Hello I am using SuiteCRM, which has modules compatible with SugarCRM. I am coming from a very old system (Lotus123) and have all customer, service, and invoice data exported as CSV. Using this I've imported accounts and contacts.
Now I need to import invoice data and design new invoice templates that portray the same information as old invoices. All the information including invoice layout is in the export file I have.
Remap and Rename Current Fields and Labels to Match Old Format (I've changed Shipping addresses to Service address for example)
Import all Invoice Data
Remap Invoice Data to New Fields to capture same information as previous invoices
Email, PDF, and Invoice templates that portrays relevant info.
You will be granted access to the SuiteCRM Installation as well as the exported data to be used for importing. I've begun most of this process myself to see the work involved.
7 freelancerów złożyło ofertę na kwotę $192 do tego projektu
reason for pricing is one and only that we put maximum efforts in one assignment we are working only in one assignment and project at one [url removed, login to view] working mission is only client satisfaction.
10 Years of experience in server configuration and maintenance 10 Years of experience in server configuration and maintenance 10 Years of experience in server configuration and maintenance