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Migrate business data from XPlan to Salesforce using csv files

$750-1500 AUD

Closed
Posted about 7 years ago

$750-1500 AUD

Paid on delivery
We need to migrate our business data from our existing system, XPlan, to our Salesforce org. We would use csv files for the transfer. See attached overview sheet. We have about 500 clients and accounts to transfer across. Knowledge of Salesforce data import and Microsoft Excel is crucial; XPlan skills would be useful.
Project ID: 13488265

About the project

30 proposals
Remote project
Active 7 yrs ago

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30 freelancers are bidding on average $1,035 AUD for this job
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Dear Client, I am interested in your project and ready to go for it. I have done similar projects so confident to handle this project. You can check my profile and reviews and hope you would consider me for your project. Can we discuss the project details if you are available? I look forward to hearing from you. Kind Regards, Safeer Ali
$750 AUD in 7 days
4.9 (169 reviews)
8.0
8.0
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Hi, I have more than 14 years of Excel/VBA exp. Let us discuss more details so that I can estimate cost and time better. I have completed more than 300 projects. Please look at the feedback left by my employers to know more about my work. Waiting for your positive response. Thanks.
$1,250 AUD in 20 days
4.9 (124 reviews)
6.3
6.3
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- Have good expertise in Excel using VBA scripting. - Exposure to Salesforce CRM including data import via CSV per the existing Custom and Standard objects to make sure the references are maintianed as per the existing Leads, Opportunities, Contacts. - Exposure to Sales and Service cloud. - Have done exports of Salesforce data and summarising them per the format required(Freelancer project). - Have expertise in Excel automation, macros, formulas, calculations, summarising and Graphs. - Extensively the macros/VBA to automate: - Data validation in a particular, Data consolidation into sheets, comparing, plugging in default values for few cells,, data camparision using formulas, lookups and bringing up summaries., - Data extraction using API. - Mathematical functions, scientific calculations, index, array, formula arrays which are advanced concepts - Have used them. - With summary data plotting graphs, bringing pivot tables - Pl. review my portfolio on recent projects. Sample HighComplex Projects using Macros:(via Freelancer) - Heating Wire Design, Canada, - Identify the wiremodel running through multiple iterations. - Employee Tax, Canada - Calculations per hours,wage,provincial deductions, Federal deductions per reference tables. - University, US - Scoring the answer sheets based on keyword and number of occurences.
$750 AUD in 10 days
4.7 (51 reviews)
6.0
6.0
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Hi, Thanks for posting the project. We are having expertise in Salesforce Implementation and Customization . Please share details regarding the data to be transferred. You can check my Profile to have a look on my work. Ping me so that we can discuss the requirement in detail.
$1,250 AUD in 20 days
5.0 (13 reviews)
5.4
5.4
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Hi There, I'm a Mechanical Engineer familiar with Microsoft Word, Microsoft Excel Google docs Spreadsheet, Wordpress, Magneto I Provide certain services : 1. Data Entry 2. Web Research 3. Social Media Marketing 4. Mechanical Engineering 5. Autocad 6. Sketchup 7. Interior Design & Building Architecture 8. CorelDraw & Photoshop I've enough experience about various types of Data Entry, Web Research, Social Media Marketing, Autocad Experience, Building Architecture I want to build my career as a successful Freelancer. Please, let me know what is needed to secure this bid! Thank you for your consideration Murad Eltaher
$800 AUD in 20 days
4.6 (76 reviews)
5.0
5.0
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I assure you to understand the existing data's inconsistencies, incompleteness, and issues related to formatting, mandatory fields constraints, data types incompatibilities in order to analyse and process the data to meet your final requirements. Have multiple project experience on data migration from legacy systems and with experience of using data loader, Jitterbit, Pentahoo plugins with SFDC system. I am(Sathiya), working with another experienced SFDC resource- Mr. Prince Leo. We can provide more information on our credentials, if required. I assure you that I will complete within the timeframe and well within your budget. This proposal being the first one through Freelancer, I offer to give discount of 20% on the project cost without any conditions. To name as an example recently from -Oracle ebusiness suite Using Data Loader, Pentahoo plugin ETL tool with below mentioned data volume - around 30,000 records of Account & Contacts - Assets - 70,000 - Entitlement - 148,000 - Cases - 300,000 records - Activities (events& tasks) - approx - 200,000. In addition, we have worked for another notable project involving data cleansing tasks related leads/account/contacts data which was created in MS Excel spreadsheet with many errors including duplicates, empty spaces/columns, invalid email formats and so on. This was time consuming & laborious cleansing experience. We did this work with sincerely to resolve such errors and migrated to Salesforce system, successfully.
$750 AUD in 12 days
5.0 (1 review)
3.1
3.1
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Hi, my name is Mike, I’m based in Oxford, UK. Your project description sounds interesting to me and I do have skills & experience that are required to complete it to a high standard. I can show you some examples of my work that are similar to this. Let me know when you’re available to go through it in more details.
$1,250 AUD in 20 days
0.0 (0 reviews)
0.0
0.0
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Hello Thank you for taking the time to review our bid! I just checked the description you have provided regarding the project and it would be a pleasure to assist you as well. I am really eager to work on your project with full dedication to give you the best output because I believe in ORIGINAL and QUALITY work since Work is my solo identity. I am highly motivated and professional so can deliver you the work within the desired timeframe Once you agree, I can start at the same time without any delay assuring top quality work. I look forward to hear from you and a long term relationship ahead. Wishing you a great day ahead. Regards, Zain
$933 AUD in 0 day
0.0 (0 reviews)
0.0
0.0
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Hi I have worked on Salesforce before and i do have experience in transferring the required data. Im the right candidate for the job. Please let me know if you would like to discuss more about this offer and work required. Thank you
$888 AUD in 20 days
0.0 (0 reviews)
0.0
0.0
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Salesforce Experience:: ● Migrated insurance brokerage and insurance company data from existing platforms into Salesforce using Person Accounts, Contacts, Accounts, as well as custom objects defined through review of the data. ● Worked closely with telephony companies as an SME for new products related to the insurance industry. Specifically in regards to using Salesforce data to enrich and personalize the callers experience. ● Architected ETL process for import of 834, 820, and 837 EDI into Salesforce environment ● Worked frequently with Salesforce account manager during contract renewal or renegotiation ● Improved operations via automating processes using APEX and the Salesforce environment featureset
$1,388 AUD in 5 days
0.0 (0 reviews)
0.0
0.0
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Hello there, how are you going today? I would love the opportunity to discuss this position with you. I have read the requirements and found myself able to do it for you. I have ample experience in Salesforce as a developer and administrator as well. Currently I am working in //GrayMath Technologies Co as a salesforce developer. I have hands on experience of Salesforce app development, Customization, creating custom objects, workflows, writing bulkified triggers, apex classes, apex batches, apex test classes and VisualForce pages for specific business requirements of our client which is Sun Communities Inc.  I have automated data import in salesforce with data loader from command line and windows task scheduler for Sun Communities Inc. I also automated creating events on google calendar from salesforce using Google Calendar API and process builder. I always enjoy interesting tasks and love to setup new solutions. We can negotiate the rates if you are interested. Thanks for your time. I am looking forward to hear from you for further discussion. Regards, Tanveer A
$1,111 AUD in 3 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
$1,250 AUD in 20 days
0.0 (0 reviews)
0.0
0.0
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New to freelancer but I have worked on similar projects.
$888 AUD in 15 days
0.0 (0 reviews)
0.0
0.0
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I am working in R&D department. I just recently finished my project on data migration. It uses ANT ( salesforce recommended)utility.I can transfer all the details preserving the details. If u are interested I can give you a trial. If you are interested or needs frequent data migration I can develop a software for you which will automate it. I just finished the project on this which was in development for the past 1 year. I hope we can make a deal .
$777 AUD in 5 days
0.0 (0 reviews)
0.0
0.0
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Hello, I have worked on Salesforce Projects involving data cleaning, data transfer, data entry etc. I have experience working on huge data sheets and meeting deadlines. I am ready to work any number of hours and get paid so I can run my house. Thanks
$750 AUD in 3 days
0.0 (0 reviews)
0.0
0.0
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I am a Salesforce certified Administrator, Developer and a Sales Cloud Consultant. I have a vast area of expertise in implementing Sales, Service and Custom Clouds. I have been working with Salesforce technology for the last 3 years in an Indian MNC. Check out my profile to know the services I offer.
$750 AUD in 20 days
0.0 (0 reviews)
0.0
0.0
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Hi, I am Shailendra Kumar. having total 9+years of exp. in IT in multiple domain. As i understand the task for data migration only. but still i want time to complete this because, i do know only ,there is 500 account. how many object, how many record , data cleansing ,all record uploaded successfully that need to verify corresponding to migration time. and i am not aware that, any validation rule/ workflow that will be part of this or that is already implemented. even-though if i get awarded will try to finish with accuracy ASAP. i have no issue corresponding to completion of the task, if you can share the detail as i mentioned above.(like- data cleansing is required/will i get CSV directly to upload/all object structure is already bult/all the required validation rule/ workflow rule/trigger/Class on place. so i can share how early it would be possible for me to complete the task. Thanks, Shailendra 91-9718735653
$1,111 AUD in 16 days
0.0 (0 reviews)
0.0
0.0

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Flag of AUSTRALIA
Milperra, Australia
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Member since Mar 21, 2017

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