Access CRM database requires EXCEL/CVS import process/macro

进行中 已发布的 Sep 13, 2011 货到付款
进行中 货到付款

I have a Microsoft Access CRM database that stores individual client records, whereby each client has a record with all their details on, and from that record the database creates automated letters. There are numerous template letters, and the database enters the variables based on the client's record.

At present, we click 'create customer record' and then have to enter all of this information manually (name, address and all other details etc.), however, we actually receive all of this information in the form of an Excel/csv spreadsheet, and would like to be able to just import this spreadsheet so that each line in the spreadsheet creates a new record in the access database.

Whilst this is the primary work that we require, I would also like a table created within the database which will facilitate searching for client records by different criteria. At present, we are able to type in a surname or reference number, but it only displays the first record which has that surname. I would like to have a tab within the database whereby we can type in a surname and it will show a list of all records that fulfill that criteria, and whereby we can order them how we like.

I have attached a copy of the database, so hopefully it will all make sense for you.

I am sorry if any of this is unclear, if you would like further information, please get in touch and I will try and provide as many details as possible!

Thanks for looking, and I look forward to hearing from you.

CMS 微软Access MySQL PHP 软件构架

项目ID: #1205880

关于项目

26个方案 远程项目 活跃的Sep 21, 2011

有26名威客正在参与此工作的竞标,均价$182/小时

HussienSharaf

HI, I have done similar work in Access. Plz check my profile. Hussien Sharaf

$250 USD 在5天内
(36条评论)
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martinjonsan

HELLO SIR PLEASE CHECK PMB

$300 USD 在4天内
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bruce85

hello i want to do thhe project i checked the file

$250 USD 在3天内
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rhomeu

Advanced MS Access developer. Please check my profile. Thanks!

$250 USD 在2天内
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frehmanpk

Respected Sir, Please see PMB for details & I m Ready to start immediately. Surety of quality work done with 100% accuracy with attention to detail. Please see attached sample application that how much user friendly 更多

$250 USD 在3天内
(16条评论)
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proitagent

Hi there, I am a London based database devloper and consultant with over 18 years experience in application development and consultancy and am sure I can deliver you the task in a short time. Regards

$200USD 在1天里
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williamkamau

Thank you for considering my proposal for providing software development for 'Access CRM database requires EXCEL/CVS import process/macro'. The proposed process, judging from the description, is as follows:- 1) U 更多

$200 USD 在2天内
(0条评论)
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gerrymwalsh

Hi, I have over 15 years access database deelopment experience, and can setup an import an search for you in your CRM database.

$175 USD 在2天内
(1条评论)
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VBAWhizz

Hi, I have done this countless times for many clients - both the importing of the Excel files and the search facility - please see my attachmet in the private message for details of my bid. Many thanks Melanie

$175 USD 在3天内
(9条评论)
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khurramzee

Having 8 years of IT experience can do the task and any additional task you want me to do Ready to do the work Regards K Zeshan

$70 USD 在2天内
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LeedsITSolutions

I have done similar work in Access 2003 for UK based financial services companies. From experience I have made some suggestions (privately) and a few questions for you as well.

$250 USD 在5天内
(1条评论)
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ananghendri

Hi, i can help you in VBA programing .. thanks

$200 USD 在3天内
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yehia111111

Hi,Kindly check your PMB

$150 USD 在3天内
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jcgo810326

I have experience development package CRM, ERP, HCM... need more details your project... I can do this...

$250USD 在1天里
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jhaynes75

Professional software developer with over 11 years experience. Please see PM.

$200 USD 在3天内
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sandymra

I am ready to develop VBA module routine which would import excel spreadsheet and automatically add new customer. Please see PMB for details.

$190 USD 在4天内
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souldevourer

I am new in freelancers market, have 5 year experience in international financial company, also in claims area as consultant/analyst.

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amnmttl

Hello, Please check PMB for BID Details

$150 USD 在2天内
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MakniRamzi

1/i'll provide u a program that connect to the database,it requires the name of text file and u define the part of the text which will be inserted in the different fields of the table 2/a query can be executed to have 更多

$150 USD 在3天内
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SigmaVisual

We can help in your project, please check PMB and our ratings/reviews to get idea of our experience.

$200 USD 在7天内
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