4 Improvements to excel macros
Budget: €30 – €250 EUR
We are using 2 macros stored in CoversionTable.xls to import raw data (leads) coming from a Linkedin Scraper Program stored in Master.xls
Macros manipulate these data, performing some operations in order to get the proper format:
- look for duplicate records email/linkedin_id and homonimy
- automatic fill country code using complex xls function
- look for completeness of all rows: they must have industry, country code
After that second macro put columns in proper order for an ERP import and returns another file called Import.xls
We need 4 improvements
2 Majors:
A. When the raw has all the relevant information to qualify the customer (industry+country) then automatically qualify him (the raw). If information is missing instead of asking in the macro these data put the row in another dedicated file called ToBeQualified.xls with the same format of the conversion table and move forward; In this way we can separate the workflows and immediately get qualified customers
B. Add a column to conversion_table and to_be_qualified called standard_role this role must be categorized comparing title and headline (with a proper algorithm) using standard role table enclosed to this document. Please note that this role may be manually changed later by the operator
2 Minors
Automatically recognize all Italian Provinces (look for all Italian Provinces in Address) all Italian Provinces must have Country:=Italy and country code IT
Make automatic recognition of file type from the name (error, master etc)
Macros manipulate these data, performing some operations in order to get the proper format:
- look for duplicate records email/linkedin_id and homonimy
- automatic fill country code using complex xls function
- look for completeness of all rows: they must have industry, country code
After that second macro put columns in proper order for an ERP import and returns another file called Import.xls
We need 4 improvements
2 Majors:
A. When the raw has all the relevant information to qualify the customer (industry+country) then automatically qualify him (the raw). If information is missing instead of asking in the macro these data put the row in another dedicated file called ToBeQualified.xls with the same format of the conversion table and move forward; In this way we can separate the workflows and immediately get qualified customers
B. Add a column to conversion_table and to_be_qualified called standard_role this role must be categorized comparing title and headline (with a proper algorithm) using standard role table enclosed to this document. Please note that this role may be manually changed later by the operator
2 Minors
Automatically recognize all Italian Provinces (look for all Italian Provinces in Address) all Italian Provinces must have Country:=Italy and country code IT
Make automatic recognition of file type from the name (error, master etc)