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We recently migrated from Excel to Zoho CRM. Previously we used a VLOOKUP formula within our "master" excel file to pull data from other frequently updated spreadsheets (we call them the "Child" spreadsheets). Then we used those vlookup results to calculate formulas within our "master" file. Now that we've moved the "Master" excel file to the Zoho CRM database, we need a solution that allows a similar process to take place. Until we have one, our records will not update automatically.
Our proposition is to place the data from the various excel files into an alternative online spreadsheet, such as Zoho Creator, then hire someone to create an API that will push the data to Zoho CRM from Zoho Creator, but only for existing records. (No new record creation)
We're open to other ideas on how to accomplish this task as long as the end result is the same. That is, where specific fields within Zoho CRM are automatically populated with data pull...
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