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SuiteCRM / SugarCRM Customization

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.

Tasks:

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.

Taidot: Asiakkuudenhallinta, FileMaker, MySQL, PHP, tietojärjestelmäarkkitehtuuri

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Tietoa työnantajasta:
( 0 arvostelua ) India

Projektin tunnus: #16385471

7 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön

auriclesoft09

Hi, We have read your requirement and you should go for any cloud based CRM software (Like SugarCRM, vTigerCRM, Zoho CRM etc). We have done lots of customization on vTigerCRM/SugarCRM/Zoho CRM like - BAR Code Implem Lisää

$200 USD 3 päivässä
(29 arvostelua)
6.3
Waqasakbar52

A proposal has not yet been provided

$277 USD 7 päivässä
(5 arvostelua)
4.9
kishanpala

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 [login to view URL] working mission is only client satisfaction.

$150 USD 4 päivässä
(17 arvostelua)
4.0
guilherme1994

Hello! I am a programmer with 3 years of experience, certified in SugarCRM tool i'm algo work with SuiteCRM in this time! in the meantime, I have developed several customizations, integrations and implementations Lisää

$177 USD 3 päivässä
(6 arvostelua)
3.2
pavaniaug29

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

$222 USD 3 päivässä
(0 arvostelua)
0.0
websiteandapp

Hello, I have recently built this CRM [login to view URL] I can share login details on chat so you can check my work. I've 7 year experience in website design and development. Thanks Regards Pay Lisää

$155 USD 3 päivässä
(1 arvostelu)
0.0
traveller90

I proposed to make a new CRM system using Filemaker based on your current SuiteCRM. You will have exactly or almost same functions or maybe upgrade functions in the new system. The old data we can just change from csv Lisää

$166 USD 3 päivässä
(0 arvostelua)
0.0