Export Zoho Deals to Excel
Budget: $15 – $25 AUD
I run our sales data through One Zoho (Zoho CRM plus Zoho Analytics) and now need a clean Excel extract of every deal so I can push it straight into Claude for deeper analysis.
Here’s exactly what I must receive:
• Deal name and amount
• Deal owner with all related contact information
• Every associated product line item, one row per item where possible
Please pull the data directly from Zoho CRM or Zoho Analytics—whichever gives the most complete, up-to-date dataset—and deliver it as an .xlsx file. If there’s an efficient way to schedule or automate future exports, feel free to include a brief note or script so I can rerun the process without starting from scratch each time.
You’ll need solid experience with Zoho reporting, data pipelines, and Excel formatting. Once I have the file in hand I’ll handle the AI work; your focus is making sure the spreadsheet is accurate, well-structured, and ready for immediate upload.
Here’s exactly what I must receive:
• Deal name and amount
• Deal owner with all related contact information
• Every associated product line item, one row per item where possible
Please pull the data directly from Zoho CRM or Zoho Analytics—whichever gives the most complete, up-to-date dataset—and deliver it as an .xlsx file. If there’s an efficient way to schedule or automate future exports, feel free to include a brief note or script so I can rerun the process without starting from scratch each time.
You’ll need solid experience with Zoho reporting, data pipelines, and Excel formatting. Once I have the file in hand I’ll handle the AI work; your focus is making sure the spreadsheet is accurate, well-structured, and ready for immediate upload.