Completed

Zoho CRM data cleanup for accounts and contacts

I have Zoho CRM+. I need to be able to clean up the data specifically in the Accounts and Contacts modules.

Budget is $500 CAD.

Seeking an EXPERT level developer to develop an application to identify and merge "fuzzy" matches (especially in Accounts module, but also in Contacts module) *, update account ID for merged or changed accounts for associated Contact records, strip off extraneous data such as "Inc", "Ltd", "Corp", "a division of", etc. for Accounts, remove middle names/initials and any degrees/certifications data such as "[login to view URL]", "BA", "MBA", "PMP", etc. from Contacts and similar types of cleaning.

Because this is critical Master Data for my business, the application would need to provide a "staging" step where current data could be checked against what the automation proposes to change it to prior to a "commit" stage.

Obviously, a detailed log file will need to be generated to show what changes have been made once it is run.

WHEN RESPONDING: please CLEARLY explain your experience developing for Zoho (and ONLY that as i don't care what other experience you have since it won't be relevant), especially if you have done similar work already.

Also state your best estimate of time to complete.

I will NOT Be sharing my login info for Zoho, so you will need to build and test this against a trial subscription or some other way you can accomplish it. Once you demonstrate to me that it works without issues, I will need written instructions of how to deploy against my instance.

*Note: I'm realistic about expectations for what can be accomplished through automation. I'm only looking for an 80% threshold in terms of accuracy for the automation with the other 20% needing some sort of interface (UI) that I can access to manually resolve.

Skills: CRM, Zoho, Data Cleansing, Software Development, Web Development

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About the Employer:
( 1 review ) Calgary, Canada

Project ID: #20596904

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