Developer for PHP and MySQL data import project

Goal: Import Sales Data from Various Sources (2 to start with as an example) to CRM (vTiger) as invoices

Data received: XLS files / CSV files (different formats, different data structure)

Current Situation: Manual Entry, Entry Mask ([login to view URL])

Select Account

Select Date of Purchase

Enter Bottle Amount based on Product

Enter List Price (could deviate from List price given)

Create Invoice

Requirements: PHP7, MySQL


Review Data to Import (before confirming import)

Option to manually adjust information (Accounts, amount bottles, list prices) before import

User/Admin Interface to manage sales report data

Option to save / create numerous import profiles (for different sources) - match source once and save as profile to use for next time. 2 Example images in the description, should be able to create a profile for each.

Account Matching for Import:

Match Accounts based on name, address, store number (if applicable) / account ID if available

Keep list of matched accounts for next import (most reports only have names)

Ability to change and delete Account matches

Product Matching for Import

Match Products based on name or identifier

Keep list of matched products

Ability to change and delete Product matches


Roll back entire imports / Keep a list and log of import (by username / userid)

Keep separate List of Imports with Option to Delete individual lines / multiple lines

Admin Dashboard


Different bottle amounts: report in bottles, some in 6 bottle cases, some in 9 bottle cases

Report by product (accounts associated to product)

Report by account (multiple purchases / month)

You can find more information about us at [login to view URL]

Навыки: Программирование баз данных, JavaScript, MySQL, PHP

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О работодателе:
( 0 отзыв(-а, -ов) ) Boston, United States

ID проекта: #19949198

35 фрилансеров(-а) готовы выполнить эту работу в среднем за $13/час


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