Project Overview:
– Scope: One-time migration of emails and attachments from Pipedrive to Monday.com.
– Data Volume: Approximately 1000 contacts, 200 deals, and an estimated data volume of less than 4GB.
– Requirements: A script the client can implement themselves due to strict data privacy regulations. No third-party services can be used.
– Technical Environment: The client’s emails and attachments are stored as records within Pipedrive. The emails will need to be added to Monday.com items as updates, sorted chronologically.
Responsibilities:
1. Develop a secure script for migrating emails and attachments from Pipedrive to Monday.com.
2. Ensure the script can be run by the client without the need for third-party services.
3. Confirm the current data structure and environment within Pipedrive.
4. Map and format the migrated data to fit within Monday.com’s structure.
5. Provide documentation and support for running the script.
Ensure compliance with the client’s data privacy and security requirements. I will help with this.
Requirements:
– Proven experience with data migration projects.
Strong knowledge of Pipedrive and Monday.com APIs.
Preferred Qualifications:
– Experience with financial market data and compliance.
– Knowledge of Microsoft and Gmail integration.
-Previous work with clients under strict data privacy regulations.
Additional Information:
1. The client is a financial market creator in Australia with strict data privacy requirements.
2. The client will provide VPN access and specific anti-malware instructions.
3. Minimal ongoing support is expected post-migration, but initial support during the migration process may be required.
How to Apply:
Please submit your proposal including:
1. Your relevant experience with similar projects.
2. A brief outline of your approach to this migration.
3. Any questions you may have about the project.
Expected Timeline:
– I have a meeting on Monday to review with the client. We would ideally get started early next week.
Posted On: August 04, 2024 15:14 UTC
Category: Scripting & Automation
Skills:Automation, Scripting
Country: United States
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