Custom Module for YetiForce CRM
Budget: €30 – €250 EUR
We want to automate the export of data from invoice documents into CSV files. Currently, this process is done manually and is very time-consuming. The goal is to streamline it using ChatGPT via API and a custom module in YetiForce CRM 6.4.0
## **DESCRIPTION:**
We need a custom module built for YetiForce CRM version 6.4.0.
The user will upload one or more invoice documents in digital format.
### Module Functionality:
1. **File Upload**
* Users will upload documents (PDF, JPG, JPEG, PNG).
2. **Send to ChatGPT API**
* Each file will be sent **individually** to the ChatGPT API, along with an initial prompt that will be configured in the module backend.
* For each uploaded file, a screen will display:
* On the **left**, a preview of the uploaded document.
* On the **right**, the data extracted by ChatGPT for that specific file.
* If multiple documents are uploaded, the user can navigate between them using **Previous / Next** buttons.
3. **Data Presentation**
* The ChatGPT response will be displayed in **two separate tables**:
* The **first table** shows the raw data extracted from the invoice.
* The **second table** shows the processed data, based on the transformation rules included in the initial prompt.
* Example use case: If we purchase screws by the box but sell them individually, the unit conversion logic (e.g., from "box of 100" to "piece") will be defined in the prompt and reflected only in the second table.
4. **User Verification and Edit**
* The user will compare the document preview with the second table, make any manual edits directly in the second table, and then press **Save** to temporarily store changes inside the CRM.
* When ready, the module will send a **second prompt** to ChatGPT to generate a CSV-ready version of the data.
5. **CSV Export Options**
* The user can choose to:
* Export the data of **a single invoice** into a CSV file.
* Export the data of **all confirmed invoices** into a single multi-line CSV file.
* After pressing **"Save All and Export"**, the system will:
* Show a progress bar ("Generating export")
* Generate the CSV using the second ChatGPT prompt
* Display a message: *"Your file is ready"* with a **Download File** button
## **DESCRIPTION:**
We need a custom module built for YetiForce CRM version 6.4.0.
The user will upload one or more invoice documents in digital format.
### Module Functionality:
1. **File Upload**
* Users will upload documents (PDF, JPG, JPEG, PNG).
2. **Send to ChatGPT API**
* Each file will be sent **individually** to the ChatGPT API, along with an initial prompt that will be configured in the module backend.
* For each uploaded file, a screen will display:
* On the **left**, a preview of the uploaded document.
* On the **right**, the data extracted by ChatGPT for that specific file.
* If multiple documents are uploaded, the user can navigate between them using **Previous / Next** buttons.
3. **Data Presentation**
* The ChatGPT response will be displayed in **two separate tables**:
* The **first table** shows the raw data extracted from the invoice.
* The **second table** shows the processed data, based on the transformation rules included in the initial prompt.
* Example use case: If we purchase screws by the box but sell them individually, the unit conversion logic (e.g., from "box of 100" to "piece") will be defined in the prompt and reflected only in the second table.
4. **User Verification and Edit**
* The user will compare the document preview with the second table, make any manual edits directly in the second table, and then press **Save** to temporarily store changes inside the CRM.
* When ready, the module will send a **second prompt** to ChatGPT to generate a CSV-ready version of the data.
5. **CSV Export Options**
* The user can choose to:
* Export the data of **a single invoice** into a CSV file.
* Export the data of **all confirmed invoices** into a single multi-line CSV file.
* After pressing **"Save All and Export"**, the system will:
* Show a progress bar ("Generating export")
* Generate the CSV using the second ChatGPT prompt
* Display a message: *"Your file is ready"* with a **Download File** button