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ZOHO Quickbooks Integration and Asterisk Phone Plugin

$1500-3000 USD

Closed
Posted about 7 years ago

$1500-3000 USD

Paid on delivery
Our company VividRacing is using the [login to view URL] suite of tools to manage back end processes for customer service and support. For accounting we use Quickbooks Enterprise Pro which is hosted locally here on our internal server. To keep our data current in the Zoho CRM and utilize workflows, we sync over the data from Quickbooks. We have already developed a connector and have the source code, however some of this needs to be rewritten because of API limitations and usage. To sync the data over, it is first copied to a local server sqldatabase. Records are saved by quickbooks ID. Zoho API documentation can be seen here - [login to view URL] The project is multi part. The first part is: - Update the current sync function to change the code that deletes and inserts. Because the way this is written, our workflows cannot be used. When a record gets synced from qb to crm. it gets deleted in zoho and then recreating. Causing the workflows to not work correctly. So the API connection between the qb and crm, there is a delete function that is inserted. This is called deleteapi function. This should be done first for the project. (Budget - $250) - Making sure we only copy the correct data over via the API, we need to update our date and copy selections. Right now the system is set for a date range for all with the option to update existing records for transactions and update existing records for list items. How this should be laid out is per list or per transaction. Instead of a date range, it should be set to sync back X number of days. This should not matter what the date is. (Budget - $250) - The next immediate part of this sync to update is the time frame and API call type. The system is currently programmed to do 1 API call per 1 record. Zoho gives you 500 free API calls per user. Right now we have 15 users which gives us 7500 API calls a day. Because we are constantly updating invoices in quickbooks, we need to make sure we cover enough information related to the invoices to sync changes. We currently pay an additional amount to have 47500 API calls a day which get eaten up. Certain functions such as transactions cannot be done as a batch (see API documents), however some API calls can be done in batches of up to 250 per call. We need to improve this. (Budget - $250) - Because of the limitations of quickbooks, our large business tends to exceed the resources that quickbooks allows. This means that once a year or every 2 years, we have to start a new quickbooks file. The current connector stores data based on quickbooks ID which is bad for needing to pull data in from previous or new quickbooks files. Plus if we decide to switch from quickbooks to another accounting system, it should be modular though not as important right now. Most all customer records have an email address or another identifier that can be used. We need to store and sync data by something other than the qb ID. (Budget - $500) - The final part of the project is integrating our VOIP Asterisk system with Zoho CRM using their phone bridge application [login to view URL] We are looking to create the same functionality and features as the paid Service Tenfold - [login to view URL] (Budget $1000) We have our own development team and can access internal networks without issue. Zoho is a cloud based system which does not have database or code access. We must work inside their parameters. The project will be paid on benchmarks of each job. At 50% completion, we will pay 50% of the job. At 100% completion, we will pay the balance due. This is PER BULLET POINT. I am also available to discuss on skype at vividracing.
Project ID: 12826072

About the project

12 proposals
Remote project
Active 7 yrs ago

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12 freelancers are bidding on average $2,236 USD for this job
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Hello, I have read what you exactly need, however I would like to ask you a few questions. I do work smart and do not rest until I get the job done. Please feel free to ping me anytime so we can have a detailed discussion and finalize our budget and timeline. I will deliver in best possible way. Thank you.
$2,500 USD in 30 days
5.0 (29 reviews)
7.0
7.0
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Hi! I've seen your requirements and tons of experience in developing/customizing wp plugin and themes, I'm top expert in in developing/customizing wp widgets and plugins such as storelocator, sliders with backend manager, utilities, business calculators, management apps etc. Note: Please reply back if you are interested in my bid, I'll let u know cost and time of this project. My Bid Cost will change once we discuss the project and I'll qoute you reasonable Price, current Bid is 75% of your maximum budget which is not right cost.
$2,250 USD in 20 days
5.0 (20 reviews)
6.7
6.7
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hi, I'll describe this point by point, 1 & 2) both points can be done, we will need and intermediate database from where we can decide which records to be updated and which not. 3) is a little tricky as we have to see if the transactions can even be optimized or not , but if we implement point 1&2 correctly, hopefully transactions might already be optimized. 4) since we will be storing the transactions to an intermediate database we can develop the upload/sync process in such a way that in future we can change the back end from quickbooks to something else and we will not have to change anything in the zoho sync part, 5)the zoho asterisk plug-in allows to show pop-ups for the calls and click to call from zoho, is that what you are looking for , or you need some extra functionality, kindly let me know if we can discuss the project a little further. Regards,
$2,000 USD in 30 days
4.7 (71 reviews)
6.9
6.9
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Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have five years of extensive experience in Zoho Products. I have done customization, automation and integration in all Zoho Products as follows: Zoho Creator, Zoho CRM, Zoho Books, Zoho Invoices, Zoho Projects, Zoho Survey, Zoho Sites, Zoho Reports, Zoho Mail, Zoho Campaigns, Zoho Forms, Zoho Projects, Zoho Support and Zoho People. Customization: I have customized the Zoho Products as per the requirements and deliver the best design quality and enhance the existing system with my knowledge. Integration: 1.     Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites 2.     Zoho Creator with all Zoho Product Apps. 3.     Zoho Reports Integration 4.     Zoho Creator/CRM with Mail chimp. 5.     Zoho Creator with QuickBooks Online. 6.     Zoho Creator with Payment Gateway like PayPal, Stripe and Converge gateways. 7.     Integration as per company requirements using third part application like Zapier and etc, 8.     External API Calls 9.     Integration with RingCentral, Twillio and other phone based integrations. 10.                         Integration with Zoho Mail like Gmail, MS Office 365 and other MS office Setup. Automation: 1.     Workflow rules, Auto responders, Email Templates Creation. 2.     Follow Up Task,Alerts,Custom functions 3.     Automatic Rules, Reminder Setup, Notification via Email and SMS. 4.     Dashboard Creation, Scheduled Reports with multiple formats. 5.     Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things.  ·        I work extremely fast. ·        I have a great knowledge on Deluge scripting and Integration. ·        I can ensure quality communication in regards to the project. ·        I'm passionate towards the work. ·        I will complete the work as much as earlier and will do my best effort.  ·        I will deliver the work on time with 100% quality. Support: I will give support for 24X7 for any kind of bugs/fixes. This states that I will be more attentive during the project and post production support.   Thank you and I look forward to the opportunity to work with you  Thanks  Yamini Zoho Certified Consultant
$2,777 USD in 20 days
4.7 (34 reviews)
5.6
5.6
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hi there i just finished a ZOHO Quickbooks Integration and Asterisk Phone Plugin i can demo for you right now i am web developer with more 9 years experience so far you can see my profile with 100% completion rate project here https://www.freelancer.com/u/databasewebvn.html are you there for discuss more detail? Thanks
$2,500 USD in 30 days
5.0 (3 reviews)
4.7
4.7
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Dear Client, Greetings from Flowgica technologies, I have experience with these skills. We do have similar experience doing something similar to yours therefore I am looking forward to discuss more about more details and move ahead. please check more from here https://www.freelancer.com/u/mmadi.html?page=portfolio I am ready to work with you,kindly waiting for your response. Thanks & Regards, Mmadi
$2,100 USD in 36 days
5.0 (5 reviews)
4.5
4.5
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Hello , I have read and understand your requirement. I have good experience with Quickbook API . I'm agree with your terms of payment and your guideline to work. I can start work from right and we can discuss over here. Thanks , Sandeep
$1,500 USD in 30 days
5.0 (4 reviews)
2.0
2.0
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Hello I have read what you exactly need. However, I would like to ask you a few questions. I do work in a smart way and do not rest until I get the job done. Please feel free to contact me anytime so we can have a detailed discussion and finalize our budget and time line. I will deliver in best possible way ! (A)
$2,000 USD in 30 days
0.0 (0 reviews)
0.0
0.0
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Hello Sir/ Ma’am, We have dedicated team consisting of certified developers capable enough to handle your project exactly according to requirements and within said time frame. As per shared project description, we find ourselves fit for project work, as we have developed several projects with approx. similar features and functionalities. Looking forward to a small conversation to discuss your complete scope of work and suggest/recommend you a complete solution. Thanks
$2,000 USD in 35 days
0.0 (0 reviews)
0.0
0.0

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Flag of UNITED STATES
Gilbert, United States
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