Access CRM database requires EXCEL/CVS import process/macro

In Bearbeitung Veröffentlicht Sep 13, 2011 Bezahlt bei Lieferung
In Bearbeitung Bezahlt bei Lieferung

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 Microsoft Access MySQL PHP Softwarearchitektur

Projekt-ID: #1205880

Über das Projekt

26 Vorschläge Remote Projekt Aktiv Sep 21, 2011

26 Freelancer bieten im Durchschnitt $182 für diesen Job

HussienSharaf

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

$250 USD in 5 Tagen
(36 Bewertungen)
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martinjonsan

HELLO SIR PLEASE CHECK PMB

$300 USD in 4 Tagen
(0 Bewertungen)
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bruce85

hello i want to do thhe project i checked the file

$250 USD in 3 Tagen
(0 Bewertungen)
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rhomeu

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

$250 USD in 2 Tagen
(67 Bewertungen)
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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 Mehr

$250 USD in 3 Tagen
(16 Bewertungen)
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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

$200 USD in 1 Tag
(2 Bewertungen)
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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 Mehr

$200 USD in 2 Tagen
(0 Bewertungen)
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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 in 2 Tagen
(1 Bewertung)
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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 in 3 Tagen
(9 Bewertungen)
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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 in 2 Tagen
(0 Bewertungen)
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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 in 5 Tagen
(1 Bewertung)
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ananghendri

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

$200 USD in 3 Tagen
(1 Bewertung)
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yehia111111

Hi,Kindly check your PMB

$150 USD in 3 Tagen
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jcgo810326

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

$250 USD in 1 Tag
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jhaynes75

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

$200 USD in 3 Tagen
(30 Bewertungen)
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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 in 4 Tagen
(51 Bewertungen)
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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.

$150 USD in 3 Tagen
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amnmttl

Hello, Please check PMB for BID Details

$150 USD in 2 Tagen
(19 Bewertungen)
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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 Mehr

$150 USD in 3 Tagen
(0 Bewertungen)
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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 in 7 Tagen
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