Monthly Sales Data Extraction to Excel
Budget: £20 – £250 GBP
I need a professional who can help me pull sales data from my online CRM into Excel on a monthly basis. The data needs to be exported in Excel format.
Ideal Skills:
- Proficiency in Excel
- Experience with data extraction from CRM
- Familiarity with Excel format
- Ability to work on a monthly schedule
Power automate desktop - program needs to run locally but could be ran online. I will give to my desktop with team viewer.
I’ve built similar applications before it shouldnt take long
Data Pull
Go to Excel
Copy Business Name
Store contact name in variable = Customer Name
Paste in and search into chrome
If business name and Customer name match on one of the lines - open the prospect
copy Prospect number into excel colum
Copy contact name into excel collum
copy contact phone number into excel collum
copy contact email into excel collum
copy business name into excel collum
Copy Owner name
If not found
Excel colums = not found
goto next
Please bid if you can assist with this project.
Ideal Skills:
- Proficiency in Excel
- Experience with data extraction from CRM
- Familiarity with Excel format
- Ability to work on a monthly schedule
Power automate desktop - program needs to run locally but could be ran online. I will give to my desktop with team viewer.
I’ve built similar applications before it shouldnt take long
Data Pull
Go to Excel
Copy Business Name
Store contact name in variable = Customer Name
Paste in and search into chrome
If business name and Customer name match on one of the lines - open the prospect
copy Prospect number into excel colum
Copy contact name into excel collum
copy contact phone number into excel collum
copy contact email into excel collum
copy business name into excel collum
Copy Owner name
If not found
Excel colums = not found
goto next
Please bid if you can assist with this project.