Customer Data Report Automation
Budget: $30 – $250 USD
I’m looking for a reliable way to pull customer data out of three different prospecting sources—Ai Clay, Apollo, and a web-based data scraper—and turn it into a single, clean Excel file I can refresh on demand.
What I need done:
• Connect to each tool’s export or API and extract customer contact information and demographic information only.
• Map fields so phone, email, LinkedIn URL, company size, location, and any other demographics line up across sources.
• Deliver a consolidated Excel workbook with one tab per source plus a master tab that merges duplicates.
• Provide clear instructions or an automated script (Python preferred, but open to alternatives) so I can rerun the pull whenever I need updated data.
I’ll give you access tokens, sample accounts, and any documentation I have. A mid-level scope is fine: I don’t need a full-blown data warehouse—just a dependable workflow, tidy Excel output, and brief hand-off notes.
Specific area’s queens, Long Island (Suffolk and Nassau county, & NYC)
What I need done:
• Connect to each tool’s export or API and extract customer contact information and demographic information only.
• Map fields so phone, email, LinkedIn URL, company size, location, and any other demographics line up across sources.
• Deliver a consolidated Excel workbook with one tab per source plus a master tab that merges duplicates.
• Provide clear instructions or an automated script (Python preferred, but open to alternatives) so I can rerun the pull whenever I need updated data.
I’ll give you access tokens, sample accounts, and any documentation I have. A mid-level scope is fine: I don’t need a full-blown data warehouse—just a dependable workflow, tidy Excel output, and brief hand-off notes.
Specific area’s queens, Long Island (Suffolk and Nassau county, & NYC)
Related categories:
Python
Data Entry
Excel
Web Scraping
Data Extraction
Data Analysis
API Integration
Data Management