Transfer data from online portals to Excel
Budget: €250 – €750 EUR
My name is Evan and I'm an insurance agent. I have client data from multiple insurance carriers that I need pulled into 1 spreadsheet. Each insurance carrier has its own online portal that I log into and view client data.
I will need that sheet updated on a monthly basis, and I would like the same person to do that ongoing.
$50 for the initial data entry, then $50 1x a month moving forward.
I have screen recorded tutorials on how to complete all of the tasks. Pretty straightforward.
Let me know if you think we'd be a good fit!
I will need that sheet updated on a monthly basis, and I would like the same person to do that ongoing.
$50 for the initial data entry, then $50 1x a month moving forward.
I have screen recorded tutorials on how to complete all of the tasks. Pretty straightforward.
Let me know if you think we'd be a good fit!