Data migration in zoho crmmunkák
A svájcban dolgozó külföldi munkavállalók itt tudják ellenőrizni, hogy megfelelő adó összefet vont-e le a munkáltatójuk. 1. Személyes adatok bevitele 2. az adókategoria besoroláshoz kiválasztós adatbevitek kb 5-6 kérdés 3. adattábládól a megfelelő adó % mérték meghatározása ( leírás pdf 4.1-4.5) 4. a bér összegéből az adó ...kiválasztós adatbevitek kb 5-6 kérdés 3. adattábládól a megfelelő adó % mérték meghatározása ( leírás pdf 4.1-4.5) 4. a bér összegéből...
Kedves Tamas H.! A profilja alapján Önnek szeretném felajánlani a projektem. Kérem, nézze meg a projektleírást, és beszéljük meg a részleteket! https://www.freelancer.com/projects/php/drupal-module-migration/
- egyedi, RESTful CMS+CRM rendszer fejlesztése - modulfejlesztési feladatok - működő website-ok üzemeltetése
Nature of Work á á á á- áData Entry on CRM TAT á á á á á á á á á á á á- á26 working days One Slot á á á á á á á á - á10 seats Work Load á á á á á á á- á40,000 forms approx
I'm looking for a skilled software developer to create a custom invoicing software for me. This software needs to be compatible with Windows and have the following core functionalities: - Generat...Report generation: This functionality should provide me with insights based on payment history and current outstanding invoices. The software does not need to integrate with other systems like accounting software, CRM systems, or payment gateways. Ideal candidates for this project should have: - Extensive experience in software development, particularly creating custom invoicing software. - Strong understanding of Windows compatibility requirements. - Excellent skills in creating user-friendly software interfaces. Please include examples of similar projects you...
Hi, we are a premier yacht detailing business based in South Florida, dedicated to providing top-notch services to yacht owners. Our goal is to enhance the efficiency of our business while also increasing profitability by harnessing the power of GoHighLevel 1. Set Up Appointment Types: - Create Service Categories: Within GHL, set up different appointment types for each tier of service (Basic, Standard, Premium). Each category will have its own description detailing what’s included in each package. - Define Duration and Availability: Assign specific durations and availability slots for each service type to help manage our calendar efficiently. 2. Implement a Maintenance Schedule: - Create a Suggested Maintenance Calendar: Develop a visual calendar or timeline...
...Linking to CMS Cloud Server Installer for First-Time Server Configuration Support for 4 Migration Panel Options Database Import & Replacement for Migration Fresh Installation with Server Details (IP & DNS, Proxy Setup yes/no(reverse proxy)) Main Server & Load Balancer Connection Automatic Folder & File Creation on Load Balancers (also include streaming php, vod/series checker playarapi php and api php) Nginx Integration for Load Balancing + encryption between servers Remote, Automated Installation of Encrypted Files License Validation System for CMS Dashboard Automatic Deactivation of Expired or Invalid Licenses Full Admin access to manage streaming features ------------------------------------------- Features in dashboard for each admin master acc...
We want to create a widget that display a zoho creator published form. We will provide the link and we want the widget code in zip format to run and it will display the creator form. That the first step, we will need more change after it
I'm seeking a reliable virtual assistant to help with email management and data entry tasks. Key Responsibilities: - Email Management: Primarily Customer Support. Your role will involve handling customer inquiries via email, ensuring timely and professional responses. - Data Entry: This will mainly involve updating spreadsheets and potentially managing our CRM. Ideal Skills: - Excellent written communication skills for customer correspondence. - Proficiency in data entry and familiarity with spreadsheet management. - Experience with CRM systems is a plus. - Ability to maintain confidentiality and handle sensitive information with discretion.
...seeking a skilled and cost-effective freelancer to assist in setting up an Odoo database from scratch, ensuring all necessary configurations for the following modules: Dashboards Contacts Calendar To Do Appointments Meeting Rooms Documents Website CRM Helpdesk Sales Recruitment Planning Timesheets Employees Attendances Expenses Time Off Payroll Approvals Appraisals Referrals E-Learning Members Subscriptions Social Marketing Marketing Automation Email Marketing SMS Marketing Sign Marketing Card Purchase Accounting Lunch Discuss WhatsApp Live Chat Surveys Events Knowledge Data Cleaning Project Link ...
Course Migration To Go High Level We’re seeking an experienced freelancer to assist with migrating a course and workflows from Funnelr to Go High Level. This is a priority project, and we need someone skilled, detail-oriented, and efficient to ensure a seamless transition. What You’ll Do: • Access the Funnelr platform to replicate: • Course structure and videos. • Email follow-up sequences. • Sales pages. • Recreate these elements in Go High Level, including: • Building the course structure. • Uploading videos. • Setting up email workflows and automation. • Rebuilding sales pages. • Test the system thoroughly to ensure: • Email sequences and workflows function correctly. • Sales pages and c...
I need a professional to help me migrate my Oracle database (currently less than 1GB) and WordPress website. The primary driver for this migration is cost savings. Additionally, I would like to integrate some new plugins into my WordPress site during the migration. Key Responsibilities: - Migrate the Oracle database to a more cost-effective solution. - Migrate my WordPress website seamlessly. - Integrate new plugins into the WordPress site during the migration. Ideal Skills: - Proficient in Oracle database management and migration. - Extensive experience with WordPress website development and plugin integration. - Demonstrated ability to implement cost-effective database solutions.
Presupuesto 20 dólares de necesita en un día sobre todo enviar un vídeo de que la integración funciona Estoy buscando realizar la integración de los formularios creados con Gravity Forms con el CRM Verzia. Para ello, planeo utilizar el complemento Webhooks Add-On, que me permitirá conectar ambos sistemas a través de la API de Verzia, asegurando una comunicación eficiente y automatizada entre las plataformas.
...latest (Django 5.5). The site has both custom code and third-party libraries. Here's what you need to know: - **Site Migration**: The primary objective is to ensure the site runs smoothly on the new Django version without altering the user interface design. - **Code Handling**: You'll be working with both custom code and third-party libraries, so a deep understanding of Django and Python is crucial. - **Design Consistency**: It's essential to maintain the same user interface design throughout the migration process. - **Testing**: Unfortunately, there are no automated tests for the existing codebase. Therefore, you should be comfortable thoroughly testing the site post-migration. Ideal candidates will have: - Extensive experience with Django and Pyth...
Idurar ERP geliştirmek istiyorum. Daha fazla modül ekle. Tasarım değişiklikleri yap. SaaS sürümü oluştur. Ve çok daha fazlası. Aradığım kişi: Deneyimli ve işe odaklanabilen. İşi önceliklendiren, parayı ikinci planda tutan. Sürekli ve içtenlikle birlikte çalışabileceğim biri.
I want to develop Idurar ERP. Add more modules. Make design changes. Create multiple SaaS versions. And much more. I am looking for someone: Who is experienced and can focus on the work. Who prioritizes the job, with money being secondary. Who I can work with continuously and sincerely.
We are looking for a highly skilled development agency to build and optimize a full-scale Web3 platform on Solana, integrating customized token minting, bonding curve pricing, liquidity migration, referral tracking, and fee-sharing mechanisms. A public GitHub repository provides some core functionalities (token minting, exponential bonding curve pricing, and liquidity migration), but extensive customization, optimization, and refactoring are required to align with our project needs. Beyond blockchain development, exceptional UI/UX design skills are required—starting with high-quality mockups (beyond Figma) before moving into full frontend implementation. Key Challenges Smart contract customization for tokenomics, liquidity, and referral tracking Merging and r...
I'm seeking a logo designer who can create a sleek, simple, minimalist logo for our CRM business. This logo should consist of a singular, captivating icon or a compelling representation of our business name. Key Requirements: - A minimalist design approach - Use of the primary color code: #c1262a - Innovative design that could be an abstract symbol, business-related imagery or a lettermark (our initials) Ideal Skills: - Proficiency in graphic design and logo creation - Capability to design in a minimalist style - Excellent understanding of color theory and application - Creative thinking to develop an appealing and relevant icon
I'm looking to move my E-commerce website (although it's an e-commerce platform, it is not am e-commerce ...e-commerce platform, it is not am e-commerce website) to a shared hosting platform. This project involves transferring the domain name and all related website content. Ideal candidates for this project should have: - Experience with e-commerce site migration - Proficiency in shared hosting platforms - Knowledge of domain name transfer procedures - Ability to ensure all website content is accurately and fully migrated. - Make sure it's secured - Must be completed by February 2, 2025 Please provide a detailed plan of how you would execute this migration. Your proposal will be evaluated based on your understanding of the task and your ability to ...
Airtable Expert Needed for Custom CRM, Financial Module, and Automated Follow-Up System Description: We are seeking an experienced Airtable expert to build a custom CRM and financial management platform tailored to our educational business needs. The system should integrate with Stripe and Skool, automate workflows, track student progress, and manage financial performance. Scope of Work: 1. Stripe Integration: • Set up manual Stripe payment links. • Migrate payment information to our Airtable CRM. • Automatically grant access to Skool community and unlock purchased courses based on the Stripe link/product. 2. Financial Module: • Record all transactions in Airtable, including Stripe fees and commissions. • Create a dashboard to ...
I'm in need of a detail-oriented professional for manual data entry into our CRM software. The data consists of customer details, booking information and payment records. Key Responsibilities: - Manually inputting data into the CRM - Ensuring accuracy and consistency of data Ideal Skills: - Previous experience with CRM software - Excellent attention to detail - Strong data entry skills The project will be handled by 1-5 users. As such, the ideal candidate should be able to work collaboratively and efficiently within a small team.
I'm seeking a seasoned expert in configuring Automation using Tivoli System Automation 4.1 on zOS to assist with a full-scale migration from our existing BMC automation. Key Responsibilities: - Comprehensive migration of all current BMC automation to Tivoli System Automation 4.1. - Configuration and integration of numerous custom scripts and configurations from our existing BMC setup. - Ensuring a smooth transition with minimal downtime. Ideal Skills: - Extensive experience with Tivoli System Automation 4.1 on zOS. - Strong background in BMC automation systems. - Proficiency in handling custom scripts and configurations. - Excellent problem-solving and troubleshooting abilities. Given the complexity of our current setup, this project will require ...
I need a freelancer experienced with ClickFunnels and Stan Store to help me migrate my course. Please do not apply if you are unfamiliar with either platform. Need someone to start work asap!
I'm experiencing issues with data modelling in a project involving data sources from Dynamics CRM Dataverse and SQL. The primary goal of this project is to facilitate data analysis. As such, I need assistance with: - Data Integration: Combining data from multiple sources to create a comprehensive dataset for analysis. - Descriptive Analysis: Applying techniques to summarize and interpret the data. The tools being used for this project are Power BI for data analysis. Therefore, experience with Power BI is crucial. Ideal Skills: - Proficient in Power BI - Experience with data integration from Dynamics CRM Dataverse and SQL - Strong skills in descriptive analysis techniques - Data model...
I need assistance in setting up Zoho Desk from scratch. The primary goal of this project is to configure the system effectively to improve customer support. Ideal candidates for this project should have: - Extensive experience with Zoho Desk - Strong understanding of customer support systems - Ability to tailor setups for specific goals
I'm seeking a skilled developer to create an integrated webpage and mobile app for CRM tailored for our radiology company. Key Features: - Web, iOS, and Android compatibility - Communication facilitation between our company and clients/patients - Capturing information from new leads/customers, including uploading of ID cards, documents, etc - Providing reports post-diagnostic imaging procedures from our current RIS/PACS (Radiology Information System/ Picture Archiving System) by seamless integration - must be HIPPAA and HL7 compliant - A private section for inter-company interactions per client, including document and ID card uploads - Enabling clients to upload during onboarding via file upload or camera - Full database access for marketing, reminders, and push notifications...
I'm in need of a skilled developer to create a plugin for UISP CRM that interfaces with the Billingo billing system. The Billingo API will be utilized for this task. The plugin must meet the following specifications: - Generate invoices in Billingo based on those created in UISP, with the appropriate tax settings. - Download Billingo invoices via its API directly into UISP CRM, accessible from both the customer portal and the backend. - Void invoices in Billingo when they are voided in UISP CRM. The ideal candidate will have extensive experience with PHP, the current stable release of UISP CRM, and the Billingo API. Familiarity with the UISP building blocks is a must. As user authentication between UISP CRM and Bi...
I'm in need of an experienced IT specialist to guide and help our organization migrate from Gsuit to Microsoft. The support needed covers: setting up the MS account, the transition of data, email configuration, and user training. This project involves the migration of 13 mail accounts. In addition, assistance is also required in moving our data storage from Dropbox to One Drive. Ideal freelancer should have: - Previous experience in email and storage migration - Proficiency in Gsuit, Microsoft, Dropbox, and One Drive - Excellent instructions communication skills for user training - Possible troubleshooting post-migration assistance. The project should be completed within 2-4 weeks. Post-migration support s...
Estoy usando Kommo CRM y necesito configurar automatizaciones, reportes, seguimiento. Optimizarlo. Escribime solo si tenes experiencia y si conoces este CRM. Solo habla hispana por favor
...Opportunity: Remote Data and Profil maker We are looking to hire a dedicated Freelance Data Entry Specialist to join our team remotely. This role requires a reliable individual who can manage essential tasks every Monday with precision and efficiency. Key Responsibilities: Input all necessary information into our CRM system accurately and on time. Send emails to decision-makers and clients, ensuring professionalism and clarity. Prepare offers, forms, and profiles to be shared with our clients. What We Offer: A fixed monthly salary of $100. Flexibility in your working hours, as long as tasks are completed on schedule. A supportive and collaborative remote working environment. Requirements: Prior experience in data entry and working with ...
Zoho HR & Project Management System Integration We are seeking a freelance developer with experience in Zoho systems to integrate HR and project management tools. The project includes syncing data from a WordPress job portal, centralizing HR and project information, and automating workflows across Zoho applications. Key Features: Zoho Integration: Sync applicant data, manage job postings, and track statuses via Zoho Recruit and WordPress API. Project Management: Create projects, assign tasks, and track progress with Zoho Projects. Payroll Automation: Automate payroll and client invoicing via Zoho Payroll. HR Services: Custom recruitment, onboarding, and compliance features for each project. Analytics & Reporti...
Zoho HR & Project Management System Integration We are seeking a freelance developer with experience in Zoho systems to integrate HR and project management tools. The project includes syncing data from a WordPress job portal, centralizing HR and project information, and automating workflows across Zoho applications. Key Features: Zoho Integration: Sync applicant data, manage job postings, and track statuses via Zoho Recruit and WordPress API. Project Management: Create projects, assign tasks, and track progress with Zoho Projects. Payroll Automation: Automate payroll and client invoicing via Zoho Payroll. HR Services: Custom recruitment, onboarding, and compliance features for each project. Analytics & Reporti...
We are looking for companies with expertise in various Microsoft Technologies for a long-term partnership. Key Technologies: - Dynamics CRM - Azure - SharePoint - Dynamics 365 BC - Power Platform - .Net - Microsoft AI Application Instructions: Please start your application with "We are specialized in Dynamics CRM,....[tech stack 1],[tech stake 2... listed above]" and "we are based in [State],[Country]." Has to be in which tech you are specialized. Important Note: - Responses generated by AI will be eliminated immediately. - If you don't fit to budget, avoid applying Ideal Skills: - Deep knowledge of the listed Microsoft Technologies. - Strong software development capabilities. - Experience in long-term softwar...
I'm in need of a seasoned DBA who can assist with setting up Redshift on AWS. The project entails cluster configuration, data migration, and performance tuning. The primary goal of this setup is to facilitate business intelligence reporting. Tasks: - Configuring Redshift clusters on AWS - Migrating data to the newly configured clusters - Tuning performance for optimal efficiency Additionally, I require the setup of AWS Glue as a data transformation tool. Ideal Freelancer: - Proven experience with setting up and managing AWS Redshift - Proficient in configuring Redshift clusters - Experienced in data migration and performance tuning - Familiarity with AWS Glue is a must - Understanding of business intelligence reportin...
Data Entry - Key Points What is Data Entry? The process of entering, organizing, and managing data in digital or physical formats. Involves transferring information from one format (e.g., paper) to another (e.g., spreadsheets or databases). Skills Required High typing speed with accuracy. Knowledge of data entry software (e.g., MS Excel, Google Sheets). Strong attention to detail and error-checking ability. Organizational and time management skills. Basic IT and computer literacy. Types of Data Entry Manual Data Entry: Typing data manually into systems. Automated Data Entry: Using tools like OCR (Optical Character Recognition) or scanners. Online Data Entry: Inserting data into web-based platforms or cloud systems...
I'm seeking a skilled developer for a custom-built application. This project involves creating and optimizing custom scripts or APIs to enhance user ...platform. Key Responsibilities: - Development of custom scripts or APIs on a custom-built application. - Setting up backend logic and automation. - Integrating with various third-party services, specifically CRM systems, analytics services, and email marketing tools. - Resolving any technical issues that arise with the platform. Ideal Skills: - Proficiency in backend development and automation. - Extensive experience with CRM, analytics services and email marketing tools integration. - Strong problem-solving skills to swiftly address technical issues. Your expertise in these areas will be cru...
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I'm looking for a professional who can help me migrate my Laravel site, which utilizes a MySQL database to a Google Cloud server. Downtime during the migration is acceptable. Key responsibilities: - Migrate the Laravel site and MySQL database to a suitable Google Cloud server - Ensure the migration is completed in a timely manner Ideal Skills: - Proficiency in Laravel and MySQL - Experience with Google Cloud server migration - Ability to complete tasks efficiently
I've designed a landing page in Canva and now I need a skilled WordPress developer to bring it to life. The site should be built using the Hind/Astra/X theme, which I have already purchased. Key Requirements: - Convert the Canva design into a responsive WordPress site. - Implement a PayPal payment option. - Set up a thank you page post-purchase. - Configure notifications for various user interactions. - Integrate with the Zoho CRM Ideal Skills: - Proficient in WordPress and familiar with Hind/Astra/X theme. - Experienced in integrating PayPal and setting up post-purchase pages. - Able to ensure the site is optimized across all devices and browsers, including iOS. Please note, the site must be responsive and accessible across all platforms. Looki...
... and ensure development aligns with design. ✅ Collaboration & Testing: Work closely with the marketing team to onboard waitlist leads, assist in beta testing, and brainstorm UX solutions. ✅ New & Existing Wireframes: Work with existing wireframes or conceptualize new ones, converting them into rich, intuitive UI. ✅ CRM: Design the integration of a 3rd party CRM system for user support tickets ✅ Notifications: Map out notification touchpoints and design on-site notification centre for authenticated users ✅ Landing Page Redesign: Improve the website’s landing page and content design for conversion optimization. Requirements: ✔️ Proven track record in e-commerce and marketplace UX/UI design ✔️ Ability to conduct regular remote meetings (2x per we...
I'm in search of a seasoned agency or developer to create a bespoke CRM tailored for a travel agency. The ideal professional will be one who respects deadlines, is trustworthy, and is committed to delivering a high-quality project. Post-project technical support is also a requirement. Key Features: - Lead Management - Quote Tracking - Client Management - Follow-up Calendar - Payment and Deposit Tracking - Email Automation - Itinerary Management - Integration with Marketing Platforms - Interaction History - Client Segmentation - Reporting and Analytics - Reservation Management - Integration with Payment Gateways - Customization and Scalability for future needs Integration Requirements: - The CRM should seamlessly integrate with Email Marketing Platforms, Social M...
I'm looking to create a website similar to Urban Clap/Urban Company that caters to professional services. The site should include: - Separate login panels for Admin and customers - A comprehensive workflow management system - Integration with Zoho CRM The admin panel should cater to different user roles, namely: - Super Admin - Manager - Service Provider Ideal freelancers for this job should have: - Extensive experience in e-commerce and service-based website development - Proficiency in Zoho CRM integration - Skills in creating user-friendly admin panels with multiple user roles - Familiarity with workflow management systems I'm keen on a freelancer who can deliver a site that is not only functional but also easy to navigate...
...create a robust CRM software focused primarily on sales management. The software should be equipped with essential features like: - Lead Tracking: The CRM should help in keeping track of potential leads throughout the sales pipeline. - Sales Forecasting: The software needs to have capabilities to predict future sales based on current data and trends. - Performance Analytics: It should provide insightful analytics regarding sales performance to help in strategizing. Compatibility is key for this project. The CRM software should be functional across various platforms, specifically: - Web: A fully functional web-based version. - Mobile: An intuitive mobile application. - Desktop: A user-friendly desktop version. Ideal candidates for this projec...
I am looking for a seasoned developer or team experienced in ASP.NET and Angular to help migrate my existing Content Management System (CMS). The primary goal of this migration is to improve its performance, specifically its load times and scalability. Key Requirements: - Extensive experience with ASP.NET and Angular - Proven track record of CMS migrations - Ability to optimize for faster load times and better scalability I am open to suggestions for additional improvements or features that could be added during the migration process, but the main focus should be on enhancing the performance of the system.
I am looking for a seasoned developer or team experienced in ASP.NET and Angular to help migrate my existing Content Management System (CMS). The primary goal of this migration is to improve its performance, specifically its load times and scalability. Key Requirements: - Extensive experience with ASP.NET and Angular - Proven track record of CMS migrations - Ability to optimize for faster load times and better scalability I am open to suggestions for additional improvements or features that could be added during the migration process, but the main focus should be on enhancing the performance of the system.
I'm seeking a professional who can seamlessly integrate my Zoho CRM with my WooCommerce website. Key Requirements: - Synchronization of customer details, product information, and sales and order data between Zoho CRM and WooCommerce. - Potential for future integration of more functionalities. Ideal Skills: - Extensive experience with WooCommerce and Zoho CRM. - Strong understanding of API integrations. - Capable of providing solutions for data synchronization and potential marketing automation. Please note, the specific functionalities to be integrated from the CRM to my WooCommerce are yet to be determined. Therefore, the ideal freelancer should be able to provide recommendations based on their expertise.
I'm in search of a specialist who can seamlessly integrate Perfex CRM, Zender, Mautic, and WordPress for orchestrating multi-channel campaigns. The primary goal is to automate interactions on WhatsApp and email with our leads. Key Responsibilities: - Create and manage integrated, multi-channel campaigns involving WhatsApp and email. - Automate sending of promotional messages through WhatsApp. - Set up and oversee email interactions for newsletters and sales campaigns. - Create a whatsapp for sales interactions Ideal Skills: - Proven experience with Perfex CRM, Zender, Mautic, and WordPress. - Strong understanding of WhatsApp and email marketing. - Ability to design and implement multi-channel marketing strategies. The right candidate will help enhance our commu...
We are seeking a detail-oriented Freelance HubSpot CRM Data Enrichment Specialist to join our team for a 3-month project. Your mission will be to enhance the accuracy and completeness of our CRM data by: - Updating existing accounts with email addresses, phone numbers, and persona details. - Identifying and adding new accounts that are not yet in our CRM. Key Responsibilities: - Use the Apollo lead enrichment tool and your own proven methods to gather accurate data. - Ensure that all contact information is current, complete, and organised within HubSpot. - Classify contacts with appropriate personas based on role, industry, or other criteria. Requirements: - Proven experience with CRM data enrichment, particularly in ...
I'm in need of a multi-functional management software that's compatible with all platforms - iOS, Android, Windows and MacOS. This tool should encompass a variety of crucial management areas including Performance Management, CRM, HR management, Employee management, Time Tracking, Location Tracking, Project management, and Finance management. Key Requirements: - The primary focus of this tool is on Employee management, so this module needs to be particularly robust. - Specific features to be included in the Employee management module are: Onboarding and offboarding, Performance reviews, Payroll processing, and Performance Management. - The tool must also incorporate AI integration and be up to date with the latest technology trends. Ideal Skills and Experi...
...API system that connects our property portal website with a CRM software. This integration is crucial for estate agents, who will create accounts on our website, to push listings directly from their CRM. Key Requirements: - Create a system that allows CRM users to update their account data on our website - Develop a data feeds system for property listings - Ensure compatibility with JSON data format The ideal candidate for this project should have: - Experience in API development - Familiarity with property portals and real estate data management - Proficiency in handling JSON data format - Ability to create user-friendly interfaces for estate agents to add, update, or delete property listings Please note, while ...