLAB. - Finally, to produce a scatter plot representation of the imported data in MATLAB. This project primarily involves data from an experiment, so I'm aiming at gaining knowledge of not just importing data but also how to use MATLAB for data analysis. For you, prob need a bit of math skills, defin need to be good at sciences and Matlab, i am hoping someone that can explain to me in detail, step by step tutorial would b...

...have some experience with ZOHO CRM and now I'm looking for an expert who can provide me with effective coaching. My primary focus areas are Sales Automation and Reports & Dashboards. I have three main goals in mind for using ZOHO CRM: - Increasing sales productivity: I aim to utilize ZOHO CRM to make my sales processes more efficient and streamlined. - Improving customer relationship management: I want to leverage the CRM to enhance my understanding and engagement with my customers. - Analyzing sales performance: I aim to gain actionable insights from the data generated within the system to optimize my sales strategies. To help me achieve these goals, I'm looking for a professional with the following qualities and skills: - Extensive...

...of a catalogue of digital products, the saas offering and some hardware – ( customer will purchase the monthly saas offering that will include 1 or more digital products this process and flow will need to be worked and developed) Full automated payments and commissions ( mainly done via WP jobster and already developed just needs set up) API connectivity connects so all data flows both ways fic the CMS / Hubsport crm and WP ( hubspot already connected the api will need to be developed for connection and and account set up from the CMS) Search and trending tags for search connected A list of mirror fixes on the attached document. For clarification the theme will take care of all the back end functionality required. End users who buy the service plus...

...request a quote for "We have a C# Windows application that produces price quotes. We'd like for our users to be able to send the quote to QuickBooks Online as an Invoice. If we were given the specific format of a JSON file our developers could export the price quote to a file. The project would be an application and source code that would take the exported file and import it into Quickbooks Online. The application should run standalone for testing but we will likely incorporate it into ours as a menu item.". Here are some items I want in the quote: . The data would be for an invoices for a landscape job, so the date, customer info, then line items like SKU, description, quantity, price, then maybe tax and total. I've attached a sample that wou...

I'm in need of a pdf expert who can help me convert my 8 page patient form PDF to a version where it can be easily filled out and signed electronically. Key Requirements: - Proficient in Microsoft Word, which is what the original PDF is formatted in. - Create diverse fillable fields such as text, multiple-choice, and date fields. - Follow the specific design and template I have in mind to keep the original essence of the PDF. Attached is an example of the forms. I have the original pdfs which are clearer that I can send. The ideal freelancer is one who has significant experience with PDF editing, and specifically with creating fillable PDF forms. Attention to detail is a must, as the converted document should align perfectly with the design provided.

seeking a front end and back end team to create a proprietary enterprise system that connects with third data providers and underwrites and evaluates real estate properties based on multiple financial models run at the same time to determine highest and best use for future development for that piece of unimproved or improved land parcel. Modeling to be run automatically, with resulting land value will be identified as well as an exit value based on projected expenses meeting a ROI for our investors. Fees will be integrated in the expenses and disposition fees. 3rd party Data inputs (both CSV files and API integration) to seamlessly capture data inputs into the financial modeling. Upon meeting a financial threshold, a report is auto-generated and a building example is ...

...-Reach out to support coordinators and key stakeholders to establish partnerships. -Utilize phone, email, and meetings to engage with potential partners. -Arrange catch-ups to foster relationships and build trust. -Leverage sales experience and CRM understanding to drive partnership development. -Ideal candidate will have experience in NDIS and disability support services. Requirements: - NATIVE ENGLISH LANGUAGE OR HIGH LEVEL NO ACCENT LANGUAGE SKILLS ARE A PREREQUISITE. -Previous sales experience, particularly in partnership development. -Proficiency in CRM systems for effective relationship management. -Ability to set up and maintain appointments and meetings. Familiarity with NDIS and disability support OR service based b2b selling services preferred. Compensation: -H...

I need a developer to create a Wix application that integrates data display features while maintaining a minimalist and clean aesthetic. The specific requirements of this project are: - The application should display specific customer data, class data, and rental data - The application should provide live updates and real-time data - It should have sorting and filtering options for the data display - Customizable data visualizations should be incorporated for users' easy and comfortable navigation The ideal candidate for this project should have strong experience and skills in developing with Wix and Wix Apps, SQL and integrating them cohesively. Understanding the importance of data management and the ability to integrate real...

Seeking a skilled developer to implement a ready-made CRM (Customer Relationship Management) marketing platform that caters to a large customer base (more than 10,000). Key Project Features: - Email Marketing - Lead Management - Sales Pipeline Tracking Ideal skills and experience: • Proven experience in implementing CRM platforms in large-scale scenarios • Excellent understanding of CRM marketing components, especially in email marketing, lead management, and sales pipeline tracking • Capable of working with ready-made solutions with minimum need for customization Your main task will be to integrate these features into a CRM platform with minimal changes. Consequently, being adept with the aforementioned components is of the utmost importance....

I want to make a Microsoft education presentation where it starts off with showing the Windows logo, then zooms into one of the panes of the logo then it goes into a couple of points for that topic, then zooms back out to show the windows logo then zooms into another pane of the logo. So basically : Windows Logo, Topic #1, zoom into a window pane, after topic #1 is done, zoom out to show the window logo, Topic #2, zoom into another window pane, after topic #2 is done, zoom out to show the window logo, Topic #3, zoom into another window pane, after topic #3 is done, zoom out to the window logo, topic #4 zoom into the final window pane and after topic #4 is done, final slide should be a conclusion of the 4 topics and an opportunity to show a video then its over. I dont want any in...

I'm in need of a PowerPoint template that represents my brand in a modern and snazzy way. The color scheme should be inspired by the Microsoft logo. I intend to include a blend of text-heavy slides and images/videos in my presentations, and I'll need the template to accommodate this. Template Structure: Introduction: Microsoft logo with zoom-in animation to focus on one window pane. Placeholder text for presentation overview. Topic 1: Zoom-out animation from current window pane to transition. Placeholder text for Topic 1 content. Topic 2: Zoom-out animation from current window pane to transition. Placeholder text for Topic 2 content. Topic 3: Zoom-out animation from current window pane to transition. Placeholder text for Topic 3 content. Topic 4: Zoom-out ani...

I am looking for a qualified freelancer who can assist in setting up, managing, and troubleshooting my Microsoft 365 deployment. Specifically, I require support in: - Configuration of Microsoft 365 - Setup less than 10 users, including access control - Ongoing troubleshooting and support post-deployment - Syncing of emails and calendars - Configuring organizational level sharing and security policies. Freelancer should have experience with Microsoft 365 and be familiar with customizing access controls based on specific job roles. Knowledge of email and calendar syncing (gmail to outlook. Outlook to teams, etc, as well as file sharing within the platform is also desirable.

Hello, I have a xlsx file with 2 sheets (sheet 1: data; sheet 2: pivot table), I need a vba macro that do this: - Delete data from sheet 1; - Import a txt file (the user can select it) in sheet 1; - Update the pivot table without changing formatting. And will share you more details in via chat box. Thanks

We last worked together 3 yrs ago. I have a PHP script that I use to import data into my web application. However, I'm encountering issues with single quotes (') in the data fields, which are causing problems during the import process. I need a skilled PHP developer to modify this script to effectively remove any single quotes from the data fields array prior to the import. Single quotes are my immediate need, however I would like to include some other non-standard non-english characters that are used in names, like ( á, é, í, ó, ú, ü, ñ, ¿ and ¡ <-(upside down exclamation mark)

...**Convert Traditional Menu to Digital:** QR code enables easy access to the digital menu. - **Complete POS System:** Order creation from the counter. - **Order Management and WhatsApp Updates:** Updates for customers and restaurant staff. - **Flexible Ordering:** Options to place orders from the phone, table, or home. - **Auto Invoice Generation:** Invoices sent via WhatsApp. - **Customer/Order Excel Export:** For easy management and analysis. - **Reporting:** Monthly and daily order reports. - **Menu Updates:** Upload menu via Excel, update prices and pictures anytime. - **Unique QR and Link Generation:** For pamphlets and Google business. **Ideal Candidate:** The ideal freelancer should have experience in digital menu creation and POS system integration, with expertise in real...

...Allow the user to navigate through the generated design options. Functions for the user to select their preferred option and customize details (optional). Materials and Cost Estimation: Display a chart/list of materials needed for the selected design (e.g., wood, hardware, appliances). Provide a total cost estimate based on the materials required. Export/Save: Export the selected design to an image or PDF format. Optionally, allow saving the design data. Technical Requirements: Programming Language: Python, Java, C++ or other as recommended by the freelancer. Graphics and UI libraries recommended by the freelancer. Deliverables: Complete and documented source code. Application executable for Windows/Mac/Linux. Brief user manual. Required Skills: Experience in sof...

I am in need of a freelancer who can create paginated Access reports. The job involves: - Using data from MS-Access to use in the report. - Converting the extracted data into paginated reports. - Very good knowledge of SQL. The perfect candidate will be proficient in manipulating SQL language and creating Access reports, with a keen eye for detail and a some understanding of sales data. Background in SQL language and Microsoft Access report is advantageous. Attached is a sample of the report I need the candidate to perform, but in much better format and with the correct information extracted for each column.

...proficient developer who can create a comprehensive system using O365 MS Forms. The project will involve: - Creating a form using O365 MS Forms that incorporates more than 20 questions, all requiring text input. - Integrating Microsoft Lists to store the responses from the form, including the list of questions and best practices. - Utilizing Power Automate to fully automate the process and generate a MS Word report. Key skills required include: - Excellent proficiency in O365 MS Forms - Experience using Power Automate - Knowledge on integrating Microsoft Lists - Ability to work with MS Word report templates, as a specified layout will be provided. This project requires a developer with a keen attention to detail, excellent technical abilities and the capa...

Looking for a skilled freelancer to efficiently transfer 500 questions from Microsoft Word to an Excel spreadsheet. This task requires precision and attention to detail. If you have experience with data entry and are proficient in both Word and Excel, we'd like to hear from you. This is a straightforward project with clear instructions, offering flexibility and a competitive rate. Join our team and help us streamline our data management process.

My project requires accurate typing of a typed page into a Microsoft Word document. It's necessary to have prior typing experience services to take on this project. Essentials to note: - The text should be typed in a standard format which is easy to follow - The font of choice should be Times New Roman, size 12 A sharp eye for spelling errors and ability to maintain formatting consistency. 8x11.5 typed page NOT in landscape view. Proven experience with MS Word is beneficial and will be preferred.

I'm in need of a skilled IT professional to help with my Outlook email exchange. Specifically, I require: - The implementation of DMARC to my Microsoft 365 account. - Guidance on domain registration and setup. I'm currently not sure about my domain registration status and would appreciate help understanding and potentially setting this up. Ideally, I'm looking for individuals who not only have a deep understanding of Microsoft 365, DMARC, and Outlook email exchange but also have experience assisting less tech-savvy individuals in navigating the process. Your communication skills and ability to explain complex IT procedures simply would be highly valuable in this project.

...assessment test targeting advanced skills on Microsoft Office's Word, Excel, and PowerPoint. The objective of this sophisticated test will be to gauge the advanced proficiency level of test-takers, with expected deliverables including: - Word proficiency: Ability to create and format advanced documents. - Excel proficiency: Demonstrate potent data analysis and reporting skills. - PowerPoint proficiency: Proficiency in creating and designing effective presentation layouts. The ideal freelancer for this job will be an expert in Microsoft Office Suite, with solid experience in creating similar tests or training materials. Familiarity with modern educational standards and requirements will be an added advantage. Mastery in document creation, data handling ...

I'm seeking a fre...seeking a freelancer with outstanding Excel skills to compile a comprehensive list for personal contacts. The required data for each contact includes: - Name - Address - Phone number It's essential to meticulously organize and enter the required data into the spreadsheet. Precise attention to detail is crucial to ensure no errors are made when adding the details. While there isn't a specific order for the data I will provide you with, I expect clear and uncluttered presentation will be kept as a consistent standard. The ideal freelancer should have: - Proven experience with data entry - Keen attention to detail - Excellent organizational skills - Proficient Skills in Microsoft Excel. If this sounds like you, ...

I need an experienced .NET C# developer to urgently create an ArcGIS plu...plugin should include: there is already ArcGis plugin that already works on AutoCAD , but i want one that can be created that can run on GstarCAD - Data Sharing - 3D Modeling - Import/Export Features - Other major functionalities related to CAD and GIS integration that is already in ArcGis that works on AutoCAD The timeline is crucial, I require this as soon as possible. Ideal Candidate: - Proficiency in .NET and C# programming languages - Demonstrable experience in ArcGIS platform, specifically plugin creation - Familiarity with CAD softwares, especially GstarCAD and AuTOCAD - Strong understanding of data sharing, 3D modeling, import/export functionalities in GIS envir...

I need assistance with...facilitated by a dropdown menu. The specifics of my requirements are as follows: - Web Browser: The automation should be compatible with either Google Chrome or Microsoft Edge. - Handling Dynamic Elements: I am not positive about the need for the automation to handle dynamic web page elements. This will require some assessment or flexibility in the solution. The ideal freelancer for this project should have: - Proficiency in VB.Net or C# with Visual Studio 2017 or higher. - Experience with web page automation. - Knowledge of automating input through dropdown menus on web pages. - Familiarity with Google Chrome, Firefox or Microsoft Edge automation. I would appreciate the project being completed within a month, as I am on a defined timeline for this...

Even though I'm completely new to Go High Level, I have an eagerness to learn, particularly in the area of CRM and Workflow Management. Here's what I'm hoping to get out of this project: - Live, one-on-one training sessions that include screenshare - A trainer who has extensive experience with Go High Level Automation, specifically with CRM and Workflow Management - A clear, simple to understand teaching style, that can break down complex concepts for a beginner in this software Ideal candidates for this project will be excellent communicators, patient, and have a knack for teaching software to beginners.

...need of an experienced English-speaking phone appointment setter who can persuasively liaise and secure meetings with prospective clients in the healthcare industry. Your responsibilities would include: - making calls to follow up our email campaign to Nursing Homes - Setting appointments for financial consultation regarding energy refunds - Maintaining a consistent call schedule - Maintaining CRM, database records Ideal Skills and Experience: - Prior experience in appointment setting, specifically in the healthcare or financial services sectors - Strong communication skills and fluency in English - Knowledge about energy refunds will be a bonus - Demonstrated ability to persuade and secure appointments effectively We need a dedicated professional who can not only under...

As a bustling Mortgage company, I'm searching for a dedicated bilingual virtual sales assistant. Must speak English and Spanish fluently. They would be responsible to manage various tasks: - Generating leads: I am particularly interested in someone who can bring in fresh leads and turn them into sales prospects and scheduled appointments. - CRM and Social Media Management: Keeping our CRM system up-to-date is paramount. The ideal candidate will efficiently manage contact details, client communications, and sales leads. Post new social media content daily. - Outbound Sales: A significant part of the role is nurturing leads. Through making outbound calls, follow-ups, sending texts, and emailing flyers and informative details, you'll keep our potential clients engag...

As a development agency owner, I am seeking a Carrd specialist to assist with the creation of simple websites primarily for early-stage sta...these websites. - The preferred starting template for these projects is a 'Business' template. Functionalities: - The websites should include a contact form for user interaction. - Additionally, the websites should have integration capabilities with CRM to ensure seamless data handling. Ideal Skill Set: - Proficiency in Carrd and experience in building websites using this platform. - Understanding of user experience and design principles for creating sleek and effective business websites. - Experience with CRM integrations for seamless data flow and management. Please reach out if you have the necessary ...

Need to fix wordpress exisiting filter, some drop downs are missing there and after selecting drop down from every category and click on find button filter should work rather than automatically work

I'm looking for a skilled d...skilled developer to integrate a form from GHL Connect with our current CRM. The core task will involve: - Data Synchronization: The main requirement is to synchronize data in real-time between the GHL form and the CRM. - Import/Export Workflow: You should create an automated workflow to import or export data from the form to the CRM. - Data Type: The primary type of data to be synced is contact information. Ideal Skills and Experience: - Expertise in CRM integrations and data synchronization. - Proficiency in creating automated workflows for data import/export. - Specific knowledge or experience with GHL Connect would be advantageous. ...

I am in need of a skilled developer, experienced in CRM integrations. The task at hand involves connecting a form from GHL to CloseGPT CRM, in order to send vital lead information. Scope of Work: - Set up GHL form to effectively capture and send Name, Email, and Phone number to CloseGPT CRM. - Ensure the smooth transfer of data between these two systems. - The purpose is to generate sales leads, so make sure the integration works seamlessly to not miss any potential customer. Required Skills: - Familiarity with GHL form setup - Proficiency in CRM data management - Prior experience with CloseGPT CRM system - Expertise in data transfer between different systems Please submit your bid with prior relevant experience. I look forward t...

I am seeking a talented Laravel developer to design a comprehensive ERP Key capabilities desired include: - In-depth knowledge of the Laravel framework, capable of creating reliable and maintainable code. - Familiarity with CRM systems and developing scalable features. - Exceptional problem-solving skills and the ability to understand complex functional and technical requirements. - A history of developing sales pipeline tracking modules or components is a bonus. Look at the attached specification. We have done installations of Laravel and AIMEOS in phase 1 and looking for the developer to do the phase 2 Budget is $100

I have a customer base of Wellness users some of which use Strava on their phone. With their consent I want to be able to access the Strava API to download their activity to my Zoho CRM instance and record all the activity in fields created in Zoho for this purpose. Freelancer requires knowledge of API data requests (Strava experience a plus but this is clearly documented) and knowledge of Zoho CRM for the setup and import of the data.

I want ERP and CRM package software with Saas version standard features and menus. The features I want add python, node js, golang, java, javascript example: The investment I made. I want to receive it as soon as possible. ready package software. or redoing it from scratch. using open source No problem.

I want ERP and CRM package software with Saas version standard features and menus. The features I want add python, node js, golang, java, javascript example: The investment I made. I want to receive it as soon as possible. ready package software. or redoing it from scratch. using open source No problem.

============================ ****Email ...email is received through Email-To-Case. - The system should automatically extract the Account Id from the sender's email address. - The updated Account details must be automatically synced with our Salesforce CRM. -When Case is created thru email-to-case, I wnt to find the matching Account and update the Case's Account to matching Account Id. If there are multiple Accounts found, I would like to update to the latest one Ideal Experience: - Proven experience in Salesforce development and automation. - Strong background in Email-To-Case functionality. - Experience with real-time data synchronization in Salesforce. - Familiarity with Salesforce automation tools and best practices. If you have the necessary skills and exper...

I'm building an CRM platform for churches. I need help to write a product spec for designers and developers to follow and build according to specification. Below is a working document, the product manager should turn this into a product spec for developers and designers to use as reference.

I need professional help to accurately enter and organize text data in an Excel sheet. The text has to be arranged in alphabetical order. I'd also appreciate some expert input in making the document more readable with the appropriate font styles. Ideal Skills and Experience: - Proficiency in Microsoft Excel including formatting - High accuracy in data entry - An understanding of best practices when it comes to data organization - Strong attention to detail and ability to follow specific instructions Requirements: - Type text data into Excel Sheet - Organize data in alphabetical order - Apply appropriate font styles to improve readability.