Selective Salesforce-Sage 300CRE Migration
Budget: $1,500 – $3,000 USD
My goal for this project revolves around moving specific sets of data from Salesforce to Sage 300CRE. I am focusing on:
- Job Creation
- Cost Codes
- Contracts
- Category line items
I have a well-defined structure in mind for the migration, so the freelancer must be highly proficient in both the Salesforce and Sage 300CRE platforms and capable of working closely with me to ensure a seamless data transition.
Experience with data migration, specifically in these platforms, is essential. A keen eye for detail and the ability to adapt to often complex migration structures is necessary. Please provide examples of similar projects you've worked on when bidding.
Ideally, what we envision is a short term solution for a temporary problem. When a Sales person generates a quote in Salesforce, we can have it spit out the data in a way you prefer (Report, text file, DB). The Bot would read the data and hand enter it into Sage 300CRE. The reason for a RPA Bot is that there is no API or access that will allow this data to be uploaded in a reasonable way and has to be hand entered today.
- Job Creation
- Cost Codes
- Contracts
- Category line items
I have a well-defined structure in mind for the migration, so the freelancer must be highly proficient in both the Salesforce and Sage 300CRE platforms and capable of working closely with me to ensure a seamless data transition.
Experience with data migration, specifically in these platforms, is essential. A keen eye for detail and the ability to adapt to often complex migration structures is necessary. Please provide examples of similar projects you've worked on when bidding.
Ideally, what we envision is a short term solution for a temporary problem. When a Sales person generates a quote in Salesforce, we can have it spit out the data in a way you prefer (Report, text file, DB). The Bot would read the data and hand enter it into Sage 300CRE. The reason for a RPA Bot is that there is no API or access that will allow this data to be uploaded in a reasonable way and has to be hand entered today.