adminIn need of developing a program that can assist with cleaning up reports from several different formats (Ex: excel, csv, pdf), then put them in the correct format and template so that I am able to then import into our CRM system.
There are about 15 different kinds of monthly reports all from different insurance carriers (which are all in different formats and some with more information than needed).
I require only specific pieces of information (normally the columns) from these reports in a specific format (it has to be in an excel format and I can provide the template) in order to import that excel file into my CRM.
I need to be able to go into this Program or system on a monthly basis, import my reports from all different carriers (reports are all different) so that they can get corrected into the proper format and then get the corrected report so that I can just import on my end into our CRM.
There are about 15 different kinds of monthly reports all from different insurance carriers (which are all in different formats and some with more information than needed).
I require only specific pieces of information (normally the columns) from these reports in a specific format (it has to be in an excel format and I can provide the template) in order to import that excel file into my CRM.
I need to be able to go into this Program or system on a monthly basis, import my reports from all different carriers (reports are all different) so that they can get corrected into the proper format and then get the corrected report so that I can just import on my end into our CRM.
Budget: $2,500
Posted On: February 05, 2024 05:19 UTC
Category: Database Development
Skills:Microsoft Excel, Data Entry, Graphic Design, SQL, Data Visualization, Tableau
Country: United States
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