Excel Customer Data Entry
Budget: ₹100 – ₹400 INR
I have a batch of customer information that needs to be transferred into a single, well-organised Excel workbook. The dataset contains three elements for every record: contact details (name, phone, email, address), a concise purchase history, and any feedback the customer has provided. Accuracy and consistent formatting are critical because the file will feed directly into our CRM once complete.
You’ll receive the raw material in mixed formats—mostly CSV exports and a few PDF sales reports—and the current column layout I use. The job is straightforward data entry, but I expect duplicate checking, basic data validation, and clear separation of the three information types so they can be filtered or pivoted later.
Deliverables:
• Completed Excel file with all customer contact details, purchase history, and feedback entered and cross-checked for duplicates
• Uniform formatting (dates, phone numbers, currency) and no empty placeholder rows
• A short note explaining any anomalies or undecipherable entries you encountered
Acceptance criteria: the workbook opens without errors, all fields align with the provided template, and spot-checks against the source files show 100 % accuracy on ten random records.
If you’re comfortable auditing your own work and know how to use basic Excel tools like data validation, filters, and find-duplicates, this should be a smooth project.
You’ll receive the raw material in mixed formats—mostly CSV exports and a few PDF sales reports—and the current column layout I use. The job is straightforward data entry, but I expect duplicate checking, basic data validation, and clear separation of the three information types so they can be filtered or pivoted later.
Deliverables:
• Completed Excel file with all customer contact details, purchase history, and feedback entered and cross-checked for duplicates
• Uniform formatting (dates, phone numbers, currency) and no empty placeholder rows
• A short note explaining any anomalies or undecipherable entries you encountered
Acceptance criteria: the workbook opens without errors, all fields align with the provided template, and spot-checks against the source files show 100 % accuracy on ten random records.
If you’re comfortable auditing your own work and know how to use basic Excel tools like data validation, filters, and find-duplicates, this should be a smooth project.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
CRM
Data Cleansing
Data Analysis
Data Management