bubble crm development
Budget: £18 – £36 GBP
My problem is I need something functional (not complete)
I have existing databases I have exported from a CRM.
The databases are Tickets and Customers (possible invoices at a later date).
As it stands the CRM data is linked by a unique field which is the customer ID, so a list of tickets with a customer ID field.
They are Imported to bubble in a database and I have these old CRM fields in place, but bubble creates its own unique fields and my new tickets databases is linked to the new customers by the bubble customer ID but no relationship exists with the old unique ID's.
I need to somehow link the databases using the already (but old) customer ids to form the new unique links.
I suspect I can do a global export and find a way to do it in excel but excel screws csv files and I was hoping bubble could do it.
As I say, only functionality is required, not cosmetics
I also want to get it to link to our Quickbooks online which is a fresh account. I want the invoices in bubble to create customers/invoices in Quickbooks.
I want to be able to create new tickets and read existing tickets. Add comments to new tickets etc.
My final requirement is creating recurring invoices in bubble. In the old CRM this was easy, there was a template for a customer of the invoice to be repeated montthly/annually and on the date it needs to repeat, the template was used to create an invoice on that day.
I have existing databases I have exported from a CRM.
The databases are Tickets and Customers (possible invoices at a later date).
As it stands the CRM data is linked by a unique field which is the customer ID, so a list of tickets with a customer ID field.
They are Imported to bubble in a database and I have these old CRM fields in place, but bubble creates its own unique fields and my new tickets databases is linked to the new customers by the bubble customer ID but no relationship exists with the old unique ID's.
I need to somehow link the databases using the already (but old) customer ids to form the new unique links.
I suspect I can do a global export and find a way to do it in excel but excel screws csv files and I was hoping bubble could do it.
As I say, only functionality is required, not cosmetics
I also want to get it to link to our Quickbooks online which is a fresh account. I want the invoices in bubble to create customers/invoices in Quickbooks.
I want to be able to create new tickets and read existing tickets. Add comments to new tickets etc.
My final requirement is creating recurring invoices in bubble. In the old CRM this was easy, there was a template for a customer of the invoice to be repeated montthly/annually and on the date it needs to repeat, the template was used to create an invoice on that day.
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Bubble Developer